DELPHI MANAGEMENT INC /MA/: 13F holdings
CIK 7676842026Q2
| Positions | 83 |
|---|---|
| Reported value | $102.3m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE | 8,060 | $2.3m | 2.3% |
| BRK-B BERKSHIRE HATHAWAY INC CL B | 4,381 | $2.2m | 2.1% |
| AMAT APPLIED MATLS INC COM | 2,984 | $2.2m | 2.1% |
| KLAC KLA CORP COM | 6,775 | $2.0m | 2.0% |
| LRCX LAM RESEARCH CORP | 4,609 | $2.0m | 2.0% |
| DELL DELL TECHNOLOGIES INC | 4,584 | $2.0m | 1.9% |
| ASX ASE TECHNOLOGIES CORP | 40,926 | $1.8m | 1.8% |
| JBL JABIL CIRCUIT INC. | 4,159 | $1.6m | 1.6% |
| LH LABORATORY CORP. OF AMERICA | 5,682 | $1.6m | 1.6% |
| EXPE EXPEDIA GROUP INC | 6,021 | $1.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="767684")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.