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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $661M AUM 215 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 104 Added 49 Reduced 10 Exited
Page 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 6,852.0 $1.3M 0.19% $186.67 -4.9%
82 JNJ JOHNSON & JOHNSON Healthcare 4,895.0 $1.2M 0.18% $244.43 -5.4%
83 SBUX STARBUCKS CORP Consumer Cyclical 13,161.0 $1.2M 0.18% $89.59 +14.0%
84 PANW PALO ALTO NETWORKS INC Technology 7,300.0 $1.2M 0.18% +403.0 +5.8% $160.33 +55.0%
85 XOM EXXON MOBIL CORP Energy 6,864.0 $1.2M 0.18% -724.0 -9.5% $169.65 -11.7%
86 SMMV ISHARES TR 26,676.0 $1.2M 0.18% +5K +21.4% $43.62 +2.0%
87 VXUS VANGUARD STAR FDS 14,404.0 $1.1M 0.17% +3K +25.6% $77.11 +11.3%
88 VOO VANGUARD INDEX FDS 1,824.0 $1.1M 0.17% $597.56 +15.5%
89 CVX CHEVRON CORPORATION Energy 5,116.0 $1.1M 0.16% +33.0 +0.7% $206.92 -11.8%
90 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 101,713.0 $1.0M 0.16% $10.29 +0.2%
91 HD HOME DEPOT INC Consumer Cyclical 3,150.0 $1.0M 0.16% +210.0 +7.1% $328.89 -3.4%
92 GPIQ GOLDMAN SACHS ETF TR 20,275.0 $1.0M 0.15% +4K +25.5% $49.49 +19.0%
93 VB VANGUARD INDEX FDS 3,798.0 $995K 0.15% $261.92 +11.7%
94 SNY SANOFI SA Healthcare 20,516.0 $988K 0.15% +2K +9.1% $48.18 -7.8%
95 ESGD ISHARES TR 9,869.0 $944K 0.14% +431.0 +4.6% $95.62 +8.3%
96 PEP PEPSICO INC Consumer Defensive 5,757.0 $894K 0.14% -485.0 -7.8% $155.28 -4.9%
97 GSST GOLDMAN SACHS ETF TR 17,543.0 $887K 0.13% +3K +17.0% $50.55 -0.0%
98 ESGE ISHARES INC 19,461.0 $885K 0.13% +1K +8.2% $45.47 +20.1%
99 HYMB SPDR SERIES TRUST 35,548.0 $882K 0.13% $24.80 +1.2%
100 WM WASTE MGMT INC DEL Industrials 3,789.0 $871K 0.13% $229.79 -6.2%
Page 5 of 11  ·  215 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 30.5%
Communication Services 20.5%
Consumer Cyclical 15.0%
Financial Services 13.1%
Healthcare 7.8%
Consumer Defensive 5.0%
Energy 2.8%
Industrials 2.7%
Real Estate 1.2%
Basic Materials 1.1%