Regatta Capital Group, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 233 distinct equity securities held by the firm.
The portfolio includes a mix of large-cap technology companies, consumer staples, and exchange-traded funds. Notable holdings include Apple Inc., with 133,117 shares; Microsoft Corp., holding 27,539 shares; and NVIDIA Corporation, which holds 65,294 shares. The firm also holds significant positions in Amazon.com Inc. (71,855 shares), Alphabet Inc. Class A (68,941 shares), and Meta Platforms Inc. Class A (21,787 shares).
Regatta Capital’s portfolio also features substantial exposure to exchange-traded funds. The firm holds the iShares Core S&P Total Stock Market ETF (424,760 shares) and the iShares Core MSCI Total International Stock ETF (307,597 shares). Other ETF positions include the iShares Core S&P 500 ETF (424,760 shares) and the Vanguard World Fund ESG US Stock ETF (169,562 shares).
The filing also lists positions in various other sectors, including financials, healthcare, and energy. Notable individual stock holdings include Berkshire Hathaway Inc. Class B (16,431 shares), JPMorgan Chase & Co. (20,948 shares), and Costco Wholesale Corporation (6,291 shares). The report was signed by Russell Mohberg, Chief Compliance Officer, on October 23, 2026.
