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Delphi Financial Group, Inc.

Location
Wilmington, DE
Portfolio Value
Small $136,298,715
Diversification
Diversified
Filing Date
Global Rank
#4,708 / 8,232 ▲ 910
Top Industry
Oil & Gas Midstream 25.4%
3Y Alpha vs SPY
+3.2%
Period ended 2 months ago
Filed May 13, 2026 · 32d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+90.6%
SPY
+76.3%
Annualised alpha
+3.2%
Max drawdown
−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
20.1%
−3.0 pts
Top 5
58.1%
−0.8 pts
Top 10
76.3%
−3.8 pts
HHI
907
Jun 2023 → Mar 2026 · range 907 – 3,281
Diversified−136

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Energy 28.3% $38,631,086
Real Estate 21.3% $28,984,719
Technology 16.5% $22,433,833
Industrials 9.7% $13,285,359
Financial Services 8.8% $11,954,804
Consumer Defensive 6.3% $8,607,632
Consumer Cyclical 5.9% $8,087,882
Communication Services 3.2% $4,313,400

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
26 positions · $136,298,715 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History