Fund Holdings

Regency Capital Management Inc.\DE

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR0149,652+149,65209,167,6824.10%+9,167,682
VANGUARD INTL EQUITY INDEX F072,425+72,42507,078,0953.17%+7,078,095
PALO ALTO NETWORKS INC(PANW)021,583+21,58303,460,1871.55%+3,460,187
EOG RES INC(EOG)022,682+22,68203,279,1371.47%+3,279,137
BADGER METER INC019,818+19,81803,019,2721.35%+3,019,272
HOME DEPOT INC(HD)010,339+10,33903,400,3941.52%+3,400,394
TYLER TECHNOLOGIES INC(TYL)08,041+8,04102,753,0781.23%+2,753,078
CHENIERE ENERGY INC(LNG)09,658+9,65802,740,5541.23%+2,740,554
SPROTT FDS TR065,598+65,59802,343,1611.05%+2,343,161
CARPENTER TECHNOLOGY CORP(CRS)05,736+5,73602,260,8441.01%+2,260,844
TRANSMEDICS GROUP INC(TMDX)021,846+21,84602,171,7110.97%+2,171,711
NUTRIEN LTD(NTR)027,791+27,79102,097,1090.94%+2,097,109
COSTCO WHOLESALE CORPORATION(COST)013,699+13,699013,650,0956.11%+13,650,095
ISHARES GOLD TR(IAU)0176,200+176,200015,533,7926.95%+15,533,792
GLOBAL X FDS015,830+15,83001,208,6210.54%+1,208,621
APPLE INC(AAPL)031,674+31,67408,038,4673.60%+8,038,467
HUBBELL INC(HUBB)014,596+14,59607,162,8413.20%+7,162,841
ASML HLDG NV04,069+4,06905,374,4572.40%+5,374,457
AURA BIOSCIENCES INC0532,495+532,49503,562,3921.59%+3,562,392
EQUINOR ASA(EQNR)014,140+14,1400596,7080.27%+596,708
COPART INC(CPRT)017,610+17,6100584,6520.26%+584,652
VANGUARD TAX-MANAGED FDS0107,114+107,11406,863,8653.07%+6,863,865
FASTENAL CO(FAST)088,166+88,16604,090,9021.83%+4,090,902
WESCO INTL INC(WCC)015,182+15,18204,154,0991.86%+4,154,099
WILLIAMS COS INC(WMB)04,500+4,5000327,5100.15%+327,510
GE VERNOVA INC(GEV)0300+3000261,8700.12%+261,870
AMETEK INC034,392+34,39207,372,2693.30%+7,372,269
ISHARES TR091,250+91,25002,090,5380.94%+2,090,538
OPUS GENETICS INC068,000+68,0000309,4000.14%+309,400
MATSON INC(MATX)01,950+1,9500319,6830.14%+319,683
SPROTT ASSET MANAGEMENT LP(PSLV)0224,780+224,78005,482,3842.45%+5,482,384
ZENTALIS PHARMACEUTICALS INC029,500+29,500069,0300.03%+69,030
ISHARES TR02,000+2,0000379,1800.17%+379,180
STATE STR SPDR S&P 500 ETF T(SPY)02,632+2,63201,711,4900.77%+1,711,490
ISHARES TR05,990+5,9900602,9530.27%+602,953
ISHARES TR04,000+4,0000388,9200.17%+388,920
WHITE MTNS INS GROUP LTD01,535+1,53503,372,3341.51%+3,372,334
NVR INC(NVR)0172+17201,133,4510.51%+1,133,451
ISHARES TR01,692+1,69201,105,0810.49%+1,105,081
BERKSHIRE HATHAWAY INC DEL01+10718,1400.32%+718,140
ISHARES TR016,833+16,83302,397,5241.07%+2,397,524
VANGUARD INDEX FDS04,235+4,23501,358,6300.61%+1,358,630
ISHARES TR04,242+4,2420384,0280.17%+384,028
VANECK ETF TRUST03,980+3,98001,525,9320.68%+1,525,932
ALPHABET INC(GOOG)04,020+4,02001,153,2150.52%+1,153,215
SELECT SECTOR SPDR TR01,787+1,7870237,4290.11%+237,429
TESLA INC(TSLA)01,661+1,6610617,4770.28%+617,477
CELESTICA INC(CLS)03,565+3,56501,004,1890.45%+1,004,189
ISHARES INC026,332+26,33202,071,2750.93%+2,071,275
ISHARES INC000000
ISHARES BITCOIN TRUST ETF(IBIT)000000
SPX TECHNOLOGIES INC000000
EXXON MOBIL CORP(XOM)02,596+2,5960440,4370.20%+440,437
CSX CORP(CSX)000000
ALEXANDER & BALDWIN INC NEW000000
ADOBE INC(ADBE)03,200+3,2000777,8560.35%+777,856
NVIDIA CORPORATION(NVDA)044,267+44,26707,720,1883.45%+7,720,188
ALLEGION PLC(ALLE)042,489+42,48906,173,2272.76%+6,173,227
AMAZON COM INC(AMZN)017,363+17,36303,616,1921.62%+3,616,192
CORE & MAIN INC(CNM)000000
MARKEL GROUP INC(MKL)06,667+6,667012,761,1055.71%+12,761,105
CHUBB LTD SWITZ032,506+32,506010,594,6814.74%+10,594,681
AMPHENOL CORP073,029+73,02909,227,2144.13%+9,227,214
ALPS ETF TR000000
BERKSHIRE HATHAWAY INC DEL029,390+29,390014,083,6886.30%+14,083,688
GARMIN LTD(GRMN)000000
THERMO FISHER SCIENTIFIC INC(TMO)000000
MICROSOFT CORP(MSFT)011,767+11,76704,355,8851.95%+4,355,885
ALPHABET INC(GOOG)09,623+9,62302,767,3081.24%+2,767,308
AFLAC INC(AFL)000000
VISA INC(V)000000
AON PLC(AON)000000
RAYMOND JAMES FINL INC(RJF)000000
META PLATFORMS INC(META)000000
SHELL PLC(SHEL)000000
AMERICAN ELEC PWR CO INC000000
AMERICAN EXPRESS CO(AXP)000000
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