DELTA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOW | 5K | $1.24M |
 | CAH | 5K | $768.79K |
 | VZ | 5K | $208.98K |
 | GXO | 5K | $248.95K |
 | PLTR | 5K | $857.92K |
 | GE | 5K | $1.40M |
 | OKE | 5K | $337.12K |
 | WRB | 5K | $349.15K |
 | CRM | 5K | $1.08M |
 | ROP | 4K | $2.23M |
 | CL | 4K | $341.18K |
 | AVGO | 4K | $1.40M |
 | AMAT | 4K | $860.50K |
 | SYY | 4K | $340.56K |
 | AGX | 4K | $1.11M |
 | DELL | 4K | $569.98K |
 | ETN | 4K | $1.49M |
 | STRL | 4K | $1.35M |
 | CAT | 4K | $1.90M |
 | ABBV | 4K | $904.45K |
Lowe's Companies, Inc.
LOW
Shares Held
5K
Value
$1.24M
Cardinal Health, Inc.
CAH
Shares Held
5K
Value
$768.79K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$208.98K
GXO Logistics, Inc.
GXO
Shares Held
5K
Value
$248.95K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$857.92K
GE Aerospace
GE
Shares Held
5K
Value
$1.40M
ONEOK, Inc.
OKE
Shares Held
5K
Value
$337.12K
W. R. Berkley Corporation
WRB
Shares Held
5K
Value
$349.15K
Salesforce, Inc.
CRM
Shares Held
5K
Value
$1.08M
Roper Technologies, Inc.
ROP
Shares Held
4K
Value
$2.23M
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$341.18K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.40M
Applied Materials, Inc.
AMAT
Shares Held
4K
Value
$860.50K
Sysco Corporation
SYY
Shares Held
4K
Value
$340.56K
Argan, Inc.
AGX
Shares Held
4K
Value
$1.11M
Dell Technologies Inc.
DELL
Shares Held
4K
Value
$569.98K
Eaton Corporation plc
ETN
Shares Held
4K
Value
$1.49M
Sterling Infrastructure, Inc.
STRL
Shares Held
4K
Value
$1.35M
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.90M
AbbVie Inc.
ABBV
Shares Held
4K
Value
$904.45K