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Home > Institutional Investor > Regency Capital Management Inc. > Profile

Instuitional Investor - Regency Capital Management Inc.

Fund Profile
Filing Period:
Fund Name: Regency Capital Management Inc.
Portfolio Value $246,996,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 29,520 $14,699,484 5.95%
2.
Ishares Trust
 IAU 182,602 $14,261,216 5.77%
3.
Costco Wholesale Corp W
 COST 13,770 $12,535,382 5.08%
4.
Apple Inc.
 AAPL 36,560 $12,175,150 4.93%
5.
Markel Group Inc.
 MKL 7,021 $12,023,111 4.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.