Stock Taper 
DELPHI MANAGEMENT INC /MA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Cheesecake Factory Incorporated | CAKE | 18.89K | $1.5M |
 Terreno Realty Corporation | TRNO | 20.95K | $1.36M |
 First Industrial Realty Trust, Inc. | FR | 21.78K | $1.33M |
 Ituran Location and Control Ltd. | ITRN | 22.87K | $1.4M |
 U.S. Bancorp | USB | 23.16K | $1.4M |
 Mitek Systems, Inc. | MITK | 26.82K | $540K |
 Camden National Corp. | CAC | 26.84K | $1.46M |
 Academy Sports and Outdoors, Inc. | ASO | 26.88K | $1.27M |
 Atlanta Braves Holdings, Inc. | BATRK | 27.54K | $1.43M |
 Hewlett Packard Enterprise Company | HPE | 29.06K | $1.31M |
 Standard Motor Products, Inc. | SMP | 34.28K | $1.34M |
 STAG Industrial, Inc. | STAG | 34.71K | $1.32M |
 ASE Technology Holding Co., Ltd. | ASX | 40.93K | $1.85M |
 Ares Capital Corporation | ARCC | 53.06K | $983K |
 Amentum Holdings, Inc. | AMTM | 55.47K | $1.15M |
 Hercules Capital, Inc. | HTGC | 68.08K | $1.07M |