Fund HoldingsDLK Investment Management, LLC

Total Portfolio Value
$238.86M
Total Bought
$22.17M
Total Sold
$20.98M
Net Transaction
+$1.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CONSTELLATION BRANDS INC(STZ)031,379+31,37905,7592.41%+5,759
KENVUE INC(KVUE)0170,966+170,96604,1001.72%+4,100
AMGEN INC(AMGN)020,491+20,49106,3842.67%+6,384
JOHNSON & JOHNSON(JNJ)035,935+35,93505,9592.49%+5,959
INTERCONTINENTAL EXCHANGE IN(ICE)049,164+49,16408,4813.55%+8,481
ABBOTT LABS49,22350,345+1,1225,5686,6782.80%+1,111
WASTE MGMT INC DEL(WM)32,94433,330+3866,6487,7163.23%+1,068
VISA INC(V)31,32130,819-5029,89910,8014.52%+902
MEDTRONIC PLC(MDT)051,580+51,58004,6351.94%+4,635
BECTON DICKINSON & CO(BDX)18,30120,798+2,4974,1524,7641.99%+612
LINDE PLC(LIN)7,8378,215+3783,2813,8251.60%+544
MCDONALDS CORP(MCD)15,34315,843+5004,4484,9492.07%+501
DEERE & CO(DE)8,2128,391+1793,4793,9381.65%+459
SCHWAB CHARLES CORP(SCHW)58,66959,121+4524,3424,6281.94%+286
COSTCO WHSL CORP NEW(COST)10,12510,099-269,2779,5524.00%+274
EBAY INC.(EBAY)03,200+3,20002170.09%+217
ENTERPRISE PRODS PARTNERS L(EPD)06,000+6,00002050.09%+205
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,513+2,51302030.08%+203
GE AEROSPACE(GE)5,9815,98109981,1970.50%+200
CISCO SYS INC(CSCO)66,06366,235+1723,9114,0871.71%+176
QUALCOMM INC(QCOM)24,03124,926+8953,6923,8291.60%+137
TEXAS INSTRS INC(TXN)14,00215,352+1,3502,6252,7591.15%+133
RTX CORPORATION(RTX)57,79551,221-6,5746,6886,7852.84%+97
QUEST DIAGNOSTICS INC(DGX)5,2485,24807928880.37%+96
BERKSHIRE HATHAWAY INC DEL1,1911,19105406340.27%+94
INTERNATIONAL BUSINESS MACHS(IBM)2,8942,89406367200.30%+83
ABBVIE INC(ABBV)1,9531,95303474090.17%+62
ILLINOIS TOOL WKS INC(ITW)23,32124,026+7055,9135,9592.49%+45
VERIZON COMMUNICATIONS INC(VZ)5,3675,627+2602152550.11%+41
MASTERCARD INCORPORATED(MA)97197105115320.22%+21
EXXON MOBIL CORP3,3793,222-1573633830.16%+20
FIRST MAJESTIC SILVER CORP(AG)14,20014,200078950.04%+17
NETFLIX INC(NFLX)2,2962,208-882,0462,0590.86%+13
HERON THERAPEUTICS INC17,39017,390027380.02%+12
CRANE COMPANY(CR)5,6545,65408588660.36%+8
THE ARENA GROUP HOLDINGS INC16,00016,000021280.01%+6
AVIDITY BIOSCIENCES INC7,6007,60002212240.09%+3
EDITAS MEDICINE INC25,71930,719+5,00033360.01%+3
CHEVRON CORP NEW(CVX)2,7462,391-3553984000.17%+2
BIONANO GENOMICS INC14,3500-14,35040-4
ALECTOR INC10,50011,500+1,00020140.01%-6
SPERO THERAPEUTICS INC28,95529,825+87030210.01%-8
BLACK DIAMOND THERAPEUTICS I16,00016,000034250.01%-9
BITFARMS LTD
COM
13,50013,500020110.00%-9
REVOLUTION MEDICINES INC(RVMD)77,00077,00001430.00%-11
PASSAGE BIO INC53,00053,000030190.01%-11
ADC THERAPEUTICS SA25,80526,805+1,00051380.02%-14
DARIOHEALTH CORP141,657151,659+10,002111930.04%-19
PALO ALTO NETWORKS INC(PANW)1,7341,736+23162960.12%-19
MERCK & CO INC(MRK)2,2512,25102242020.08%-22
AMERICAN EXPRESS CO(AXP)83783702482250.09%-23
AIRBNB INC2,5352,571+363333070.13%-26
CRANE NXT CO(CXT)4,0004,00002332060.09%-27
BTCS INC28,60028,600071430.02%-28
QUANTUM SI INC19,00019,000051230.01%-28
APPLIED MATLS INC2,2842,336+523713390.14%-32
SHOPIFY INC(SHOP)3,0303,03003222890.12%-33
CIPHER MINING INC(CIFR)16,30016,300076370.02%-38
HUNT J B TRANS SVCS INC(JBHT)1,7381,73802972570.11%-39
ORACLE CORP(ORCL)1,5541,55402592170.09%-42
GE VERNOVA INC(GEV)1,8841,88406205750.24%-45
META PLATFORMS INC(META)1,9201,854-661,1241,0680.45%-56
SALESFORCE INC(CRM)1,0651,092+273562930.12%-63
CERAGON NETWORKS LTD30,20030,2000141710.03%-70
ZIM INTEGRATED SHIPPING SERV
SHS
10,25710,25702201500.06%-71
RIOT PLATFORMS INC(RIOT)25,50025,50002601820.08%-79
EATON CORP PLC(ETN)1,3441,349+54463670.15%-79
SNAP INC(SNAP)45,78845,78804933990.17%-94
ZUORA INC11,8000-11,8001170-117
NIKE INC(NKE)055,334+55,33403,5131.47%+3,513
ALPHABET INC(GOOG)4,0133,977-367606150.26%-145
ADOBE INC(ADBE)011,388+11,38804,3681.83%+4,368
DANAHER CORPORATION(DHR)024,021+24,02104,9242.06%+4,924
HOME DEPOT INC(HD)14,58214,997+4155,6725,4962.30%-176
NVIDIA CORPORATION(NVDA)7,5157,601+861,0098240.35%-185
GOLDMAN SACHS GROUP INC(GS)3930-3932250-225
ACCENTURE PLC IRELAND
SHS CLASS A
9,72710,234+5073,4223,1931.34%-228
DISNEY WALT CO(DIS)29,90131,389+1,4883,3293,0981.30%-231
HARTFORD FINL SVCS GROUP INC(HIG)2,1550-2,1552360-236
HONEYWELL INTL INC(HON)29,51830,340+8226,6686,4242.69%-243
TWILIO INC(TWLO)2,3500-2,3502540-254
PEPSICO INC(PEP)035,079+35,07905,2602.20%+5,260
MCCORMICK & CO INC(MKC)76,20366,249-9,9545,8105,4532.28%-357
RIGETTI COMPUTING INC(RGTI)56,25155,001-1,2508584360.18%-423
DISCOVER FINL SVCS2,5390-2,5394400-440
SEMPRA(SRE)21,52720,127-1,4001,8881,4360.60%-452
WALMART INC(WMT)81,15673,312-7,8447,3326,4362.69%-896
AMAZON COM INC(AMZN)29,07528,452-6236,3795,4132.27%-965
MICROSOFT CORP(MSFT)35,79336,571+77815,08713,7305.75%-1,357
JPMORGAN CHASE & CO.(JPM)38,29330,615-7,6789,1797,5103.14%-1,669
ALPHABET INC(GOOG)64,94764,582-36512,36810,0904.22%-2,279
APPLE INC(AAPL)71,11969,462-1,65717,81015,4286.46%-2,381
TESLA INC(TSLA)18,52817,251-1,2777,4824,4711.87%-3,012
UNITEDHEALTH GROUP INC(UNH)000000
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