Delta Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1757043
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$607.7M
Holdings
293
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Delta Investment Management, LLC disclosed 293 positions worth $607.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 52 new positions and exited 33 and a full exit from $SAP. The portfolio is most concentrated in Other (52.9% of disclosed assets). All figures are sourced directly from Delta Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1757043.
AI Fund Analysis
DiversifyingPIMCO ETF TR - ULTR SH GO
9.3% weight
Held 6 quarters
INNOVATOR ETFS TRUST - QUI
3.5% weight
Held 10 quarters
$MSFT3.4% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.4% weight
Held 10 quarters
$AAPL2.9% weight
Held 10 quarters
$MET9 quarters accumulating
INNOVATOR ETFS TRUST - NAS
8 quarters accumulating
$NFLX6 quarters accumulating
GOLDMAN SACHS ETF TR - S&P
5 quarters accumulating
FIRST TR EXCHANGE-TRADED F
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PIMCO ETF TR - ULTR SH GO AC FD
—Quality
$56.4M559,113 shINNOVATOR ETFS TRUST - QUITY MANAGD FLR
—Quality
$21.4M554,025 sh- 79.8#31
Quality
$20.9M56,070 sh ISHARES TR - CORE S&P500 ETF
—Quality
$20.8M27,784 sh- 76.4
Quality
$17.4M60,014 sh VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
—Quality
$16.7M220,015 sh- 78.2
Quality
$14.5M40,978 sh PIMCO ETF TR - ENHAN SHRT MA AC
—Quality
$13.5M133,775 sh- 78.2
Quality
$12.2M34,200 sh LISTED FDS TR - OVERLAY SHARES
—Quality
$11.9M285,957 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR - ULTR SH GO AC FD | — | $56.4M | 559,113 |
| INNOVATOR ETFS TRUST - QUITY MANAGD FLR | — | $21.4M | 554,025 |
| MICROSOFT CORP$MSFT | 79.8#31 | $20.9M | 56,070 |
| ISHARES TR - CORE S&P500 ETF | — | $20.8M | 27,784 |
| Apple Inc.$AAPL | 76.4 | $17.4M | 60,014 |
| VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $16.7M | 220,015 |
 Alphabet Inc.$GOOGL | 78.2 | $14.5M | 40,978 |
| PIMCO ETF TR - ENHAN SHRT MA AC | — | $13.5M | 133,775 |
 Alphabet Inc.$GOOG | 78.2 | $12.2M | 34,200 |
| LISTED FDS TR - OVERLAY SHARES | — | $11.9M | 285,957 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Delta Investment Management, LLC's 293 positions.
Showing top 10 of 293 holdings.
Sector Allocation
Other
$321.1M
Technology
$119.0M
Financials
$42.7M
Industrials
$38.9M
Consumer Discretionary
$28.8M
Energy
$24.9M
Healthcare
$12.5M
Consumer Staples
$7.6M
Top Holdings — Delta Investment Management, LLC (Q2 2026)
Top 150 of 293 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PIMCO ETF TR - ULTR SH GO AC FD | $56.4M | 9.3% | -9% | — |
| 2 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $21.4M | 3.5% | -1% | — |
| 3 | $MSFT | MICROSOFT CORP | $20.9M | 3.4% | -2% | 79.8 |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $20.8M | 3.4% | +16% | — |
| 5 | $AAPL | Apple Inc. | $17.4M | 2.9% | +1% | 76.4 |
| 6 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $16.7M | 2.7% | +33% | — |
| 7 | $GOOGL | Alphabet Inc. | $14.5M | 2.4% | -2% | 78.2 |
| 8 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $13.5M | 2.2% | -22% | — |
| 9 | $GOOG | Alphabet Inc. | $12.2M | 2.0% | -0% | 78.2 |
| 10 | — | LISTED FDS TR - OVERLAY SHARES | $11.9M | 2.0% | +5% | — |
| 11 |  $AMZN | AMAZON COM INC | $10.4M | 1.7% | -20% | 68.7 |
| 12 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $10.2M | 1.7% | -4% | 61.4 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 1.5% | -5% | 73.8 |
| 14 |  $TDG | TransDigm Group INC | $8.6M | 1.4% | -5% | 68 |
| 15 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $8.3M | 1.4% | -65% | — |
| 16 | — | PIMCO ETF TR - MULTISECTOR BD | $8.2M | 1.3% | -3% | — |
| 17 | — | INNOVATOR ETFS TRUST - INTL MAN FLO ETF | $8.0M | 1.3% | +11% | — |
| 18 |  $NVDA | NVIDIA CORP | $7.7M | 1.3% | +11% | 85.9 |
| 19 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $7.5M | 1.2% | +12% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 1.2% | +13% | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.2M | 1.2% | +49% | — |
| 22 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $7.1M | 1.2% | NEW | — |
| 23 | — | MANAGED PORTFOLIO SER - KENS HE PREM ETF | $6.9M | 1.1% | +9% | — |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | $6.8M | 1.1% | +11% | — |
| 25 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $6.8M | 1.1% | +16% | — |
| 26 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $6.7M | 1.1% | -8% | — |
| 27 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $6.5M | 1.1% | +11% | — |
| 28 |  $DASH | DoorDash, Inc. | $6.1M | 1.0% | +380% | 71 |
| 29 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $6.0M | 1.0% | -3% | — |
| 30 |  $MELI | MERCADOLIBRE INC | $5.3M | 0.9% | +412% | 80.2 |
| 31 |  $ROP | ROPER TECHNOLOGIES INC | $5.1M | 0.8% | -11% | 71.9 |
| 32 |  $CAT | CATERPILLAR INC | $5.1M | 0.8% | +19% | 66.5 |
| 33 |  $WMT | Walmart Inc. | $4.8M | 0.8% | -0% | 60.2 |
| 34 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $4.8M | 0.8% | -6% | — |
| 35 | — | DIREXION SHARES ETF TRUST - DIREXION HCM | $4.5M | 0.7% | -4% | — |
| 36 |  $DMLP | DORCHESTER MINERALS, L.P. | $4.5M | 0.7% | -38% | 70.5 |
| 37 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $4.1M | 0.7% | +8% | — |
| 38 | — | INNOVATOR ETFS TRUST - EQUI AUTO IN ETF | $4.1M | 0.7% | +11% | — |
| 39 |  $CEF | Sprott Physical Gold & Silver Trust | $4.1M | 0.7% | -5% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | $4.0M | 0.7% | +12% | — |
| 41 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $3.8M | 0.6% | +15% | — |
| 42 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.6% | +0% | 73.8 |
| 43 |  $JNJ | JOHNSON & JOHNSON | $3.5M | 0.6% | +0% | 69 |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 0.5% | +8% | 72.3 |
| 45 |  $AGX | ARGAN INC | $3.3M | 0.5% | +0% | 81.4 |
| 46 |  $CVX | CHEVRON CORP | $3.2M | 0.5% | -2% | 62.8 |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.1M | 0.5% | -64% | — |
| 48 |  $GEV | GE Vernova Inc. | $3.1M | 0.5% | +45% | 81.1 |
| 49 | — | ALPS ETF TR - ALERIAN MLP | $2.9M | 0.5% | -2% | — |
| 50 |  $RGEN | REPLIGEN CORP | $2.9M | 0.5% | -0% | 58.4 |
| 51 |  $AVGO | Broadcom Inc. | $2.9M | 0.5% | +22% | 84.5 |
| 52 |  $MPLX | MPLX LP | $2.8M | 0.5% | +12% | 70 |
| 53 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.7M | 0.5% | +1% | — |
| 54 | — | ISHARES TR - RUSSELL 2000 ETF | $2.7M | 0.4% | -4% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $2.6M | 0.4% | -7% | — |
| 56 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $2.5M | 0.4% | -6% | — |
| 57 |  $LLY | ELI LILLY & Co | $2.4M | 0.4% | +34% | 87.5 |
| 58 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | $2.4M | 0.4% | +12% | — |
| 59 |  $VRT | Vertiv Holdings Co | $2.4M | 0.4% | -1% | 81 |
| 60 |  $CRWD | CrowdStrike Holdings, Inc. | $2.3M | 0.4% | -4% | 67.7 |
| 61 |  $SABR | Sabre Corp | $2.3M | 0.4% | +33% | 49.7 |
| 62 |  $IVZ | Invesco Ltd. | $2.2M | 0.4% | -12% | — |
| 63 |  $ETN | Eaton Corp plc | $2.2M | 0.4% | +32% | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.3% | +0% | 70.3 |
| 65 | — | NORTHERN LTS FD TR III - HCM DEFND 100 | $2.0M | 0.3% | -2% | — |
| 66 |  $GLD | SPDR GOLD TRUST | $2.0M | 0.3% | -2% | — |
| 67 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | $2.0M | 0.3% | +18% | — |
| 68 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.3% | -1% | 70.7 |
| 69 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.9M | 0.3% | NEW | — |
| 70 |  $TSLA | Tesla, Inc. | $1.9M | 0.3% | -38% | 53.9 |
| 71 |  $KLAC | KLA CORP | $1.9M | 0.3% | +882% | 78.6 |
| 72 | — | PIMCO ETF TR - US STK PLUS AC | $1.8M | 0.3% | -5% | — |
| 73 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.3% | +0% | 64.6 |
| 74 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.8M | 0.3% | +7% | — |
| 75 |  $CPNG | Coupang, Inc. | $1.7M | 0.3% | +35% | 50.6 |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $1.6M | 0.3% | -2% | 57.9 |
| 77 |  $V | VISA INC. | $1.6M | 0.3% | -8% | 82.9 |
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.6M | 0.3% | +4% | — |
| 79 | — | PIMCO ETF TR - ACTIVE BD ETF | $1.6M | 0.3% | -3% | — |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.3% | +1% | 70 |
| 81 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $1.5M | 0.2% | +12% | — |
| 82 |  $CIEN | CIENA CORP | $1.5M | 0.2% | +1% | 72.9 |
| 83 |  $IBKR | Interactive Brokers Group, Inc. | $1.4M | 0.2% | +7% | 77 |
| 84 |  $META | Meta Platforms, Inc. | $1.4M | 0.2% | -7% | 79.6 |
| 85 |  $FIX | COMFORT SYSTEMS USA INC | $1.3M | 0.2% | +1% | 77.7 |
| 86 |  $ALAB | Astera Labs, Inc. | $1.3M | 0.2% | NEW | 75.1 |
| 87 |  $FPH | Five Point Holdings, LLC | $1.3M | 0.2% | +2% | 30.5 |
| 88 |  $MP | MP Materials Corp. / DE | $1.3M | 0.2% | -0% | 34.2 |
| 89 | $MET | METLIFE INC | $1.3M | 0.2% | +0% | 56.2 |
| 90 |  $NTNX | Nutanix, Inc. | $1.3M | 0.2% | -11% | 70.2 |
| 91 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $1.3M | 0.2% | NEW | — |
| 92 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.2% | +1% | — |
| 93 |  $PM | Philip Morris International Inc. | $1.2M | 0.2% | +0% | 75.9 |
| 94 |  $EWBC | EAST WEST BANCORP INC | $1.2M | 0.2% | +0% | 65.6 |
| 95 | — | ISHARES TR - ISHARES SEMICDTR | $1.2M | 0.2% | +22% | — |
| 96 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | NEW | — |
| 97 | — | TIDAL TRUST III - MRP SYNTHEQUITY | $1.2M | 0.2% | NEW | — |
| 98 |  $GTY | GETTY REALTY CORP /MD/ | $1.2M | 0.2% | +7% | 63.7 |
| 99 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $1.2M | 0.2% | +151% | — |
| 100 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $1.1M | 0.2% | +54% | — |
| 101 |  $URI | UNITED RENTALS, INC. | $1.1M | 0.2% | +109% | 63.9 |
| 102 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.2% | +54% | 73.5 |
| 103 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $1.1M | 0.2% | +242% | — |
| 104 |  $PANW | Palo Alto Networks Inc | $1.1M | 0.2% | -9% | 65.5 |
| 105 |  $CAH | CARDINAL HEALTH INC | $1.1M | 0.2% | -7% | 62.4 |
| 106 | — | NEOS ETF TRUST - MLP EN IN HI ETF | $1.0M | 0.2% | +103% | — |
| 107 |  $MAIN | Main Street Capital CORP | $1.0M | 0.2% | +17% | — |
| 108 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.2% | -7% | 60.8 |
| 109 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.0M | 0.2% | +16% | — |
| 110 |  $ABBV | AbbVie Inc. | $997,231 | 0.2% | -3% | 72.6 |
| 111 |  $VICI | VICI PROPERTIES INC. | $988,042 | 0.2% | +12% | 65.8 |
| 112 |  $STT | STATE STREET CORP | $957,222 | 0.2% | +0% | 71.5 |
| 113 |  $COST | COSTCO WHOLESALE CORP /NEW | $954,397 | 0.2% | +82% | 66.2 |
| 114 |  $SU | SUNCOR ENERGY INC | $922,974 | 0.1% | +0% | — |
| 115 |  $GLW | CORNING INC /NY | $875,708 | 0.1% | +41% | 73.7 |
| 116 | — | TIDAL TRUST III - VISTASHARES TRGT | $866,515 | 0.1% | +0% | — |
| 117 | — | TIDAL TRUST III - VIST ELEC SU ETF | $860,050 | 0.1% | +63% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $815,891 | 0.1% | +0% | 69.4 |
| 119 |  $KO | COCA COLA CO | $811,982 | 0.1% | +0% | 69.5 |
| 120 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $799,417 | 0.1% | NEW | — |
| 121 |  $ROST | ROSS STORES, INC. | $789,674 | 0.1% | +24% | 70.4 |
| 122 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $774,356 | 0.1% | +36% | — |
| 123 |  $MU | MICRON TECHNOLOGY INC | $768,844 | 0.1% | -7% | 86.2 |
| 124 |  $ASML | ASML HOLDING NV | $765,934 | 0.1% | NEW | — |
| 125 |  $SPOT | Spotify Technology S.A. | $759,401 | 0.1% | +148% | — |
| 126 |  $SE | Sea Ltd | $750,253 | 0.1% | -1% | — |
| 127 | — | ISHARES TR - RUS 1000 ETF | $748,827 | 0.1% | +0% | — |
| 128 |  $CB | Chubb Ltd | $742,767 | 0.1% | +1% | — |
| 129 |  $MRK | Merck & Co., Inc. | $725,170 | 0.1% | +0% | 59.9 |
| 130 |  $TXN | TEXAS INSTRUMENTS INC | $716,062 | 0.1% | +4% | 73.4 |
| 131 | — | VANGUARD WORLD FD - INF TECH ETF | $713,392 | 0.1% | +783% | — |
| 132 | — | TIDAL TRUST III - VISTASHARES TRGT | $710,528 | 0.1% | +33% | — |
| 133 |  $PGR | PROGRESSIVE CORP/OH/ | $703,838 | 0.1% | -37% | 80.1 |
| 134 |  $IBIT | iShares Bitcoin Trust ETF | $688,304 | 0.1% | -2% | — |
| 135 |  $SNA | Snap-on Inc | $663,960 | 0.1% | +0% | 63 |
| 136 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $662,283 | 0.1% | +84% | — |
| 137 |  $MS | MORGAN STANLEY | $655,392 | 0.1% | NEW | 75.8 |
| 138 |  $FDX | FEDEX CORP | $642,856 | 0.1% | +0% | 60.3 |
| 139 |  $EME | EMCOR Group, Inc. | $622,250 | 0.1% | +0% | 69.3 |
| 140 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $619,332 | 0.1% | +93% | — |
| 141 |  $MCD | MCDONALDS CORP | $610,123 | 0.1% | +0% | 69 |
| 142 |  $FLS | FLOWSERVE CORP | $603,049 | 0.1% | +0% | 70.7 |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $595,014 | 0.1% | NEW | 62.7 |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $594,661 | 0.1% | +1% | 67.6 |
| 145 |  $WFC | WELLS FARGO & COMPANY/MN | $590,360 | 0.1% | +0% | 61.8 |
| 146 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $587,507 | 0.1% | NEW | — |
| 147 |  $AMGN | AMGEN INC | $580,501 | 0.1% | -0% | 79.2 |
| 148 |  $TMUS | T-Mobile US, Inc. | $570,849 | 0.1% | +9% | 69.1 |
| 149 |  $JEF | Jefferies Financial Group Inc. | $562,975 | 0.1% | +82% | 57.5 |
| 150 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $562,719 | 0.1% | +13% | — |
New Positions (52)
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027$7.1M
AMERICAN CENTY ETF TR - US LARGE CAP VLU$1.9M
$ALAB Astera Labs, Inc.$1.3M FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$1.3M
TIDAL TRUST III - MRP SYNTHEQUITY$1.2M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$799,417
$ASML ASML HOLDING NV$765,934$MS MORGAN STANLEY$655,392$UNH UNITEDHEALTH GROUP INC$595,014 FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$587,507
$TPC TUTOR PERINI CORP$525,283
$INTC INTEL CORP$500,574
$AMD ADVANCED MICRO DEVICES INC$345,061 NORTHERN LTS FD TR IV - INSPI GROWT ETF$335,397
$BE Bloom Energy Corp$333,273Exited Positions (33)
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