Holdings
Delphi Management Inc
As of Jun 30, 2026, Delphi Management Inc reported 78 positions worth US$97.6M. Largest: Apple Inc, Berkshire Hathaway Inc. and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,060 | US$2.33M | −22 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,381 | US$2.19M | +433 | Jun 30, 2026 |
| Applied Materials, Inc. | 2,984 | US$2.16M | −577 | Jun 30, 2026 |
| Kla Corporation | 6,775 | US$2.04M | +5,996 | Jun 30, 2026 |
| Lam Research Corporation | 4,609 | US$2M | −597 | Jun 30, 2026 |
| Dell Technologies Inc. | 4,584 | US$1.98M | −4,375 | Jun 30, 2026 |
| Ase Technology Holding Co., Ltd. | 40,926 | US$1.85M | −17,962 | Jun 30, 2026 |
| Jabil Inc. | 4,159 | US$1.6M | −725 | Jun 30, 2026 |
| Labcorp Holdings Inc. | 5,682 | US$1.59M | +761 | Jun 30, 2026 |
| Expedia Group, Inc. | 6,021 | US$1.54M | +1,325 | Jun 30, 2026 |