Regatta Capital Group
Latest statistics and disclosures from Regatta Capital Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, MOAT, VTV, AVIG, AAPL, and represent 30.69% of Regatta Capital Group's stock portfolio.
- Added to shares of these 10 stocks: SGOV, ITOT, IXUS, CGMS, LVHI, AVIG, AVUV, ESGV, DYNF, HDV.
- Started 14 new stock positions in ROK, PSX, DOV, SOXX, MPC, LMT, OXY, CCJ, GENI, MUC. VO, BLK, VBIL, UGP.
- Reduced shares in these 10 stocks: AAPL, NFLX, QQQ, META, CGCB, SHYG, ARKK, EZU, , .
- Sold out of its positions in ARKK, ADBE, BFZ, CVS, EZU, SHYG, LUNG, XLF, BORR, CHKP.
- Regatta Capital Group was a net buyer of stock by $22M.
- Regatta Capital Group has $661M in assets under management (AUM), dropping by -0.20%.
- Central Index Key (CIK): 0001911488
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Portfolio Holdings for Regatta Capital Group
Regatta Capital Group holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.4 | $56M | +3% | 390k | 142.43 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 7.1 | $47M | 482k | 96.70 |
|
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| Vanguard Index Fds Value Etf (VTV) | 5.4 | $36M | +2% | 183k | 196.20 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 5.0 | $33M | +3% | 800k | 41.54 |
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| Apple (AAPL) | 4.8 | $32M | -10% | 124k | 253.79 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.0 | $26M | +3% | 238k | 110.47 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 3.5 | $23M | +7% | 837k | 27.23 |
|
| Ishares Tr Core Msci Total (IXUS) | 3.4 | $22M | +7% | 259k | 86.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $22M | +2% | 75k | 287.56 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $21M | +2% | 108k | 191.81 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.8 | $18M | +4% | 315k | 58.18 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.7 | $18M | +5% | 160k | 112.27 |
|
| Amazon (AMZN) | 2.2 | $15M | +5% | 70k | 208.27 |
|
| Meta Platforms Cl A (META) | 1.9 | $12M | -3% | 22k | 572.14 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $11M | +6% | 62k | 174.40 |
|
| Microsoft Corporation (MSFT) | 1.4 | $9.5M | +3% | 26k | 370.18 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.9M | 17k | 479.20 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $7.1M | +6% | 24k | 294.16 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 1.1 | $7.0M | +6% | 127k | 55.20 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.0 | $6.8M | +6% | 149k | 45.50 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.9 | $6.2M | +4% | 132k | 47.02 |
|
| Broadcom (AVGO) | 0.9 | $6.2M | +5% | 20k | 309.51 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $6.0M | +3% | 6.0k | 996.40 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.7 | $4.9M | +32% | 121k | 40.54 |
|
| Tesla Motors (TSLA) | 0.7 | $4.7M | -2% | 13k | 371.76 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $4.6M | +22% | 34k | 135.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.4M | 15k | 286.86 |
|
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $4.3M | +5% | 57k | 75.45 |
|
| Advanced Micro Devices (AMD) | 0.6 | $4.2M | 21k | 203.43 |
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| Williams-Sonoma (WSM) | 0.6 | $4.2M | +7% | 23k | 182.33 |
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| Capital Group Conservative E SHS (CGCV) | 0.6 | $3.9M | +18% | 132k | 29.81 |
|
| Visa Com Cl A (V) | 0.6 | $3.7M | 12k | 302.23 |
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| Walt Disney Company (DIS) | 0.5 | $3.5M | +4% | 37k | 96.38 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $3.4M | +19% | 165k | 20.41 |
|
| Booking Holdings (BKNG) | 0.5 | $3.3M | +5% | 792.00 | 4211.49 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $3.2M | +5% | 63k | 50.61 |
|
| AmerisourceBergen (COR) | 0.5 | $3.1M | +8% | 9.9k | 314.14 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.1M | -12% | 5.3k | 577.16 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $3.0M | +967% | 29k | 100.66 |
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| Shell Spon Ads (SHEL) | 0.4 | $3.0M | +8% | 32k | 93.00 |
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| At&t (T) | 0.4 | $2.9M | +6% | 100k | 28.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $2.8M | +16% | 32k | 88.16 |
|
| Verizon Communications (VZ) | 0.4 | $2.7M | -3% | 54k | 50.20 |
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| ResMed (RMD) | 0.4 | $2.7M | +15% | 12k | 224.48 |
|
| Netflix (NFLX) | 0.4 | $2.6M | -33% | 28k | 96.15 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $2.6M | +9% | 22k | 118.60 |
|
| Amgen (AMGN) | 0.4 | $2.6M | +8% | 7.3k | 351.83 |
|
| Coca-Cola Company (KO) | 0.4 | $2.6M | 34k | 76.05 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $2.5M | +9% | 29k | 88.70 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $2.3M | +3% | 91k | 25.06 |
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| Abbvie (ABBV) | 0.3 | $2.3M | 11k | 217.48 |
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| McDonald's Corporation (MCD) | 0.3 | $2.3M | 7.3k | 310.81 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $2.2M | +4% | 23k | 95.44 |
|
| Unilever Spon Adr New (UL) | 0.3 | $2.2M | +5% | 38k | 56.97 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $2.1M | -2% | 17k | 126.28 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.1M | 37k | 56.79 |
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| Procter & Gamble Company (PG) | 0.3 | $2.1M | -2% | 15k | 144.44 |
|
| Spdr Series Trust State Street Spd (LGLV) | 0.3 | $2.1M | +18% | 12k | 178.10 |
|
| Public Storage (PSA) | 0.3 | $2.1M | +8% | 7.6k | 270.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.1M | 6.4k | 320.82 |
|
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| Capital One Financial (COF) | 0.3 | $2.1M | +9% | 11k | 182.43 |
|
| Medtronic SHS (MDT) | 0.3 | $2.0M | +6% | 23k | 86.65 |
|
| Albemarle Corporation (ALB) | 0.3 | $2.0M | +15% | 11k | 179.53 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.3 | $1.9M | +4% | 38k | 50.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.9M | 28k | 67.53 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.8M | -8% | 18k | 100.57 |
|
| Zoetis Cl A (ZTS) | 0.3 | $1.7M | +8% | 15k | 118.21 |
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.3 | $1.7M | +33% | 183k | 9.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.7M | 14k | 124.31 |
|
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.7M | -19% | 64k | 26.26 |
|
| Nike CL B (NKE) | 0.2 | $1.6M | +12% | 31k | 52.82 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.6M | 14k | 111.18 |
|
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $1.5M | 31k | 49.50 |
|
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| Marvell Technology (MRVL) | 0.2 | $1.5M | -10% | 15k | 99.05 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $1.5M | 22k | 68.28 |
|
|
| Boeing Company (BA) | 0.2 | $1.5M | +9% | 7.4k | 199.03 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.4M | 3.3k | 430.28 |
|
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.4M | 6.7k | 213.66 |
|
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.4M | 2.7k | 499.72 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $1.3M | +8% | 35k | 38.77 |
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| salesforce (CRM) | 0.2 | $1.3M | 6.9k | 186.67 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 4.9k | 244.43 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.2M | 13k | 89.59 |
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| Palo Alto Networks (PANW) | 0.2 | $1.2M | +5% | 7.3k | 160.33 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | -9% | 6.9k | 169.65 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.2 | $1.2M | +21% | 27k | 43.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.1M | +25% | 14k | 77.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | 1.8k | 597.56 |
|
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| Chevron Corporation (CVX) | 0.2 | $1.1M | 5.1k | 206.92 |
|
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| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.2 | $1.0M | 102k | 10.29 |
|
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| Home Depot (HD) | 0.2 | $1.0M | +7% | 3.2k | 328.89 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.2 | $1.0M | +25% | 20k | 49.49 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $995k | 3.8k | 261.92 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $988k | +9% | 21k | 48.18 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $944k | +4% | 9.9k | 95.62 |
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| Pepsi (PEP) | 0.1 | $894k | -7% | 5.8k | 155.28 |
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| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.1 | $887k | +17% | 18k | 50.55 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $885k | +8% | 20k | 45.47 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $882k | 36k | 24.80 |
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| Waste Management (WM) | 0.1 | $871k | 3.8k | 229.79 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $865k | +30% | 17k | 49.79 |
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| Oracle Corporation (ORCL) | 0.1 | $856k | 5.8k | 147.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $854k | +4% | 7.2k | 118.61 |
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| Eli Lilly & Co. (LLY) | 0.1 | $839k | +8% | 912.00 | 919.65 |
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| Goldman Sachs (GS) | 0.1 | $832k | 983.00 | 846.23 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $827k | 8.8k | 93.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $814k | +6% | 1.2k | 652.97 |
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| Caterpillar (CAT) | 0.1 | $798k | 1.1k | 708.29 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $788k | +111% | 65k | 12.05 |
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| LKQ Corporation (LKQ) | 0.1 | $754k | +11% | 26k | 29.37 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $724k | -15% | 7.2k | 100.72 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $707k | -6% | 2.1k | 337.96 |
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| Intuit (INTU) | 0.1 | $697k | -5% | 1.6k | 432.30 |
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| Wells Fargo & Company (WFC) | 0.1 | $689k | -5% | 8.6k | 79.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $682k | +9% | 1.4k | 491.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $681k | +9% | 7.5k | 90.53 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $670k | 13k | 50.62 |
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| FedEx Corporation (FDX) | 0.1 | $657k | 1.8k | 356.19 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $650k | +6% | 7.7k | 83.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $632k | 4.2k | 151.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $620k | -16% | 953.00 | 650.44 |
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| Ballys Corporation Common Stock (BALY) | 0.1 | $611k | 63k | 9.64 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $608k | -3% | 13k | 45.62 |
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| American Express Company (AXP) | 0.1 | $596k | -7% | 2.0k | 302.44 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $587k | 4.2k | 138.37 |
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| MercadoLibre (MELI) | 0.1 | $586k | 339.00 | 1728.10 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $585k | 5.7k | 101.77 |
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| Cadence Design Systems (CDNS) | 0.1 | $576k | -10% | 2.1k | 277.87 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $563k | -3% | 9.5k | 59.03 |
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| Gilead Sciences (GILD) | 0.1 | $549k | -2% | 3.9k | 139.35 |
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| MGM Resorts International. (MGM) | 0.1 | $546k | -2% | 15k | 37.01 |
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| Uber Technologies (UBER) | 0.1 | $544k | +9% | 7.6k | 71.93 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $540k | 9.5k | 56.68 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $536k | +5% | 4.7k | 115.00 |
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| Merck & Co (MRK) | 0.1 | $536k | 4.5k | 120.29 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $522k | -20% | 3.4k | 152.76 |
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| CoStar (CSGP) | 0.1 | $517k | -4% | 13k | 40.34 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $514k | +4% | 11k | 48.43 |
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| Cisco Systems (CSCO) | 0.1 | $496k | 6.4k | 77.59 |
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| Applied Materials (AMAT) | 0.1 | $494k | -20% | 1.4k | 341.89 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $478k | +60% | 6.8k | 70.18 |
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| Linde SHS (LIN) | 0.1 | $463k | 933.00 | 495.72 |
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| ConocoPhillips (COP) | 0.1 | $435k | -8% | 3.3k | 132.01 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $435k | 2.1k | 211.16 |
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| Norfolk Southern (NSC) | 0.1 | $424k | 1.5k | 287.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $422k | +16% | 2.2k | 192.91 |
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| Iqvia Holdings (IQV) | 0.1 | $422k | +2% | 2.5k | 170.51 |
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| Bank of America Corporation (BAC) | 0.1 | $411k | -34% | 8.4k | 48.75 |
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| Abbott Laboratories (ABT) | 0.1 | $402k | 3.9k | 102.68 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $396k | +15% | 2.7k | 146.25 |
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| Sempra Energy (SRE) | 0.1 | $387k | 4.0k | 97.17 |
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| Guidewire Software (GWRE) | 0.1 | $379k | +56% | 2.5k | 149.54 |
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| Union Pacific Corporation (UNP) | 0.1 | $370k | 1.5k | 242.68 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $368k | -14% | 3.3k | 110.39 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $366k | -7% | 3.1k | 118.65 |
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| Stryker Corporation (SYK) | 0.1 | $364k | +34% | 1.1k | 328.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $359k | -12% | 921.00 | 390.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $347k | +18% | 12k | 28.71 |
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| Servicenow (NOW) | 0.1 | $345k | +4% | 3.3k | 104.56 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $344k | +59% | 5.1k | 68.14 |
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| Pfizer (PFE) | 0.1 | $336k | -7% | 12k | 28.08 |
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| Analog Devices (ADI) | 0.0 | $329k | -5% | 1.0k | 318.20 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $327k | NEW | 4.3k | 75.65 |
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| McKesson Corporation (MCK) | 0.0 | $325k | -13% | 375.00 | 865.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $314k | 2.8k | 113.11 |
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| Nextera Energy (NEE) | 0.0 | $313k | +6% | 3.4k | 92.89 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $299k | +9% | 12k | 25.15 |
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| Toast Cl A (TOST) | 0.0 | $298k | +17% | 11k | 26.51 |
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| Honeywell International (HON) | 0.0 | $295k | 1.3k | 226.06 |
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| Rockwell Automation (ROK) | 0.0 | $292k | NEW | 814.00 | 358.88 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $290k | NEW | 1.2k | 244.24 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $288k | 5.8k | 50.04 |
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| Wal-Mart Stores (WMT) | 0.0 | $286k | +23% | 2.3k | 124.30 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.0 | $279k | 5.5k | 51.18 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $279k | 6.0k | 46.52 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $278k | 5.4k | 51.93 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.0 | $276k | 11k | 25.32 |
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| Anthem (ELV) | 0.0 | $273k | +5% | 934.00 | 292.64 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $269k | 7.2k | 37.49 |
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| Constellation Brands Cl A (STZ) | 0.0 | $268k | +5% | 1.8k | 150.01 |
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| Cigna Corp (CI) | 0.0 | $268k | 1.0k | 266.76 |
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| Brightspire Capital Com Cl A (BRSP) | 0.0 | $265k | -9% | 47k | 5.60 |
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| Phillips 66 (PSX) | 0.0 | $260k | NEW | 1.4k | 182.18 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $260k | -10% | 22k | 11.65 |
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| Bristol Myers Squibb (BMY) | 0.0 | $258k | 4.3k | 60.65 |
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| UnitedHealth (UNH) | 0.0 | $258k | +13% | 953.00 | 270.56 |
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| Becton, Dickinson and (BDX) | 0.0 | $254k | +5% | 1.6k | 157.19 |
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| Ecolab (ECL) | 0.0 | $247k | 927.00 | 266.16 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $238k | 2.4k | 100.17 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $235k | NEW | 714.00 | 328.66 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $235k | NEW | 388.00 | 604.39 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $231k | 1.8k | 130.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $230k | NEW | 801.00 | 287.18 |
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| Enbridge (ENB) | 0.0 | $230k | -48% | 4.2k | 54.14 |
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| International Business Machines (IBM) | 0.0 | $229k | 945.00 | 242.30 |
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| Target Corporation (TGT) | 0.0 | $228k | -10% | 1.9k | 121.20 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $227k | NEW | 3.5k | 65.00 |
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| General Dynamics Corporation (GD) | 0.0 | $226k | 658.00 | 343.14 |
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| Masco Corporation (MAS) | 0.0 | $224k | +6% | 3.7k | 60.37 |
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| Terawulf (WULF) | 0.0 | $223k | 15k | 14.43 |
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| Qualcomm (QCOM) | 0.0 | $220k | -8% | 1.7k | 128.82 |
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| Carlyle Group (CG) | 0.0 | $214k | 4.4k | 48.39 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $213k | 1.8k | 118.43 |
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| Morgan Stanley Com New (MS) | 0.0 | $209k | 1.3k | 164.51 |
|
|
| Dover Corporation (DOV) | 0.0 | $209k | NEW | 1.0k | 208.45 |
|
| Cameco Corporation (CCJ) | 0.0 | $203k | NEW | 1.9k | 108.58 |
|
| Blackrock (BLK) | 0.0 | $200k | NEW | 208.00 | 961.97 |
|
| 3M Company (MMM) | 0.0 | $200k | 1.4k | 145.19 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $192k | NEW | 18k | 10.40 |
|
| Sweetgreen Com Cl A (SG) | 0.0 | $175k | 34k | 5.19 |
|
|
| Modiv Industrial Com Stk Cl C (MDV) | 0.0 | $173k | 12k | 14.32 |
|
|
| Blackrock Muniassets Fund (MUA) | 0.0 | $159k | 15k | 10.61 |
|
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $68k | NEW | 12k | 5.51 |
|
| Genius Sports Shares Cl A (GENI) | 0.0 | $66k | NEW | 15k | 4.43 |
|
| Beyond Meat (BYND) | 0.0 | $14k | 20k | 0.70 |
|
Past Filings by Regatta Capital Group
SEC 13F filings are viewable for Regatta Capital Group going back to 2021
- Regatta Capital Group 2026 Q1 filed April 15, 2026
- Regatta Capital Group 2025 Q4 filed Jan. 13, 2026
- Regatta Capital Group 2025 Q3 filed Oct. 17, 2025
- Regatta Capital Group 2025 Q2 filed July 15, 2025
- Regatta Capital Group 2025 Q1 filed April 14, 2025
- Regatta Capital Group 2024 Q4 filed Jan. 21, 2025
- Regatta Capital Group 2024 Q3 filed Oct. 15, 2024
- Regatta Capital Group 2024 Q2 filed Aug. 2, 2024
- Regatta Capital Group 2024 Q1 filed April 23, 2024
- Regatta Capital Group 2023 Q4 filed Jan. 22, 2024
- Regatta Capital Group 2023 Q3 filed Oct. 30, 2023
- Regatta Capital Group 2023 Q2 filed July 13, 2023
- Regatta Capital Group 2023 Q1 filed May 1, 2023
- Regatta Capital Group 2022 Q4 filed Feb. 7, 2023
- Regatta Capital Group 2022 Q3 filed Nov. 14, 2022
- Regatta Capital Group 2022 Q2 filed Aug. 9, 2022