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 $102.3M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($2.3M, 2.28%), BRK/B ($2.2M, 2.14%), AMAT ($2.2M, 2.11%), KLAC ($2.0M, 2.00%), LRCX ($2.0M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $2.3M | 2.28% | 8,060 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $2.2M | 2.14% | 4,381 | Added |
| 3 | AMAT | APPLIED MATLS INC COM | $2.2M | 2.11% | 2,984 | Trimmed |
| 4 | KLAC | KLA CORP COM | $2.0M | 2.00% | 6,775 | Added |
| 5 | LRCX | LAM RESEARCH CORP | $2.0M | 1.95% | 4,609 | Trimmed |
| 6 | DELL | DELL TECHNOLOGIES INC | $2.0M | 1.93% | 4,584 | Trimmed |
| 7 | ASX | ASE TECHNOLOGIES CORP | $1.8M | 1.81% | 40,926 | Trimmed |
| 8 | JBL | JABIL CIRCUIT INC. | $1.6M | 1.57% | 4,159 | Trimmed |
| 9 | LH | LABORATORY CORP. OF AMERICA | $1.6M | 1.56% | 5,682 | Added |
| 10 | EXPE | EXPEDIA GROUP INC | $1.5M | 1.51% | 6,021 | Added |
| 11 | SANM | SANMINA CORP | $1.5M | 1.48% | 5,970 | Trimmed |
| 12 | CAKE | CHEESECAKE FACTORY INC | $1.5M | 1.47% | 18,892 | Trimmed |
| 13 | THG | HANOVER GROUP INSURANCE | $1.5M | 1.46% | 6,996 | Trimmed |
| 14 | ARW | ARROW ELECTRS INC COM | $1.5M | 1.45% | 6,953 | Trimmed |
| 15 | ABBV | ABBVIE INC | $1.5M | 1.45% | 5,911 | Added |
| 16 | AZZ | AZZ INC | $1.5M | 1.44% | 9,472 | Trimmed |
| 17 | MTB | M AND T BANK CORP | $1.5M | 1.44% | 6,179 | Added |
| 18 | RNR | RENAISSANCE RE HLDGS COM | $1.5M | 1.44% | 4,633 | Added |
| 19 | CAC | CAMDEN NATIONAL CORP | $1.5M | 1.42% | 26,845 | Trimmed |
| 20 | MS | MORGAN STANLEY | $1.5M | 1.42% | 6,942 | Added |
| 21 | SDZNY | SANDOZ GROUP AG SPONSORED ADS | $1.5M | 1.42% | 16,081 | Trimmed |
| 22 | SNX | TD SYNNEX CORP | $1.4M | 1.41% | 5,414 | Trimmed |
| 23 | BATRK | ATLANTA BRAVES HOLDINGS INC | $1.4M | 1.40% | 27,542 | Trimmed |
| 24 | CB | CHUBB LIMITED | $1.4M | 1.38% | 4,145 | Added |
| 25 | USB | US BANCORP DEL COM | $1.4M | 1.37% | 23,156 | Added |
Source: SEC Form 13F filings · as of 2026-06-30