account_balance
Investment manager · 13F filer · SEC CIK 767684
Delphi Management Inc
Reported value$95.5Mas of Sep 30, 2026
Positions80 2 new, 5 sold out
Top 10 weight18.3%AAPL alone is 3%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
2.7%Trimmed −3%
BRK-BBerkshire Hathaway Inc
2.2%Trimmed −2%
HPEHewlett Packard Enterprise Co
2.0%
DELLDell Technologies Inc.
1.9%Trimmed −25%
ASXASE Technology Holding Co., Ltd.
1.7%Trimmed −9%
ARWArrow Electronics, Inc.
1.6%Trimmed −3%
LRCXLam Research Corp
1.6%Trimmed −2%
SANMSanmina Corp
1.5%Added +11%
BATRKAtlanta Braves Holdings, Inc.
1.5%
AMGAffiliated Managers Group, Inc.
1.5%
URBNUrban Outfitters Inc
1.5%Added +8%
CACCamden National Corp
1.4%
AAPLApple Inc.
2.7%−3%
BRK-BBerkshire Hathaway Inc
2.2%
HPEHewlett Packard Enterprise Co
2.0%
DELLDell Technologies Inc.
1.9%−25%
ASXASE Technology Holding Co., Ltd.
1.7%−9%
ARWArrow Electronics, Inc.
1.6%−3%
LRCXLam Research Corp
1.6%
SANMSanmina Corp
1.5%
BATRKAtlanta Braves Holdings, Inc.
1.5%
AMGAffiliated Managers Group, Inc.
1.5%
URBNUrban Outfitters Inc
1.5%
CACCamden National Corp
1.4%
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
AAPL Apple Inc. 2.7% Trimmed −3%BRK-B Berkshire Hathaway Inc 2.2% Trimmed −2%HPE Hewlett Packard Enterprise Co 2.0% HeldDELL Dell Technologies Inc. 1.9% Trimmed −25%ASX ASE Technology Holding Co., Ltd. 1.7% Trimmed −9%ARW Arrow Electronics, Inc. 1.6% Trimmed −3%LRCX Lam Research Corp 1.6% Trimmed −2%SANM Sanmina Corp 1.5% Added +11%BATRK Atlanta Braves Holdings, Inc. 1.5% HeldAMG Affiliated Managers Group, Inc. 1.5% HeldURBN Urban Outfitters Inc 1.5% Added +8%CAC Camden National Corp 1.4% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.