Regatta Capital Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $489 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $46M, Vaneck Morningstar Wide Moat E with a value of $45.9M, Apple Inc. with a value of $28.6M, Vanguard Value ETF with a value of $28M, and American Centy ETF Tr Avantis with a value of $20.4M.
Examining the 13F form we can see an decrease of $2.88M in the current position value, from $492M to 489M.
Regatta Capital Group, LLC is based out at El Segundo, CA
Below you can find more details about Regatta Capital Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$489 Million
ETFs: $264 Million
Technology: $60.3 Million
Communication Services: $39.6 Million
Financial Services: $36.2 Million
Consumer Cyclical: $35.4 Million
Healthcare: $17.7 Million
Consumer Defensive: $15 Million
Energy: $5.29 Million
Other: $8.74 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
