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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 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WFC WELLS FARGO & CO Financial Services 8,454.0 $699K 0.09% -194.0 -2.2% $82.64 +5.9%
122 TLH ISHARES TR 6,676.0 $670K 0.09% -515.0 -7.2% $100.34 -4.2%
123 AXP AMERICAN EXPRESS CO Financial Services 1,970.0 $666K 0.09% $338.21 -0.6%
124 ACWI ISHARES TR 4,240.0 $666K 0.09% $156.98 +3.1%
125 CRWD CROWDSTRIKE HLDGS INC Technology 869.0 $663K 0.09% -52.0 -5.7% $190.71 +12.2%
126 EUSA ISHARES INC 5,749.0 $656K 0.09% $114.19 +3.9%
127 DVY ISHARES TR 4,198.0 $656K 0.09% +22.0 +0.5% $156.29 +5.1%
128 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 13,492.0 $645K 0.09% -1K -8.6% $47.81 -8.4%
129 FBND FIDELITY MERRIMACK STR TR 13,341.0 $607K 0.08% $45.49 -1.4%
130 UBER UBER TECHNOLOGIES INC Technology 8,395.0 $606K 0.08% +838.0 +11.1% $72.16 +3.9%
131 VEA VANGUARD TAX-MANAGED FDS 8,479.0 $604K 0.08% NEW $71.25 +3.4%
132 MRK MERCK & CO INC Healthcare 4,544.0 $584K 0.08% +91.0 +2.0% $128.49 +5.8%
133 MELI MERCADOLIBRE INC Consumer Cyclical 340.0 $577K 0.08% $1698.49 +5.2%
134 SOXX ISHARES TR 890.0 $570K 0.08% +176.0 +24.6% $640.51 -12.7%
135 BX BLACKSTONE INC Financial Services 4,801.0 $565K 0.08% +142.0 +3.0% $117.66 +19.5%
136 CDNS CADENCE DESIGN SYSTEM INC Technology 1,472.0 $552K 0.07% -599.0 -28.9% $375.32 -13.8%
137 ROK ROCKWELL AUTOMATION INC Industrials 1,114.0 $552K 0.07% +300.0 +36.9% $495.08 -10.2%
138 FDX FEDEX CORP Industrials 1,743.0 $546K 0.07% -100.0 -5.4% $313.14 +5.9%
139 DGRO ISHARES TR 6,971.0 $528K 0.07% +158.0 +2.3% $75.79 +4.7%
140 NVS NOVARTIS AG Healthcare 3,273.0 $513K 0.07% -147.0 -4.3% $156.72 -3.0%
Page 7 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%