$95 Million is the total value of Regency Capital Management Inc.\DE's 179 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $4,845,000 | – | 18,966 | +100.0% | 5.10% | – |
| COST | New | COSTCO WHSL CORP NEW COMstock | $4,736,000 | – | 13,437 | +100.0% | 4.98% | – |
| MSFT | New | MICROSOFT CORP COMstock | $3,522,000 | – | 14,939 | +100.0% | 3.71% | – |
| CVS | New | CVS HEALTH CORP COMstock | $3,093,000 | – | 41,112 | +100.0% | 3.25% | – |
| AAPL | New | APPLE INC COMstock | $3,060,000 | – | 25,048 | +100.0% | 3.22% | – |
| AMZN | New | AMAZON COM INC COMstock | $2,785,000 | – | 900 | +100.0% | 2.93% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $2,730,000 | – | 23,980 | +100.0% | 2.87% | – |
| IJH | New | ISHARES S&P MIDCAP FUNDetf | $2,327,000 | – | 8,942 | +100.0% | 2.45% | – |
| WMT | New | WALMART INC COMstock | $2,156,000 | – | 15,874 | +100.0% | 2.27% | – |
| IAU | New | ISHARES COMEX GOLD TRUSTetf | $2,146,000 | – | 131,980 | +100.0% | 2.26% | – |
| CSX | New | CSX CORP COMstock | $2,142,000 | – | 22,220 | +100.0% | 2.25% | – |
| IVV | New | ISHARES CORE S&P 500 ETFetf | $2,106,000 | – | 5,294 | +100.0% | 2.22% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $2,003,000 | – | 971 | +100.0% | 2.11% | – |
| SLV | New | ISHARES SILVER TRUSTetf | $1,927,000 | – | 84,883 | +100.0% | 2.03% | – |
| EWJ | New | ISHARES MSCI JAPAN ETFetf | $1,923,000 | – | 28,071 | +100.0% | 2.02% | – |
| HD | New | HOME DEPOT INC COMstock | $1,849,000 | – | 6,056 | +100.0% | 1.95% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $1,829,000 | – | 11,128 | +100.0% | 1.92% | – |
| IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,748,000 | – | 27,166 | +100.0% | 1.84% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $1,653,000 | – | 3,623 | +100.0% | 1.74% | – |
| EVBG | New | EVERBRIDGE INC COMstock | $1,615,000 | – | 13,325 | +100.0% | 1.70% | – |
| V | New | VISA INC COM CL Astock | $1,581,000 | – | 7,469 | +100.0% | 1.66% | – |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $1,577,000 | – | 60,212 | +100.0% | 1.66% | – |
| APH | New | AMPHENOL CORP NEW CL Astock | $1,491,000 | – | 22,599 | +100.0% | 1.57% | – |
| CRL | New | CHARLES RIV LABS INTL INC COMstock | $1,489,000 | – | 5,136 | +100.0% | 1.57% | – |
| ISRG | New | INTUITIVE SURGICAL INC COM NEWstock | $1,415,000 | – | 1,915 | +100.0% | 1.49% | – |
| SPGI | New | S&P GLOBAL INC COMstock | $1,352,000 | – | 3,832 | +100.0% | 1.42% | – |
| CRM | New | SALESFORCE COM INC COMstock | $1,339,000 | – | 6,322 | +100.0% | 1.41% | – |
| MCO | New | MOODYS CORP COMstock | $1,296,000 | – | 4,339 | +100.0% | 1.36% | – |
| ANSS | New | ANSYS INC COMstock | $1,290,000 | – | 3,798 | +100.0% | 1.36% | – |
| ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,282,000 | – | 4,642 | +100.0% | 1.35% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $1,254,000 | – | 2,637 | +100.0% | 1.32% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $1,253,000 | – | 21,550 | +100.0% | 1.32% | – |
| TWTR | New | TWITTER INC COMstock | $1,239,000 | – | 19,474 | +100.0% | 1.30% | – |
| ADSK | New | AUTODESK INC COMstock | $1,234,000 | – | 4,454 | +100.0% | 1.30% | – |
| BK | New | BANK NEW YORK MELLON CORP COMstock | $1,208,000 | – | 25,535 | +100.0% | 1.27% | – |
| MKC | New | MCCORMICK & CO INC COM NON VTGstock | $1,208,000 | – | 13,550 | +100.0% | 1.27% | – |
| BOH | New | BANK HAWAII CORP COMstock | $1,120,000 | – | 12,519 | +100.0% | 1.18% | – |
| ROP | New | ROPER TECHNOLOGIES INC COMstock | $1,113,000 | – | 2,760 | +100.0% | 1.17% | – |
| GGG | New | GRACO INC COMstock | $1,013,000 | – | 14,141 | +100.0% | 1.07% | – |
| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,007,000 | – | 4,870 | +100.0% | 1.06% | – |
| CAT | New | CATERPILLAR INC COMstock | $966,000 | – | 4,165 | +100.0% | 1.02% | – |
| SPY | New | SPDR S&P 500 ETFetf | $931,000 | – | 2,349 | +100.0% | 0.98% | – |
| FB | New | FACEBOOK INC CL Astock | $804,000 | – | 2,730 | +100.0% | 0.85% | – |
| AMT | New | AMERICAN TOWER CORP NEW COMreit | $804,000 | – | 3,363 | +100.0% | 0.85% | – |
| SYK | New | STRYKER CORPORATION COMstock | $785,000 | – | 3,222 | +100.0% | 0.83% | – |
| GWW | New | GRAINGER W W INC COMstock | $780,000 | – | 1,945 | +100.0% | 0.82% | – |
| LOW | New | LOWES COS INC COMstock | $775,000 | – | 4,076 | +100.0% | 0.82% | – |
| ABNB | New | AIRBNB INC COM CL Astock | $752,000 | – | 4,000 | +100.0% | 0.79% | – |
| RBA | New | RITCHIE BROS AUCTIONEERS COMstock | $693,000 | – | 11,834 | +100.0% | 0.73% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $678,000 | – | 4,429 | +100.0% | 0.71% | – |
| GS | New | GOLDMAN SACHS GROUP INC COMstock | $615,000 | – | 1,882 | +100.0% | 0.65% | – |
| SBUX | New | STARBUCKS CORP COMstock | $538,000 | – | 4,923 | +100.0% | 0.57% | – |
| FAST | New | FASTENAL CO COMstock | $514,000 | – | 10,227 | +100.0% | 0.54% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $503,000 | – | 10,245 | +100.0% | 0.53% | – |
| MA | New | MASTERCARD INCORPORATED CL Astock | $497,000 | – | 1,395 | +100.0% | 0.52% | – |
| TWLO | New | TWILIO INC CL Astock | $462,000 | – | 1,356 | +100.0% | 0.49% | – |
| CME | New | CME GROUP INC COMstock | $443,000 | – | 2,167 | +100.0% | 0.47% | – |
| WSO | New | WATSCO INC COMstock | $440,000 | – | 1,687 | +100.0% | 0.46% | – |
| FERG | New | FERGUSON PLC NEW SHSstock | $426,000 | – | 3,542 | +100.0% | 0.45% | – |
| AVY | New | AVERY DENNISON CORP COMstock | $388,000 | – | 2,115 | +100.0% | 0.41% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DEL CL Astock | $386,000 | – | 1 | +100.0% | 0.41% | – |
| MCD | New | MCDONALDS CORP COMstock | $373,000 | – | 1,665 | +100.0% | 0.39% | – |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $364,000 | – | 12,780 | +100.0% | 0.38% | – |
| AUTL | New | AUTOLUS THERAPEUTICS PLC SPON ADSadr | $350,000 | – | 61,000 | +100.0% | 0.37% | – |
| NOC | New | NORTHROP GRUMMAN CORP COMstock | $305,000 | – | 943 | +100.0% | 0.32% | – |
| DHR | New | DANAHER CORPORATION COMstock | $303,000 | – | 1,345 | +100.0% | 0.32% | – |
| MORF | New | MORPHIC HLDG INC COMstock | $297,000 | – | 4,700 | +100.0% | 0.31% | – |
| LLY | New | LILLY ELI & CO COMstock | $282,000 | – | 1,510 | +100.0% | 0.30% | – |
| BDX | New | BECTON DICKINSON & CO COMstock | $248,000 | – | 1,022 | +100.0% | 0.26% | – |
| GD | New | GENERAL DYNAMICS CORP COMstock | $214,000 | – | 1,180 | +100.0% | 0.22% | – |
| ALL | New | ALLSTATE CORP COMstock | $201,000 | – | 1,746 | +100.0% | 0.21% | – |
| EQIX | New | EQUINIX INC COMreit | $182,000 | – | 268 | +100.0% | 0.19% | – |
| SHV | New | ISHARES SHORT TREASURY BOND ETFetf | $168,000 | – | 1,521 | +100.0% | 0.18% | – |
| HON | New | HONEYWELL INTL INC COMstock | $168,000 | – | 772 | +100.0% | 0.18% | – |
| CVX | New | CHEVRON CORP NEW COMstock | $158,000 | – | 1,506 | +100.0% | 0.17% | – |
| FHB | New | FIRST HAWAIIAN INC COMstock | $156,000 | – | 5,700 | +100.0% | 0.16% | – |
| KKR | New | KKR & CO INC COMstock | $147,000 | – | 3,000 | +100.0% | 0.16% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES COMstock | $135,000 | – | 3,030 | +100.0% | 0.14% | – |
| ALEX | New | ALEXANDER & BALDWIN INC NEW COMreit | $118,000 | – | 7,000 | +100.0% | 0.12% | – |
| OCUP | New | OCUPHIRE PHARMA INC COMstock | $99,000 | – | 17,000 | +100.0% | 0.10% | – |
| XLY | New | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $95,000 | – | 563 | +100.0% | 0.10% | – |
| MRK | New | MERCK & CO. INC COMstock | $89,000 | – | 1,154 | +100.0% | 0.09% | – |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $85,000 | – | 231 | +100.0% | 0.09% | – |
| ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $84,000 | – | 915 | +100.0% | 0.09% | – |
| PFE | New | PFIZER INC COMstock | $71,000 | – | 1,957 | +100.0% | 0.08% | – |
| MFC | New | MANULIFE FINL CORP COMstock | $70,000 | – | 3,256 | +100.0% | 0.07% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $64,000 | – | 2,765 | +100.0% | 0.07% | – |
| UNP | New | UNION PAC CORP COMstock | $50,000 | – | 229 | +100.0% | 0.05% | – |
| CP | New | CANADIAN PAC RY LTD COMstock | $49,000 | – | 129 | +100.0% | 0.05% | – |
| ACWI | New | ISHARES MSCI ACWI INDEX FUNDetf | $48,000 | – | 500 | +100.0% | 0.05% | – |
| ATVI | New | ACTIVISION BLIZZARD INC COMstock | $46,000 | – | 500 | +100.0% | 0.05% | – |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $45,000 | – | 184 | +100.0% | 0.05% | – |
| NVDA | New | NVIDIA CORPORATION COMstock | $43,000 | – | 80 | +100.0% | 0.04% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $43,000 | – | 675 | +100.0% | 0.04% | – |
| ECL | New | ECOLAB INC COMstock | $43,000 | – | 200 | +100.0% | 0.04% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $41,000 | – | 525 | +100.0% | 0.04% | – |
| DUK | New | DUKE ENERGY CORP NEW COM NEWstock | $39,000 | – | 400 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC COMstock | $35,000 | – | 685 | +100.0% | 0.04% | – |
| PM | New | PHILIP MORRIS INTL INC COMstock | $32,000 | – | 355 | +100.0% | 0.03% | – |
| MKL | New | MARKEL CORP COMstock | $28,000 | – | 25 | +100.0% | 0.03% | – |
| PTON | New | PELOTON INTERACTIVE INC CL A COMstock | $28,000 | – | 250 | +100.0% | 0.03% | – |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $27,000 | – | 177 | +100.0% | 0.03% | – |
| AMGN | New | AMGEN INC COMstock | $27,000 | – | 107 | +100.0% | 0.03% | – |
| SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $26,000 | – | 265 | +100.0% | 0.03% | – |
| PSTH | New | PERSHING SQUARE TONTINE HLDGS COM CL Astock | $24,000 | – | 1,000 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC COMstock | $24,000 | – | 100 | +100.0% | 0.02% | – |
| HHC | New | HOWARD HUGHES CORP COMstock | $24,000 | – | 250 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO COMstock | $24,000 | – | 65 | +100.0% | 0.02% | – |
| SCHZ | New | SCHWAB US AGGREGATE BOND ETFetf | $22,000 | – | 410 | +100.0% | 0.02% | – |
| ENB | New | ENBRIDGE INC COMstock | $20,000 | – | 550 | +100.0% | 0.02% | – |
| ESGC | New | EROS STX GLOBAL CORPORATION SHS NEWstock | $19,000 | – | 10,500 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO COMstock | $19,000 | – | 105 | +100.0% | 0.02% | – |
| KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $19,000 | – | 72 | +100.0% | 0.02% | – |
| TQQQ | New | PROSHARES ULTRAPRO QQQetf | $18,000 | – | 200 | +100.0% | 0.02% | – |
| CLX | New | CLOROX CO DEL COMstock | $18,000 | – | 92 | +100.0% | 0.02% | – |
| IJR | New | ISHARES S&P SMALL-CAP FUNDetf | $18,000 | – | 165 | +100.0% | 0.02% | – |
| TSLA | New | TESLA INC COMstock | $17,000 | – | 26 | +100.0% | 0.02% | – |
| SE | New | SEA LTD SPONSORD ADSadr | $11,000 | – | 48 | +100.0% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INC CL Bstock | $10,000 | – | 300 | +100.0% | 0.01% | – |
| IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $10,000 | – | 140 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INC CL Astock | $9,000 | – | 38 | +100.0% | 0.01% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $8,000 | – | 105 | +100.0% | 0.01% | – |
| QLTA | New | ISHARES AAA - A RATED CORPORATE BOND ETFetf | $8,000 | – | 152 | +100.0% | 0.01% | – |
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $7,000 | – | 230 | +100.0% | 0.01% | – |
| DIS | New | DISNEY WALT CO COMstock | $7,000 | – | 39 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC COMstock | $7,000 | – | 63 | +100.0% | 0.01% | – |
| IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $6,000 | – | 75 | +100.0% | 0.01% | – |
| PCVX | New | VAXCYTE INC COMstock | $6,000 | – | 290 | +100.0% | 0.01% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $6,000 | – | 45 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC COMreit | $4,000 | – | 240 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $4,000 | – | 3 | +100.0% | 0.00% | – |
| KOF | New | COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPadr | $4,000 | – | 86 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC COMstock | $3,000 | – | 60 | +100.0% | 0.00% | – |
| New | DOCEBO INC COMstock | $3,000 | – | 60 | +100.0% | 0.00% | – | |
| JPM | New | JPMORGAN CHASE & CO COMstock | $3,000 | – | 19 | +100.0% | 0.00% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $3,000 | – | 40 | +100.0% | 0.00% | – |
| XLK | New | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $3,000 | – | 35 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO COMstock | $2,000 | – | 178 | +100.0% | 0.00% | – |
| FAF | New | FIRST AMERN FINL CORP COMstock | $2,000 | – | 31 | +100.0% | 0.00% | – |
| HOME | New | AT HOME GROUP INC COMstock | $2,000 | – | 61 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC COMstock | $2,000 | – | 27 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HOLDINGS INC COMstock | $2,000 | – | 1 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| MITK | New | MITEK SYS INC COM NEWstock | $2,000 | – | 150 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC COMstock | $2,000 | – | 7 | +100.0% | 0.00% | – |
| ESTC | New | ELASTIC N V ORD SHSstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC COMreit | $1,000 | – | 8 | +100.0% | 0.00% | – |
| RDFN | New | REDFIN CORP COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INC CL Astock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC COM CL Astock | $1,000 | – | 2 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC COMstock | $1,000 | – | 21 | +100.0% | 0.00% | – |
| JD | New | JD.COM INC SPON ADR CL Aadr | $1,000 | – | 10 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRANSPORTATION AVERAGE ETFetf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PEJ | New | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| XLU | New | UTILITIES SELECT SECTOR SPDR FUNDetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FHI | New | FEDERATED HERMES INC CL Bstock | $1,000 | – | 46 | +100.0% | 0.00% | – |
| USB | New | US BANCORP DEL COM NEWstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FTCH | New | FARFETCH LTD ORD SH CL Astock | $0 | – | 5 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $0 | – | 2 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
| FXA | New | INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUSTetf | $0 | – | 0 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC CL A COMstock | $0 | – | 7 | +100.0% | 0.00% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COMstock | $0 | – | 29 | +100.0% | 0.00% | – |
| AVLR | New | AVALARA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| Z | New | ZILLOW GROUP INC CL C CAP STKstock | $0 | – | 3 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC COM CL Astock | $0 | – | 5 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COSTCO WHSL CORP NEW COM | 11 | Q3 2023 | 11.0% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 11 | Q3 2023 | 10.6% |
| MICROSOFT CORP COM | 11 | Q3 2023 | 7.1% |
| AMPHENOL CORP NEW CL A | 11 | Q3 2023 | 6.1% |
| ALPHABET INC CAP STK CL A | 11 | Q3 2023 | 5.6% |
| AMAZON COM INC COM | 11 | Q3 2023 | 4.6% |
| THERMO FISHER SCIENTIFIC INC COM | 11 | Q3 2023 | 3.5% |
| DANAHER CORPORATION COM | 11 | Q3 2023 | 5.4% |
| THE HOME DEPOT INC | 11 | Q3 2023 | 2.8% |
| ISHARES CORE S&P 500 ETF | 11 | Q3 2023 | 6.9% |
View Regency Capital Management Inc.\DE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-09 |
View Regency Capital Management Inc.\DE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.