account_balance
Investment manager · 13F filer · SEC CIK 1808389
Delta Accumulation, LLC
Reported value$11.5Mas of Sep 30, 2026
Positions25 2 new, 3 sold out
Top 10 weight99.4%PANW alone is 27%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PANWPalo Alto Networks Inc
26.8%
QQQInvesco QQQ Tr
20.1%
METAMeta Platforms, Inc.
16.7%
NVDANVIDIA Corp
11.0%
SPYSPDR S&P 500 ETF Trust
6.0%
ABNBAirbnb, Inc.
5.4%
GLWCorning Inc
5.3%New
BACBank of America Corp
4.2%
BABoeing Co
2.3%
SGOViShares Tr
1.7%
PANWPalo Alto Networks Inc
26.8%
QQQInvesco QQQ Tr
20.1%
METAMeta Platforms, Inc.
16.7%
NVDANVIDIA Corp
11.0%
SPYSPDR S&P 500 ETF Trust
6.0%
ABNB5.4%GLW5.3%BAC4.2%BASGOV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PANW Palo Alto Networks Inc 26.8% Held
QQQ Invesco QQQ Tr 20.1% Held
META Meta Platforms, Inc. 16.7% HeldNVDA NVIDIA Corp 11.0% HeldSPY SPDR S&P 500 ETF Trust 6.0% HeldABNB Airbnb, Inc. 5.4% HeldGLW Corning Inc 5.3% NewBAC Bank of America Corp 4.2% HeldBA Boeing Co 2.3% HeldSGOV iShares Tr 1.7% Held
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.4% NewJPM JPMorgan Chase & Co 0.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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