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Portfolio (Quarterly) Guide ↗

Delta Investment Management, LLC

· CIK 0001757043
13F Portfolio $576M AUM 283 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMP AMERIPRISE FINL INC Financial Services 502.0 $246K 0.04% NEW $490.59 -3.4%
242 GWW WW GRAINGER INC Industrials 244.0 $246K 0.04% NEW $1009.05 +25.6%
243 T AT&T INC Communication Services 9,821.0 $244K 0.04% NEW $24.84 -1.5%
244 MDLZ MONDELEZ INTL INC Consumer Defensive 4,490.0 $242K 0.04% NEW $53.83 +13.6%
245 COWZ PACER FDS TR 4,008.0 $241K 0.04% NEW $60.17 +5.4%
246 PDP INVESCO EXCHANGE TRADED FD T 2,069.0 $241K 0.04% NEW $116.38 +17.6%
247 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 2,808.0 $237K 0.04% NEW $84.36 -11.0%
248 CRTC DBX ETF TR 6,447.0 $236K 0.04% NEW $36.66 +4.2%
249 STE STERIS PLC Healthcare 929.0 $236K 0.04% NEW $253.52 -15.2%
250 KHC KRAFT HEINZ CO Consumer Defensive 9,571.0 $232K 0.04% NEW $24.25 -5.8%
251 MU MICRON TECHNOLOGY INC Technology 807.0 $230K 0.04% NEW $285.41 +141.5%
252 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,244.0 $229K 0.04% NEW $53.94 +6.6%
253 COIN COINBASE GLOBAL INC Financial Services 1,001.0 $226K 0.04% NEW $226.14 -17.8%
254 WU WESTERN UN CO Financial Services 24,194.0 $225K 0.04% NEW $9.31 -9.1%
255 SO SOUTHERN CO Utilities 2,581.0 $225K 0.04% NEW $87.19 +6.7%
256 IDHQ INVESCO EXCH TRADED FD TR II 6,376.0 $224K 0.04% NEW $35.15 +12.1%
257 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 2,543.0 $222K 0.04% NEW $87.42 -23.0%
258 OKLO OKLO INC Utilities 3,093.0 $222K 0.04% NEW $71.76 -19.5%
259 WEX WEX INC Technology 1,488.0 $222K 0.04% NEW $148.98 -4.1%
260 SPGI S&P GLOBAL INC Financial Services 424.0 $221K 0.04% NEW $522.20 -20.2%
Page 13 of 14  ·  280 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
Technology 25.5%
Financial Services 15.6%
Communication Services 10.9%
Healthcare 10.4%
Industrials 9.9%
Consumer Cyclical 8.6%
Energy 8.3%
Basic Materials 4.6%
Consumer Defensive 3.7%
Real Estate 1.5%