Fund HoldingsDLK Investment Management, LLC

Total Portfolio Value
$268.75M
Total Bought
$10.60M
Total Sold
$14.94M
Net Transaction
-$4.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)64,38961,912-2,47715,68219,4287.23%+3,746
APPLE INC(AAPL)63,02063,132+11216,04717,1636.39%+1,116
DANAHER CORPORATION(DHR)25,03126,130+1,0994,9635,9822.23%+1,019
AMGEN INC(AMGN)20,85920,982+1235,8866,8682.56%+981
JOHNSON & JOHNSON(JNJ)36,48636,137-3496,7657,4792.78%+713
RTX CORPORATION(RTX)50,17149,390-7818,3959,0583.37%+663
WALMART INC(WMT)73,17973,306+1277,5428,1673.04%+625
CISCO SYS INC(CSCO)65,52865,017-5114,4835,0081.86%+525
AMAZON COM INC(AMZN)28,24428,773+5296,2026,6412.47%+440
VISA INC(V)30,49930,816+31710,41210,8084.02%+396
MEDTRONIC PLC(MDT)52,51455,675+3,1615,0015,3481.99%+347
BECTON DICKINSON & CO(BDX)22,36023,149+7894,1854,4931.67%+307
ALPHABET INC(GOOG)4,2704,239-311,0381,3270.49%+289
MONGODB INC(MDB)0630+63002640.10%+264
SCHWAB CHARLES CORP(SCHW)57,18757,092-955,4605,7042.12%+244
BEAM THERAPEUTICS INC(BEAM)08,125+8,12502250.08%+225
INTEL CORP(INTC)06,060+6,06002240.08%+224
WELLS FARGO CO NEW(WFC)02,333+2,33302170.08%+217
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,513+2,51302060.08%+206
QUALCOMM INC(QCOM)26,69426,943+2494,4414,6091.71%+168
AVIDITY BIOSCIENCES INC5,7005,70002484110.15%+163
MCCORMICK & CO INC(MKC)66,58467,793+1,2094,4554,6171.72%+162
REGENERON PHARMACEUTICALS(REGN)76576504305900.22%+160
JPMORGAN CHASE & CO.(JPM)30,77630,591-1859,7089,8573.67%+150
PEPSICO INC(PEP)35,53735,787+2504,9915,1361.91%+145
DEERE & CO(DE)8,3938,527+1343,8383,9701.48%+132
APPLIED MATLS INC2,3452,308-374805930.22%+113
BROADCOM INC(AVGO)1,1481,411+2633794880.18%+110
MERCK & CO INC(MRK)4,7364,73603974990.19%+101
MCDONALDS CORP(MCD)16,33216,564+2324,9635,0621.88%+99
NVIDIA CORPORATION(NVDA)33,34633,844+4986,2226,3122.35%+90
TESLA INC(TSLA)16,19416,202+87,2027,2862.71%+85
ZIM INTEGRATED SHIPPING SERV
SHS
10,25710,25701392180.08%+79
FREEPORT-MCMORAN INC(FCX)5,9335,941+82333020.11%+69
GE VERNOVA INC(GEV)1,6841,68401,0351,1010.41%+65
HUNT J B TRANS SVCS INC(JBHT)2,6482,138-5103554150.15%+60
WASTE MGMT INC DEL(WM)32,99433,419+4257,2867,3422.73%+57
SALESFORCE INC(CRM)1,4641,519+553474030.15%+55
VERTIV HOLDINGS CO(VRT)1,5511,751+2002342840.11%+50
INTERNATIONAL BUSINESS MACHS(IBM)3,1503,15008899330.35%+44
AIRBNB INC2,5812,588+73133510.13%+38
GE AEROSPACE(GE)4,9014,90101,4741,5100.56%+35
EXXON MOBIL CORP3,8923,89204394680.17%+30
MARVELL TECHNOLOGY INC(MRVL)3,4933,740+2472943180.12%+24
ELEVANCE HEALTH INC FORMERLY(ELV)80080002582800.10%+22
AMERICAN EXPRESS CO(AXP)819794-252722940.11%+22
STELLANTIS N.V(STLA)13,20013,20001231440.05%+20
CVS HEALTH CORP(CVS)3,3173,310-72502630.10%+13
BERKSHIRE HATHAWAY INC DEL1,2911,300+96496530.24%+4
MASTERCARD INCORPORATED(MA)96596505495510.21%+2
CRANE COMPANY(CR)5,1545,15409499510.35%+1
STANDARD BIOTOOLS INC11,38011,380015150.01%-0
NKARTA INC11,32011,320023210.01%-2
PALANTIR TECHNOLOGIES INC(PLTR)2,1962,221+254013950.15%-6
ABBVIE INC(ABBV)1,9531,95304524460.17%-6
CHEVRON CORP NEW(CVX)2,4552,452-33813740.14%-7
BITFARMS LTD
COM
23,50023,500066550.02%-11
ADC THERAPEUTICS SA25,30525,3050101890.03%-12
ALLOGENE THERAPEUTICS INC10,0000-10,000120-12
HERON THERAPEUTICS INC22,19011,690-10,50028150.01%-13
VERIZON COMMUNICATIONS INC(VZ)5,5815,624+432452290.09%-16
TEXAS INSTRS INC(TXN)15,46716,263+7962,8422,8211.05%-20
Q32 BIO INC10,3330-10,333200-20
SEMPRA(SRE)13,63013,63001,2261,2030.45%-23
SOUTHERN CO(SO)3,3753,37503202940.11%-26
CERAGON NETWORKS LTD30,20021,200-9,00070450.02%-26
QUANTUM SI INC19,7500-19,750280-28
BLACK DIAMOND THERAPEUTICS I20,20018,200-2,00077440.02%-32
ROBINHOOD MKTS INC(HOOD)2,0162,161+1452892440.09%-44
ALECTOR INC15,5000-15,500460-46
CROWDSTRIKE HLDGS INC(CRWD)536456-802632140.08%-49
REVOLUTION MEDICINES INC(RVMD)164,4770-164,477490-49
PALO ALTO NETWORKS INC(PANW)2,5802,582+25254760.18%-50
EDITAS MEDICINE INC29,31916,619-12,700102340.01%-68
EATON CORP PLC(ETN)1,3491,352+35054310.16%-74
QUEST DIAGNOSTICS INC(DGX)5,2485,24801,0009110.34%-89
SNAP INC(SNAP)49,78833,988-15,8003842740.10%-110
ORACLE CORP(ORCL)1,5791,598+194443110.12%-133
FLUENCE ENERGY INC(FLNC)12,5000-12,5001350-135
ILLINOIS TOOL WKS INC(ITW)24,41825,266+8486,3676,2232.32%-144
RIOT PLATFORMS INC(RIOT)25,00025,00004763170.12%-159
HONEYWELL INTL INC(HON)30,53732,003+1,4666,4286,2432.32%-184
CRANE NXT CO(CXT)3,0000-3,0002010-201
INTERCONTINENTAL EXCHANGE IN(ICE)48,35848,926+5688,1477,9242.95%-223
LINDE PLC(LIN)8,3678,743+3763,9743,7281.39%-246
ABBOTT LABS49,80751,257+1,4506,6716,4222.39%-249
META PLATFORMS INC(META)7,8407,835-55,7585,1711.92%-586
NETFLIX INC(NFLX)2,26821,096+18,8282,7191,9780.74%-741
HOME DEPOT INC(HD)15,15415,490+3366,1405,3301.98%-810
COSTCO WHSL CORP NEW(COST)9,9709,665-3059,2298,3343.10%-894
KENVUE INC(KVUE)169,946102,727-67,2192,7581,7720.66%-986
ADOBE INC(ADBE)12,3339,030-3,3034,3503,1601.18%-1,190
MICROSOFT CORP(MSFT)35,03534,937-9818,14616,8966.29%-1,250
CHIPOTLE MEXICAN GRILL INC(CMG)101,30171,218-30,0833,9702,6350.98%-1,335
CONSTELLATION BRANDS INC(STZ)31,25120,642-10,6094,2092,8481.06%-1,361
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