Regal Investment Advisors LLC

Regal Investment Advisors LLC reported 647 holdings worth US$1.92B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Regal Investment Advisors LLC reported 647 holdings worth US$1.92B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
647
Value as reported
US$1.92B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc126KUS$36.4M1.9%
Nvidia Corporation137KUS$27.4M1.4%
Microsoft Corp.61,204US$22.8M1.2%
Abbvie Inc.69,318US$17.4M0.91%
Johnson & Johnson65,349US$16.6M0.86%
Alphabet Inc (google) Class C42,968US$15.4M0.80%
Amazon.com, Inc.44,748US$10.7M0.55%
Altria Group, Inc.147KUS$10.6M0.55%
Procter & Gamble Company (the)70,664US$10.4M0.54%
Chevron Corporation62,380US$10.3M0.54%
Emerson Electric Company66,586US$9.53M0.50%
Verizon Communications Inc.220KUS$9.34M0.48%
International Business Machines Corporation32,809US$9.23M0.48%
Pfizer, Inc.379KUS$9.12M0.47%
Walmart Inc.76,908US$8.71M0.45%
Coca-cola Company (the)99,929US$8.12M0.42%
At&t Inc.349KUS$7.22M0.38%
Exxon Mobil Corporation48,600US$6.64M0.35%
Cincinnati Financial Corporation35,861US$6.64M0.34%
Broadcom Inc.17,336US$6.55M0.34%
Aflac Incorporated52,221US$6.12M0.32%
Duke Energy Corporation (holding Company)45,339US$5.74M0.30%
Lam Research Corporation12,758US$5.53M0.29%
Mcdonald's Corporation20,090US$5.43M0.28%
Taiwan Semiconductor Manufacturing Co., Ltd.11,182US$5.34M0.28%
Cisco Systems, Inc.45,156US$5.3M0.28%
Costco Wholesale Corporation5,658US$5.29M0.27%
Jp Morgan Chase & Co.15,845US$5.19M0.27%
Eli Lilly And Company4,324US$5.19M0.27%
Berkshire Hathaway Inc.10,347US$5.18M0.27%
Target Corporation39,445US$5.15M0.27%
Advanced Micro Devices Inc8,812US$5.12M0.27%
Waste Management, Inc.21,939US$4.89M0.25%
American Electric Power Company, Inc.35,115US$4.8M0.25%
Toll Brothers, Inc.28,279US$4.66M0.24%
Corpay, Inc.13,515US$4.5M0.23%
La-z-boy Incorporated110KUS$4.41M0.23%
Elevance Health, Inc.10,821US$4.18M0.22%
Pepsico, Inc.30,450US$4.12M0.21%
Barrick Mining Corporation106KUS$3.89M0.20%
Old Dominion Freight Line, Inc.17,646US$3.82M0.20%
Meta Platforms, Inc.6,668US$3.76M0.20%
Entergy Corporation32,568US$3.74M0.19%
Eog Resources, Inc.28,626US$3.71M0.19%
Diamondback Energy, Inc.20,283US$3.57M0.19%
Merck & Company, Inc.26,367US$3.39M0.18%
Visa Inc.9,825US$3.37M0.18%
Builders Firstsource, Inc.36,974US$3.31M0.17%
Consolidated Edison, Inc.29,375US$3.25M0.17%
Ulta Beauty, Inc.7,145US$3.22M0.17%
Constellation Energy Corporation12,291US$3.05M0.16%
Micron Technology, Inc.2,451US$2.83M0.15%
Factset Research Systems Inc.12,125US$2.79M0.14%
Fidelity National Information Services, Inc.69,699US$2.71M0.14%
Crowdstrike Holdings, Inc.3,531US$2.69M0.14%
Palo Alto Networks, Inc.7,741US$2.64M0.14%
Brown Forman Inc98,638US$2.63M0.14%
Kinder Morgan, Inc.79,739US$2.55M0.13%
Applied Materials, Inc.3,440US$2.49M0.13%
Bank Of America Corporation42,963US$2.45M0.13%
Zoom Communications, Inc.28,265US$2.44M0.13%
Tesla, Inc.5,726US$2.41M0.13%
Kimberly-clark Corporation21,375US$2.35M0.12%
Southern Company (the)21,808US$2.09M0.11%
Generac Holdings Inc.6,963US$2.04M0.11%
Mastercard Incorporated3,964US$2.04M0.11%
Ge Aerospace5,423US$2.03M0.11%
Aecom27,972US$1.95M0.10%
Zoetis Inc.25,755US$1.85M0.10%
Vertiv Holdings, Llc5,164US$1.73M0.09%
Ge Vernova Inc.1,457US$1.71M0.09%
Devon Energy Corporation41,301US$1.71M0.09%
Automatic Data Processing, Inc.7,505US$1.68M0.09%
Caterpillar, Inc.1,540US$1.64M0.09%
Clorox Company (the)16,891US$1.61M0.08%
Vertex Pharmaceuticals Incorporated3,238US$1.61M0.08%
Amphenol Corporation9,047US$1.6M0.08%
Marriott International4,224US$1.57M0.08%
Corning Incorporated6,110US$1.56M0.08%
Amgen Inc.4,280US$1.55M0.08%
Oneok, Inc.17,506US$1.52M0.08%
Lowe's Companies, Inc.6,794US$1.5M0.08%
Krystal Biotech, Inc.3,913US$1.45M0.08%
Abbott Laboratories15,971US$1.45M0.08%
Cme Group Inc.6,538US$1.44M0.08%
Oracle Corporation9,841US$1.44M0.07%
Kla Corporation4,761US$1.44M0.07%
Texas Instruments Incorporated4,706US$1.4M0.07%
Comcast Corporation55,386US$1.36M0.07%
Prudential Financial, Inc.12,593US$1.36M0.07%
Walt Disney Company (the)14,097US$1.36M0.07%
Bloom Energy Corporation4,482US$1.36M0.07%
Intel Corporation9,641US$1.35M0.07%
Expedia Group, Inc.5,257US$1.35M0.07%
Nextera Energy, Inc.15,038US$1.32M0.07%
Tetra Tech, Inc.45,299US$1.31M0.07%
Philip Morris International Inc7,187US$1.3M0.07%
Cna Financial Corporation26,250US$1.28M0.07%
Woodward, Inc.2,966US$1.26M0.07%
Home Depot, Inc. (the)3,560US$1.26M0.07%

Every holding of Regal Investment Advisors LLC

Source

View original at SEC

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