REGATTA CAPITAL GROUP, LLC
Top Portfolio Positions
141 positions ·
$256,728,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,009 | $31,472,244 | 12.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
75,029 | $21,575,339 | 8.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
70,035 | $14,586,189 | 5.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,622 | $12,370,594 | 4.82% | |
| NVDA |
Nvidia Corp
Technology
|
62,428 | $10,887,443 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
25,571 | $9,465,617 | 3.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,513 | $7,913,029 | 3.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
24,218 | $7,123,966 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
19,874 | $6,151,201 | 2.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,023 | $6,001,497 | 2.34% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MDV
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,713 | 12,061 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $173,557 | 12,061 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $176,573 | 12,061 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $169,818 | 12,061 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $193,579 | 12,061 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $179,467 | 12,061 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $202,624 | 12,061 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $170,542 | 12,061 | Shares | Sole | 2024-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||