BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 3 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDVI FIRST TR EXCHANGE-TRADED FD 119,993.0 $3.1M 0.55% NEW $26.24 +3.3%
42 CBC CENTRAL BANCOMPANY Financial Services 128,400.0 $3.1M 0.54% NEW $24.12 +13.8%
43 LQTI FIRST TR EXCHANGE-TRADED FD 152,155.0 $3.1M 0.53% NEW $20.12 -4.4%
44 CVX CHEVRON CORP NEW Energy 19,232.0 $2.9M 0.51% NEW $152.41 +25.4%
45 PAAS PAN AMERN SILVER CORP Basic Materials 54,707.0 $2.8M 0.49% NEW $51.81 +8.9%
46 JNJ JOHNSON & JOHNSON Healthcare 13,692.0 $2.8M 0.49% NEW $206.95 +9.5%
47 HL HECLA MNG CO Basic Materials 144,904.0 $2.8M 0.48% NEW $19.19 -8.1%
48 ACEI INNOVATOR ETFS TRUST 112,492.0 $2.8M 0.48% NEW $24.64 -1.1%
49 SHV ISHARES TR 25,009.0 $2.8M 0.48% NEW $110.15 +0.1%
50 QFLR INNOVATOR ETFS TRUST 80,200.0 $2.7M 0.48% NEW $34.28 +4.0%
51 SANDISK CORP 11,573.0 $2.7M 0.48% NEW $237.38
52 AEM AGNICO EAGLE MINES LTD Basic Materials 15,824.0 $2.7M 0.47% NEW $169.53 +5.7%
53 NEM NEWMONT CORP Basic Materials 26,841.0 $2.7M 0.47% NEW $99.85 +9.2%
54 AMLP ALPS ETF TR 56,678.0 $2.7M 0.46% NEW $47.02 +15.8%
55 IWM ISHARES TR 10,732.0 $2.6M 0.46% NEW $246.15 +12.1%
56 JPM JPMORGAN CHASE & CO. Financial Services 8,153.0 $2.6M 0.46% NEW $322.22 -7.6%
57 ROP ROPER TECHNOLOGIES INC Industrials 5,626.0 $2.5M 0.43% NEW $445.14 -27.9%
58 CAT CATERPILLAR INC Industrials 3,980.0 $2.3M 0.40% NEW $572.86 +50.8%
59 GH GUARDANT HEALTH INC Healthcare 22,236.0 $2.3M 0.39% NEW $102.14 -7.1%
60 GLD SPDR GOLD TR Financial Services 5,589.0 $2.2M 0.38% NEW $396.31 +5.3%
Page 3 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%