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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,914.0 $506K 0.07% +374.0 +3.9% $51.05 +9.6%
142 JEPI J P MORGAN EXCHANGE TRADED F 8,891.0 $502K 0.07% -639.0 -6.7% $56.48 +2.3%
143 GILD GILEAD SCIENCES INC Healthcare 3,942.0 $498K 0.07% $126.33 +10.0%
144 BAC BANK OF AMER CORP Financial Services 8,647.0 $493K 0.07% +213.0 +2.5% $56.98 +12.1%
145 SHV ISHARES TR 4,432.0 $489K 0.07% +1K +32.9% $110.36 -0.1%
146 LIN LINDE PLC Basic Materials 933.0 $484K 0.07% $519.04 -8.6%
147 IWF ISHARES TR 3,836.0 $476K 0.06% NEW $124.17 +0.7%
148 MU MICRON TECHNOLOGY INC Technology 409.0 $472K 0.06% NEW $1155.00 -12.4%
149 NSC NORFOLK SOUTHN CORP Industrials 1,476.0 $464K 0.06% $314.59 +8.4%
150 URA GLOBAL X FDS 10,512.0 $459K 0.06% -108.0 -1.0% $43.70 +3.5%
151 IQVIA HLDGS INC 2,377.0 $459K 0.06% -97.0 -3.9% $193.26
152 IVE ISHARES TR 2,017.0 $458K 0.06% -43.0 -2.1% $227.08 +4.2%
153 BK BANK OF NY MELLON CORP Financial Services 3,069.0 $444K 0.06% $144.59 -0.5%
154 RTX RTX CORPORATION Industrials 2,218.0 $421K 0.06% +31.0 +1.4% $189.76 +16.8%
155 UNP UNION PAC CORP Industrials 1,546.0 $421K 0.06% +20.0 +1.3% $272.07 +10.2%
156 ADI ANALOG DEVICES INC Technology 1,048.0 $416K 0.06% +14.0 +1.4% $397.33 -1.8%
157 SYK STRYKER CORPORATION Healthcare 1,284.0 $404K 0.05% +176.0 +15.9% $314.94 +5.3%
158 CSGP COSTAR GROUP INC Real Estate 13,282.0 $376K 0.05% +459.0 +3.6% $28.32 +10.7%
159 UNH UNITEDHEALTH GROUP INC Healthcare 904.0 $376K 0.05% -49.0 -5.1% $415.43 -4.8%
160 SLV ISHARES SILVER TR Financial Services 6,663.0 $356K 0.05% +2K +31.8% $53.47 +11.4%
Page 8 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%