DLK INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 139K | $4.44M |
 | GETY | 102K | $80.69K |
 | MKC | 72K | $3.62M |
 | CSCO | 64K | $4.95M |
 | AAPL | 62K | $15.86M |
 | SCHW | 56K | $5.28M |
 | MDT | 56K | $4.83M |
 | WMT | 55K | $6.82M |
 | ABT | 53K | $5.43M |
 | ICE | 49K | $7.74M |
 | RTX | 47K | $9.03M |
 | SNAP | 44K | $202.34K |
 | GOOG | 41K | $11.64M |
 | PEP | 36K | $5.54M |
 | MSFT | 35K | $13.01M |
 | WM | 33K | $7.67M |
 | NVDA | 33K | $5.82M |
 | HON | 32K | $7.21M |
 | V | 31K | $9.41M |
 | JPM | 30K | $8.94M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
139K
Value
$4.44M
Getty Images Holdings, Inc.
GETY
Shares Held
102K
Value
$80.69K
McCormick & Company, Incorporated
MKC
Shares Held
72K
Value
$3.62M
Cisco Systems, Inc.
CSCO
Shares Held
64K
Value
$4.95M
Apple Inc.
AAPL
Shares Held
62K
Value
$15.86M
The Charles Schwab Corporation
SCHW
Shares Held
56K
Value
$5.28M
Medtronic plc
MDT
Shares Held
56K
Value
$4.83M
Walmart Inc.
WMT
Shares Held
55K
Value
$6.82M
Abbott Laboratories
ABT
Shares Held
53K
Value
$5.43M
Intercontinental Exchange, Inc.
ICE
Shares Held
49K
Value
$7.74M
RTX Corporation
RTX
Shares Held
47K
Value
$9.03M
Snap Inc.
SNAP
Shares Held
44K
Value
$202.34K
Alphabet Inc.
GOOG
Shares Held
41K
Value
$11.64M
PepsiCo, Inc.
PEP
Shares Held
36K
Value
$5.54M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$13.01M
Waste Management, Inc.
WM
Shares Held
33K
Value
$7.67M
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$5.82M
Honeywell International Inc.
HON
Shares Held
32K
Value
$7.21M
Visa Inc.
V
Shares Held
31K
Value
$9.41M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$8.94M