Delta Investment Management, LLC

CIK
1757043
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

186 positions · $245,805,300 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
57,377 $21,239,244 8.64%
AAPL
Apple Inc.
Technology
59,381 $15,070,303 6.13%
AMZN
Amazon Com Inc
Consumer Cyclical
54,697 $11,391,744 4.63%
EPD
Enterprise Products Partners L.P.
Energy
290,483 $10,991,876 4.47%
GOOGL
Alphabet Inc.
Communication Services
34,354 $9,878,836 4.02%
TDG
TransDigm Group INC
Industrials
6,853 $7,942,352 3.23%
DMLP
Dorchester Minerals, L.P.
Energy
285,042 $7,724,638 3.14%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
18,137 $6,129,399 2.49%
ROP
Roper Technologies Inc
Technology
17,036 $6,028,358 2.45%
NVDA
Nvidia Corp
Technology
34,472 $6,011,916 2.45%

Holdings in ACDC

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Report Date Value (USD) Shares
2026-03-31 $64,907 10,469