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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 4 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GSY INVESCO ACTIVELY MANAGED EXC 43,181.0 $2.2M 0.29% +5K +12.5% $50.15 +0.2%
62 MCD MCDONALDS CORP Consumer Cyclical 7,967.0 $2.2M 0.29% +681.0 +9.3% $270.31 -1.8%
63 IJH ISHARES TR 27,893.0 $2.2M 0.29% $77.11 +1.8%
64 PG PROCTER & GAMBLE CO Consumer Defensive 14,403.0 $2.1M 0.28% -79.0 -0.6% $146.64 -2.4%
65 MINT PIMCO ETF TR 20,841.0 $2.1M 0.28% +3K +17.4% $100.81 -0.1%
66 GEV GE VERNOVA INC Utilities 1,747.0 $2.1M 0.28% NEW $1174.90 -8.2%
67 IJR ISHARES TR 13,601.0 $2.0M 0.27% $148.31 +1.0%
68 T AT&T INC Communication Services 97,323.0 $2.0M 0.27% -3K -3.1% $20.70 +19.2%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 47,096.0 $2.0M 0.27% -7K -13.3% $42.34 +13.5%
70 AVUS AMERICAN CENTY ETF TR 15,072.0 $1.9M 0.26% +679.0 +4.7% $128.09 +3.1%
71 MDT MEDTRONIC PLC Healthcare 23,420.0 $1.8M 0.25% +391.0 +1.7% $78.23 +15.8%
72 PULS PGIM ETF TR 36,123.0 $1.8M 0.24% +6K +18.4% $49.55 +0.2%
73 RDVY FIRST TR EXCHANGE TRADED FD 21,875.0 $1.8M 0.24% +353.0 +1.6% $81.06 +2.9%
74 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 182,877.0 $1.7M 0.23% $9.33 -2.0%
75 BA BOEING CO Industrials 7,413.0 $1.6M 0.22% +54.0 +0.7% $216.46 +4.4%
76 ALB ALBEMARLE CORP Basic Materials 11,465.0 $1.5M 0.21% +552.0 +5.1% $135.02 -0.8%
77 NUMV NUSHARES ETF TR 34,929.0 $1.5M 0.20% +419.0 +1.2% $43.49 +4.2%
78 CGCB CAPITAL GRP FIXED INCM ETF T 54,084.0 $1.4M 0.19% -10K -15.2% $26.18 -1.4%
79 SMMV ISHARES TR 30,632.0 $1.4M 0.19% +4K +14.8% $46.04 +3.2%
80 MA MASTERCARD INCORPORATED Financial Services 2,650.0 $1.4M 0.18% -59.0 -2.2% $513.69 +9.5%
Page 4 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%