Long-term investor
Delta Capital Management LLC @deltacapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000893738).
Record
- Tracked since 2025-12-31 (261 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year n/a · all +11.8%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 11.2% · long · since 2025-12-31
- CAT · 4.3% · long · since 2025-12-31
- AAPL · 4.2% · long · since 2025-12-31
- JPM · 3.8% · long · since 2025-12-31
- XOM · 3.6% · long · since 2025-12-31
- CSCO · 2.6% · long · since 2025-12-31
- ABBV · 2.0% · long · since 2025-12-31
- SCHW · 2.0% · long · since 2025-12-31
- BNY · 2.0% · long · since 2025-12-31
- BAC · 1.9% · long · since 2025-12-31
- GOOG · 1.9% · long · since 2025-12-31
- CB · 1.9% · long · since 2025-12-31