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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $744M AUM 223 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 98 Added 51 Reduced 16 Exited
Page 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPACE EXPLORATION TECHN CORP 17,637.0 $3.0M 0.41% NEW $170.86
42 CENCORA INC 10,344.0 $2.9M 0.39% +443.0 +4.5% $282.98
43 VNQ VANGUARD INDEX FDS 29,832.0 $2.9M 0.39% +1K +3.9% $96.43 +1.6%
44 LRCX LAM RESEARCH CORP Technology 6,396.0 $2.8M 0.37% -305.0 -4.5% $433.33 -20.7%
45 PANW PALO ALTO NETWORKS INC Technology 8,024.0 $2.7M 0.37% +724.0 +9.9% $341.03 +10.2%
46 AMGN AMGEN INC Healthcare 7,477.0 $2.7M 0.36% +186.0 +2.5% $362.10 +15.8%
47 LGLV SPDR SERIES TRUST 14,808.0 $2.7M 0.36% +3K +27.2% $181.46 +3.4%
48 KO COCA COLA CO Consumer Defensive 32,808.0 $2.7M 0.36% -888.0 -2.6% $81.27 +7.0%
49 IEI ISHARES TR 22,624.0 $2.7M 0.36% +866.0 +4.0% $117.45 -0.8%
50 PSA PUBLIC STORAGE Real Estate 8,002.0 $2.5M 0.34% +401.0 +5.3% $318.32 +1.9%
51 EEM ISHARES TR 36,952.0 $2.5M 0.34% $68.41 -1.6%
52 SHEL SHELL PLC Energy 32,578.0 $2.5M 0.34% +820.0 +2.6% $77.54 +18.2%
53 RMD RESMED INC Healthcare 12,862.0 $2.5M 0.34% +883.0 +7.4% $194.87 +13.1%
54 XSD SPDR SERIES TRUST 3,987.0 $2.5M 0.33% NEW $623.64 -11.9%
55 IAU ISHARES GOLD TR Financial Services 32,806.0 $2.5M 0.33% +1K +3.8% $75.51 +10.1%
56 VTI VANGUARD INDEX FDS 6,497.0 $2.4M 0.32% +83.0 +1.3% $370.07 +3.3%
57 COF CAPITAL ONE FINL CORP Financial Services 11,900.0 $2.4M 0.32% +636.0 +5.7% $200.62 +10.4%
58 ABNB AIRBNB INC Consumer Cyclical 16,662.0 $2.4M 0.32% -169.0 -1.0% $143.10 +25.3%
59 UNILEVER PLC 39,086.0 $2.3M 0.32% +1K +3.0% $60.12
60 NFLX NETFLIX INC. Communication Services 31,774.0 $2.3M 0.30% +4K +15.4% $71.40 +6.5%
Page 3 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Communication Services 19.8%
Consumer Cyclical 14.5%
Financial Services 13.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Industrials 2.6%
Energy 2.0%
Real Estate 1.3%
Utilities 1.1%