Regatta Capital Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 Million distributed in 188 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 $45.7M, Vaneck Morningstar Wide Moat E with a value of $43.7M, Apple Inc. with a value of $30.6M, Vanguard Value ETF with a value of $28.5M, and Ishares Barclays 10 20 Yr Trea with a value of $19.1M.
Examining the 13F form we can see an increase of $44.6M in the current position value, from $461M to 505M.
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
$505 Million
ETFs: $270 Million
Technology: $65.4 Million
Consumer Cyclical: $40 Million
Communication Services: $40 Million
Financial Services: $37.3 Million
Healthcare: $16.3 Million
Consumer Defensive: $15.3 Million
Industrials: $5.11 Million
Other: $8.66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
