Stock Taper 
DELTA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lincoln Electric Holdings, Inc. | LECO | 1.19K | $315.77K |
 Cencora, Inc. | COR | 1.17K | $330.52K |
 The Home Depot, Inc. | HD | 1.16K | $409.8K |
 Bloom Energy Corporation | BE | 1.1K | $333.27K |
 Plexus Corp. | PLXS | 1.09K | $327.13K |
 Darden Restaurants, Inc. | DRI | 1.02K | $211.16K |
 Costco Wholesale Corporation | COST | 1.02K | $954.4K |
 United Rentals, Inc. | URI | 1K | $1.14M |
 XPO Logistics, Inc. | XPO | 1K | $205.29K |
 Aon plc | AON | 985 | $326.71K |
 Marvell Technology, Inc. | MRVL | 950 | $283.13K |
 Datadog, Inc. | DDOG | 949 | $247.08K |
 Hubbell Incorporated | HUBB | 941 | $492.5K |
 Keysight Technologies, Inc. | KEYS | 898 | $314.36K |
 Cigna Corporation | CI | 877 | $241.63K |
 Valero Energy Corporation | VLO | 792 | $206.27K |
 GE Aerospace | GE | 767 | $286.54K |
 EMCOR Group, Inc. | EME | 750 | $622.25K |
 Huntington Ingalls Industries, Inc. | HII | 739 | $206.84K |
 McKesson Corporation | MCK | 726 | $548.57K |