Regency Capital Management Inc.\De Portfolio Holdings
Regency Capital Management Inc.\De
- $165 Million
- Q3 2024
Regency Capital Management Inc.\De has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $165 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $14.9M, Costco Wholesale Corp with a value of $13.8M, Markel Corp with a value of $10.4M, Chubb LTD with a value of $9.77M, and Ishares U.S. Treasury Bond ETF with a value of $8.67M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $140M to 165M.
Below you can find more details about Regency Capital Management Inc.\De portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
Financial Services: $46.2 Million
ETFs: $29.1 Million
Technology: $22 Million
Industrials: $18 Million
Consumer Defensive: $13.8 Million
Healthcare: $12.1 Million
Energy: $7.92 Million
Real Estate: $5.68 Million
Other: $10.6 Million