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Delta Investment Management, LLC

Q2 2026 13F filing

Updated 28 days ago

293 disclosed positions worth $607.7M

Portfolio value
$607.7M
Total holdings
293
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

P
1.PDI

PIMCO ETF TR

Value
$56.4M
Shares
559.1K
% Port
9.29%
?
2.N/A

INNOVATOR ETFS TRUST

Value
$21.4M
Shares
554.0K
% Port
3.52%
M

MICROSOFT CORP

Value
$20.9M
Shares
56.1K
% Port
3.44%
E

ISHARES TR

Value
$20.8M
Shares
27.8K
% Port
3.42%
A

APPLE INC

Value
$17.4M
Shares
60.0K
% Port
2.86%
V

VANGUARD INSTL INDEX FD

Value
$16.7M
Shares
220.0K
% Port
2.74%
G

ALPHABET INC

Value
$14.5M
Shares
41.0K
% Port
2.38%
P
8.PDI

PIMCO ETF TR

Value
$13.5M
Shares
133.8K
% Port
2.22%
G

ALPHABET INC

Value
$12.2M
Shares
34.2K
% Port
2.01%
?
10.N/A

LISTED FDS TR

Value
$11.9M
Shares
286.0K
% Port
1.97%
A
11.AMZN

AMAZON COM INC

Value
$10.4M
Shares
43.7K
% Port
1.72%
E
12.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$10.2M
Shares
278.1K
% Port
1.68%
B

BERKSHIRE HATHAWAY INC DEL

Value
$8.8M
Shares
17.7K
% Port
1.46%
T
14.TDG

TRANSDIGM GROUP INC

Value
$8.6M
Shares
6.5K
% Port
1.42%
J
15.J

INVESCO EXCH TRD SLF IDX FD

Value
$8.3M
Shares
361.4K
% Port
1.37%
P
16.PDI

PIMCO ETF TR

Value
$8.2M
Shares
307.6K
% Port
1.34%
?
17.N/A

INNOVATOR ETFS TRUST

Value
$8M
Shares
150.4K
% Port
1.31%
N
18.NVDA

NVIDIA CORPORATION

Value
$7.7M
Shares
38.4K
% Port
1.27%
G

GOLDMAN SACHS ETF TR

Value
$7.5M
Shares
134.1K
% Port
1.23%
S
20.SPY

STATE STR SPDR S&P 500 ETF T

Value
$7.4M
Shares
10.0K
% Port
1.23%
Q
21.QQQ

INVESCO QQQ TR

Value
$7.2M
Shares
9.7K
% Port
1.18%
?
22.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$7.1M
Shares
316.2K
% Port
1.16%
?
23.N/A

MANAGED PORTFOLIO SER

Value
$6.9M
Shares
267.3K
% Port
1.14%
F
24.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$6.8M
Shares
329.5K
% Port
1.12%
T
25.TMO

NEOS ETF TRUST

Value
$6.8M
Shares
127.8K
% Port
1.12%
S

SPDR SERIES TRUST

Value
$6.7M
Shares
72.6K
% Port
1.09%
G

GOLDMAN SACHS ETF TR

Value
$6.5M
Shares
109.1K
% Port
1.06%
D
28.DASH

DOORDASH INC

Value
$6.1M
Shares
32.8K
% Port
1.00%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$6M
Shares
120.8K
% Port
0.98%
M
30.MELI

MERCADOLIBRE INC

Value
$5.3M
Shares
3.1K
% Port
0.87%
R
31.ROP

ROPER TECHNOLOGIES INC

Value
$5.1M
Shares
15.1K
% Port
0.84%
C
32.CAT

CATERPILLAR INC

Value
$5.1M
Shares
4.7K
% Port
0.83%
W
33.WMT

WALMART INC

Value
$4.8M
Shares
42.7K
% Port
0.80%
C

CAPITAL GROUP GROWTH ETF

Value
$4.8M
Shares
101.2K
% Port
0.79%
?
35.N/A

DIREXION SHARES ETF TRUST

Value
$4.5M
Shares
107.7K
% Port
0.74%
D
36.DMLP

DORCHESTER MINERALS L P

Value
$4.5M
Shares
176.4K
% Port
0.73%
F
37.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$4.1M
Shares
140.8K
% Port
0.68%
?
38.N/A

INNOVATOR ETFS TRUST

Value
$4.1M
Shares
177.4K
% Port
0.68%
C
39.CEF

SPROTT ASSET MANAGEMENT LP

Value
$4.1M
Shares
101.3K
% Port
0.67%
?
40.N/A

FIRST TR EXCHANGE-TRADED FD

Value
$4M
Shares
208.4K
% Port
0.66%
?
41.N/A

INNOVATOR ETFS TRUST

Value
$3.8M
Shares
105.1K
% Port
0.63%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.7M
Shares
5
% Port
0.62%
J
43.JNJ

JOHNSON & JOHNSON

Value
$3.5M
Shares
13.6K
% Port
0.57%
A
44.AMAT

APPLIED MATLS INC

Value
$3.3M
Shares
4.6K
% Port
0.54%
A
45.AGX

ARGAN INC

Value
$3.3M
Shares
4.1K
% Port
0.54%
C
46.CVX

CHEVRON CORPORATION

Value
$3.2M
Shares
19.3K
% Port
0.53%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$3.1M
Shares
6.6K
% Port
0.52%
G
48.GEV

GE VERNOVA INC

Value
$3.1M
Shares
2.6K
% Port
0.50%
A
49.AMZN

ALPS ETF TR

Value
$2.9M
Shares
56.0K
% Port
0.48%
R
50.RGEN

REPLIGEN CORP

Value
$2.9M
Shares
21.2K
% Port
0.48%