Stock Taper 
DELPHI MANAGEMENT INC /MA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. R. Berkley Corporation | WRB | 15.68K | $1.11M |
 Golub Capital BDC, Inc. | GBDC | 15.64K | $201K |
 Commercial Metals Company | CMC | 14.78K | $928K |
 National Fuel Gas Company | NFG | 14.42K | $1.11M |
 Textron Inc. | TXT | 14.39K | $1.32M |
 AXIS Capital Holdings Limited | AXS | 12.5K | $1.34M |
 The Walt Disney Company | DIS | 12.43K | $1.2M |
 Crown Holdings, Inc. | CCK | 11.5K | $1.29M |
 Titan America S.A. | TTAM | 10.35K | $193K |
 The Hartford Insurance Group, Inc. | HIG | 10.33K | $1.37M |
 AZZ Inc. | AZZ | 9.47K | $1.47M |
 Arrow Financial Corporation | AROW | 8.55K | $351K |
 Tapestry, Inc. | TPR | 8.49K | $1.24M |
 EOG Resources, Inc. | EOG | 8.22K | $1.07M |
 Apple Inc. | AAPL | 8.06K | $2.33M |
 Novartis AG | NVS | 7.98K | $1.25M |
 ABM Industries Inc. | ABM | 7.96K | $352K |
 Toll Brothers, Inc. | TOL | 7.92K | $1.3M |
 Nexstar Media Group, Inc. | NXST | 7.75K | $1.38M |
 Flex Ltd. | FLEX | 7.61K | $1.23M |