Fund HoldingsDelta Accumulation, LLC

Total Portfolio Value
$11.23M
Total Bought
$331.40M
Total Sold
$262.92M
Net Transaction
+$68.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)(Call)7,50018,800+11,30073,73898,155+24,418
COSTCO WHSL CORP NEW(COST)(Call)121,800147,400+25,600107,978130,673+22,695
LOCKHEED MARTIN CORP(LMT)(Call)2,6003,700+1,1004,67617,303+12,626
T-MOBILE US INC(TMUS)(Put)3,90037,000+33,10012,77423,896+11,123
BANK NEW YORK MELLON CORP(Put)102,000255,600+153,6007,33018,367+11,038
LOCKHEED MARTIN CORP(LMT)(Put)2,6002,60004,67615,140+10,464
PHILIP MORRIS INTL INC(PM)(Put)12,40012,40003,60611,606+8,000
BANK NEW YORK MELLON CORP(Call)102,000209,300+107,3007,33015,040+7,711
T-MOBILE US INC(TMUS)(Call)3,9003,900011,16416,261+5,097
PHILIP MORRIS INTL INC(PM)(Call)12,40012,40003,6068,595+4,990
AMERICAN EXPRESS CO(AXP)(Call)33,40051,700+18,3009,05814,021+4,963
GOLDMAN SACHS GROUP INC(GS)(Put)15,00025,000+10,0007,42712,378+4,951
CONSTELLATION BRANDS INC(STZ)(Call)5,30018,600+13,3001,7526,545+4,793
CONSTELLATION BRANDS INC(STZ)(Put)1,50018,600+17,1001,7526,159+4,406
FIDELITY NATL INFORMATION SV(FIS)(Call)053,600+53,60004,489+4,489
FIDELITY NATL INFORMATION SV(FIS)(Put)053,600+53,60004,489+4,489
GOLDMAN SACHS GROUP INC(GS)(Call)13,40021,000+7,6006,63410,397+3,763
AMERICAN EXPRESS CO(AXP)(Put)50,40063,900+13,50013,66817,330+3,661
PROGRESSIVE CORP(PGR)(Put)10,80011,600+80034,53738,039+3,502
CITIGROUP INC(C)(Call)091,000+91,00005,697+5,697
CITIGROUP INC(C)(Put)091,000+91,00005,697+5,697
COCA COLA CO(KO)(Call)053,400+53,40003,837+3,837
COCA COLA CO(KO)(Put)053,400+53,40003,837+3,837
CME GROUP INC(CME)(Put)015,100+15,10003,332+3,332
CME GROUP INC(CME)(Call)015,100+15,10003,332+3,332
VISA INC(V)(Put)0500+50003,877+3,877
PROCTER AND GAMBLE CO(PG)(Call)022,100+22,10003,828+3,828
PROCTER AND GAMBLE CO(PG)(Put)022,100+22,10003,828+3,828
ABBOTT LABS(Put)028,700+28,70003,272+3,272
ABBOTT LABS(Call)028,700+28,70003,272+3,272
VISA INC(V)(Call)0500+50003,739+3,739
HERSHEY CO(HSY)(Put)016,600+16,60003,184+3,184
NORTHROP GRUMMAN CORP(NOC)(Put)01,100+1,10003,538+3,538
NORTHROP GRUMMAN CORP(NOC)(Call)05,600+5,60003,538+3,538
WELLS FARGO CO NEW(WFC)(Put)21,60048,600+27,0004,2827,140+2,858
DUPONT DE NEMOURS INC(DD)(Put)036,300+36,30003,235+3,235
DUPONT DE NEMOURS INC(DD)(Call)036,300+36,30003,235+3,235
AT&T INC(T)(Call)015,500+15,50002,913+2,913
AT&T INC(T)(Put)015,500+15,50002,913+2,913
FISERV INC(FISV)(Put)014,000+14,00002,515+2,515
FISERV INC(FISV)(Call)014,000+14,00002,515+2,515
KINDER MORGAN INC DEL(KMI)(Put)20,20020,20009153,333+2,419
KINDER MORGAN INC DEL(KMI)(Call)20,20020,20009153,333+2,419
AIR PRODS & CHEMS INC(Call)09,300+9,30002,769+2,769
AIR PRODS & CHEMS INC(Put)09,300+9,30002,769+2,769
YUM BRANDS INC(YUM)(Put)05,500+5,50002,305+2,305
YUM BRANDS INC(YUM)(Call)05,500+5,50002,305+2,305
ONEOK INC NEW(OKE)(Call)4,20041,000+36,8007,1729,386+2,214
DEERE & CO(DE)(Call)06,200+6,20002,587+2,587
DEERE & CO(DE)(Put)06,200+6,20002,587+2,587
MERCK & CO INC(MRK)(Call)10,7007,800-2,9005,3267,495+2,169
WELLTOWER INC(WELL)(Call)02,800+2,80002,497+2,497
WELLTOWER INC(WELL)(Put)02,800+2,80002,497+2,497
DANAHER CORPORATION(DHR)(Put)12,70020,300+7,6003,5315,644+2,113
DANAHER CORPORATION(DHR)(Call)12,70020,300+7,6003,5315,644+2,113
MASTERCARD INCORPORATED(MA)(Put)1,9001,90001,8273,852+2,025
PROGRESSIVE CORP(PGR)(Call)10,80011,600+80020,68122,509+1,827
TYSON FOODS INC(TSN)(Put)08,900+8,90003,788+3,788
TYSON FOODS INC(TSN)(Call)054,700+54,70003,788+3,788
S&P GLOBAL INC(SPGI)(Call)01,600+1,60002,376+2,376
S&P GLOBAL INC(SPGI)(Put)01,600+1,60002,376+2,376
MASTERCARD INCORPORATED(MA)(Call)1,9001,90001,8273,308+1,481
WELLS FARGO CO NEW(WFC)(Call)21,60021,60003,0624,395+1,333
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)(Put)014,900+14,90001,150+1,150
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)(Call)014,900+14,90001,150+1,150
GENERAL DYNAMICS CORP(GD)(Put)05,500+5,50001,662+1,662
GENERAL DYNAMICS CORP(GD)(Call)05,500+5,50001,662+1,662
GILEAD SCIENCES INC(GILD)(Put)011,600+11,6000973+973
GILEAD SCIENCES INC(GILD)(Call)011,600+11,6000973+973
INTERNATIONAL BUSINESS MACHS(IBM)(Put)14,30018,500+4,2003,1614,090+929
MORGAN STANLEY(MS)(Put)5,5005,50001,8552,710+855
ELECTRONIC ARTS INC(EA)(Call)011,800+11,80001,693+1,693
ELECTRONIC ARTS INC(EA)(Put)011,800+11,80001,693+1,693
CISCO SYS INC(CSCO)(Call)020,900+20,90001,112+1,112
CISCO SYS INC(CSCO)(Put)020,900+20,90001,112+1,112
PNC FINL SVCS GROUP INC(PNC)08,206+8,20601,51713.51%+1,517
META PLATFORMS INC(META)(Put)01,300+1,3000744+744
RAYTHEON TECHNOLOGIES CORP(RTX)(Put)05,900+5,9000715+715
RAYTHEON TECHNOLOGIES CORP(RTX)(Call)05,900+5,9000715+715
AMERICAN INTL GROUP INC(Put)08,900+8,9000652+652
AMERICAN INTL GROUP INC(Call)08,900+8,9000652+652
ISHARES TR(Put)05,700+5,70002,474+2,474
ISHARES TR(Call)08,200+8,20002,474+2,474
PAYCHEX INC(PAYX)(Call)5,8005,80001,6772,174+497
PAYCHEX INC(PAYX)(Put)5,8005,80001,6772,174+497
INTERNATIONAL BUSINESS MACHS(IBM)(Call)14,30016,400+2,1003,1613,626+464
WALMART INC(WMT)(Put)36,60013,200-23,40056,09756,533+436
MERCK & CO INC(MRK)(Put)10,10010,10005,3265,723+397
KROGER CO(KR)(Put)06,200+6,2000355+355
KROGER CO(KR)(Call)06,200+6,2000355+355
BOSTON SCIENTIFIC CORP(BSX)(Put)04,200+4,2000352+352
BOSTON SCIENTIFIC CORP(BSX)(Call)04,200+4,2000352+352
DARDEN RESTAURANTS INC(DRI)(Put)02,000+2,0000328+328
DARDEN RESTAURANTS INC(DRI)(Call)02,000+2,0000328+328
MORGAN STANLEY(MS)(Call)5,5005,50001,8552,137+281
TESLA INC(TSLA)01,395+1,39503653.25%+365
INTERCONTINENTAL EXCHANGE IN(ICE)(Call)043,400+43,40008,835+8,835
INTERCONTINENTAL EXCHANGE IN(ICE)(Put)033,600+33,60008,851+8,851
INVESCO QQQ TR02,308+2,30801,12610.03%+1,126
BANK AMERICA CORP05,667+5,66702252.00%+225
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