Fund Holdings — DLK Investment Management, LLC

Total Portfolio Value
$252.94M
Total Bought
$24.49M
Total Sold
$28.59M
Net Transaction
-$4.10M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FERRARI N V
COM
014,898+14,89805,0421.99%+5,042
ADOBE INC(ADBE)9,03025,372+16,3423,1606,1672.44%+3,007
CHIPOTLE MEXICAN GRILL INC(CMG)71,218138,711+67,4932,6354,4401.76%+1,805
COSTCO WHOLESALE CORPORATION(COST)9,6659,431-2348,3349,3983.72%+1,063
HONEYWELL INTL INC(HON)32,00331,905-986,2437,2122.85%+968
DEERE & CO(DE)8,5278,352-1753,9704,7051.86%+735
LINDE PLC(LIN)8,7438,735-83,7284,3311.71%+603
PEPSICO INC(PEP)35,78735,668-1195,1365,5392.19%+403
GE VERNOVA INC(GEV)1,6841,696+121,1011,4800.59%+380
ILLINOIS TOOL WKS INC(ITW)25,26625,235-316,2236,5682.60%+346
TEXAS INSTRS INC(TXN)16,26316,269+62,8213,1591.25%+337
WASTE MGMT INC DEL(WM)33,41933,382-377,3427,6713.03%+328
AMGEN INC(AMGN)20,98220,370-6126,8687,1672.83%+300
COHERENT CORP(COHR)01,030+1,03002450.10%+245
SIRIUSXM HOLDINGS INC(SIRI)010,150+10,15002340.09%+234
ENPHASE ENERGY INC(ENPH)06,105+6,10502310.09%+231
SERVICENOW INC(NOW)02,175+2,17502270.09%+227
MICRON TECHNOLOGY INC(MU)0647+64702190.09%+219
WABTEC(WAB)0852+85202130.08%+213
LOCKHEED MARTIN CORP(LMT)0352+35202130.08%+213
ENTERPRISE PRODS PARTNERS L(EPD)05,503+5,50302080.08%+208
CATERPILLAR INC(CAT)0291+29102060.08%+206
APPLIED MATLS INC2,3082,300-85937860.31%+193
EXXON MOBIL CORP3,8923,89204686600.26%+192
NU HLDGS LTD(NU)013,000+13,00001870.07%+187
CHEVRON CORPORATION(CVX)2,4522,458+63745090.20%+135
QUEST DIAGNOSTICS INC(DGX)5,2485,24809111,0290.41%+118
SEMPRA(SRE)13,63013,580-501,2031,3200.52%+116
NUSCALE PWR CORP(SMR)010,000+10,00001080.04%+108
INTEL CORP(INTC)6,0607,035+9752243100.12%+87
MCDONALDS CORP(MCD)16,56416,561-35,0625,1472.03%+85
GETTY IMAGES HOLDINGS INC(GETY)0101,700+101,7000810.03%+81
EATON CORP PLC(ETN)1,3521,358+64314860.19%+55
VERTIV HOLDINGS CO(VRT)1,7511,351-4002843390.13%+55
NETFLIX INC.(NFLX)21,09621,142+461,9782,0330.80%+55
VERIZON COMMUNICATIONS INC(VZ)5,6245,613-112292820.11%+53
ZIM INTEGRATED SHIPPING SERV
SHS
10,25710,25702182700.11%+53
HUNT J B TRANS SVCS INC(JBHT)2,1382,13804154530.18%+38
SOUTHERN CO(SO)3,3753,37502943260.13%+31
MARVELL TECHNOLOGY INC(MRVL)3,7403,455-2853183420.14%+24
QUANTUM SI INC(QSI)016,750+16,7500130.01%+13
EDITAS MEDICINE INC(EDIT)16,61916,619034410.02%+7
BLINK CHARGING CO(BLNK)010,425+10,425060.00%+6
ADC THERAPEUTICS SA(ADCT)25,30525,305089950.04%+6
NKARTA INC(NKTX)11,32011,320021240.01%+3
CERAGON NETWORKS LTD(CRNT)21,20021,200045460.02%+1
REGENERON PHARMACEUTICALS(REGN)76576505905910.23%+1
STANDARD BIOTOOLS INC(LAB)11,38011,380015100.00%-4
BLACK DIAMOND THERAPEUTICS I18,20018,200044390.02%-5
HERON THERAPEUTICS INC(HRTX)11,69011,69001590.00%-6
RIOT PLATFORMS INC(RIOT)25,00025,00003173090.12%-8
BITFARMS LTD
COM
23,50023,500055460.02%-9
ORACLE CORP(ORCL)1,5981,962+3643112890.11%-23
ABBVIE INC(ABBV)1,9531,946-74464230.17%-23
CVS HEALTH CORP(CVS)3,3103,337+272632400.09%-23
AIRBNB INC2,5882,589+13513270.13%-24
RTX CORPORATION(RTX)49,39046,810-2,5809,0589,0303.57%-29
BERKSHIRE HATHAWAY INC DEL1,3001,30006536230.25%-30
BROADCOM INC(AVGO)1,4111,436+254884440.18%-44
ELEVANCE HEALTH INC FORMERLY(ELV)80080002802340.09%-46
AMERICAN EXPRESS CO(AXP)79479402942400.09%-54
CISCO SYS INC(CSCO)65,01763,735-1,2825,0084,9451.96%-63
MASTERCARD INCORPORATED(MA)96596505514820.19%-69
PALANTIR TECHNOLOGIES INC(PLTR)2,2212,22103953250.13%-70
SNAP INC(SNAP)33,98843,988+10,0002742020.08%-72
MERCK & CO INC(MRK)4,7363,502-1,2344994210.17%-77
SALESFORCE INC(CRM)1,5191,536+174032870.11%-116
STELLANTIS N.V(STLA)13,2000-13,2001440—-144
HOME DEPOT INC(HD)15,49015,760+2705,3305,1832.05%-147
CRANE COMPANY(CR)5,1544,654-5009517960.31%-155
PALO ALTO NETWORKS INC(PANW)2,5821,975-6074763170.13%-159
INTERCONTINENTAL EXCHANGE IN(ICE)48,92649,214+2887,9247,7403.06%-184
INTERNATIONAL BUSINESS MACHS(IBM)3,1503,050-1009337390.29%-194
JOHNSON & JOHNSON(JNJ)36,13729,779-6,3587,4797,2792.88%-199
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,5130-2,5132060—-206
CROWDSTRIKE HLDGS INC(CRWD)4560-4562140—-214
WELLS FARGO CO NEW(WFC)2,3330-2,3332170—-217
BEAM THERAPEUTICS INC(BEAM)8,1250-8,1252250—-225
ROBINHOOD MKTS INC(HOOD)2,1610-2,1612440—-244
GE AEROSPACE(GE)4,9014,446-4551,5101,2620.50%-248
MONGODB INC(MDB)6300-6302640—-264
FREEPORT-MCMORAN INC(FCX)5,9410-5,9413020—-302
AVIDITY BIOSCIENCES INC5,7000-5,7004110—-411
SCHWAB CHARLES CORP(SCHW)57,09256,214-8785,7045,2832.09%-421
ALPHABET INC(GOOG)4,2392,990-1,2491,3278580.34%-469
NVIDIA CORPORATION(NVDA)33,84433,375-4696,3125,8192.30%-493
MEDTRONIC PLC(MDT)55,67555,783+1085,3484,8341.91%-515
BECTON DICKINSON & CO(BDX)23,14924,771+1,6224,4933,8951.54%-598
AMAZON COM INC(AMZN)28,77328,767-66,6415,9912.37%-651
META PLATFORMS INC(META)7,8357,744-915,1714,4281.75%-744
DANAHER CORP DEL(DHR)26,13026,757+6275,9825,0732.01%-909
JPMORGAN CHASE & CO(JPM)30,59130,401-1909,8578,9433.54%-914
ABBOTT LABORATORIES51,25752,857+1,6006,4225,4272.15%-995
MCCORMICK & CO INC(MKC)67,79371,679+3,8864,6173,6151.43%-1,002
QUALCOMM INC(QCOM)26,94326,491-4524,6093,4121.35%-1,197
TESLA INC(TSLA)16,20216,210+87,2866,0262.38%-1,260
APPLE INC(AAPL)63,13262,496-63617,16315,8606.27%-1,303
WALMART INC(WMT)73,30654,875-18,4318,1676,8202.70%-1,347
VISA INC(V)30,81631,124+30810,8089,4073.72%-1,401
KENVUE INC(KVUE)102,7270-102,7271,7720—-1,772
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DLK Investment Management, LLC — 13F Holdings — Q1 2026 | TickerTrail