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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE PFIZER INC Healthcare 11,949.0 $336K 0.05% -1K -7.8% $28.08 -7.2%
162 ADI ANALOG DEVICES INC Technology 1,034.0 $329K 0.05% -61.0 -5.6% $318.20 +28.3%
163 VBIL VANGUARD INSTL INDEX FD 4,326.0 $327K 0.05% NEW $75.65 +0.0%
164 MCK MCKESSON CORP Healthcare 375.0 $325K 0.05% -61.0 -14.0% $865.85 -11.5%
165 IVW ISHARES TR 2,779.0 $314K 0.05% $113.11 +22.3%
166 NEE NEXTERA ENERGY INC Utilities 3,371.0 $313K 0.05% +195.0 +6.1% $92.89 -4.9%
167 REET ISHARES TR 11,875.0 $299K 0.04% +1K +9.2% $25.15 +9.0%
168 TOST TOAST INC Technology 11,230.0 $298K 0.04% +2K +17.5% $26.51 -5.5%
169 HON HONEYWELL INTL INC Industrials 1,303.0 $295K 0.04% $226.06 +2.1%
170 ROK ROCKWELL AUTOMATION INC Industrials 814.0 $292K 0.04% NEW $358.88 +25.3%
171 MPC MARATHON PETE CORP Energy 1,187.0 $290K 0.04% NEW $244.24 +2.9%
172 GPIX GOLDMAN SACHS ETF TR 5,755.0 $288K 0.04% $50.04 +11.4%
173 WMT WALMART INC Consumer Defensive 2,301.0 $286K 0.04% +435.0 +23.3% $124.30 -4.4%
174 PAAA PGIM ETF TR 5,459.0 $279K 0.04% $51.18 +0.6%
175 HYDB ISHARES TR 5,989.0 $279K 0.04% $46.52 +0.7%
176 BINC BLACKROCK ETF TRUST II 5,353.0 $278K 0.04% $51.93 +0.6%
177 CGHM CAPITAL GRP FIXED INCM ETF T 10,912.0 $276K 0.04% $25.32 +1.2%
178 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 934.0 $273K 0.04% +50.0 +5.7% $292.64 +33.3%
179 FELG FIDELITY COVINGTON TRUST 7,176.0 $269K 0.04% $37.49 +18.7%
180 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,789.0 $268K 0.04% +90.0 +5.3% $150.01 -5.4%
Page 9 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%