Regal Investment Advisors LLC
Filing Date
Global Rank
#2,308
/ 8,588
▲ 84
Top Industry
Drug Manufacturers - General
10.0%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed May 14, 2026 · 34d
22 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.6%
SPY
+76.8%
Annualised alpha
-3.1%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
286 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.1%
−0.6 pts
Top 5
22.2%
−2.9 pts
Top 10
33.0%
−2.0 pts
HHI
172
Diversified−22
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.3% | $134,524,034 |
| Healthcare | 13.6% | $85,431,794 |
| Unclassified | 12.5% | $78,570,169 |
| Consumer Defensive | 10.3% | $64,722,576 |
| Financial Services | 9.2% | $57,725,972 |
| Energy | 7.4% | $46,650,233 |
| Industrials | 7.2% | $45,677,411 |
| Consumer Cyclical | 6.0% | $37,974,588 |
| Communication Services | 5.6% | $35,564,798 |
| Utilities | 4.4% | $27,987,833 |
| Basic Materials | 1.8% | $11,564,689 |
| Real Estate | 0.6% | $3,944,506 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +27,847 | 37,887 | $1,087,735 | |
| PFE | Pfizer Inc | +20,784 | 387,317 | $10,875,861 | |
| VZ | Verizon Communications Inc | +18,208 | 227,786 | $11,434,857 | |
| T | At&T Inc. | +13,913 | 359,834 | $10,431,587 | |
| TAK | Takeda Pharmaceutical Co Ltd | +12,104 | 40,802 | $755,653 | |
| MOS | Mosaic Co | +11,275 | 28,135 | $717,442 | |
| AIOT | Powerfleet, Inc. | +11,142 | 26,465 | $81,512 | |
| TTEK | Tetra Tech Inc | +10,119 | 29,250 | $881,010 | |
| ARCO | Arcos Dorados Holdings Inc. | +9,381 | 29,413 | $242,657 | |
| CLF | Cleveland-Cliffs Inc. | +8,837 | 35,257 | $297,921 | |
| NZF | Nuveen Municipal Credit Income Fund | +8,322 | 27,939 | $340,297 | |
| FSI | Flexible Solutions International Inc | +8,225 | 43,185 | $233,242 | |
| MDU | Mdu Resources Group Inc | +8,020 | 29,812 | $617,704 | |
| XOM | Exxon Mobil Corp | +7,977 | 52,204 | $8,856,930 | |
| MSFT | Microsoft Corp | +5,745 | 60,289 | $22,317,179 | |
| UBER | Uber Technologies, Inc | +5,728 | 12,711 | $914,302 | |
| BP | Bp PLC | +5,606 | 18,275 | $858,925 | |
| ETR | Entergy Corp /De/ | +4,948 | 32,453 | $3,646,419 | |
| FDS | Factset Research Systems Inc | +4,726 | 12,207 | $2,648,796 | |
| BMY | Bristol Myers Squibb Co | +4,701 | 16,975 | $1,029,533 | |
| CEG | Constellation Energy Corp | +4,625 | 10,454 | $2,919,279 | |
| SMR | NUSCALE POWER Corp | +4,407 | 19,522 | $211,618 | |
| EOT | Eaton Vance National Municipal Opportunities Trust | +4,281 | 30,702 | $525,618 | |
| CVX | Chevron Corp | +4,195 | 65,106 | $13,470,431 | |
| PANW | Palo Alto Networks Inc | +4,187 | 6,984 | $1,119,674 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −32,652 | 33,976 | $2,995,324 | |
| AAAU | Goldman Sachs Physical Gold ETF | −15,657 | 31,417 | $1,451,151 | |
| MU | Micron Technology Inc | −12,358 | 3,404 | $1,150,007 | |
| MMT | Mfs Multimarket Income Trust | −8,351 | 58,883 | $272,039 | |
| AGNC | AGNC Investment Corp. | −8,060 | 78,430 | $786,652 | |
| RPRX | Royalty Pharma plc | −6,387 | 106,954 | $5,130,583 | |
| HRZN | Horizon Technology Finance Corp | −5,506 | 43,553 | $183,358 | |
| BPRE | Bluerock Private Real Estate Fund | −4,928 | 29,317 | $486,955 | |
| SLV | iShares Silver Trust | −4,752 | 26,903 | $1,833,170 | |
| FANG | Diamondback Energy, Inc. | −4,279 | 20,917 | $4,137,173 | |
| NXJ | NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | −4,070 | 12,892 | $158,571 | |
| F | Ford Motor Co | −2,984 | 56,033 | $646,620 | |
| AFL | Aflac Inc | −2,887 | 56,110 | $6,155,828 | |
| JNJ | Johnson & Johnson | −2,576 | 69,190 | $16,912,803 | |
| UNH | Unitedhealth Group Inc | −2,536 | 2,031 | $549,568 | |
| GNRC | Generac Holdings Inc. | −2,285 | 13,463 | $2,629,727 | |
| EOG | Eog Resources Inc | −2,275 | 29,345 | $4,242,406 | |
| MO | Altria Group, Inc. | −2,049 | 148,761 | $9,816,738 | |
| SIVR | abrdn Silver ETF Trust | −1,799 | 3,679 | $263,453 | |
| ADBE | Adobe Inc. | −1,518 | 1,044 | $253,775 | |
| RIVN | Rivian Automotive, Inc. / DE | −1,476 | 35,791 | $538,654 | |
| PSX | Phillips 66 | −1,386 | 6,017 | $1,096,177 | |
| SPY | Spdr S&P 500 ETF Trust | −1,319 | 46,742 | $30,398,192 | |
| LUCK | Lucky Strike Entertainment Corp | −1,302 | 25,094 | $208,782 | |
| PLD | Prologis, Inc. | −1,244 | 6,570 | $868,422 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ZM | Zoom Communications, Inc. | 27,762 | $2,231,787 | |
| MAR | Marriott International Inc /Md/ | 4,227 | $1,382,524 | |
| BE | Bloom Energy Corp | 5,062 | $685,850 | |
| BMRN | Biomarin Pharmaceutical Inc | 10,592 | $598,342 | |
| DRS | Leonardo DRS, Inc. | 11,650 | $518,658 | |
| CRDO | Credo Technology Group Holding Ltd | 4,340 | $407,395 | |
| PCAR | Paccar Inc | 3,420 | $395,010 | |
| OKLO | Oklo Inc. | 7,120 | $353,080 | |
| VLO | Valero Energy Corp/Tx | 1,322 | $326,639 | |
| DOW | Dow Inc. | 7,660 | $319,039 | |
| SUN | Sunoco LP | 4,871 | $316,468 | |
| EXC | Exelon Corp | 5,621 | $275,541 | |
| USFD | US Foods Holding Corp. | 2,969 | $273,771 | |
| HSY | Hershey Co | 1,245 | $258,823 | |
| UNF | Unifirst Corp | 1,000 | $251,590 | |
| CFG | Citizens Financial Group Inc/Ri | 4,186 | $251,034 | |
| HESM | Hess Midstream LP | 6,449 | $250,672 | |
| STWD | Starwood Property Trust, Inc. | 14,127 | $243,266 | |
| SCHW | Schwab Charles Corp | 2,573 | $241,810 | |
| BABA | Alibaba Group Holding Ltd | 1,915 | $240,255 | |
| LIN | Linde PLC | 482 | $238,956 | |
| MSI | Motorola Solutions, Inc. | 550 | $238,683 | |
| SOLS | Solstice Advanced Materials Inc. | 3,125 | $238,000 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | 1,086 | $237,529 | |
| ET | Energy Transfer LP | 12,262 | $236,656 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 1,397 | $925,400 | |
| CPRT | Copart Inc | 21,168 | $828,727 | |
| GTLS | Chart Industries Inc | 3,690 | $760,988 | |
| TYL | Tyler Technologies Inc | 1,215 | $551,549 | |
| UTHR | UNITED THERAPEUTICS Corp | 795 | $387,363 | |
| CALM | Cal-Maine Foods Inc | 4,357 | $346,686 | |
| ECG | Everus Construction Group, Inc. | 3,199 | $273,706 | |
| HOOD | Robinhood Markets, Inc. | 2,213 | $250,290 | |
| UAA | Under Armour, Inc. | 27,575 | $137,047 | |
| SLS | SELLAS Life Sciences Group, Inc. | 35,900 | $135,343 | |
| SOUN | Soundhound Ai, Inc. | 12,279 | $122,421 | |
| STKL | SunOpta Inc. | 19,765 | $75,107 | |
| ALDX | Aldeyra Therapeutics, Inc. | 13,565 | $70,266 | |
| INDI | indie Semiconductor, Inc. | 14,238 | $50,260 | |
| HOWL | Werewolf Therapeutics, Inc. | 52,593 | $33,343 | |
| ABEV | Ambev S.A. | 11,148 | $27,535 | |
| No positions match the current search. | ||||
44 positions ·
$134,524,034 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 127,198 | $32,281,580 | 24.00% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 133,066 | $23,206,710 | 17.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 60,289 | $22,317,179 | 16.59% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 34,581 | $8,382,088 | 6.23% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 64,820 | $5,029,383 | 3.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 14,962 | $4,630,888 | 3.44% | |
| CPAY |
Corpay, Inc.
Technology
|
Added | 13,776 | $4,008,678 | 2.98% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 11,630 | $3,930,358 | 2.92% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Added | 60,205 | $2,824,216 | 2.10% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 13,192 | $2,818,602 | 2.10% | |
| ZM |
Zoom Communications, Inc.
Technology
|
NEW | 27,762 | $2,231,787 | 1.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,713 | $1,772,485 | 1.32% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 8,018 | $1,629,097 | 1.21% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,553 | $1,405,341 | 1.04% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 3,422 | $1,335,983 | 0.99% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 10,110 | $1,277,398 | 0.95% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,288 | $1,220,752 | 0.91% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,404 | $1,150,007 | 0.85% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 6,984 | $1,119,674 | 0.83% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,244 | $1,108,766 | 0.82% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 10,286 | $1,075,401 | 0.80% | |
| ACN |
Accenture plc
Technology
|
Added | 5,258 | $1,042,608 | 0.78% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 623 | $917,311 | 0.68% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 12,711 | $914,302 | 0.68% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
Reduced | 51,530 | $820,357 | 0.61% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 4,672 | $635,251 | 0.47% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 4,192 | $539,845 | 0.40% | |
| PI |
Impinj Inc
Technology
|
Added | 4,974 | $510,829 | 0.38% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 4,078 | $500,696 | 0.37% | |
| WDAY |
Workday, Inc.
Technology
|
Added | 3,152 | $409,507 | 0.30% | |
| INTC |
Intel Corp
Technology
|
Added | 9,274 | $409,261 | 0.30% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 4,340 | $407,395 | 0.30% | |
| HUBS |
Hubspot Inc
Technology
|
Added | 1,563 | $381,528 | 0.28% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 259 | $342,094 | 0.25% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,311 | $338,053 | 0.25% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,044 | $253,775 | 0.19% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 550 | $238,683 | 0.18% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
NEW | 1,409 | $222,678 | 0.17% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,177 | $219,710 | 0.16% | |
| EXTR |
Extreme Networks Inc
Technology
|
Held | 14,000 | $211,120 | 0.16% | |
| ONDS |
Ondas Inc.
Technology
|
NEW | 18,100 | $163,624 | 0.12% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Added | 10,392 | $149,956 | 0.11% | |
| AIOT |
Powerfleet, Inc.
Technology
|
Added | 26,465 | $81,512 | 0.06% | |
| BLZE |
Backblaze, Inc.
Technology
|
Added | 16,686 | $57,566 | 0.04% |