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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 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RIO RIO TINTO PLC Basic Materials 12,365.0 $990K 0.17% NEW $80.03 +29.6%
102 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 12,900.0 $983K 0.17% NEW $76.23 -9.7%
103 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 15,019.0 $966K 0.17% NEW $64.31 +35.3%
104 NOW SERVICENOW INC Technology 6,292.0 $964K 0.17% NEW $153.19 -37.9%
105 MAIN MAIN STR CAP CORP Financial Services 15,603.0 $942K 0.16% NEW $60.39 -16.5%
106 ABBV ABBVIE INC Healthcare 4,012.0 $917K 0.16% NEW $228.50 -8.4%
107 MSCI MSCI INC Financial Services 1,581.0 $907K 0.16% NEW $573.90 -2.1%
108 AXP AMERICAN EXPRESS CO Financial Services 2,409.0 $891K 0.15% NEW $370.01 -15.6%
109 CI THE CIGNA GROUP Healthcare 3,185.0 $877K 0.15% NEW $275.22 +4.2%
110 GM GENERAL MTRS CO Consumer Cyclical 10,568.0 $859K 0.15% NEW $81.32 -7.9%
111 J P MORGAN EXCHANGE TRADED F 16,866.0 $853K 0.15% NEW $50.59
112 VICI VICI PPTYS INC Real Estate 30,251.0 $851K 0.15% NEW $28.12 -0.8%
113 PLTR PALANTIR TECHNOLOGIES INC Technology 4,779.0 $849K 0.15% NEW $177.75 -24.6%
114 GTY GETTY RLTY CORP NEW Real Estate 30,963.0 $847K 0.15% NEW $27.37 +19.4%
115 EQT EQT CORP Energy 15,316.0 $821K 0.14% NEW $53.60 +4.9%
116 CDZI CADIZ INC Utilities 146,181.0 $820K 0.14% NEW $5.61 -25.5%
117 VTI VANGUARD INDEX FDS 2,438.0 $817K 0.14% NEW $335.29 +8.1%
118 DHR DANAHER CORPORATION Healthcare 3,413.0 $781K 0.14% NEW $228.93 -29.3%
119 ABT ABBOTT LABS Healthcare 6,178.0 $774K 0.13% NEW $125.29 -29.8%
120 SU SUNCOR ENERGY INC NEW Energy 17,194.0 $763K 0.13% NEW $44.36 +53.9%
Page 6 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%