Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DELPHI MANAGEMENT INC /MA/ (CIK 767684) reported $83.6M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($2.1M, 2.45%), BRK/B ($1.9M, 2.26%), NFG ($1.5M, 1.78%), EOG ($1.5M, 1.76%), DELL ($1.5M, 1.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $2.1M | 2.45% | 8,082 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $1.9M | 2.26% | 3,948 | Trimmed |
| 3 | NFG | NATIONAL FUEL GAS CO | $1.5M | 1.78% | 15,866 | Trimmed |
| 4 | EOG | EOG RESOURCES | $1.5M | 1.76% | 10,175 | Trimmed |
| 5 | DELL | DELL TECHNOLOGIES INC | $1.5M | 1.76% | 8,959 | Trimmed |
| 6 | SNX | TD SYNNEX CORP | $1.3M | 1.60% | 7,922 | Trimmed |
| 7 | BATRK | ATLANTA BRAVES HOLDINGS INC | $1.3M | 1.58% | 30,908 | Trimmed |
| 8 | LH | LABORATORY CORP. OF AMERICA | $1.3M | 1.57% | 4,921 | Trimmed |
| 9 | CAC | CAMDEN NATIONAL CORP | $1.3M | 1.55% | 27,375 | Trimmed |
| 10 | JBL | JABIL CIRCUIT INC. | $1.3M | 1.55% | 4,884 | Trimmed |
| 11 | CB | CHUBB LIMITED | $1.3M | 1.54% | 3,949 | Trimmed |
| 12 | ASX | ASE TECHNOLOGIES CORP | $1.3M | 1.53% | 58,888 | Trimmed |
| 13 | FLEX | FLEX LTD | $1.3M | 1.52% | 19,456 | Trimmed |
| 14 | SDZNY | SANDOZ GROUP AG SPONSORED ADS | $1.3M | 1.51% | 16,138 | Trimmed |
| 15 | ITRN | ITURAN LOCATION AND CONTROL LTD. | $1.3M | 1.51% | 25,774 | Trimmed |
| 16 | ARW | ARROW ELECTRS INC COM | $1.2M | 1.49% | 8,672 | Trimmed |
| 17 | GHC | GRAHAM HOLDINGS LTD | $1.2M | 1.48% | 1,166 | Trimmed |
| 18 | RNR | RENAISSANCE RE HLDGS COM | $1.2M | 1.48% | 4,163 | Trimmed |
| 19 | AZZ | AZZ INC | $1.2M | 1.48% | 9,918 | Trimmed |
| 20 | FR | FIRST INDUSTRIAL REALTY TRUST | $1.2M | 1.48% | 21,333 | Trimmed |
| 21 | MTB | M AND T BANK CORP | $1.2M | 1.47% | 5,945 | Trimmed |
| 22 | AMAT | APPLIED MATLS INC COM | $1.2M | 1.46% | 3,561 | Trimmed |
| 23 | NVS | NOVARTIS | $1.2M | 1.46% | 7,988 | Trimmed |
| 24 | THG | HANOVER GROUP INSURANCE | $1.2M | 1.46% | 7,020 | Trimmed |
| 25 | TPR | TAPESTRY INC | $1.2M | 1.43% | 8,484 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31