CIK 1911488
REGATTA CAPITAL GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
211
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 436 | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 31K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| TOST | TOAST INC | 10K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| SHYG | ISHARES TR | 8K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 13K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 884 | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR | 4K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 25K | $100K–$500K | SH |
| BRSP | BRIGHTSPIRE CAPITAL INC | 52K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 822 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 961 | $100K–$500K | SH |
| HYDB | ISHARES TR | 6K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 5K | $100K–$500K | SH |
| PAAA | PGIM ETF TR | 5K | $100K–$500K | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 11K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 837 | $100K–$500K | SH |
| SGOV | ISHARES TR | 3K | $100K–$500K | SH |
| REET | ISHARES TR | 11K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 4K | $100K–$500K | SH |
| EZU | ISHARES INC | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| ADBE | ADOBE INC | 697 | $100K–$500K | SH |
| ECL | ECOLAB INC | 928 | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| SG | SWEETGREEN INC | 34K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 21K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| MAS | MASCO CORP | 3K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 654 | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |