StockDriftsStockDriftsTop 50 Regency Capital Management INC De Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.92% | 29.7K | $14.9M | +1.22%(+358) | $298.63(+67.88%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.34% | 177.7K | $13.4M | +0.87%(+1.54K) | $41.45(+100.19%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 5.3% | 6.8K | $13.3M | +2.26%(+151) | $1389.54(+32.03%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 5.18% | 73.8K | $13.0M | +1.06%(+772) | $36.47(+361.26%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.15% | 13.8K | $12.9M | +0.94%(+129) | $421.51(+126.29%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 4.43% | 32.7K | $11.1M | +0.48%(+156) | $258.35(+33.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.9% | 33.9K | $9.8M | +6.89%(+2.18K) | $202.40(+50.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.65% | 45.9K | $9.2M | +3.59%(+1.59K) | $119.32(+89.46%) | 2026-06-30 | |
| AME | AMETEK INC | 3.3% | 34.3K | $8.3M | -0.37%(-128) | $170.59(+49.36%) | 2026-06-30 | |
| HUBB | HUBBELL INC | 3.29% | 15.8K | $8.3M | +8.26%(+1.21K) | $442.61(+15.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.73% | +59.06% | +11.22% | +70.19% |
| Top 20 Holdings Unweighted | +16.64% | +58.70% | +11.79% | +74.62% |
Regency Capital Management INC De reports $251.40M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (5.9%), IAU (5.3%) and MKL (5.3%). The top 20 holdings account for 71.13% of reported assets. Its disclosed equity book has returned +59.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Regency Capital Management INC De’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1863894). View Regency Capital Management INC De’s 13F filings on SEC