Delphi Management Inc
- SEC CIK
- 0000767684
- 最新申報
- 2026/7/31
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/28 申報。只含多頭部位。
- 持股檔數
- 82
- 2023 年第 1 季沒有申報
- 總值
- $9,490 萬
- 2023 年第 1 季沒有申報
Delphi Management Inc 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 14,717 | $285.5 萬 | 3.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,498 | $255.7 萬 | 2.7% | – | – | 歷史 |
| JBLJabil Inc | Stock | 14,234 | $153.6 萬 | 1.6% | – | – | 歷史 |
| ARWArrow Electronics, Inc. | COM | 10,423 | $149.3 萬 | 1.6% | – | – | 歷史 |
| SNASnap-on Inc | COM | 4,992 | $143.9 萬 | 1.5% | – | – | 歷史 |
| SANMSanmina Corp | COM | 23,661 | $142.6 萬 | 1.5% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 2,930 | $142.1 萬 | 1.5% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 11,635 | $141.6 萬 | 1.5% | – | – | 歷史 |
| FLEXFlex Ltd. | Stock | 51,046 | $141.1 萬 | 1.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 9,753 | $141.0 萬 | 1.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 11,817 | $140.7 萬 | 1.5% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 11,115 | $140.2 萬 | 1.5% | – | – | 歷史 |
| DOXAmdocs Ltd | SHS | 14,122 | $139.6 萬 | 1.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 33,374 | $138.7 萬 | 1.5% | – | – | 歷史 |
| CACICACI International Inc | CL A | 4,065 | $138.6 萬 | 1.5% | – | – | 歷史 |
| DOVDOVER Corp | COM | 9,301 | $137.3 萬 | 1.4% | – | – | 歷史 |
| LENLennar Corp | CL A | 10,953 | $137.3 萬 | 1.4% | – | – | 歷史 |
| Expedia Group, Inc.30212PBE4 | NOTE 2/1 | 12,523 | $137.0 萬 | 1.4% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 37,993 | $136.3 萬 | 1.4% | – | – | 歷史 |
| AGCOAGCO Corp | COM | 10,369 | $136.3 萬 | 1.4% | – | – | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 49,785 | $136.2 萬 | 1.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 2,117 | $136.1 萬 | 1.4% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 23,810 | $135.3 萬 | 1.4% | – | – | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 8,084 | $134.6 萬 | 1.4% | – | – | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 24,010 | $134.0 萬 | 1.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,881 | $133.9 萬 | 1.4% | – | – | 歷史 |
| RLRalph Lauren Corp | CL A | 10,824 | $133.5 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,166 | $133.3 萬 | 1.4% | – | – | 歷史 |
| TXTTextron Inc | COM | 19,695 | $133.2 萬 | 1.4% | – | – | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 2,089 | $132.9 萬 | 1.4% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 70,387 | $132.3 萬 | 1.4% | – | – | 歷史 |
| HTGCHercules Capital, Inc. | COM | 88,818 | $131.5 萬 | 1.4% | – | – | 歷史 |
| Anheuser Busch Co Inc035229103 | COM | 22,974 | $130.3 萬 | 1.4% | – | – | – |
| STSensata Technologies Holding plc | SHS | 28,920 | $130.1 萬 | 1.4% | – | – | 歷史 |
| NVSNovartis AG | ADR | 12,721 | $128.4 萬 | 1.4% | – | – | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 10,194 | $126.4 萬 | 1.3% | – | – | 歷史 |
| SFStifel Financial Corp | COM | 21,191 | $126.4 萬 | 1.3% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 21,200 | $126.3 萬 | 1.3% | – | – | 歷史 |
| RRCRange Resources Corp | COM | 42,921 | $126.2 萬 | 1.3% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $125.3 萬 | 1.3% | – | – | 歷史 |
| LKQLKQ Corp | COM | 21,312 | $124.2 萬 | 1.3% | – | – | 歷史 |
| ASIXAdvanSix Inc. | COM | 35,518 | $124.2 萬 | 1.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 14,507 | $123.9 萬 | 1.3% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 6,531 | $123.6 萬 | 1.3% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 28,816 | $123.3 萬 | 1.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,814 | $123.0 萬 | 1.3% | – | – | 歷史 |
| NSITInsight Enterprises Inc | COM | 8,302 | $121.5 萬 | 1.3% | – | – | 歷史 |
| CSLLYCSL Ltd | ADR | 4,736 | $121.5 萬 | 1.3% | – | – | 歷史 |
| SNXTD Synnex Corp | COM | 12,846 | $120.8 萬 | 1.3% | – | – | 歷史 |
| EXPEagle Materials Inc | COM | 6,456 | $120.4 萬 | 1.3% | – | – | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 22,122 | $119.1 萬 | 1.3% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 5,305 | $118.3 萬 | 1.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 6,012 | $115.8 萬 | 1.2% | – | – | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,014 | $115.1 萬 | 1.2% | – | – | 歷史 |
| CMCCommercial Metals Co | Stock | 21,141 | $111.3 萬 | 1.2% | – | – | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 27,798 | $110.1 萬 | 1.2% | – | – | 歷史 |
| ITRNIturan Location & Control Ltd. | SHS | 46,801 | $109.2 萬 | 1.2% | – | – | 歷史 |
| CAKECheesecake Factory Inc | COM | 31,185 | $107.8 萬 | 1.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,925 | $106.8 萬 | 1.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 9,199 | $105.3 萬 | 1.1% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 20,382 | $98.5 萬 | 1.0% | – | – | 歷史 |
| WTFCWintrust Financial Corp | COM | 13,442 | $97.6 萬 | 1.0% | – | – | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 20,854 | $94.9 萬 | 1.0% | – | – | 歷史 |
| WBSWebster Financial Corp | COM | 24,907 | $94.0 萬 | 1.0% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,089 | $92.8 萬 | 1.0% | – | – | 歷史 |
| WLKPWestlake Chemical Partners LP | COM UNIT RP LP | 41,934 | $91.0 萬 | 1.0% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 15,773 | $89.4 萬 | 0.9% | – | – | 歷史 |
| HALHalliburton Co | Stock | 26,535 | $87.5 萬 | 0.9% | – | – | 歷史 |
| MOSMosaic Co | COM | 23,173 | $81.1 萬 | 0.9% | – | – | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 27,199 | $79.4 萬 | 0.8% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 303 | $75.5 萬 | 0.8% | – | – | 歷史 |
| HZOMarinemax Inc | COM | 22,102 | $75.5 萬 | 0.8% | – | – | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 37,755 | $74.2 萬 | 0.8% | – | – | 歷史 |
| TECKTeck Resources Ltd | CL B | 17,356 | $73.1 萬 | 0.8% | – | – | 歷史 |
| OXMOxford Industries Inc | COM | 5,100 | $50.2 萬 | 0.5% | – | – | 歷史 |
| PERIPerion Network Ltd. | SHS NEW | 16,021 | $49.1 萬 | 0.5% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 28,306 | $38.2 萬 | 0.4% | – | – | 歷史 |
| MODModine Manufacturing Co | COM | 9,891 | $32.7 萬 | 0.3% | – | – | 歷史 |
| IIINInsteel Industries Inc | COM | 9,461 | $29.4 萬 | 0.3% | – | – | 歷史 |
| IBEXIBEX Ltd | SHS NEW | 13,387 | $28.4 萬 | 0.3% | – | – | 歷史 |
| NEXNextier Oilfield Solutions Inc. | COM | 8,990 | $8.00 萬 | 0.1% | – | – | 歷史 |
| Everest Consolidator Acq Cor29978K102 | CL A COM | 3,804 | – | – | – | – | – |