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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 5,315.0 $1.3M 0.18% +420.0 +8.6% $253.97 +3.3%
82 VXUS VANGUARD STAR FDS 15,264.0 $1.3M 0.17% +860.0 +6.0% $85.49 +2.8%
83 GLD SPDR GOLD TR Financial Services 3,466.0 $1.3M 0.17% +124.0 +3.7% $368.37 +10.1%
84 VOO VANGUARD INDEX FDS 1,787.0 $1.2M 0.17% -37.0 -2.0% $687.11 +3.4%
85 GPIQ GOLDMAN SACHS ETF TR 20,562.0 $1.2M 0.16% +287.0 +1.4% $59.31 -2.9%
86 VB VANGUARD INDEX FDS 3,811.0 $1.2M 0.15% $303.12 +1.6%
87 SBUX STARBUCKS CORP Consumer Cyclical 11,213.0 $1.1M 0.15% -2K -14.8% $102.19 +5.6%
88 CAT CATERPILLAR INC Industrials 1,041.0 $1.1M 0.15% -85.0 -7.5% $1064.73 -17.2%
89 CRM SALESFORCE INC Technology 7,049.0 $1.1M 0.15% +197.0 +2.9% $156.66 +21.9%
90 GSST GOLDMAN SACHS ETF TR 21,702.0 $1.1M 0.15% +4K +23.7% $50.58 -0.1%
91 ZTS ZOETIS INC Healthcare 14,986.0 $1.1M 0.14% +288.0 +2.0% $71.86 +1.5%
92 HD HOME DEPOT INC Consumer Cyclical 3,041.0 $1.1M 0.14% -109.0 -3.5% $352.69 -4.2%
93 ESGE ISHARES INC 19,609.0 $1.1M 0.14% +148.0 +0.8% $54.69 -1.1%
94 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 101,713.0 $1.1M 0.14% $10.41 -3.7%
95 LLY ELI LILLY & CO Healthcare 863.0 $1.0M 0.14% -49.0 -5.4% $1199.09 -1.2%
96 ESGD ISHARES TR 9,943.0 $1.0M 0.14% +74.0 +0.8% $102.81 +4.6%
97 VUSB VANGUARD BD INDEX FDS 19,938.0 $993K 0.13% +3K +14.8% $49.78 -0.1%
98 GS GOLDMAN SACHS GROUP INC Financial Services 980.0 $991K 0.13% $1011.58 +3.9%
99 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,976.0 $944K 0.13% -116.0 -5.5% $477.52 -9.7%
100 XOM EXXON MOBIL CORP Energy 6,867.0 $939K 0.13% $136.71 +18.1%
Page 5 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%