Delta Capital Management as of June 30, 2026
Portfolio Holdings for Delta Capital Management
Delta Capital Management holds 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 11.2 | $24M | 21k | 1154.30 | |
| Caterpillar (CAT) | 4.3 | $9.4M | 8.8k | 1064.93 | |
| Apple (AAPL) | 4.2 | $9.2M | 32k | 289.37 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $8.3M | 26k | 327.32 | |
| Exxon Mobil Corporation (XOM) | 3.6 | $7.9M | 58k | 136.71 | |
| Cisco Systems (CSCO) | 2.6 | $5.6M | 48k | 117.45 | |
| Abbvie (ABBV) | 2.0 | $4.3M | 17k | 251.61 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $4.3M | 46k | 92.28 | |
| Bank of New York Mellon Corporation (BNY) | 2.0 | $4.3M | 30k | 144.59 | |
| Bank of America Corporation (BAC) | 1.9 | $4.2M | 74k | 56.99 | |
| Alphabet Inc Class C cs (GOOG) | 1.9 | $4.2M | 12k | 353.31 | |
| Chubb (CB) | 1.9 | $4.1M | 12k | 340.71 | |
| Johnson & Johnson (JNJ) | 1.8 | $4.0M | 16k | 253.98 | |
| Paccar (PCAR) | 1.8 | $4.0M | 33k | 120.12 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $4.0M | 21k | 189.74 | |
| Qualcomm (QCOM) | 1.8 | $3.9M | 21k | 184.80 | |
| Quest Diagnostics Incorporated (DGX) | 1.8 | $3.8M | 18k | 211.93 | |
| General Dynamics Corporation (GD) | 1.7 | $3.8M | 11k | 354.27 | |
| Deere & Company (DE) | 1.7 | $3.7M | 5.9k | 634.36 | |
| Oracle Corporation (ORCL) | 1.6 | $3.5M | 24k | 146.54 | |
| Carrier Global Corporation (CARR) | 1.6 | $3.4M | 47k | 73.35 | |
| Procter & Gamble Company (PG) | 1.5 | $3.3M | 22k | 146.65 | |
| Home Depot (HD) | 1.5 | $3.2M | 9.0k | 352.64 | |
| Norfolk Southern (NSC) | 1.5 | $3.2M | 10k | 314.56 | |
| Sony Corporation (SONY) | 1.4 | $3.1M | 156k | 20.06 | |
| McDonald's Corporation (MCD) | 1.4 | $3.1M | 12k | 270.33 | |
| Air Products & Chemicals (APD) | 1.4 | $3.0M | 10k | 293.20 | |
| Microsoft Corporation (MSFT) | 1.3 | $2.8M | 7.6k | 373.05 | |
| PNC Financial Services (PNC) | 1.3 | $2.8M | 12k | 246.20 | |
| Amgen (AMGN) | 1.3 | $2.8M | 7.7k | 362.08 | |
| Pepsi (PEP) | 1.2 | $2.7M | 20k | 135.39 | |
| FedEx Corporation (FDX) | 1.2 | $2.6M | 8.3k | 313.11 | |
| UnitedHealth (UNH) | 1.2 | $2.6M | 6.2k | 415.62 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $2.5M | 3.4k | 746.63 | |
| BP (BP) | 1.1 | $2.3M | 62k | 36.96 | |
| Qnity Electronics (Q) | 1.0 | $2.3M | 14k | 163.33 | |
| Digital Realty Trust (DLR) | 1.0 | $2.2M | 12k | 179.55 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.9 | $1.9M | 18k | 102.98 | |
| Dupont De Nemours (DD) | 0.8 | $1.8M | 14k | 135.64 | |
| Medtronic (MDT) | 0.8 | $1.7M | 22k | 78.25 | |
| CVS Caremark Corporation (CVS) | 0.8 | $1.7M | 17k | 103.47 | |
| Altria (MO) | 0.8 | $1.7M | 24k | 71.96 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $1.7M | 3.3k | 509.42 | |
| Adams Express Company (ADX) | 0.8 | $1.6M | 64k | 25.55 | |
| Vanguard Growth ETF (VUG) | 0.7 | $1.6M | 18k | 86.17 | |
| Iron Mountain (IRM) | 0.7 | $1.5M | 12k | 126.29 | |
| Technology SPDR (XLK) | 0.7 | $1.5M | 7.9k | 190.57 | |
| EOG Resources (EOG) | 0.7 | $1.5M | 11k | 129.73 | |
| 3M Company (MMM) | 0.7 | $1.4M | 8.9k | 161.93 | |
| Unilever (UL) | 0.6 | $1.4M | 23k | 60.11 | |
| Spdr Series Trust Blmbrg Brc C Convertible Bond (Principal) (CWB) | 0.6 | $1.3M | 1.2M | 1.08 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $1.2M | 11k | 109.73 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | 5.9k | 200.17 | |
| Teradyne (TER) | 0.5 | $1.2M | 2.4k | 483.95 | |
| Health Care SPDR (XLV) | 0.5 | $1.1M | 7.0k | 158.71 | |
| Becton, Dickinson and (BDX) | 0.5 | $1.1M | 7.1k | 151.27 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $1.0M | 7.0k | 146.43 | |
| Invesco Variable Rate Preferre Preferred Stocks (VRP) | 0.4 | $926k | 38k | 24.31 | |
| Applied Industrial Technologies (AIT) | 0.4 | $830k | 2.5k | 338.09 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.4 | $771k | 11k | 67.63 | |
| Vaneck Vectors Etf Tr Pfd Secs Preferred Stocks (PFXF) | 0.3 | $684k | 38k | 17.84 | |
| Woodward Governor Company (WWD) | 0.3 | $670k | 1.6k | 425.40 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $616k | 2.8k | 216.60 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $585k | 1.1k | 522.32 | |
| Fedex Fght Hldg (FDXF) | 0.3 | $583k | 3.9k | 150.96 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $555k | 1.5k | 370.00 | |
| Consumer Discretionary SPDR (XLY) | 0.2 | $539k | 4.6k | 117.17 | |
| Ishares Preferred Etf Preferred Stocks (PFF) | 0.2 | $498k | 16k | 30.48 | |
| Nasdaq Omx (NDAQ) | 0.2 | $488k | 6.2k | 78.77 | |
| First Trust ISE Water Index Fund (FIW) | 0.2 | $482k | 4.4k | 109.55 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.2 | $477k | 4.0k | 119.25 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $476k | 4.0k | 119.00 | |
| Morgan Stanley Preferred Preferred Stocks (MS.PA) | 0.2 | $463k | 25k | 18.82 | |
| First Trust Inter Dur Pfd Fund Preferred Stocks (FPF) | 0.2 | $457k | 25k | 18.18 | |
| Alps Etf Tr equal sec etf (EQL) | 0.2 | $409k | 8.1k | 50.49 | |
| SPDR S&P Dividend (SDY) | 0.2 | $403k | 2.7k | 152.08 | |
| Goldman Sachs Preferred Preferred Stocks (GS.PD) | 0.2 | $374k | 20k | 18.88 | |
| Mayville Engineering (MEC) | 0.2 | $372k | 9.9k | 37.50 | |
| Financial Select Sector SPDR (XLF) | 0.2 | $357k | 6.7k | 53.68 | |
| Electronic Arts (EA) | 0.2 | $350k | 1.7k | 205.28 | |
| iShares Dow Jones US Real Estate (IYR) | 0.2 | $346k | 3.4k | 102.37 | |
| Truist Finl Corp Dep Shs Pfd I Preferred Stocks (TFC.PI) | 0.2 | $340k | 19k | 17.90 | |
| Extra Space Storage (EXR) | 0.2 | $338k | 2.3k | 145.38 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.2 | $336k | 3.0k | 112.00 | |
| Akamai Technologies (AKAM) | 0.2 | $328k | 2.8k | 118.20 | |
| Paycom Software (PAYC) | 0.1 | $313k | 2.5k | 125.70 | |
| Penske Automotive (PAG) | 0.1 | $310k | 1.7k | 179.19 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $305k | 655.00 | 465.65 | |
| Darling International (DAR) | 0.1 | $300k | 5.5k | 54.64 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $300k | 14k | 21.08 | |
| Chevron Corporation (CVX) | 0.1 | $290k | 1.8k | 165.71 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $289k | 3.0k | 96.33 | |
| Ball Corporation (BALL) | 0.1 | $287k | 4.6k | 62.39 | |
| Merck & Co (MRK) | 0.1 | $267k | 2.1k | 128.37 | |
| Corning Incorporated (GLW) | 0.1 | $255k | 1.0k | 255.00 | |
| Terex Corporation (TEX) | 0.1 | $245k | 3.4k | 72.27 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $243k | 4.0k | 60.75 | |
| Oasis Petroleum (CHRD) | 0.1 | $234k | 2.1k | 114.15 | |
| WisdomTree Equity Income Fund (DHS) | 0.1 | $227k | 2.0k | 113.50 | |
| Alps Etf sectr div dogs (SDOG) | 0.1 | $225k | 3.3k | 68.18 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.1 | $218k | 3.0k | 72.67 | |
| Lithia Motors (LAD) | 0.1 | $218k | 750.00 | 290.67 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.1 | $218k | 2.0k | 109.00 | |
| Schlumberger (SLB) | 0.1 | $213k | 4.6k | 46.38 | |
| Mohawk Industries (MHK) | 0.1 | $207k | 1.7k | 121.05 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $170k | 14k | 12.32 | |
| Sony Financial Group (SFGYY) | 0.1 | $133k | 31k | 4.34 | |
| Cohen & Steers Quality Incomrt Warrant And Righ | 0.0 | $0 | 14k | 0.00 |