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Home > Institutional Investor > Regatta Capital Group, Llc > Profile

Instuitional Investor - Regatta Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Regatta Capital Group, Llc
Portfolio Value $380,319,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 432,903 $36,740,523 9.66%
2.
Vanguard Index Fds
 200,193 $29,928,916 7.86%
3.
Apple Inc.
 AAPL 127,741 $24,594,051 6.46%
4.
Ishares Trust
 IEF 154,797 $16,289,304 4.28%
5.
American Centy Etf Tr
 306,098 $12,804,094 3.36%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)