Fund HoldingsDELPHI FINANCIAL GROUP, INC.

Total Portfolio Value
$189.01M
Total Bought
$15.26M
Total Sold
$13.43M
Net Transaction
+$1.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ENERGY TRANSFER LP(ET)1,421,9451,421,945022,82227,85614.74%+5,034
ELLINGTON FINANCIAL INC(EFC)0388,131+388,13104,7042.49%+4,704
XTRACKERS HARVEST CSI 300 CHI0139,000+139,00003,6801.95%+3,680
ISHARES CHINA LARGE-CAP ETF0120,000+120,00003,6531.93%+3,653
AGNC INVT CORP(AGNC)139,000309,000+170,0001,4542,8461.51%+1,392
MPLX LP(MPLX)341,079341,079015,16416,3248.64%+1,160
TSMC(TSM)47,83047,83008,3079,4465.00%+1,139
VANGUARD TOTAL STOCK MARKET E168,090168,090047,59648,71425.77%+1,118
CHENIERE ENERGY INC(LNG)25,22025,22004,5365,4192.87%+883
AMAZON.COM INC(AMZN)24,00024,00004,4725,2652.79%+793
CCC INTELLIGENT SOLUTIONS HL(CCC)057,015+57,01506690.35%+669
EXPAND ENERGY CORP(EXE)36,72036,72003,0203,6551.93%+635
PIMCO ETF TR
25YR+ ZERO U S
09,238+9,23806340.34%+634
ISHARES TR010,000+10,00003140.17%+314
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
02,400+2,40002140.11%+214
SIXTH STREET SPECIALTY LENDI(TSLX)70,10670,10601,4391,4930.79%+54
CARTESIAN THERAPEUTICS INC22,02822,02803553950.21%+39
BLACKSTONE MORTGAGE TR(BXMT)0001,8951,9191.02%+23
TWO HARBORS INV CORP(TWO)0001,4791,4900.79%+11
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
397,990397,990020,25020,18210.68%-68
MICROSOFT CORP(MSFT)10,80010,80004,6474,5522.41%-95
MFA FINL INC(MFA)70,00070,00008907130.38%-177
ISHARES TR2,5000-2,5002010-201
OXFORD LANE CAP CORP480,221446,134-34,0872,5162,2621.20%-254
ISHARES 0-5 YEAR HIGH YIELD C
0-5YR HI YL CP
530,590530,590023,03822,60811.96%-430
ISHARES TR20,5000-20,5001,9640-1,964
CLEARBRIDGE ENERGY MIDSTREAM(EMO)62,7570-62,7572,6480-2,648
CNX RESOURCES CORP(CNX)256,8500-256,8508,3660-8,366
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