Regency Capital Management Inc.\DE - Portfolio overview

Regency Capital Management Inc.\DE has 84 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 5.53%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.02%
3. COST - COSTCO WHOLESALE CORPORATION, 4.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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