Regatta Capital Group, LLC Incresed Positions in Q3 2025

Regatta Capital Group, LLC

  • $595 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
273
+ 21.06%
$172.41 - $199.66 $47.1K - $54.5K
1.57K $293K
COF
Capital One Financial Corp

Financial Services
313
+ 3.13%
$207.29 - $229.74 $64.9K - $71.9K
10.3K $2.19M
AMGN
Amgen Inc

Healthcare
159
+ 2.43%
$271.18 - $309.22 $43.1K - $49.2K
6.69K $1.89M
IEF
Ishares Barclays

ETFs
496
+ 2.34%
$93.91 - $97.26 $46.6K - $48.2K
21.7K $2.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123
+ 1.08%
$68.24 - $73.73 $8.39K - $9.07K
11.5K $842K
PANW
Palo Alto Networks Inc

Technology
315
+ 4.68%
$167.06 - $208.19 $52.6K - $65.6K
7.05K $1.44M
PSA
Public Storage

Real Estate
267
+ 4.23%
$271.94 - $298.09 $72.6K - $79.6K
6.58K $1.9M
DVY
Ishares Tr

ETFs
25
+ 0.6%
$133.88 - $142.57 $3.35K - $3.56K
4.16K $591K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.12K
+ 1.28%
$25.0 - $25.33 $28K - $28.3K
88.7K $2.25M
UBER
Uber Technologies, Inc

Technology
3
+ 0.05%
$86.91 - $99.57 $261 - $299
6.66K $652K
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 0.34%
$86.92 - $99.32 $695 - $795
2.38K $232K
REET
Ishares Global Reit ETF

ETFs
395
+ 3.86%
$24.45 - $25.91 $9.66K - $10.2K
10.6K $271K
SNY
Sanofi

Healthcare
738
+ 4.15%
$45.07 - $51.35 $33.3K - $37.9K
18.5K $873K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
37
+ 0.15%
$12.09 - $12.69 $447 - $470
24.6K $306K
Capital Grp Fixed Incm ETF T
37.1K
+ 5.16%
N/A
756K $0
CGMS
Capital Grp Core Plus Income E
1.29K
+ 12.59%
N/A
11.5K $0
VUSB
Vanguard Bd Index Fds
1.24K
+ 6.23%
N/A
21.1K $0
Capital Group Conservative E
28.4K
+ 43.46%
N/A
93.7K $0
Goldman Sachs ETF Tr
314
+ 3.04%
N/A
10.7K $0
Tidal Trust Ii
11K
+ 32.35%
N/A
45K $0
Fidelity Covington Trust
6
+ 0.08%
N/A
7.16K $0
Fidelity Wise Origin Bitcoin
2.09K
+ 20.66%
N/A
12.2K $0
IBM
International Business Machines Corp

Technology
10
+ 1.06%
$234.77 - $292.47 $2.35K - $2.92K
955 $269K
DUOL
Duolingo, Inc.

Technology
104
+ 16.88%
$271.18 - $403.06 $28.2K - $41.9K
720 $231K
CMCSA
Comcast Corp

Communication Services
786
+ 7.27%
$31.41 - $36.33 $24.7K - $28.6K
11.6K $364K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
108
+ 0.7%
$13.2 - $17.81 $1.43K - $1.92K
15.4K $209K
ZTS
Zoetis Inc.

Healthcare
558
+ 4.51%
$141.13 - $159.19 $78.8K - $88.8K
12.9K $1.89M
STZ
Constellation Brands, Inc.

Consumer Defensive
37
+ 2.15%
$131.78 - $176.09 $4.88K - $6.52K
1.75K $236K
NOW
Service Now, Inc.

Technology
12
+ 1.93%
$850.86 - $1044.69 $10.2K - $12.5K
633 $582K
UL
Unilever PLC

Consumer Defensive
17
+ 0.04%
$58.43 - $65.01 $993 - $1.11K
41.1K $2.44M
MSTR
Microstrategy Inc

Technology
5
+ 0.45%
$300.7 - $455.9 $1.5K - $2.28K
1.12K $359K
LKQ
Lkq Corp

Consumer Cyclical
1K
+ 4.71%
$29.24 - $39.21 $29.2K - $39.2K
22.2K $678K
INTU
Intuit Inc

Technology
48
+ 2.88%
$646.03 - $807.39 $31K - $38.8K
1.71K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 1.77%
$915.95 - $994.57 $93.4K - $101K
5.87K $5.44M
DIS
Walt Disney CO

Communication Services
42
+ 0.12%
$112.25 - $124.0 $4.71K - $5.21K
34.4K $3.94M
NFLX
Netflix Inc

Communication Services
100
+ 2.37%
$1147.87 - $1297.18 $115K - $130K
4.32K $5.18M
Activity Summary
Buys All Purchases 101 New Holdings 14 Increased Positions 87 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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