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Portfolio (Quarterly) Guide ↗

Delta Accumulation, LLC

· CIK 0001808389
13F Portfolio $2.5B AUM 156 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 37 New 64 Added 35 Reduced
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD CALL SPDR GOLD TR Financial Services 2,100.0 $774K 0.03% +2K +250.0% $368.38 +14.4%
62 BAC BANK AMERICA CORP Financial Services 8,800.0 $501K 0.02% +3K +52.9% $56.98 +9.2%
63 TSN TYSON FOODS INC Consumer Defensive 124.0 $7K +2.0 +1.6% $57.25 -1.2%
64 WFC WELLS FARGO CO NEW Financial Services 76.0 $6K +3.0 +4.1% $82.64 +3.1%
Page 4 of 4  ·  64 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 68.1%
Technology 15.4%
Industrials 10.7%
Communication Services 4.2%
Consumer Cyclical 1.6%
Healthcare 0.0%
Consumer Defensive 0.0%