Institutions / Delphi Financial Group, Inc.

Delphi Financial Group, Inc.

CIK 859139 · Institution · as of Dec 31, 2025
Portfolio value
$200.28M
Positions
28
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 28 →
CompanyClassValueShares% of portfolio
Janus Henderson Aaa Clo ETF$42.83M846,69521.4%
Energy Transfer LPETMLP$23.45M1,421,94511.7%
Xtrackers Harvest Csi 300 Chi$19.39M590,2809.7%
iShares China Large-Cap ETF$18.24M476,3909.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$14.54M47,8307.3%
Vanguard Total Stock Market E$13.88M41,4006.9%
Ellington Financial Inc.$9.80M721,7574.9%
Walmart Inc.$6.32M56,7603.2%
Amazon.com Inc$5.54M24,0002.8%
Microsoft Corp$5.22M10,8002.6%
Cheniere Energy, Inc.$4.90M25,2202.4%
EXPAND ENERGY Corp$4.05M36,7202.0%
Karman Holdings Inc.$4.00M54,6452.0%
Kratos Defense & Security Solutions Inc$3.34M44,0301.7%
Ellington Credit CoEARNClosed-End Fund$3.21M608,7001.6%
AeroVironment Inc$2.92M12,0851.5%
Caesars Entertainment, Inc.$2.73M116,8901.4%
Unitedhealth Group Inc$2.72M8,2401.4%
United Parcel Service Inc$2.23M22,4701.1%
Oxford Lane Cap Corp$2.12M145,0301.1%
Blackstone Mortgage Tr$1.96M2,000,0001.0%
Two Harbors Inv Corp$1.51M1,509,0000.8%
MFA Financial Inc$1.34M144,0000.7%
Janus Detroit Str Tr$1.19M25,0000.6%
Ares Commercial Real Estate Corp$1.03M214,9370.5%

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.