BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

DELPHI MANAGEMENT INC /MA/

· CIK 0000767684
13F Portfolio $84M AUM 79 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 3 Added 67 Reduced 5 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS Financial Services 3,239.0 $980K 1.17% -940.0 -22.5% $302.56 +3.2%
62 LEIDOS HOLDINGS INC 6,274.0 $976K 1.17% -2K -20.9% $155.56
63 EVEREST GROUP LTD 2,978.0 $973K 1.16% -751.0 -20.1% $326.73
64 ARCC ARES CAPITAL CORPORATION Financial Services 52,981.0 $955K 1.14% -10K -16.5% $18.03 +3.9%
65 SMP STANDARD MOTOR PRODUCTS INC Consumer Cyclical 27,455.0 $954K 1.14% -7K -20.8% $34.75 +6.5%
66 PUBLICIS GROUPE 44,679.0 $925K 1.11% -12K -20.8% $20.70
67 EXP EAGLE MATERIALS INC Basic Materials 4,642.0 $879K 1.05% -1K -20.6% $189.36 +2.8%
68 AZO AUTOZONE INC Consumer Cyclical 260.0 $878K 1.05% +28.0 +12.1% $3376.92 -0.3%
69 INCY INCYTE CORP Healthcare 6,169.0 $581K 0.69% $94.18 +1.2%
70 JLL JONES LANG LASALLE Real Estate 1,875.0 $571K 0.68% NEW $304.53 -5.4%
71 IIIN INSTEEL INDUSTRIES INC. Industrials 12,550.0 $422K 0.51% NEW $33.63 -23.6%
72 MITK MITEK SYSTEMS INC COM Technology 27,090.0 $366K 0.44% NEW $13.51 +5.5%
73 OMC OMNICOM GROUP INC Communication Services 4,758.0 $358K 0.43% -1K -21.5% $75.24 -5.9%
74 ANF ABERCROMBIE AND FITCH CO Consumer Cyclical 3,760.0 $344K 0.41% -2K -32.6% $91.49 -21.4%
75 AROW ARROW FINL CORP Financial Services 8,590.0 $288K 0.34% NEW $33.53 +7.2%
76 CMC COMMERCIAL METALS CO Basic Materials 4,500.0 $276K 0.33% NEW $61.33 +14.2%
77 CHIPMOS TECHNOLOGIES 7,110.0 $254K 0.30% NEW $35.72
78 GBDC GOLUB CAPITAL BDC Financial Services 14,928.0 $189K 0.23% -16K -51.3% $12.66 +3.2%
79 TTAM TITAN AMERICA SA Basic Materials 11,836.0 $177K 0.21% -16K -57.1% $14.95 +5.3%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.8%
Technology 22.5%
Consumer Cyclical 14.8%
Industrials 6.4%
Healthcare 5.6%
Real Estate 5.4%
Energy 3.9%
Basic Materials 3.3%
Consumer Defensive 3.2%
Communication Services 3.1%