DELPHI MANAGEMENT INC /MA/
Top Portfolio Positions
75 positions ·
$78,896,984 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,082 | $2,051,130 | 2.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,948 | $1,891,881 | 2.40% | |
| NFG |
National Fuel Gas Co
Energy
|
15,866 | $1,490,769 | 1.89% | |
| EOG |
Eog Resources Inc
Energy
|
10,175 | $1,470,999 | 1.86% | |
| DELL |
Dell Technologies Inc.
Technology
|
8,959 | $1,470,440 | 1.86% | |
| SNX |
Td Synnex Corp
Technology
|
7,922 | $1,336,520 | 1.69% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
4,921 | $1,312,972 | 1.66% | |
| CAC |
Camden National Corp
Financial Services
|
27,375 | $1,298,943 | 1.65% | |
| JBL |
Jabil Inc
Technology
|
4,884 | $1,297,336 | 1.64% | |
| CB |
Chubb Ltd
Financial Services
|
3,949 | $1,287,097 | 1.63% |
Portfolio Trend
17 quarters · across all stocks
Holdings in SMP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $953,786 | 27,455 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,277,257 | 34,661 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $233,367 | 5,717 | Shares | Sole | 2025-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||