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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Delta Investment Management, LLC

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001095449-25-000035

Total Value
$495.4M
Positions
238
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1PIMCO ETF TR72201R577526,971$53.3M10.77%
2INNOVATOR ETFS TRUSTINHD844,945$26.5M5.35%
3MICROSOFT CORPMSFT59,561$22.4M4.51%
4ISHARES TR464288679187,605$20.7M4.18%
5VANGUARD SCOTTSDALE FDS92206C102328,587$19.3M3.89%
6APPLE INCAAPL61,379$13.6M2.75%
7INVESCO EXCH TRD SLF IDX FDIVZ576,202$13.3M2.68%
8PIMCO ETF TR72201R833124,050$12.5M2.52%
9BERKSHIRE HATHAWAY INC DELBRK-A23,071$12.3M2.48%
10SPDR SER TR78468R663133,585$12.3M2.47%
11ENTERPRISE PRODS PARTNERS L293792107340,997$11.6M2.35%
12ISHARES TR46428720019,437$10.9M2.20%
13TRANSDIGM GROUP INCTDG7,394$10.2M2.06%
14ALPHABET INCGOOG63,565$9.9M2.00%
15AMAZON COM INCAMZN51,018$9.7M1.96%
16ETF SER SOLUTIONS26922A222244,732$9.5M1.91%
17PIMCO ETF TR72201R585348,681$9.2M1.85%
18DORCHESTER MINERALS LPDMLP300,098$9.0M1.82%
19INVESCO EXCH TRD SLF IDX FDIVZ323,143$7.5M1.51%
20ALPHABET INCGOOG35,965$5.6M1.12%
21J P MORGAN EXCHANGE TRADED F46654Q203106,694$5.5M1.12%
22PACER FDS TR69374H360173,503$5.3M1.08%
23J P MORGAN EXCHANGE TRADED F46641Q33292,076$5.3M1.06%
24WORKDAY INCWDAY22,013$5.1M1.04%
25NVIDIA CORPORATIONNVDA41,278$4.5M0.90%
26SPDR S&P 500 ETF TRSPY7,449$4.2M0.84%
27BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M0.81%
28ELEVANCE HEALTH INCELV8,777$3.8M0.77%
29CAPITAL GROUP GROWTH ETF14020G101111,178$3.8M0.77%
30THE CIGNA GROUP12552310011,459$3.8M0.76%
31WALMART INCWMT41,514$3.6M0.74%
32UNITEDHEALTH GROUP INCUNH6,782$3.6M0.72%
33NEOS ETF TRUST78433H30373,990$3.5M0.72%
34GOLDMAN SACHS ETF TRNVGLF33,404$3.3M0.68%
35SPROTT PHYSICAL GOLD & SILVESII115,208$3.3M0.66%
36ETFIS SER TR I26923G798145,326$3.1M0.62%
37CHEVRON CORP NEWCVX17,825$3.0M0.60%
38DIREXION SHS ETF TR25461A72691,681$2.8M0.56%
39INVESCO EXCHANGE TRADED FD TIVZ15,952$2.8M0.56%
40VANECK ETF TRUST92189F411162,081$2.7M0.55%
41INNOVATOR ETFS TRUSTINHD106,864$2.5M0.51%
42INVESCO QQQ TRIVZ5,004$2.3M0.47%
43MSCI INCMSCI4,057$2.3M0.46%
44ALPS ETF TR00162Q45244,077$2.3M0.46%
45MAIN STR CAP CORP56035L10437,425$2.1M0.43%
46PROCTER AND GAMBLE CO74271810912,194$2.1M0.42%
47EXXON MOBIL CORPXOM16,916$2.0M0.41%
48TESLA INCTSLA7,516$1.9M0.39%
49JPMORGAN CHASE & CO.VYLD7,916$1.9M0.39%
50ELI LILLY & COLLY2,294$1.9M0.38%
51INNOVATOR ETFS TRUSTINHD67,153$1.8M0.37%
52GOLDMAN SACHS ETF TRNVGLF37,748$1.8M0.36%
53FIRST TR EXCHANGE-TRADED FD33738D87971,888$1.7M0.34%
54SPDR GOLD TRGLD5,552$1.6M0.32%
55META PLATFORMS INCMETA2,499$1.4M0.29%
56JOHNSON & JOHNSONJNJ8,679$1.4M0.29%
57VISA INCV4,087$1.4M0.29%
58NORTHERN LTS FD TR IIINTRSO24,266$1.4M0.29%
59CATERPILLAR INCCAT4,009$1.3M0.27%
60INTERNATIONAL BUSINESS MACHSINTR5,274$1.3M0.26%
61FS CREDIT OPPORTUNITIES CORPFSCO185,192$1.3M0.26%
62FIVE POINT HOLDINGS LLCFPH241,811$1.3M0.26%
63CROWDSTRIKE HLDGS INCCRWD3,509$1.2M0.25%
64METLIFE INCMET-PF14,265$1.1M0.23%
65EATON CORP PLCETN4,048$1.1M0.22%
66TAIWAN SEMICONDUCTOR MFG LTD8740391006,603$1.1M0.22%
67MPLX LPMPLXP20,287$1.1M0.22%
68ISHARES BITCOIN TRUST ETFIBIT21,521$1.0M0.20%
69AMPHENOL CORP NEW03209510115,238$999,4720.20%
70MARAVAI LIFESCIENCES HLDGS IMARA443,689$980,5530.20%
71CISCO SYS INCCSCO14,997$925,4580.19%
72LOWES COS INC5486611073,913$912,6090.18%
73SERVICENOW INCNOW1,128$898,0460.18%
74GE AEROSPACE3696043014,465$893,6910.18%
75EAST WEST BANCORP INCEWBC9,948$892,9330.18%
76ABBOTT LABSABLZF6,509$863,3960.17%
77ABBVIE INCABBV4,041$846,7240.17%
78J P MORGAN EXCHANGE TRADED F46641Q83716,558$838,3160.17%
79PHILIP MORRIS INTL INC7181721095,275$837,3650.17%
80SELECT SECTOR SPDR TR81369Y8033,946$814,8150.16%
81BROADCOM INCAVGO4,761$797,1030.16%
82SUNCOR ENERGY INC NEWSU20,307$786,2870.16%
83PROGRESSIVE CORP7433151032,697$763,1610.15%
84MCDONALDS CORPMCD2,414$754,2100.15%
85T-MOBILE US INCTMUSZ2,785$742,7890.15%
86MARSH & MCLENNAN COS INC5717481023,009$734,3910.15%
87INNOVATOR ETFS TRUSTINHD17,739$712,9300.14%
88GOLDMAN SACHS ETF TRNVGLF15,681$699,3760.14%
89LAKELAND INDS INC51179510633,454$679,4530.14%
90INTERACTIVE BROKERS GROUP IN45841N1074,085$676,4680.14%
91FIRST TR EXCHANGE TRADED FD33738R50611,478$671,9110.14%
92LAMB WESTON HLDGS INCLW12,201$650,3390.13%
93ONEOK INC NEWOKE6,533$648,2040.13%
94AMERICAN EXPRESS COAXP2,403$646,6500.13%
95FIRST TR EXCHANGE-TRADED FD33739Q70512,797$646,5040.13%
96CHUBB LIMITEDCB2,135$644,7750.13%
97FIDELITY WISE ORIGIN BITCOINFBTC8,948$643,9880.13%
98COSTCO WHSL CORP NEW22160K105669$633,1550.13%
99CARDINAL HEALTH INCCAH4,542$625,7510.13%
100LENZ THERAPEUTICS INCLENZ24,001$617,0660.12%
101APPLIED MATLS INC0382221054,233$614,3110.12%
102HOWMET AEROSPACE INCHWM4,628$600,3400.12%
103UBER TECHNOLOGIES INCUBER8,215$598,5450.12%
104UNITED RENTALS INCURI950$595,1280.12%
105J P MORGAN EXCHANGE TRADED F46641Q15912,729$586,4140.12%
106CORNING INCGLW12,434$569,2150.11%
107SALESFORCE INCCRM2,101$563,7980.11%
108SNAP ON INCSNA1,667$561,7960.11%
109ISHARES TR4642876221,829$560,9160.11%
110DUPONT DE NEMOURS INCDD7,439$555,5230.11%
111PGIM ETF TR69344A10711,118$552,9120.11%
112ARGAN INCAGX4,090$536,4850.11%
113MP MATERIALS CORPMP21,933$535,3850.11%
114VANGUARD INDEX FDS9229087691,924$528,7600.11%
115DISNEY WALT CO2546871065,304$523,4610.11%
116AVIENT CORPORATIONAVNT14,065$522,6550.11%
117FORTINET INCFTNT5,417$521,4400.11%
118MERCK & CO INCMRK5,794$520,0930.10%
119PALO ALTO NETWORKS INCPANW3,042$519,0870.10%
120ISHARES TR46432F3393,036$518,8940.10%
121AMGEN INCAMGN1,654$515,3560.10%
122STERLING INFRASTRUCTURE INCSTRL4,499$509,3320.10%
123WELLS FARGO CO NEW9497461017,076$507,9860.10%
124INNOVATOR ETFS TRUSTINHD12,128$502,9480.10%
125DANAHER CORPORATION2358511022,446$501,4300.10%
126FEDEX CORPFDX2,053$500,4800.10%
127COCA COLA COKO6,812$487,9040.10%
128PEPSICO INCPEP3,187$477,9270.10%
129MCKESSON CORPMCK708$476,4770.10%
130REALTY INCOME CORPO8,177$474,3480.10%
131PAYCHEX INCPAYX3,056$471,4150.10%
132BOOZ ALLEN HAMILTON HLDG CORBAH4,501$470,7150.10%
133INGREDION INCINGR3,447$466,1350.09%
134FS KKR CAP CORPFSK21,724$455,1180.09%
135WESCO INTL INC95082P1052,902$450,6460.09%
136VANGUARD SPECIALIZED FUNDS9219088442,312$448,5130.09%
137BANK AMERICA CORP06050510410,554$440,4350.09%
138TEXAS INSTRS INC8825081042,442$438,8270.09%
139GE VERNOVA INCGEV1,434$437,8310.09%
140QUALCOMM INCQCOM2,845$437,0200.09%
141UNION PAC CORPUNP1,837$433,9100.09%
142BUILDERS FIRSTSOURCE INCBLDR3,422$427,5450.09%
143AVITA MEDICAL INCAVHHL52,470$427,1060.09%
144AON PLCAON1,053$420,2420.08%
145ISHARES TR46429B7473,997$413,5500.08%
146SCHWAB CHARLES CORPSCHW-PJ5,257$411,5170.08%
147ALLISON TRANSMISSION HLDGS IALSN4,294$410,8030.08%
148CADIZ INCCDZIP137,181$401,9400.08%
149MOODYS CORPMCO861$401,0150.08%
150ISHARES TR4642874654,873$398,2640.08%
151PALANTIR TECHNOLOGIES INCPLTR4,716$398,0300.08%
152COLGATE PALMOLIVE COCL4,226$395,9760.08%
153ISHARES TR4642876064,726$393,5900.08%
154PACER FDS TR69374H8817,174$392,8420.08%
155ALTRIA GROUP INCMO6,373$382,5070.08%
156VERTIV HOLDINGS COVRT5,211$376,2490.08%
157FIDELITY COMWLTH TR3159128085,500$374,3580.08%
158SPROUTS FMRS MKT INC85208M1022,452$374,2730.08%
159FLOWSERVE CORPFLS7,657$373,9650.08%
160KLA CORPKLAC544$369,6760.07%
161ISHARES TR4642875231,954$367,7560.07%
162DELL TECHNOLOGIES INCDELL4,020$366,4450.07%
163MASTERCARD INCORPORATEDMA668$366,2170.07%
164HOME DEPOT INCHD980$359,2730.07%
165OMNICOM GROUP INCOMC4,326$358,6690.07%
166SELECT SECTOR SPDR TR81369Y7042,615$342,8110.07%
167EXPEDIA GROUP INCEXPE2,023$340,0660.07%
168INTERCONTINENTAL EXCHANGE IN45866F1041,935$333,8200.07%
169CONSOLIDATED EDISON INCED3,003$332,1020.07%
170EASTMAN KODAK COKODK52,000$328,6400.07%
171STATE STR CORPSTT-PG3,652$326,9640.07%
172CDW CORPCDW2,036$326,3020.07%
173CHURCH & DWIGHT CO INCCHD2,962$326,0870.07%
174VICI PPTYS INC9256521099,989$325,8410.07%
175PARKER-HANNIFIN CORPPH524$318,5130.06%
176AMETEK INCAME1,822$313,6100.06%
177SPDR SER TR78464A7712,481$313,0880.06%
178HUBBELL INCHUBB923$305,5820.06%
179KRAFT HEINZ COKHC10,026$305,0910.06%
180MONDELEZ INTL INC6092071054,492$304,7820.06%
181PULTE GROUP INC7458671012,946$302,8000.06%
182WYNN RESORTS LTDWYNN3,600$300,6000.06%
183ISHARES TR4642874081,559$297,1500.06%
184AMERIPRISE FINL INC03076C106607$294,0530.06%
185CONOCOPHILLIPSCOP2,750$288,8380.06%
186ANALOG DEVICES INCADI1,419$286,2140.06%
187INVESCO EXCH TRADED FD TR IIIVZ9,499$284,4000.06%
188ISHARES TR4642872913,695$279,8270.06%
189BOSTON SCIENTIFIC CORPBSX2,773$279,7400.06%
190ISHARES TR4642873092,980$276,6710.06%
191AT&T INCT-PC9,734$275,2750.06%
192LAM RESEARCH CORPLRCX3,780$274,8390.06%
193KIMBERLY-CLARK CORPKMB1,925$273,7100.06%
194OREILLY AUTOMOTIVE INC67103H107191$273,6230.06%
195GOLDMAN SACHS GROUP INCGSCE496$270,8750.05%
196MDXHEALTH SAMDXH190,100$269,9420.05%
197FLOTEK INDS INC DEL34338940932,245$268,6010.05%
198FIRST TR EXCHNG TRADED FD VI33740U8027,190$267,6480.05%
199BOEING COBA-PA1,567$267,2520.05%
200SCHWAB STRATEGIC TR80852430010,573$264,7380.05%
201VANGUARD INDEX FDS922908363515$264,6630.05%
202S&P GLOBAL INCSPGI518$263,3640.05%
203ISHARES TR4642876632,851$263,1510.05%
204FIRST CTZNS BANCSHARES INC N31946M103141$261,7770.05%
205EQT CORPEQT4,819$257,4590.05%
206SEMPRASREA3,604$257,1780.05%
207SCHWAB STRATEGIC TR80852460710,973$257,0940.05%
208DOXIMITY INCDOCS4,386$254,5200.05%
209ORACLE CORPORCL-PD1,777$248,4030.05%
210NETFLIX INCNFLX264$246,1880.05%
211PHILLIPS 66PSX1,992$245,9600.05%
212BRISTOL-MYERS SQUIBB COCELG-RI4,031$245,8510.05%
213NEOS ETF TRUST78433H6755,156$244,5600.05%
214SCHWAB STRATEGIC TR8085247978,695$243,1090.05%
215BLACKROCK SCIENCE & TECHNOLOBLK13,600$241,2640.05%
216SCHWAB STRATEGIC TR80852420110,834$239,2150.05%
217PFIZER INCPFE9,157$232,0470.05%
218EQUITY RESIDENTIALEQR3,232$231,3580.05%
219GLOBAL WTR RES INC37946310222,155$228,4180.05%
220NIKE INCNKE3,591$227,9570.05%
221SOUTHERN COSOMN2,466$226,7330.05%
222FIRST TR EXCHANGE-TRADED FD33733E1042,493$223,4970.05%
223INNOVATOR ETFS TRUSTINHD6,613$221,7430.04%
224VERIZON COMMUNICATIONS INCVZ4,807$218,0510.04%
225ISHARES TR4642888852,169$216,9000.04%
226NEXSTAR MEDIA GROUP INCNXST1,187$212,7340.04%
227INDEPENDENCE RLTY TR INC45378A1069,955$211,3450.04%
228DARDEN RESTAURANTS INCDRI1,015$210,8760.04%
229INVESCO EXCHANGE TRADED FD TIVZ2,067$206,6340.04%
230SABRA HEALTH CARE REIT INCSBRA11,500$200,9050.04%
231DIREXION SHS ETF TR25460G28619,950$189,9240.04%
232PROFRAC HLDG CORPACDC20,469$155,3600.03%
233KENNEDY-WILSON HOLDINGS INCKW16,071$139,4960.03%
234WESTERN UN COWU11,041$116,8090.02%
235DESIGNER BRANDS INCDBI23,000$83,9500.02%
236SAN JUAN BASIN RTY TR79824110510,911$60,2290.01%
237C4 THERAPEUTICS INCCCCC20,000$32,0000.01%
238CALIDI BIOTHERAPEUTICS INCCLDWW21,023$11,9030.00%