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Delta Investment Management, LLC

CIK
1757043
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

187 positions · $253,778,640 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in DMLP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $7,724,638 285,042
2025-12-31 $6,514,205 291,333
2025-09-30 $7,655,077 295,677
2025-06-30 $8,198,083 294,260
2025-03-31 $9,026,947 300,098
2024-12-31 $10,017,831 300,565
2024-09-30 $9,062,034 300,565
2024-06-30 $9,306,087 301,656
2024-03-31 $10,171,840 301,656
2023-12-31 $9,620,776 302,255
2023-09-30 $8,780,304 302,248
2023-06-30 $9,257,130 308,983
2023-03-31 $9,903,527 326,957
2022-12-31 $10,370,804 346,502
2022-09-30 $9,606,208 384,556
2022-06-30 $9,131,139 382,857
2022-03-31 $9,779,153 376,846
2021-12-31 $7,831,457 395,728
2021-09-30 $7,624,905 397,752
2021-06-30 $6,680,300 396,457
2021-03-31 $5,478,889 401,090
2020-12-31 $4,327,593 396,663
2020-09-30 $4,084,791 395,430
2020-06-30 $4,694,132 367,303
2020-03-31 $3,591,276 385,744