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Portfolio (Quarterly) Guide ↗

Delphi Financial Group, Inc.

· CIK 0000859139
13F Portfolio $202M AUM 26 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 3 Added 2 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EQT EQT CORP Energy 117,450.0 $6.2M 3.09% NEW $53.17 +4.6%
2 PDD PDD HOLDINGS INC Consumer Cyclical 7,775.0 $593K 0.29% NEW $76.28 +9.0%

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
Energy 33.6%
Real Estate 26.6%
Technology 13.2%
Financial Services 10.1%
Consumer Defensive 6.7%
Consumer Cyclical 5.4%
Communication Services 4.5%