Fund HoldingsDELTA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$173.4K
Total Bought
$4.3K
Total Sold
$3.9K
Net Transaction
+$359
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PACCAR INC(PCAR)037,620+37,620042.14%+4
CARRIER GLOBAL CORPORATION(CARR)55,91555,9150452.60%+1
HOME DEPOT INC(HD)10,53010,5300442.46%+1
MCDONALD'S CORP(MCD)12,84512,8450342.25%+1
UNITEDHEALTH GROUP INC(UNH)7,1907,1900442.42%+1
RAYTHEON TECHNOLOGIES CORP(RTX)22,84522,8450231.60%0
AIR PRODS & CHEMS INC11,89011,8900342.04%0
CHUBB LIMITED
COM
13,43713,4370342.23%0
BANK OF NEW YORK MELLON35,02535,0250231.45%0
NORFOLK SOUTHERN CORP(NSC)11,88011,8800331.70%0
PNC BANK CORP(PNC)13,52013,5200221.44%0
QUEST DIAGNOSTICS INC(DGX)20,82520,8250331.86%0
SONY CORP(SONY)32,585162,925+130,340331.81%0
3M COMPANY(MMM)10,77510,7750110.85%0
IRON MOUNTAIN INC(IRM)11,81011,8100110.81%0
NORTHROP GRUMMAN CORP COM(NOC)3,6203,6200221.10%0
CISCO SYSTEMS INC(CSCO)56,40656,4060331.73%0
UNILEVER PLC(UL)30,59030,5900221.15%0
MEDTRONIC PLC(MDT)26,30526,3050221.37%0
JOHNSON & JOHNSON(JNJ)17,94217,9420331.68%0
DUPONT DE NEMOURS INC COM(DD)30,78230,7820231.58%0
ABBVIE INC COM(ABBV)9,8709,8700221.12%0
J.P. MORGAN CHASE & CO(JPM)28,13528,1350663.42%0
PROCTER & GAMBLE COMPANY(PG)26,65026,6500452.66%0
COLGATE PALMOLIVE CO(CL)02,000+2,000000.12%0
ALTRIA GROUP INC(MO)27,67027,6700110.81%0
GENERAL DYNAMICS CORP COM(GD)12,42012,4200442.16%0
DIGITAL REALTY TRUST(DLR)12,71512,7150221.19%0
PEPSICO INC(PEP)22,42022,4200442.20%0
AMGEN INC(AMGN)9,0659,0650331.68%0
NASDAQ OMX GROUP(NDAQ)6,4606,4600000.27%0
FIDELITY NATIONAL FINANCIAL FN(FNF)5,0005,0000000.18%0
OLD DOMINION FGHT LINES INC CO(ODFL)2,8742,8740110.33%0
EXTRA SPACE STORAGE INC(EXR)2,4252,4250000.25%0
CATERPILLAR INC(CAT)1,0001,0000000.23%0
COHEN & STEERS QUALITY RLTY(RQI)19,70019,7000000.16%0
APPLIED INDL TECHNOLOGIES(AIT)2,9052,745-160110.35%0
SPDR SERIES TRUST BLMBRG BRC C
ST STR CONV ETF
000110.47%0
TRI CONTL CORP COM(TY)23,34223,3420110.44%0
MAYVILLE ENGINEERING CO10,61010,6100000.13%0
DEERE & CO COM(DE)1,0001,0000000.24%0
KIMBERLY CLARK CORP(KMB)10,63010,6300120.87%0
CHEMED CORP(CHE)7057050000.24%0
VANECK VECTORS ETF TR PFD SECS
PREFERRED SECURT
43,08042,900-180110.45%0
BALL CORP4,7104,7100000.18%0
FIRST TRUST INTER DUR PFD FUND(FPF)30,61030,540-70110.34%0
ISHARES PREFERRED ETF21,65021,520-130110.41%0
SWISS HELVETIA FD INC33,36333,3630000.17%0
VANGUARD GROWTH STOCKS INDEX E3,0003,0000110.66%0
AKAMAI TECHNOLOGIES INC(AKAM)2,6702,6700000.16%0
YUM BRANDS INC COM(YUM)4,0004,0000110.32%0
NORWEGIAN CRUISE LINE HLDG LSH
SHS
14,90014,9000000.18%0
PENSKE AUTOMOTIVE GROUP(PAG)1,7501,7500000.16%0
Invesco Variable Rate Preferre
VAR RATE PFD
41,97541,9750110.59%0
CVS CORP(CVS)19,59518,635-960110.68%0
ELECTRONIC ARTS(EA)1,8251,8250000.15%0
ADAMS DIVERSIFIED EQUITY FD CO105,476105,4760221.31%0
TRUIST FINL CORP DEP SHS PFD I(TFC)20,04520,0450000.27%0
DARLING INGREDIENTS(DAR)6,0606,0600000.13%0
PERFICIENT INC3,5503,5500000.15%0
MORGAN STANLEY PREFERRED(MS)26,75526,7550110.35%-0
PTC INC(PTC)1,1901,1900000.12%-0
EOG RESOURCES(EOG)1,7701,7700000.13%-0
GOLDMAN SACHS PREFERRED(GS)19,80519,8050000.26%-0
WOODWARD GOVERNOR(WWD)1,7351,7350000.17%-0
BANK OF AMERICA85,30085,230-70331.95%-0
MERCK & COMPANY(MRK)2,1302,1300000.14%-0
BECTON DICKINSON & CO(BDX)8,6308,270-360221.15%-0
NESTLE S A23,21023,190-20221.35%-0
TERADYNE INC(TER)3,0503,0500000.24%-0
MOSAIC CO(MOS)20,72019,520-1,200110.30%-0
EXXON MOBIL CORP73,49571,521-1,974884.83%-0
CHORD ENERGY CORP(CHRD)2,1102,1100000.16%-0
ELEVANCE HEALTH(ELV)4,9204,9200331.47%-0
MICROSOFT CORP(MSFT)8,8208,8200442.19%-0
POPULAR INC(BPOP)2,2600-2,26000-0
TEREX CORP(TEX)3,6800-3,68000-0
ALPHABET INC(GOOG)13,57513,5750221.31%-0
FEDEX CORP(FDX)9,2909,2900331.47%-0
ORACLE CORP(ORCL)35,85527,915-7,940552.74%-0
INTEL CORP(INTC)49,56049,5600210.67%-0
BP AMOCO PLC(BP)80,36080,3600331.45%-0
FORD MOTOR CO(F)193,090193,0900221.18%-0
SCHWAB CHARLES CORP(SCHW)54,59054,5900442.04%-0
DEVON ENERGY CORP NEW COM(DVN)48,11045,810-2,300221.03%-0
NVIDIA CORP(NVDA)14,2009,620-4,580210.67%-1
APPLE COMPUTER INC(AAPL)49,83442,324-7,51010105.69%-1
QUALCOMM INC(QCOM)24,88024,8800542.44%-1
MICRON TECHNOLOGY INC(MU)39,57539,225-350542.35%-1
Page 1 of 1