Long-term investor
Delta Asset Management LLC @deltaassetmanagementllct
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000860857).
Record
- Tracked since 2025-06-30 (448 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.9% · all +3.9%
- Max drawdown n/a · win rate 47% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 13.4% · long · since 2025-06-30
- GS · 6.6% · long · since 2025-06-30
- ETN · 5.0% · long · since 2025-06-30
- CAT · 4.9% · long · since 2025-06-30
- WMT · 4.7% · long · since 2025-06-30
- SPGI · 4.4% · long · since 2025-06-30
- LOW · 4.3% · long · since 2025-06-30
- CARR · 3.0% · long · since 2025-06-30
- PG · 2.9% · long · since 2025-06-30
- WFC · 2.9% · long · since 2025-06-30
- SYY · 2.8% · long · since 2025-06-30
- 064058100 · 2.7% · long · since 2025-06-30