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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI ANALOG DEVICES INC Technology 1,034.0 $329K 0.05% -61.0 -5.6% $318.20 +31.0%
42 MCK MCKESSON CORP Healthcare 375.0 $325K 0.05% -61.0 -14.0% $865.85 -12.6%
43 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 47,339.0 $265K 0.04% -5K -9.6% $5.60 +2.9%
44 NAC NUVEEN CA DIVI ADV MUN Financial Services 22,280.0 $260K 0.04% -3K -10.5% $11.65 +2.2%
45 ENB ENBRIDGE INC Energy 4,249.0 $230K 0.04% -4K -48.9% $54.14 +3.7%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 945.0 $229K 0.04% -16.0 -1.7% $242.30 +5.3%
47 TGT TARGET CORP Consumer Defensive 1,882.0 $228K 0.04% -217.0 -10.3% $121.20 +5.9%
48 QCOM QUALCOMM INC Technology 1,707.0 $220K 0.03% -168.0 -9.0% $128.82 +81.2%
49 MMM 3M CO Industrials 1,378.0 $200K 0.03% -9.0 -0.7% $145.19 +6.9%
Page 3 of 3  ·  49 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%