Stock Taper 
DELTA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 5 | $3.74M |
 AutoZone, Inc. | AZO | 100 | $319.59K |
 First Citizens BancShares, Inc. | FCNCA | 167 | $347.34K |
 W.W. Grainger, Inc. | GWW | 244 | $331.94K |
 Lumentum Holdings Inc. | LITE | 299 | $256.56K |
 ASML Holding N.V. | ASML | 385 | $765.93K |
 Martin Marietta Materials, Inc. | MLM | 400 | $230.68K |
 AppLovin Corporation | APP | 450 | $231.85K |
 Moody's Corporation | MCO | 518 | $234.61K |
 Parker-Hannifin Corporation | PH | 524 | $512.53K |
 Advanced Micro Devices, Inc. | AMD | 594 | $345.06K |
 Trane Technologies plc | TT | 615 | $302.06K |
 Lam Research Corporation | LRCX | 621 | $269.28K |
 Micron Technology, Inc. | MU | 666 | $768.84K |
 Comfort Systems USA, Inc. | FIX | 679 | $1.35M |
 Mastercard Incorporated | MA | 704 | $361.83K |
 Coherent, Inc. | COHR | 710 | $280.07K |
 Quanta Services, Inc. | PWR | 714 | $514.16K |
 Air Products and Chemicals, Inc. | APD | 722 | $211.68K |
 McKesson Corporation | MCK | 726 | $548.57K |