DELTA FINANCIAL ADVISORS LLC: 13F holdings
CIK 17902952026Q2
| Positions | 152 |
|---|
| Reported value | $421.0m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 152 (+3 vs prior quarter) |
|---|
| Reported value | $421.0m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Computer Inc | 80,120 | $23.2m | 5.5% |
| SPY S P D R TRUST Unit SR | 30,116 | $22.5m | 5.3% |
| AMAT Applied Materials Inc | 30,132 | $21.8m | 5.2% |
| NVDA Nvidia Corp | 85,451 | $17.1m | 4.1% |
| GOOG Alphabet Inc Cl C (Google Cl C) | 44,852 | $15.8m | 3.8% |
| MSFT Microsoft Corp | 35,703 | $13.3m | 3.2% |
| GS Goldman Sachs Group Inc | 9,003 | $9.1m | 2.2% |
| TJX T J X Cos Inc | 59,529 | $9.0m | 2.1% |
| V Visa Inc Class A | 25,220 | $8.7m | 2.1% |
| AMZN Amazon Com Inc | 32,579 | $7.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1790295")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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