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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 9 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 918.0 $355K 0.05% -16.0 -1.7% $386.88 +0.9%
162 IVW ISHARES TR 2,564.0 $353K 0.05% -215.0 -7.7% $137.54 +2.9%
163 SRE SEMPRA Utilities 3,800.0 $352K 0.05% -186.0 -4.7% $92.71 -7.3%
164 DELL DELL TECHNOLOGIES INC Technology 806.0 $348K 0.05% NEW $431.46 +11.2%
165 COP CONOCOPHILLIPS Energy 3,339.0 $347K 0.05% +41.0 +1.2% $103.95 +22.7%
166 NOW SERVICENOW INC Technology 3,492.0 $347K 0.05% +191.0 +5.8% $99.28 +18.5%
167 KLAC KLA CORP Technology 1,140.0 $344K 0.05% NEW $301.78 -31.8%
168 REET ISHARES TR 12,025.0 $332K 0.04% +150.0 +1.3% $27.62 +1.3%
169 WULF TERAWULF INC Financial Services 13,416.0 $331K 0.04% -2K -13.0% $24.70 -28.7%
170 PLTR PALANTIR TECHNOLOGIES INC Technology 2,811.0 $328K 0.04% +103.0 +3.8% $116.65 +47.9%
171 GPIX GOLDMAN SACHS ETF TR 5,755.0 $320K 0.04% $55.57 +1.5%
172 FELG FIDELITY COVINGTON TRUST 7,184.0 $314K 0.04% $43.75 +2.6%
173 MAS MASCO CORP Industrials 3,853.0 $314K 0.04% +146.0 +3.9% $81.38 -9.1%
174 TWLO TWILIO INC Communication Services 1,516.0 $313K 0.04% NEW $206.33 +10.8%
175 SG SWEETGREEN INC Consumer Cyclical 33,701.0 $297K 0.04% $8.81 -33.3%
176 NEE NEXTERA ENERGY INC Utilities 3,372.0 $296K 0.04% $87.76 -1.8%
177 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,365.0 $291K 0.04% NEW $123.11 +25.3%
178 VTWO VANGUARD SCOTTSDALE FDS 2,375.0 $288K 0.04% $121.42 +1.3%
179 NKE NIKE INC Consumer Cyclical 6,962.0 $286K 0.04% -24K -77.6% $41.05 -4.8%
180 WMT WALMART INC Consumer Defensive 2,522.0 $286K 0.04% +221.0 +9.6% $113.27 +0.9%
Page 9 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%