Stock Taper

DELTA INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Huntington Ingalls Industries, Inc.HII739$206.84K
EMCOR Group, Inc.EME750$622.25K
GE AerospaceGE767$286.54K
Valero Energy CorporationVLO792$206.27K
Cigna CorporationCI877$241.63K
Keysight Technologies, Inc.KEYS898$314.36K
Hubbell IncorporatedHUBB941$492.5K
Datadog, Inc.DDOG949$247.08K
Marvell Technology, Inc.MRVL950$283.13K
Aon plcAON985$326.71K
XPO Logistics, Inc.XPO1K$205.29K
United Rentals, Inc.URI1K$1.14M
Costco Wholesale CorporationCOST1.02K$954.4K
Darden Restaurants, Inc.DRI1.02K$211.16K
Plexus Corp.PLXS1.09K$327.13K
Bloom Energy CorporationBE1.1K$333.27K
The Home Depot, Inc.HD1.16K$409.8K
Cencora, Inc.COR1.17K$330.52K
Lincoln Electric Holdings, Inc.LECO1.19K$315.77K
CME Group Inc.CME1.19K$263.63K