DELPHI MANAGEMENT INC /MA/

CIK: 0000767684SEC EDGAR →

Portfolio Value

$103K

Holdings

76

As of

Q4 2025

New Positions

5

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE

8,124$2.2M
2151.18%
2

EXPEDIA GROUP INC

5,963$1.7M
1644.79%
3

TAPESTRY INC

13,104$1.7M
1630.18%
4

CHUBB LIMITED

5,184$1.6M
1575.65%
5

NOVARTIS

11,723$1.6M
1573.70%
6

SANDOZ GROUP AG SPONSORED ADS

22,069$1.6M
1563.96%
7

JANUS HENDERSON

33,562$1.6M
1555.20%
8

MORGAN STANLEY

8,980$1.6M
1552.27%
9

ASE TECHNOLOGIES CORP

98,529$1.6M
1544.48%
10

JABIL CIRCUIT INC.

6,914$1.6M
1535.72%

Quarterly Changes

Top Buys

MTBNEW
$1.5M
CCKNEW
$1.5M
AMTMNEW
$1.4M
TRVNEW
$1.3M
TRNONEW
$1.2M

Top Sells

DOXCLOSED
$1.4M
ORCLCLOSED
$1.4M
FISVCLOSED
$1.4M
1RGCLOSED
$1.3M
LENCLOSED
$1.3M

New Positions (6)

$1.5M · 8K shares
$1.5M · 15K shares
$1.4M · 49K shares
$1.3M · 5K shares
$1.2M · 21K shares
$414K · 4K shares

Closed Positions (11)

$1.4M · 18K shares
$1.4M · 5K shares
$1.4M · 11K shares
$1.3M · 24K shares
$1.3M · 11K shares
$1.3M · 9K shares
$1.3M · 11K shares
$1.2M · 16K shares
$1.1M · 8K shares
$1.0M · 22K shares
$161K · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services20$26.8M28.1%
Technology14$18.7M19.7%
Consumer Cyclical11$12.7M13.4%
Unknown9$10.9M11.5%
Industrials4$5.7M6.0%
Communication Services4$4.9M5.1%
Real Estate3$4.2M4.5%
Healthcare3$3.6M3.8%
Basic Materials3$3.0M3.2%
Energy3$3.0M3.2%
Consumer Defensive2$1.4M1.5%