§ 13F · FUND PROFILE
DELPHI MANAGEMENT INC /MA/.
AUM · $102K (13F)Positions · 83Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 8K | $2K | 2.3% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC CL B | 4K | $2K | 2.1% | +11% |
| 3 | AMAT | APPLIED MATLS INC COM | 3K | $2K | 2.1% | −16% |
| 4 | KLAC | KLA CORP COM | 7K | $2K | 2.0% | +770% |
| 5 | LRCX | LAM RESEARCH CORP | 5K | $2K | 2.0% | −11% |
| 6 | DELL | DELL TECHNOLOGIES INC | 5K | $2K | 1.9% | −49% |
| 7 | ASX | ASE TECHNOLOGIES CORP | 41K | $2K | 1.8% | −30% |
| 8 | JBL | JABIL CIRCUIT INC. | 4K | $2K | 1.6% | −15% |
| 9 | LH | LABORATORY CORP. OF AMERICA | 6K | $2K | 1.6% | +15% |
| 10 | EXPE | EXPEDIA GROUP INC | 6K | $2K | 1.5% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DELPHI SIGNAL
AC read
DELPHI MANAGEMENT INC /MA/ is a Other fund managing $102 thousand in assets. The fund runs a portfolio of 83 positions.
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