Fund Holdings

DELTA CAPITAL MANAGEMENT LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
DEERE & CO(DE)1,0006,490+5,4905082,9681.53%+2,460
APPLE COMPUTER INC(AAPL)33,91433,909-56,9588,6344.46%+1,676
ORACLE CORP(ORCL)26,86526,810-555,8737,5403.90%+1,667
MICRON TECHNOLOGY INC(MU)37,55534,970-2,5854,6295,8513.03%+1,222
CATERPILLAR INC(CAT)9,8809,870-103,8364,7092.43%+873
ABBVIE INC COM(ABBV)19,02018,965-553,5304,3912.27%+861
ALPHABET INC(GOOG)13,00512,970-352,3073,1591.63%+852
J.P. MORGAN CHASE & CO(JPM)27,17027,135-357,8778,5594.43%+682
BANK OF NEW YORK MELLON33,53533,475-603,0553,6471.89%+592
GENERAL DYNAMICS CORP COM(GD)12,01011,975-353,5034,0832.11%+580
JOHNSON & JOHNSON(JNJ)17,42717,372-552,6623,2211.67%+559
NORFOLK SOUTHERN CORP(NSC)11,53511,510-252,9533,4581.79%+505
RAYTHEON TECHNOLOGIES CORP(RTX)21,99521,990-53,2123,6801.90%+468
SONY CORP(SONY)155,525155,280-2454,0484,4712.31%+423
HOME DEPOT INC(HD)10,24010,215-253,7544,1392.14%+385
NORTHROP GRUMMAN CORP COM(NOC)3,5253,505-201,7622,1361.10%+374
BANK OF AMERICA83,61083,410-2003,9564,3032.22%+347
EXXON MOBIL CORP69,39469,239-1557,4817,8074.04%+326
BP AMOCO PLC(BP)72,89072,720-1702,1822,5061.30%+324
DUPONT DE NEMOURS INC COM(DD)29,76229,687-752,0412,3131.20%+272
LITHIA MTRS INC(LAD)0750+75002370.12%+237
MOHAWK INDS INC(MHK)01,710+1,71002200.11%+220
UNITEDHEALTH GROUP INC(UNH)7,0056,965-402,1852,4051.24%+220
S&P 500 INDEX ETF(SPY)3,4003,480+802,1012,3181.20%+217
QUEST DIAGNOSTICS INC(DGX)20,34520,310-353,6553,8712.00%+216
SCHWAB CHARLES CORP(SCHW)52,85052,745-1054,8225,0362.60%+214
WESTERN ALLIANCE BANCORP(WAL)02,390+2,39002070.11%+207
WISDOMTREE TR US HIGH DIVIDE(WT)02,000+2,00002020.10%+202
ALTRIA GROUP INC(MO)27,13027,125-51,5911,7920.93%+201
MEDTRONIC PLC(MDT)25,39025,325-652,2132,4121.25%+199
PNC BANK CORP(PNC)13,26513,260-52,4732,6641.38%+191
PEPSICO INC(PEP)21,80021,755-452,8783,0551.58%+177
QUALCOMM INC(QCOM)24,26524,210-553,8644,0282.08%+164
MICROSOFT CORP(MSFT)8,5658,540-254,2604,4232.29%+163
MCDONALD'S CORP(MCD)12,27512,250-253,5863,7231.93%+137
TERADYNE INC(TER)2,9702,840-1302673910.20%+124
VANGUARD GROWTH STOCKS INDEX E3,0003,00001,3151,4390.74%+124
BECTON DICKINSON & CO(BDX)7,9907,985-51,3761,4950.77%+119
CVS CORP(CVS)18,44518,440-51,2721,3900.72%+118
PACCAR INC(PCAR)37,12037,050-703,5293,6431.88%+114
SELECT SECTOR SPDR TR TECHNOLO3,9253,92509941,1060.57%+112
SPDR SERIES TRUST BLMBRG BRC C0008989830.51%+85
FEDEX CORP(FDX)8,9658,945-202,0382,1091.09%+71
ADAMS DIVERSIFIED EQUITY FD CO105,466105,46602,2902,3521.22%+62
ELECTRONIC ARTS(EA)1,7851,705-802853440.18%+59
SELECT SECTOR SPDR TR SBI CONS2,3002,30005005510.28%+51
NORWEGIAN CRUISE LINE HLDG LSH14,84014,230-6103013500.18%+49
TRUIST FINL CORP DEP SHS PFD I(TFC)18,99518,99503844320.22%+48
APPLIED INDL TECHNOLOGIES(AIT)2,5552,455-1005946410.33%+47
SPDR S&P 500 Growth ETF4,0004,00003814180.22%+37
VANGUARD TOTAL STOCK MKT ETF1,5001,50004564920.25%+36
TRI CONTL CORP COM(TY)13,34213,34204224540.23%+32
3M COMPANY(MMM)10,13010,13001,5421,5720.81%+30
SELECT SECTOR SPDR TR SBI HEAL7,0007,00009449740.50%+30
ISHARES TR RUS MD CP GR E7,0007,00009719970.52%+26
PTC INC(PTC)1,1701,120-502022270.12%+25
SPDR DOW JONES INDL AVERAGE UT(DIA)1,1201,12004945190.27%+25
SPDR SER TR S&P 600 SMCP G4,0004,00003553770.19%+22
CHEVRON TEXACO CORP(CVX)1,7501,75002512720.14%+21
AMGEN INC(AMGN)8,7858,765-202,4532,4731.28%+20
FIRST TR EXCHANGE-TRADED FD WT4,4004,40004754940.26%+19
ALPS ETF TR EQUAL SEC ETF8,1008,10003553730.19%+18
VANECK VECTORS ETF TR PFD SECS37,45036,950-5006416570.34%+16
YUM BRANDS INC COM(YUM)4,0004,00005936080.31%+15
SPDR SER TR S&P 400 MDCP G3,0003,00002612750.14%+14
SPDR SER TR PRTFLO S&P5004,0004,00002092210.11%+12
SPDR S&P DIVIDEND ETF2,6502,65003603710.19%+11
SELECT SECTOR SPDR TR FINANCIA6,6506,65003483580.19%+10
FIRST TRUST INTER DUR PFD FUND(FPF)27,34027,34005155240.27%+9
ZIONS BANCORP(ZION)4,3604,150-2102262350.12%+9
ISHARES TR U.S. REAL ES E3,3803,38003203280.17%+8
VANGUARD REIT INDEX ETF3,0003,00002672740.14%+7
ISHARES TR COHEN STEER RE11,40011,40006977020.36%+5
GOLDMAN SACHS PREFERRED(GS)19,80519,80504114140.21%+3
MORGAN STANLEY PREFERRED(MS)25,60525,60505465480.28%+2
COHEN & STEERS QUALITY RLTY(RQI)19,70019,70002452460.13%+1
CHORD ENERGY CORP(CHRD)2,1502,050-1002082040.11%-4
ISHARES TR US CONSM STAPL3,0003,00002112050.11%-6
IRON MOUNTAIN INC(IRM)11,61011,61001,1911,1840.61%-7
PENSKE AUTOMOTIVE GROUP(PAG)1,7101,640-702942850.15%-9
SWISS HELVETIA FD INC33,36333,36302122030.10%-9
ISHARES PREFERRED ETF16,79015,790-1,0005154990.26%-16
AMCOR PLC(AMCR)15,58514,875-7101431220.06%-21
Invesco Variable Rate Preferre37,40536,205-1,2009158940.46%-21
DIGITAL REALTY TRUST(DLR)12,39512,325-702,1612,1311.10%-30
EXTRA SPACE STORAGE INC(EXR)2,4352,325-1103593280.17%-31
NASDAQ OMX GROUP(NDAQ)6,2955,995-3005635300.27%-33
WOODWARD GOVERNOR(WWD)1,7651,575-1904333980.21%-35
BALL CORP4,6004,400-2002582220.11%-36
KIMBERLY CLARK CORP(KMB)8,2008,20001,0571,0200.53%-37
CHEMED CORP(CHE)685655-303342930.15%-41
CISCO SYSTEMS INC(CSCO)54,84654,711-1353,8053,7431.94%-62
EOG RESOURCES(EOG)11,09011,085-51,3261,2430.64%-83
OLD DOMINION FGHT LINES INC CO(ODFL)2,9842,844-1404844000.21%-84
CHUBB LIMITED13,15513,120-353,8113,7031.91%-108
AIR PRODS & CHEMS INC11,58011,555-253,2663,1511.63%-115
NVIDIA CORP(NVDA)8,6706,670-2,0001,3701,2440.64%-126
NESTLE S A21,27021,265-52,1061,9531.01%-153
MAYVILLE ENGINEERING CO10,3800-10,3801660-166
UNILEVER PLC(UL)29,53027,525-2,0051,8061,6320.84%-174
Page 1 of 2