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

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