Fund HoldingsDELTA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$165.4K
Total Bought
$19.9K
Total Sold
$11.7K
Net Transaction
+$8.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EXXON MOBIL CORP26,86073,495+46,635385.11%+5
APPLE COMPUTER INC(AAPL)35,85449,834+13,9806106.35%+4
ADAMS DIVERSIFIED EQUITY FD CO0105,476+105,476021.37%+2
VANGUARD GROWTH STOCKS INDEX E03,000+3,000010.68%+1
IRON MOUNTAIN INC(IRM)011,810+11,810010.64%+1
QUALCOMM INC(QCOM)24,89024,880-10453.00%+1
TRI CONTL CORP COM(TY)023,342+23,342010.44%+1
ORACLE CORP(ORCL)35,89535,855-40553.06%+1
MICRON TECHNOLOGY INC(MU)39,61539,575-40553.15%+1
YUM BRANDS INC COM(YUM)04,000+4,000010.32%+1
ALPHABET INC(GOOG)13,57513,5750221.51%0
DEERE & CO COM(DE)01,000+1,000000.23%0
CATERPILLAR INC(CAT)01,000+1,000000.20%0
NORWEGIAN CRUISE LINE HLDG LSH
SHS
014,900+14,900000.17%0
CARRIER GLOBAL CORPORATION(CARR)55,98555,915-70342.13%0
NVIDIA CORP(NVDA)1,64014,200+12,560121.06%0
SWISS HELVETIA FD INC033,363+33,363000.16%0
PERFICIENT INC03,550+3,550000.16%0
MERCK & COMPANY(MRK)02,130+2,130000.16%0
AMGEN INC(AMGN)9,0659,0650331.71%0
J.P. MORGAN CHASE & CO(JPM)27,14528,135+990563.44%0
FIDELITY NATIONAL FINANCIAL FN(FNF)05,000+5,000000.15%0
KIMBERLY CLARK CORP(KMB)9,44510,630+1,185110.89%0
COHEN & STEERS QUALITY RLTY(RQI)019,700+19,700000.14%0
PROCTER & GAMBLE COMPANY(PG)25,67026,650+980442.66%0
MICROSOFT CORP(MSFT)8,8308,820-10442.38%0
DUPONT DE NEMOURS INC COM(DD)29,61530,782+1,167221.50%0
POPULAR INC(BPOP)02,260+2,260000.12%0
AIR PRODS & CHEMS INC11,90011,890-10331.85%0
BANK OF AMERICA85,35085,300-50332.05%0
UNILEVER PLC(UL)30,60030,590-10221.02%0
TERADYNE INC(TER)2,9803,050+70000.27%0
ELEVANCE HEALTH(ELV)4,9204,9200331.61%0
DIGITAL REALTY TRUST(DLR)12,67512,715+40221.17%0
UNITEDHEALTH GROUP INC(UNH)7,1907,1900442.21%0
FEDEX CORP(FDX)9,3009,290-10331.68%0
GENERAL DYNAMICS CORP COM(GD)12,44012,420-20442.18%0
BANK OF NEW YORK MELLON35,04535,025-20221.27%0
QUEST DIAGNOSTICS INC(DGX)20,85520,825-30331.72%0
SCHWAB CHARLES CORP(SCHW)54,70054,590-110442.43%0
RAYTHEON TECHNOLOGIES CORP(RTX)22,85522,845-10221.39%0
3M COMPANY(MMM)9,78510,775+990110.67%0
ALTRIA GROUP INC(MO)27,69027,670-20110.76%0
FORD MOTOR CO(F)178,510193,090+14,580221.46%0
WOODWARD GOVERNOR(WWD)1,7051,735+30000.18%0
TRUIST FINL CORP DEP SHS PFD I(TFC)20,04520,0450000.28%0
MAYVILLE ENGINEERING CO10,50010,610+110000.11%0
EXTRA SPACE STORAGE INC(EXR)2,3852,425+40000.23%0
ELECTRONIC ARTS(EA)1,7951,825+30000.15%0
FIRST TRUST INTER DUR PFD FUND(FPF)30,61030,6100110.34%0
Invesco Variable Rate Preferre
VAR RATE PFD
41,97541,9750110.61%0
MORGAN STANLEY PREFERRED(MS)26,75526,7550110.37%0
MOSAIC CO(MOS)18,40020,720+2,320110.36%0
GOLDMAN SACHS PREFERRED(GS)19,80519,8050000.27%0
EOG RESOURCES(EOG)1,7701,7700000.13%-0
PTC INC(PTC)1,1701,190+20000.13%-0
NASDAQ OMX GROUP(NDAQ)6,3106,460+150000.24%-0
APPLIED INDL TECHNOLOGIES(AIT)2,9052,9050110.34%-0
SPDR SERIES TRUST BLMBRG BRC C
ST STR CONV ETF
000110.47%-0
CHORD ENERGY CORP(CHRD)2,0702,110+40000.21%-0
PENSKE AUTOMOTIVE GROUP(PAG)1,7101,750+40000.16%-0
BALL CORP4,6504,710+60000.17%-0
TEREX CORP(TEX)3,6403,680+40000.12%-0
VANECK VECTORS ETF TR PFD SECS
PREFERRED SECURT
44,08043,080-1,000110.45%-0
ISHARES PREFERRED ETF22,35021,650-700110.41%-0
AKAMAI TECHNOLOGIES INC(AKAM)2,6102,670+60000.15%-0
SONY CORP(SONY)32,83532,585-250331.67%-0
DARLING INGREDIENTS(DAR)6,0006,060+60000.13%-0
PEPSICO INC(PEP)21,45022,420+970442.24%-0
CHUBB LIMITED
COM
13,44713,437-10332.07%-0
CHEMED CORP(CHE)695705+10000.23%-0
JOHNSON & JOHNSON(JNJ)17,06517,942+877331.59%-0
PNC BANK CORP(PNC)13,53013,520-10221.27%-0
ABBVIE INC COM(ABBV)9,8809,870-10221.02%-0
NESTLE S A23,32523,210-115221.43%-0
BECTON DICKINSON & CO(BDX)8,6408,630-10221.22%-0
OLD DOMINION FGHT LINES INC CO(ODFL)2,8742,8740110.31%-0
BP AMOCO PLC(BP)80,43080,360-70331.75%-0
DEVON ENERGY CORP NEW COM(DVN)48,14048,110-30221.38%-0
CISCO SYSTEMS INC(CSCO)56,43656,406-30331.62%-0
NORTHROP GRUMMAN CORP COM(NOC)3,6203,6200220.95%-0
M D C HOLDINGS3,2740-3,27400-0
MEDTRONIC PLC(MDT)26,31526,305-10221.25%-0
MCDONALD'S CORP(MCD)12,85512,845-10431.98%-0
HOME DEPOT INC(HD)10,53010,5300442.19%-0
CVS CORP(CVS)19,74019,595-145210.70%-0
NORFOLK SOUTHERN CORP(NSC)11,90011,880-20331.54%-0
INTEL CORP(INTC)50,25549,560-695220.93%-1
PIONEER NATURAL RESOURCES18,8600-18,86050-5
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