Delta Investment Management, LLC
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,907 | 10,469 | Shares | Sole | 2026-05-13 | |
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