Institutions / Delta Accumulation, LLC

Delta Accumulation, LLC

CIK 1808389 · Institution · as of Dec 31, 2025
Portfolio value
$98.18M
Positions
26
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 26 →
CompanyClassValueShares% of portfolio
JPMorgan Chase & Co$64.87M201,30866.1%
Williams Cos Inc/The$14.75M245,34815.0%
Cardinal Health Inc$3.60M17,5003.7%
American Express Co$3.14M8,5003.2%
Meta Platforms Inc$1.75M2,6471.8%
Invesco Qqq Tr$1.47M2,3971.5%
Palo Alto Networks Inc$1.43M7,7701.5%
The Goldman Sachs Group, Inc.$1.23M1,4001.3%
HCA Healthcare, Inc.$1.17M2,5001.2%
NVIDIA Corp$1.03M5,5411.1%
Microsoft Corp$789.8K1,6330.8%
Costco Wholesale Corp /New$689.9K8000.7%
Tesla Inc$627.4K1,3950.6%
Mastercard Inc$586.3K1,0270.6%
Airbnb, Inc.$522.1K3,8470.5%
Bank of America Corp /De$316.6K5,7560.3%
iShares Tr$196.9K1,9620.2%
Tyson Foods Inc$7.2K1220.0%
Wells Fargo & COMPANY/MN$6.8K730.0%
Truist Financial Corp$1.9K390.0%
Trip.com Group Ltd.TCOMADR$1.4K200.0%
Starbucks Corp$1.2K140.0%
Dollar General Corp$39830.0%
General Mills Inc$32670.0%
The PNC Financial Services Group, Inc.$20910.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.