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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 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPY STATE STR SPDR S&P 500 ETF T Financial Services 953.0 $620K 0.09% -188.0 -16.5% $650.44 +15.9%
122 BALLYS CORPORATION 63,413.0 $611K 0.09% $9.64
123 FBND FIDELITY MERRIMACK STR TR 13,337.0 $608K 0.09% -512.0 -3.7% $45.62 -0.3%
124 AXP AMERICAN EXPRESS CO Financial Services 1,970.0 $596K 0.09% -165.0 -7.7% $302.44 +3.6%
125 ACWI ISHARES TR 4,239.0 $587K 0.09% $138.37 +14.3%
126 MELI MERCADOLIBRE INC Consumer Cyclical 339.0 $586K 0.09% -4.0 -1.2% $1728.10 -1.3%
127 EUSA ISHARES INC 5,749.0 $585K 0.09% $101.77 +10.1%
128 CDNS CADENCE DESIGN SYSTEM INC Technology 2,071.0 $575K 0.09% -245.0 -10.6% $277.87 +34.4%
129 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,540.0 $563K 0.09% -354.0 -3.6% $59.03 +7.4%
130 GILD GILEAD SCIENCES INC Healthcare 3,942.0 $549K 0.08% -121.0 -3.0% $139.35 -3.2%
131 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,753.0 $546K 0.08% -350.0 -2.3% $37.01 +16.0%
132 UBER UBER TECHNOLOGIES INC Technology 7,557.0 $544K 0.08% +649.0 +9.4% $71.93 -2.5%
133 JEPI J P MORGAN EXCHANGE TRADED F 9,530.0 $540K 0.08% +120.0 +1.3% $56.68 -0.8%
134 BX BLACKSTONE INC Financial Services 4,659.0 $536K 0.08% +253.0 +5.7% $115.00 +1.7%
135 MRK MERCK & CO INC Healthcare 4,453.0 $536K 0.08% $120.29 +0.1%
136 NVS NOVARTIS AG Healthcare 3,420.0 $522K 0.08% -906.0 -20.9% $152.76 -1.3%
137 CSGP COSTAR GROUP INC Real Estate 12,823.0 $517K 0.08% -558.0 -4.2% $40.34 -19.4%
138 URA GLOBAL X FDS 10,620.0 $514K 0.08% +441.0 +4.3% $48.43 +4.5%
139 CSCO CISCO SYS INC Technology 6,394.0 $496K 0.07% $77.59 +53.4%
140 AMAT APPLIED MATLS INC Technology 1,444.0 $494K 0.07% -363.0 -20.1% $341.89 +33.7%
Page 7 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%