Fund HoldingsDelta Investment Management, LLC

Total Portfolio Value
$576.33M
Total Bought
$126.32M
Total Sold
$101.41M
Net Transaction
+$24.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LISTED FDS TR
OVERLAY SHARES
0305,972+305,972012,0522.09%+12,052
VANGUARD INSTL INDEX FD207,219312,527+105,30815,66923,5744.09%+7,905
AMERICAN CENTY ETF TR055,062+55,06206,9841.21%+6,984
SPDR SERIES TRUST
ST STR BLO 1 ETF
073,497+73,49706,7161.17%+6,716
ALPS ETF TR
MED BREAKTHGH
0119,333+119,33306,1121.06%+6,112
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
0199,892+199,89205,1290.89%+5,129
ALPHABET INC(GOOG)34,64241,924+7,2828,42113,1222.28%+4,701
ALPHABET INC(GOOG)46,70447,169+46511,37514,8012.57%+3,427
APPLE INC(AAPL)60,23868,043+7,80515,33818,4983.21%+3,160
CENTRAL BANCOMPANY(CBC)0128,400+128,40003,0970.54%+3,097
FIRST TR EXCHANGE-TRADED FD
VEST INVESTMENT
0152,155+152,15503,0610.53%+3,061
PAN AMERN SILVER CORP(PAAS)054,707+54,70702,8340.49%+2,834
HECLA MNG CO(HL)0144,904+144,90402,7810.48%+2,781
INNOVATOR ETFS TRUST
EQUI AUTO IN ETF
0112,492+112,49202,7710.48%+2,771
ISHARES TR025,009+25,00902,7550.48%+2,755
SANDISK CORP(SNDK)011,573+11,57302,7470.48%+2,747
NEWMONT CORP(NEM)026,841+26,84102,6800.47%+2,680
ISHARES TR010,732+10,73202,6420.46%+2,642
TESLA INC(TSLA)7,09912,651+5,5523,1575,6890.99%+2,532
ELEVANCE HEALTH INC FORMERLY(ELV)23,61228,692+5,0807,62910,0581.75%+2,429
AGNICO EAGLE MINES LTD(AEM)1,64115,824+14,1832772,6830.47%+2,406
GUARDANT HEALTH INC(GH)022,236+22,23602,2710.39%+2,271
ISHARES TR21,16623,760+2,59414,16616,2752.82%+2,108
FIRST TR EXCH TRADED FD III
FT VEST SMID
081,116+81,11601,7410.30%+1,741
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
171,755254,274+82,5193,5655,2890.92%+1,724
FIRST TR EXCHANGE-TRADED FD068,769+68,76901,7200.30%+1,720
SPDR S&P 500 ETF TR(SPY)6,9979,125+2,1284,6616,2231.08%+1,561
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,980+7,98001,1490.20%+1,149
EOS ENERGY ENTERPRISES INC(EOSE)093,764+93,76401,0750.19%+1,075
SPROTT ASSET MANAGEMENT LP(CEF)106,079107,800+1,7213,8924,9370.86%+1,045
AMAZON COM INC(AMZN)060,938+60,938014,0662.44%+14,066
PIMCO ETF TR
ULTR SH GO AC FD
010,369+10,36901,0450.18%+1,045
TIDAL TRUST III
VISTASHARES TRGT
038,274+38,27407170.12%+717
DOORDASH INC(DASH)02,750+2,75006230.11%+623
PROGRESSIVE CORP(PGR)05,547+5,54701,2630.22%+1,263
BROADCOM INC(AVGO)4,2475,703+1,4561,4011,9740.34%+572
PIMCO ETF TR
MULTISECTOR BD
0355,650+355,65009,4891.65%+9,489
ELI LILLY & CO(LLY)01,488+1,48801,5990.28%+1,599
VISA INC(V)05,125+5,12501,7970.31%+1,797
CTO RLTY GROWTH INC NEW026,000+26,00004790.08%+479
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
106,547119,993+13,4462,7543,1490.55%+394
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,524+2,52403920.07%+392
CATERPILLAR INC(CAT)3,9793,980+11,8992,2800.40%+381
SPDR GOLD TR(GLD)5,1715,589+4181,8382,2150.38%+377
PIMCO ETF TR
MUNI INCOME OPP
08,194+8,19403710.06%+371
WALMART INC(WMT)42,65642,708+524,3964,7580.83%+362
WISDOMTREE TR(WT)022,424+22,42403560.06%+356
JOHNSON & JOHNSON(JNJ)13,67413,692+182,5352,8340.49%+298
TRANSDIGM GROUP INC(TDG)07,132+7,13209,4851.65%+9,485
NEOS ETF TRUST
NASDAQ 100 HIGH
011,330+11,33006100.11%+610
WELLTOWER INC(WELL)01,555+1,55502890.05%+289
EQT CORP(EQT)015,316+15,31608210.14%+821
ROPER TECHNOLOGIES INC(ROP)4,4625,626+1,1642,2252,5040.43%+279
JEFFERIES FINL GROUP INC(JEF)04,484+4,48402780.05%+278
MPLX LP(MPLX)37,37140,075+2,7041,8672,1390.37%+272
CIENA CORP(CIEN)03,000+3,00007020.12%+702
VANGUARD WORLD FD
INF TECH ETF
0344+34402590.04%+259
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,818+5,81802520.04%+252
SPROTT ASSET MANAGEMENT LP(PSLV)010,464+10,46402470.04%+247
INNOVATOR ETFS TRUST
NASDAQ 100
75,49280,200+4,7082,5032,7490.48%+247
MASTERCARD INCORPORATED(MA)0983+98305610.10%+561
APPLIED MATLS INC04,262+4,26201,0950.19%+1,095
MICRON TECHNOLOGY INC(MU)0807+80702300.04%+230
BROOKDALE SR LIVING INC(BKD)98,70098,70008361,0650.18%+229
BRISTOL-MYERS SQUIBB CO(BMY)04,244+4,24402290.04%+229
CARDINAL HEALTH INC(CAH)04,834+4,83409930.17%+993
SS&C TECHNOLOGIES HLDGS INC(SSNC)02,543+2,54302220.04%+222
OKLO INC(OKLO)03,093+3,09302220.04%+222
WEX INC(WEX)01,488+1,48802220.04%+222
PLEXUS CORP(PLXS)01,472+1,47202160.04%+216
CBOE GLOBAL MKTS INC(CBOE)0859+85902160.04%+216
GENERAL MTRS CO(GM)10,56710,568+16448590.15%+215
THE CIGNA GROUP(CI)2,2983,185+8876628770.15%+214
BOSTON SCIENTIFIC CORP(BSX)02,213+2,21302110.04%+211
SHOPIFY INC(SHOP)01,260+1,26002030.04%+203
INVESCO EXCH TRD SLF IDX FD
BULTSHS 2035 MUN
07,864+7,86402000.03%+200
VANGUARD INDEX FDS02,438+2,43808170.14%+817
RIO TINTO PLC(RIO)12,18012,365+1858049900.17%+186
ARGAN INC4,0984,100+21,1071,2850.22%+178
FLOWSERVE CORP(FLS)08,090+8,09005610.10%+561
CISCO SYS INC(CSCO)017,939+17,93901,3820.24%+1,382
VERTIV HOLDINGS CO(VRT)07,307+7,30701,1840.21%+1,184
INTERNATIONAL BUSINESS MACHS(IBM)05,484+5,48401,6240.28%+1,624
EXPEDIA GROUP INC(EXPE)02,000+2,00005670.10%+567
COMFORT SYS USA INC(FIX)605673+684996280.11%+129
MERCK & CO INC(MRK)05,765+5,76506070.11%+607
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
110,217111,315+1,0985,7575,8771.02%+121
KLA CORP(KLAC)0601+60107300.13%+730
FEDEX CORP(FDX)02,053+2,05305930.10%+593
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
026,223+26,22301,5240.26%+1,524
NIKE INC(NKE)05,716+5,71603640.06%+364
AMPHENOL CORP NEW08,662+8,66201,1710.20%+1,171
GE VERNOVA INC(GEV)01,770+1,77001,1570.20%+1,157
AMERICAN EXPRESS CO(AXP)02,409+2,40908910.15%+891
CADIZ INC154,681146,181-8,5007308200.14%+90
ROSS STORES INC(ROST)2,9812,98104545370.09%+83
DANAHER CORPORATION(DHR)03,413+3,41307810.14%+781
WESCO INTL INC(WCC)02,341+2,34105730.10%+573
JPMORGAN CHASE & CO.(JPM)8,0868,153+672,5512,6270.46%+76
AMGEN INC(AMGN)01,606+1,60605260.09%+526
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