Fund HoldingsDelta Accumulation, LLC

Total Portfolio Value
$98.18M
Total Bought
$647.78M
Total Sold
$337.72M
Net Transaction
+$310.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)(Put)937,600178,300-759,300197,702388,372+190,669
BANK NEW YORK MELLON CORP(Put)854,8001,389,000+534,20061,426161,249+99,823
WALMART INC(WMT)(Put)13,20013,200054,466140,789+86,323
BANK NEW YORK MELLON CORP(Call)690,200977,300+287,10049,598113,455+63,857
WALMART INC(WMT)(Call)013,200+13,200089,161+89,161
JPMORGAN CHASE & CO(JPM)23,006201,308+178,3024,85164,86566.06%+60,014
CARDINAL HEALTH INC(CAH)(Put)0336,800+336,800069,212+69,212
JPMORGAN CHASE & CO(JPM)(Call)511,1004,000-507,100107,771146,095+38,324
CITIGROUP INC(C)(Put)77,000325,200+248,2004,82037,948+33,127
CUMMINS INC(CMI)(Put)25,30066,300+41,0008,19233,843+25,651
TJX COS INC NEW(TJX)(Put)21,20021,200029,23254,255+25,023
CENCORA INC(Put)46,000101,400+55,40010,35434,248+23,894
WILLIAMS COS INC(WMB)(Put)24,70024,700029,06152,753+23,692
MCKESSON CORP(MCK)(Put)1,3001,300010,87733,304+22,427
TJX COS INC NEW(TJX)(Call)21,20021,200018,13639,754+21,618
WELLTOWER INC(WELL)(Call)2,8002,80006,69627,415+20,719
WELLTOWER INC(WELL)(Put)2,8002,80007,05426,672+19,618
SPDR S&P 500 ETF TR(SPY)(Put)5,5005,500040,90960,486+19,577
CARDINAL HEALTH INC(CAH)(Call)0180,200+180,200037,031+37,031
CITIGROUP INC(C)(Call)0194,000+194,000022,638+22,638
SPDR S&P 500 ETF TR(SPY)(Call)5,5005,500037,75355,440+17,687
CUMMINS INC(CMI)(Call)20,00045,800+25,8006,47623,379+16,903
INVESCO QQQ TR(Put)800800028,25944,476+16,217
BANK AMERICA CORP(Put)373,100560,800+187,70014,80530,844+16,039
CENCORA INC(Call)37,90072,400+34,5008,53124,453+15,923
INVESCO QQQ TR(Call)800800028,25943,432+15,172
WILLIAMS COS INC(WMB)0245,348+245,348014,74815.02%+14,748
CISCO SYS INC(CSCO)(Put)141,100274,600+133,5007,50921,152+13,643
CISCO SYS INC(CSCO)(Call)141,100268,000+126,9007,50920,644+13,135
BANK AMERICA CORP(Call)364,800495,900+131,10014,47527,275+12,799
MCKESSON CORP(MCK)(Call)1,3001,30008,30620,753+12,447
RAYTHEON TECHNOLOGIES CORP(RTX)(Put)5,9005,90005,00416,231+11,227
RAYTHEON TECHNOLOGIES CORP(RTX)(Call)5,9005,90005,00415,149+10,145
BLACKROCK INC(BLK)(Put)15,60022,100+6,50014,81223,655+8,842
BLACKROCK INC(BLK)(Call)12,10018,600+6,50011,48919,908+8,419
GOLDMAN SACHS GROUP INC(GS)(Put)010,500+10,50009,230+9,230
GENERAL DYNAMICS CORP(GD)(Put)73,50086,400+12,90022,21229,087+6,876
CBOE GLOBAL MKTS INC(CBOE)(Call)30,60052,200+21,6006,26913,102+6,833
CBOE GLOBAL MKTS INC(CBOE)(Put)30,60052,200+21,6006,26913,102+6,833
WELLS FARGO CO NEW(WFC)(Put)54,10021,600-32,50010,42217,195+6,773
GENERAL DYNAMICS CORP(GD)(Call)68,50081,400+12,90020,70127,404+6,703
APPLE INC(AAPL)(Put)022,400+22,40006,090+6,090
WELLS FARGO CO NEW(WFC)(Call)21,60021,60007,36612,153+4,787
NORTHROP GRUMMAN CORP(NOC)(Put)1,8001,80009515,303+4,352
NORTHROP GRUMMAN CORP(NOC)(Call)1,8001,80009515,303+4,352
NORFOLK SOUTHN CORP(NSC)(Put)2,9002,90004,1008,344+4,244
AMERICAN EXPRESS CO(AXP)(Put)019,400+19,40007,177+7,177
ABBVIE INC(ABBV)(Put)42,00053,700+11,7008,29412,270+3,976
ABBVIE INC(ABBV)(Call)35,40047,100+11,7006,99110,762+3,771
ISHARES TR(Put)11,70025,500+13,8002,5846,277+3,693
CARDINAL HEALTH INC(CAH)017,500+17,50003,5963.66%+3,596
GOLDMAN SACHS GROUP INC(GS)(Call)05,800+5,80005,098+5,098
NORFOLK SOUTHN CORP(NSC)(Call)2,9002,90003,3806,843+3,463
HCA HEALTHCARE INC(HCA)(Put)011,000+11,00005,135+5,135
MORGAN STANLEY(MS)(Call)2,7002,70004,3267,385+3,059
MORGAN STANLEY(MS)(Put)2,7002,70004,3267,385+3,059
ISHARES TR(Call)025,500+25,50006,277+6,277
C H ROBINSON WORLDWIDE INC(CHRW)(Put)26,80037,200+10,4002,9585,980+3,022
TRAVELERS COMPANIES INC(TRV)(Put)02,500+2,50003,568+3,568
TRAVELERS COMPANIES INC(TRV)(Call)02,500+2,50003,568+3,568
APPLE INC(AAPL)(Call)14,80022,400+7,6003,4486,090+2,641
US BANCORP DEL(USB)(Put)017,700+17,70002,620+2,620
INTERNATIONAL BUSINESS MACHS(IBM)(Put)020,100+20,10005,954+5,954
C H ROBINSON WORLDWIDE INC(CHRW)(Call)26,80032,000+5,2002,9585,144+2,186
COLGATE PALMOLIVE CO(CL)(Put)063,600+63,60005,026+5,026
GILEAD SCIENCES INC(GILD)(Put)023,200+23,20002,848+2,848
US BANCORP DEL(USB)(Call)017,700+17,70002,620+2,620
AFLAC INC(AFL)(Put)022,800+22,80002,514+2,514
TRUIST FINL CORP(TFC)(Call)02,200+2,20001,708+1,708
TRUIST FINL CORP(TFC)(Put)032,500+32,50001,599+1,599
AIR PRODS & CHEMS INC(Call)1,3008,000+6,7003871,976+1,589
HILTON WORLDWIDE HLDGS INC(HLT)(Put)04,800+4,80001,379+1,379
AIR PRODS & CHEMS INC(Put)1,3006,700+5,4003871,655+1,268
WASTE MGMT INC DEL(WM)(Put)03,800+3,80002,615+2,615
WASTE MGMT INC DEL(WM)(Call)08,100+8,10002,615+2,615
PNC FINL SVCS GROUP INC(PNC)(Call)015,000+15,00003,966+3,966
3M CO(MMM)(Put)04,200+4,20002,978+2,978
ELECTRONIC ARTS INC(EA)(Put)16,10016,10002,3093,290+980
ELECTRONIC ARTS INC(EA)(Call)15,60015,60002,2383,188+950
PROCTER AND GAMBLE CO(PG)(Call)06,600+6,6000946+946
PROCTER AND GAMBLE CO(PG)(Put)06,600+6,6000946+946
AMERICAN EXPRESS CO(AXP)8,5008,50002,3053,1453.20%+839
PNC FINL SVCS GROUP INC(PNC)(Put)04,000+4,0000835+835
INTERNATIONAL BUSINESS MACHS(IBM)(Call)011,100+11,10003,288+3,288
AFLAC INC(AFL)(Call)015,100+15,10001,665+1,665
ROSS STORES INC(ROST)(Call)04,400+4,4000793+793
ROSS STORES INC(ROST)(Put)04,400+4,4000793+793
3M CO(MMM)(Call)04,200+4,20001,633+1,633
NASDAQ INC(NDAQ)(Put)10,70010,70002,2783,030+753
NASDAQ INC(NDAQ)(Call)10,70010,70002,2783,030+753
PALO ALTO NETWORKS INC(PANW)(Put)7,7007,70001,3162,063+747
COSTCO WHSL CORP NEW(COST)0800+80006900.70%+690
CINTAS CORP(CTAS)(Call)03,500+3,5000658+658
CINTAS CORP(CTAS)(Put)03,500+3,5000658+658
GILEAD SCIENCES INC(GILD)(Call)011,600+11,60001,424+1,424
GOLDMAN SACHS GROUP INC(GS)1,6001,400-2007921,2311.25%+438
HCA HEALTHCARE INC(HCA)(Call)06,700+6,70003,128+3,128
NVIDIA CORPORATION(NVDA)05,541+5,54101,0331.05%+1,033
STATE STR CORP(STT)(Put)8,6008,60007611,109+349
STATE STR CORP(STT)(Call)8,6008,60007611,109+349
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