Fund HoldingsDELPHI FINANCIAL GROUP, INC.

Total Portfolio Value
$177.66M
Total Bought
$47.77M
Total Sold
$27.66M
Net Transaction
+$20.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET E0168,090+168,090044,96625.31%+44,966
TAIWAN SEMICONDUCTOR MFG LTD(TSM)47,83047,83006,5078,3134.68%+1,806
AGNC INVT CORP(AGNC)55,000160,000+105,0005451,5260.86%+982
CARTESIAN THERAPEUTICS INC022,028+22,02805950.33%+595
OXFORD LANE CAP CORP274,974351,037+76,0631,3971,9031.07%+506
ISHARES TR15,50020,500+5,0001,4331,8821.06%+450
MPLX LP(MPLX)341,079341,079014,17514,5278.18%+351
CHENIERE ENERGY INC(LNG)25,22025,22004,0654,4092.48%+345
AMAZON.COM INC(AMZN)24,00024,00004,3294,6382.61%+309
MICROSOFT CORP(MSFT)10,80010,80004,5444,8272.72%+283
MFA FINL INC(MFA)60,00090,000+30,0006859580.54%+273
CNX RESOURCES CORP(CNX)256,850256,85006,0926,2413.51%+149
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
397,990397,990020,19420,25011.40%+56
CLEARBRIDGE MLP & MIDSTREAM F33,15033,15001,5181,5720.88%+54
TWO HARBORS INV CORP(TWO)0001,4341,4670.83%+33
SIXTH STREET SPECIALTY LENDI(TSLX)70,10670,10601,5021,4970.84%-6
BLACKSTONE MORTGAGE TR(BXMT)0001,8161,8101.02%-6
CLEARBRIDGE MLP & MIDSTREAM T25,70025,70001,0661,0450.59%-21
ALIBABA GROUP HOLDING LTD(BABA)82,52682,52605,9725,9423.34%-30
PIMCO ETF TR
25YR+ ZERO U S
10,98010,98008708240.46%-46
ISHARES 0-5 YEAR HIGH YIELD C
0-5YR HI YL CP
530,590530,590022,57722,39112.60%-186
CHESAPEAKE ENERGY CORP(EXE)36,72036,72003,2623,0181.70%-244
CARTESIAN THERAPEUTICS INC660,8520-660,8524300-430
INVESCO CURRENCYSHARES JAPAN(FXY)8,0000-8,0004900-490
ENERGY TRANSFER LP(ET)3,166,0261,421,945-1,744,08149,80223,06412.98%-26,738
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