Regency Capital Management Inc.\DE
Top Portfolio Positions
42 positions ·
$182,429,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
176,200 | $15,533,792 | 8.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
29,390 | $14,083,688 | 7.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,699 | $13,650,094 | 7.48% | |
| MKL |
Markel Group Inc.
Financial Services
|
6,667 | $12,761,104 | 7.00% | |
| CB |
Chubb Ltd
Financial Services
|
32,506 | $10,594,680 | 5.81% | |
| APH |
Amphenol Corp /De/
Technology
|
73,029 | $9,227,214 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
31,674 | $8,038,544 | 4.41% | |
| NVDA |
Nvidia Corp
Technology
|
44,267 | $7,720,164 | 4.23% | |
| AME |
Ametek Inc/
Industrials
|
34,392 | $7,372,269 | 4.04% | |
| HUBB |
Hubbell Inc
Industrials
|
14,596 | $7,162,841 | 3.93% |
Portfolio Trend
21 quarters · across all stocks
Holdings in WTM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,372,333 | 1,535 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,397,579 | 1,635 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,355,602 | 811 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||