DELTA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WDAY | 4K | $934.27K |
 | V | 4K | $1.31M |
 | O | 4K | $233.56K |
 | NKE | 4K | $262.95K |
 | GMED | 4K | $211.90K |
 | WYNN | 4K | $461.77K |
 | DHR | 4K | $701.46K |
 | MMC | 4K | $705.92K |
 | SCI | 3K | $284.45K |
 | OMC | 3K | $267.42K |
 | FOUR | 3K | $253.56K |
 | PANW | 3K | $661.76K |
 | CRWV | 3K | $429.44K |
 | CRWD | 3K | $1.54M |
 | PEP | 3K | $433.34K |
 | SRE | 3K | $276.37K |
 | NDAQ | 3K | $270.50K |
 | PAYX | 3K | $387.43K |
 | ED | 3K | $301.86K |
 | CIEN | 3K | $437.01K |
Workday, Inc.
WDAY
Shares Held
4K
Value
$934.27K
Visa Inc.
V
Shares Held
4K
Value
$1.31M
Realty Income Corporation
O
Shares Held
4K
Value
$233.56K
NIKE, Inc.
NKE
Shares Held
4K
Value
$262.95K
Globus Medical, Inc.
GMED
Shares Held
4K
Value
$211.90K
Wynn Resorts, Limited
WYNN
Shares Held
4K
Value
$461.77K
Danaher Corporation
DHR
Shares Held
4K
Value
$701.46K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
4K
Value
$705.92K
Service Corporation International
SCI
Shares Held
3K
Value
$284.45K
Omnicom Group Inc.
OMC
Shares Held
3K
Value
$267.42K
Shift4 Payments, Inc.
FOUR
Shares Held
3K
Value
$253.56K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$661.76K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3K
Value
$429.44K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
3K
Value
$1.54M
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$433.34K
Sempra
SRE
Shares Held
3K
Value
$276.37K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$270.50K
Paychex, Inc.
PAYX
Shares Held
3K
Value
$387.43K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$301.86K
Ciena Corporation
CIEN
Shares Held
3K
Value
$437.01K