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Regency Capital Management Inc.\DE

Portfolio Manager
Regency Capital Management Inc.\DE
Performance
-1.17% (2026 Q1)
AUM (13F)
$223.50M
# of Holdings
60
Performance Rank
Allocation (Top 20)
72.7%

Regency Capital Management Inc.\DE Holdings Map

Top 50 Regency Capital Management Inc.\DE Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IAU
ISHARES GOLD TR
6.95%176.2K$15.5M
+0.32%(+558)
2025-Q1: 179.2K shares2025-Q2: 171.1K shares2025-Q3: 172.8K shares2025-Q4: 175.6K shares2026-Q1: 176.2K shares
$41.12(+114.49%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
6.3%29.4K$14.1M
-10.77%(-3.55K)
2025-Q1: 31.3K shares2025-Q2: 30.1K shares2025-Q3: 30.2K shares2025-Q4: 32.9K shares2026-Q1: 29.4K shares
$296.33(+63.84%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
6.11%13.7K$13.7M
-3.45%(-489)
2025-Q1: 14.7K shares2025-Q2: 14.0K shares2025-Q3: 14.1K shares2025-Q4: 14.2K shares2026-Q1: 13.7K shares
$416.38(+148.11%)
2026-03-31
MKL
MARKEL GROUP INC
5.71%6.7K$12.8M
-0.88%(-59)
2025-Q1: 6.8K shares2025-Q2: 6.8K shares2025-Q3: 6.8K shares2025-Q4: 6.7K shares2026-Q1: 6.7K shares
$1377.53(+32.16%)
2026-03-31
CB
CHUBB LTD SWITZ
4.74%32.5K$10.6M
-19.30%(-7.77K)
2025-Q1: 38.3K shares2025-Q2: 38.1K shares2025-Q3: 39.9K shares2025-Q4: 40.3K shares2026-Q1: 32.5K shares
$257.99(+22.49%)
2026-03-31
APH
AMPHENOL CORP
4.13%73.0K$9.2M
-13.44%(-11.34K)
2025-Q1: 93.6K shares2025-Q2: 90.4K shares2025-Q3: 88.7K shares2025-Q4: 84.4K shares2026-Q1: 73.0K shares
$35.30(+253.13%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
4.1%149.7K$9.2Mnew2025-Q1: 0 shares2025-Q2: 30.2K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 149.7K shares
$52.85(+9.05%)
2026-03-31
AAPL
APPLE INC
3.6%31.7K$8.0M
+20.18%(+5.32K)
2025-Q1: 28.2K shares2025-Q2: 25.5K shares2025-Q3: 26.5K shares2025-Q4: 26.4K shares2026-Q1: 31.7K shares
$197.88(+51.03%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.45%44.3K$7.7M
-2.90%(-1.32K)
2025-Q1: 38.8K shares2025-Q2: 37.7K shares2025-Q3: 40.1K shares2025-Q4: 45.6K shares2026-Q1: 44.3K shares
$117.05(+92.94%)
2026-03-31
AME
AMETEK INC
3.3%34.4K$7.4M
-1.00%(-348)
2025-Q1: 29.3K shares2025-Q2: 33.8K shares2025-Q3: 34.4K shares2025-Q4: 34.7K shares2026-Q1: 34.4K shares
$170.59(+35.66%)
2026-03-31

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