Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 64.9% |
TRANSDIGM GROUP INC | 20 | Q3 2023 | 8.4% |
ISHARES TR | 20 | Q3 2023 | 8.3% |
FORTINET INC | 20 | Q3 2023 | 1.3% |
EXXON MOBIL CORP | 20 | Q3 2023 | 0.5% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 0.8% |
SUNCOR ENERGY INC NEW | 20 | Q3 2023 | 0.6% |
MERCK & CO. INC | 20 | Q3 2023 | 0.6% |
VERIZON COMMUNICATIONS INC | 20 | Q3 2023 | 0.4% |
ISHARES TR | 20 | Q3 2023 | 0.5% |
View Delta Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-02 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-07 |
13F-HR | 2021-11-12 |
View Delta Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.