Institutional Fund
Regency Capital Management Inc.\De
Honolulu, HICIK 18638945 filings on record
Portfolio Value
$223.50M
Q1 2026
Holdings
60
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-7.0%
from $240.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr7.0%
- Berkshire Hathaway Inc Del6.3%
- Costco Whsl Corp New6.1%
- Markel Group Inc5.7%
- Chubb Limited4.7%
- Amphenol Corp New4.1%
- Other66.1%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 176.2K | $15.53M | 7.0% | +558 | Added |
| 2 | Berkshire Hathaway Inc Del | 29.4K | $14.08M | 6.3% | −3.5K | Reduced |
| 3 | Costco Whsl Corp New | 13.7K | $13.65M | 6.1% | −489 | Reduced |
| 4 | Markel Group Inc | 6.7K | $12.76M | 5.7% | −59 | Reduced |
| 5 | Chubb Limited | 32.5K | $10.59M | 4.7% | −7.8K | Reduced |
| 6 | Amphenol Corp New | 73.0K | $9.23M | 4.1% | −11.3K | Reduced |
| 7 | Select Sector Spdr Tr | 149.7K | $9.17M | 4.1% | +149.7K | New |
| 8 | Apple Inc | 31.7K | $8.04M | 3.6% | +5.3K | Added |
| 9 | Nvidia Corporation | 44.3K | $7.72M | 3.5% | −1.3K | Reduced |
| 10 | Ametek Inc | 34.4K | $7.37M | 3.3% | −348 | Reduced |
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