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Delta Accumulation, LLC

SEC CIK
0001808389
Latest filing
Aug 5, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
22
0 vs. Q1 2025
Portfolio value
$47.1M
+$35.9M (+319.5%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Delta Accumulation, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
COSTCostco Wholesale CorpStock36,700$32.5M69.1%+36,700NewHistory
JPMJPMorgan Chase & CoStock23,004$4.85M10.3%+23,000+575,000.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock8,208$1.52M3.2%+20.0%AddedHistory
METAMeta Platforms, Inc.Stock2,647$1.52M3.2%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock7,770$1.33M2.8%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF2,393$1.17M2.5%+85+3.7%Added–
HCAHCA Healthcare, Inc.COM2,500$1.02M2.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,628$700.5K1.5%+2+0.1%AddedHistory
NVDANVIDIA CorpStock5,541$672.9K1.4%+541+10.8%AddedHistory
MAMastercard IncStock1,025$506.1K1.1%+1+0.1%AddedHistory
ABNBAirbnb, Inc.Stock3,847$487.8K1.0%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,395$365.0K0.8%00.0%UnchangedHistory
BACBank of America CorpStock5,698$226.1K0.5%+31+0.5%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY1,962$197.6K0.4%−891−31.2%Reduced–
TSNTyson Foods, Inc.Stock120$7.15K<0.1%+1+0.8%AddedHistory
WFCWells Fargo & CompanyStock73$4.12K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM39$1.67K<0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock14$1.36K<0.1%00.0%UnchangedHistory
TCOMTrip.com Group LtdADS20$1.19K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock7$517<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM3$254<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock2$103<0.1%00.0%UnchangedHistory

Options (96)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Delta Accumulation, LLC in Q2 2025
SecurityClassPutsCalls
JPMJPMorgan Chase & CoStock$181.5M$91.8M
COSTCostco Wholesale CorpStock$103.9M$50.0M
WMTWalmart Inc.Stock$52.9M$32.0M
PGRProgressive CorpStock$28.4M$18.3M
SPYSPDR S&P 500 ETF TrustETF$20.2M$23.7M
PMPhilip Morris International Inc.Stock$25.4M$18.2M
Invesco QQQ Trust Series I46090E103ETF$20.9M$20.0M
WMBWilliams Companies, Inc.COM$24.6M$14.3M
CAHCardinal Health IncStock$20.2M$18.3M
BNYBank of New York Mellon CorpStock$19.4M$16.1M
ICEIntercontinental Exchange, Inc.Stock$14.0M$12.8M
ALLAllstate CorpStock$13.0M$13.0M
TMUST-Mobile US, Inc.Stock$14.6M$10.0M
CMECME Group Inc.COM$8.83M$8.83M
MCKMcKesson CorpStock$9.74M$7.66M
TJXTJX Companies IncStock$8.67M$8.67M
LMTLockheed Martin CorpStock$4.09M$10.9M
MSFTMicrosoft CorpStock$7.49M$7.49M
CLColgate Palmolive CoStock$3.15M$10.7M
STZConstellation Brands, Inc.Stock$6.16M$6.55M
CORCencora, Inc.Stock$6.62M$5.69M
TAT&T Inc.Stock$5.69M$5.69M
CSCOCisco Systems, Inc.Stock$4.53M$4.53M
PAYXPaychex IncStock$4.47M$4.47M
AXPAmerican Express CoStock$3.31M$5.61M
WFCWells Fargo & CompanyStock$5.68M$2.86M
MAMastercard IncStock$4.49M$3.95M
DEDeere & CoStock$4.22M$4.22M
CCitigroup IncStock$4.11M$4.11M
MRKMerck & Co., Inc.Stock$2.50M$5.42M
BACBank of America CorpStock$3.91M$3.91M
VVisa Inc.Stock$3.93M$3.79M
KOCoca Cola CoStock$3.84M$3.84M
CBOECboe Global Markets, Inc.COM$3.69M$3.69M
DHRDanaher CorpStock$2.11M$4.73M
BLKBlackRock, Inc.COM$3.32M$3.32M
ABTAbbott LaboratoriesStock$3.27M$3.27M
GSGoldman Sachs Group IncStock$4.11M$2.33M
FASTFastenal CoStock$3.18M$3.18M
IBMInternational Business Machines CorpStock$3.38M$2.45M
RTXRTX CorpStock$2.87M$2.87M
BMYBristol Myers Squibb CoStock$2.70M$2.70M
WELLWelltower Inc.REIT$2.50M$2.50M
AFLAflac IncStock$2.49M$2.49M
SPGIS&P Global Inc.Stock$2.38M$2.38M
ADPAutomatic Data Processing IncStock$2.32M$2.32M
DRIDarden Restaurants IncCOM$2.31M$2.31M
FISVFiserv IncStock$2.05M$2.52M
HCAHCA Healthcare, Inc.COM$1.75M$2.72M
MCDMcDonalds CorpStock$2.19M$2.19M
AIGAmerican International Group, Inc.Stock$2.16M$2.16M
PNCPNC Financial Services Group, Inc.Stock$1.52M$2.77M
MMM3M CoStock$2.34M$1.76M
KRKroger CoStock$2.02M$2.02M
iShares Russell 2000 ETF464287655ETF$773.1K$3.25M
LOWLowes Companies IncStock$677.1K$3.09M
CMICummins IncStock$971.4K$2.56M
AAPLApple Inc.Stock–$3.45M
LNGCheniere Energy, Inc.COM NEW$2.12M$1.06M
HSYHershey CoCOM$1.57M$1.57M
GDGeneral Dynamics CorpStock$1.51M$1.51M
OKEONEOK IncCOM–$2.87M
WMWaste Management IncStock$1.39M$1.39M
ABBVAbbVie Inc.Stock$1.30M$1.30M
NSCNorfolk Southern CorpStock$1.29M$1.29M
FISFidelity National Information Services, Inc.Stock$1.29M$1.29M
EAElectronic Arts Inc.COM$1.18M$1.18M
HDHome Depot, Inc.Stock$1.18M$1.18M
CTSHCognizant Technology Solutions CorpCL A$1.15M$1.15M
GWWW.W. Grainger, Inc.Stock$1.14M$1.14M
GILDGilead Sciences, Inc.Stock$972.5K$972.5K
PEPPepsiCo IncStock$867.3K$867.3K
AMGNAmgen IncStock$805.5K$805.5K
YUMYum Brands IncStock$768.4K$768.4K
PRUPrudential Financial IncStock$653.9K$653.9K
SHWSherwin Williams CoCOM–$1.30M
MOAltria Group, Inc.Stock$643.1K$643.1K
ROSTRoss Stores, Inc.COM$617.1K$617.1K
TRVTravelers Companies, Inc.Stock$585.3K$585.3K
HLTHilton Worldwide Holdings Inc.COM–$1.11M
MNSTMonster Beverage CorpCOM$459.1K$459.1K
KMIKinder Morgan, Inc.Stock$446.2K$446.2K
USBUS Bancorp DECOM NEW–$809.4K
APDAir Products & Chemicals, Inc.Stock$387.1K$387.1K
BSXBoston Scientific CorpStock$352.0K$352.0K
DDDuPont de Nemours, Inc.COM–$605.9K
EMREmerson Electric CoStock–$579.7K
ELVElevance Health, Inc.Stock–$572.0K
TSNTyson Foods, Inc.Stock–$530.1K
ABNBAirbnb, Inc.Stock$481.9K–
TSLATesla, Inc.Stock$314.0K–
SYKStryker CorpStock$144.5K$144.5K
MSMorgan StanleyStock–$281.4K
UNHUnitedHealth Group IncStock–$233.9K
BABoeing CoStock–$212.9K
TFCTruist Financial CorpCOM–$94.1K

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Delta Accumulation, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
USBUS Bancorp DECOM NEW33,489$1.53M13.6%History