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Portfolio (Quarterly) Guide ↗

Delta Accumulation, LLC

· CIK 0001808389
13F Portfolio $2.7B AUM 194 positions Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 55 Added 20 Reduced 20 Exited
Page 3 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 52,200.0 $13.1M 0.48% +22K +70.6% $251.00 +40.2%
42 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 52,200.0 $13.1M 0.48% +22K +70.6% $251.00 +40.2%
43 WMB CALL WILLIAMS COS INC Energy 216,400.0 $13.0M 0.48% +192K +776.1% $60.11 +29.6%
44 FAST PUT FASTENAL CO Industrials 322,300.0 $12.9M 0.48% -55K -14.5% $40.13 +8.5%
45 MSFT PUT MICROSOFT CORP Technology 1,200.0 $12.4M 0.46% $10357.53 -96.0%
46 PGR CALL PROGRESSIVE CORP Financial Services 7,600.0 $12.3M 0.45% $1615.01 -87.5%
47 ABBV PUT ABBVIE INC Healthcare 53,700.0 $12.3M 0.45% +12K +27.9% $228.49 -6.1%
48 PGR PUT PROGRESSIVE CORP Financial Services 7,600.0 $12.2M 0.45% $1606.03 -87.4%
49 WFC CALL WELLS FARGO CO NEW Financial Services 21,600.0 $12.2M 0.45% $562.65 -86.5%
50 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 136,200.0 $10.8M 0.40% +33K +32.4% $79.02 +14.5%
51 ABBV CALL ABBVIE INC Healthcare 47,100.0 $10.8M 0.40% +12K +33.0% $228.49 -6.1%
52 FAST CALL FASTENAL CO Industrials 255,500.0 $10.3M 0.38% -55K -17.7% $40.13 +8.5%
53 MSFT CALL MICROSOFT CORP Technology 1,200.0 $9.9M 0.36% $8261.84 -94.9%
54 LMT CALL LOCKHEED MARTIN CORP Industrials 2,600.0 $9.9M 0.36% -5K -67.5% $3794.95 -86.2%
55 GS PUT GOLDMAN SACHS GROUP INC Financial Services 10,500.0 $9.2M 0.34% +6K +123.4% $879.00 +12.4%
56 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 12,400.0 $8.9M 0.33% -17K -58.2% $715.33 -73.6%
57 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 12,400.0 $8.9M 0.33% $715.33 -73.6%
58 ALL PUT ALLSTATE CORP Financial Services 41,800.0 $8.7M 0.32% -29K -40.8% $208.15 +3.0%
59 NSC PUT NORFOLK SOUTHN CORP Industrials 2,900.0 $8.3M 0.31% $2877.24 -89.2%
60 T PUT AT&T INC Communication Services 323,900.0 $8.0M 0.30% +308K +1989.7% $24.84 +0.4%
Page 3 of 10  ·  194 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 73.1%
Energy 15.1%
Healthcare 4.9%
Technology 3.3%
Communication Services 1.8%
Consumer Cyclical 1.2%
Consumer Defensive 0.7%