Delta Investment Management as of June 30, 2019
Portfolio Holdings for Delta Investment Management
Delta Investment Management holds 117 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr Ser Tr 1 3 hgh yield (BIL) | 10.9 | $19M | 208k | 91.61 | |
TransDigm Group Incorporated (TDG) | 5.9 | $10M | 21k | 483.76 | |
Berkshire Hathaway (BRK.B) | 4.1 | $7.1M | 34k | 213.15 | |
iShares S&P 500 Index (IVV) | 4.0 | $7.0M | 24k | 294.75 | |
Dorchester Minerals (DMLP) | 3.9 | $6.8M | 374k | 18.31 | |
Magellan Midstream Partners | 3.9 | $6.8M | 106k | 64.00 | |
Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $4.3M | 11k | 395.15 | |
Brookfield Asset Management | 2.2 | $3.8M | 80k | 47.77 | |
Invesco Qqq Trust Series 1 (QQQ) | 1.8 | $3.2M | 17k | 186.68 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 1.6 | $2.9M | 47k | 60.91 | |
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) | 1.5 | $2.7M | 45k | 60.31 | |
Sinclair Broadcast | 1.5 | $2.6M | 49k | 53.63 | |
iShares S&P 500 Growth Index (IVW) | 1.4 | $2.5M | 14k | 179.18 | |
Ishares Tr usa min vo (USMV) | 1.4 | $2.5M | 41k | 61.71 | |
Blackstone | 1.4 | $2.4M | 54k | 44.41 | |
Ball Corporation (BALL) | 1.4 | $2.4M | 34k | 69.98 | |
EXACT Sciences Corporation (EXAS) | 1.4 | $2.4M | 20k | 118.02 | |
Veeva Sys Inc cl a (VEEV) | 1.4 | $2.4M | 15k | 162.11 | |
Walt Disney Company (DIS) | 1.4 | $2.4M | 17k | 139.59 | |
CoStar (CSGP) | 1.4 | $2.4M | 4.3k | 553.86 | |
Kirkland Lake Gold | 1.4 | $2.4M | 55k | 42.90 | |
Cincinnati Financial Corporation (CINF) | 1.3 | $2.3M | 23k | 103.63 | |
Tree (TREE) | 1.3 | $2.3M | 5.6k | 420.00 | |
Dentsply Sirona (XRAY) | 1.3 | $2.3M | 40k | 58.36 | |
MasterCard Incorporated (MA) | 1.3 | $2.3M | 8.8k | 264.46 | |
Xilinx | 1.3 | $2.3M | 20k | 117.89 | |
Starbucks Corporation (SBUX) | 1.3 | $2.3M | 28k | 83.83 | |
Tempur-Pedic International (TPX) | 1.3 | $2.3M | 32k | 73.36 | |
Lululemon Athletica (LULU) | 1.3 | $2.3M | 13k | 180.20 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.3 | $2.3M | 35k | 66.18 | |
Leidos Holdings (LDOS) | 1.3 | $2.3M | 29k | 79.83 | |
Ringcentral (RNG) | 1.3 | $2.3M | 20k | 114.91 | |
Wix (WIX) | 1.3 | $2.3M | 16k | 142.05 | |
Cyberark Software (CYBR) | 1.3 | $2.3M | 18k | 127.84 | |
Atlassian Corp Plc cl a | 1.3 | $2.3M | 18k | 130.80 | |
Total System Services | 1.3 | $2.3M | 18k | 128.26 | |
Hershey Company (HSY) | 1.3 | $2.3M | 17k | 134.00 | |
ViaSat (VSAT) | 1.3 | $2.3M | 29k | 80.80 | |
Harris Corporation | 1.3 | $2.3M | 12k | 189.11 | |
Armstrong World Industries (AWI) | 1.3 | $2.3M | 24k | 97.18 | |
Sba Communications Corp (SBAC) | 1.3 | $2.3M | 10k | 224.82 | |
American Tower Reit (AMT) | 1.3 | $2.3M | 11k | 204.40 | |
Trade Desk (TTD) | 1.3 | $2.3M | 10k | 227.69 | |
iShares Lehman Short Treasury Bond (SHV) | 1.1 | $2.0M | 18k | 110.65 | |
Wells Fargo & Company (WFC) | 1.1 | $2.0M | 42k | 47.30 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.8 | $1.4M | 11k | 125.76 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.8 | $1.3M | 12k | 107.75 | |
Exxon Mobil Corporation (XOM) | 0.5 | $902k | 12k | 76.63 | |
DISH Network | 0.5 | $899k | 23k | 38.39 | |
Liberty Global Inc C | 0.5 | $840k | 32k | 26.51 | |
Suncor Energy (SU) | 0.3 | $604k | 19k | 31.14 | |
Chevron Corporation (CVX) | 0.3 | $580k | 4.7k | 124.28 | |
PNC Financial Services (PNC) | 0.2 | $411k | 3.0k | 137.00 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $340k | 2.6k | 132.97 | |
iShares Russell 1000 Index (IWB) | 0.2 | $337k | 2.1k | 162.33 | |
Fortinet (FTNT) | 0.2 | $307k | 4.0k | 76.75 | |
Johnson & Johnson (JNJ) | 0.2 | $289k | 2.1k | 139.14 | |
Western Digital (WDC) | 0.2 | $303k | 6.4k | 47.40 | |
Olin Corporation (OLN) | 0.2 | $277k | 13k | 21.91 | |
CVR Energy (CVI) | 0.2 | $276k | 5.5k | 49.89 | |
F.N.B. Corporation (FNB) | 0.2 | $272k | 23k | 11.73 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $282k | 3.5k | 80.41 | |
Chemours (CC) | 0.2 | $280k | 12k | 23.97 | |
Pfizer (PFE) | 0.1 | $265k | 6.1k | 43.22 | |
Emerson Electric (EMR) | 0.1 | $266k | 4.0k | 66.62 | |
Eastman Chemical Company (EMN) | 0.1 | $257k | 3.3k | 77.78 | |
Maxim Integrated Products | 0.1 | $256k | 4.3k | 59.60 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $255k | 3.9k | 65.52 | |
Umpqua Holdings Corporation | 0.1 | $257k | 16k | 16.56 | |
Seagate Technology Com Stk | 0.1 | $255k | 5.4k | 46.99 | |
Cypress Semiconductor Corporation | 0.1 | $263k | 12k | 22.16 | |
Huntsman Corporation (HUN) | 0.1 | $266k | 13k | 20.37 | |
PacWest Ban | 0.1 | $266k | 6.9k | 38.76 | |
Flowers Foods (FLO) | 0.1 | $267k | 12k | 23.27 | |
Technology SPDR (XLK) | 0.1 | $262k | 3.4k | 77.79 | |
Phillips 66 (PSX) | 0.1 | $254k | 2.7k | 93.21 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $262k | 6.3k | 41.29 | |
Packaging Corporation of America (PKG) | 0.1 | $249k | 2.6k | 95.22 | |
Principal Financial (PFG) | 0.1 | $250k | 4.3k | 57.74 | |
Via | 0.1 | $247k | 8.3k | 29.84 | |
Consolidated Edison (ED) | 0.1 | $245k | 2.8k | 87.56 | |
Bristol Myers Squibb (BMY) | 0.1 | $238k | 5.3k | 45.22 | |
Leggett & Platt (LEG) | 0.1 | $252k | 6.6k | 38.27 | |
Watsco, Incorporated (WSO) | 0.1 | $250k | 1.5k | 163.19 | |
Verizon Communications (VZ) | 0.1 | $239k | 4.2k | 56.90 | |
Hanesbrands (HBI) | 0.1 | $248k | 14k | 17.21 | |
Las Vegas Sands (LVS) | 0.1 | $248k | 4.2k | 59.06 | |
Interpublic Group of Companies (IPG) | 0.1 | $252k | 11k | 22.51 | |
Valero Energy Corporation (VLO) | 0.1 | $250k | 2.9k | 85.50 | |
Amgen (AMGN) | 0.1 | $245k | 1.3k | 183.93 | |
Macy's (M) | 0.1 | $246k | 12k | 21.42 | |
Merck & Co (MRK) | 0.1 | $250k | 3.0k | 83.72 | |
Exelon Corporation (EXC) | 0.1 | $239k | 5.0k | 47.90 | |
Kellogg Company (K) | 0.1 | $248k | 4.6k | 53.38 | |
Omni (OMC) | 0.1 | $253k | 3.1k | 81.69 | |
Black Hills Corporation (BKH) | 0.1 | $243k | 3.1k | 78.06 | |
UGI Corporation (UGI) | 0.1 | $252k | 4.7k | 53.39 | |
Eaton (ETN) | 0.1 | $237k | 2.9k | 82.98 | |
Tribune Co New Cl A | 0.1 | $249k | 5.4k | 46.07 | |
Cummins (CMI) | 0.1 | $234k | 1.4k | 171.30 | |
Altria (MO) | 0.1 | $236k | 5.0k | 47.30 | |
Gilead Sciences (GILD) | 0.1 | $232k | 3.4k | 67.32 | |
J.M. Smucker Company (SJM) | 0.1 | $234k | 2.0k | 114.82 | |
Invesco (IVZ) | 0.1 | $236k | 12k | 20.38 | |
Ida (IDA) | 0.1 | $225k | 2.3k | 100.00 | |
Wpx Energy | 0.1 | $230k | 20k | 11.50 | |
Broadcom (AVGO) | 0.1 | $236k | 823.00 | 286.76 | |
Global Partners (GLP) | 0.1 | $205k | 10k | 19.85 | |
Keane | 0.1 | $168k | 25k | 6.72 | |
Team | 0.1 | $164k | 11k | 15.26 | |
OMNOVA Solutions | 0.1 | $109k | 18k | 6.23 | |
Rumbleon Inc cl b | 0.1 | $89k | 20k | 4.44 | |
Digital Turbine (APPS) | 0.0 | $75k | 15k | 5.00 | |
Yatra Online Inc ord (YTRA) | 0.0 | $37k | 10k | 3.70 | |
Abraxas Petroleum | 0.0 | $15k | 15k | 1.00 | |
Aac Holdings | 0.0 | $13k | 16k | 0.80 | |
Soligenix | 0.0 | $10k | 15k | 0.68 |