Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed October 20, 2025 · Accession 0001757043-25-000003

Total Value
$558.1M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1INNOVATOR ETFS TRUSTINHD860,218$31.0M5.55%
2MICROSOFT CORPMSFT54,769$28.4M5.08%
3PIMCO ETF TR72201R833239,767$24.1M4.33%
4INVESCO EXCH TRD SLF IDX FDIVZ1,019,057$23.9M4.27%
5PACER FDS TR69374H360546,328$19.8M3.55%
6CAPITAL GROUP DIVIDEND VALUE14020W106373,913$15.7M2.82%
7VANGUARD INSTL INDEX FD922040845207,219$15.7M2.81%
8APPLE INCAAPL60,238$15.3M2.75%
9ISHARES TR46428720021,166$14.2M2.54%
10FEDERATED HERMES ETF TRUSTFHI427,545$13.7M2.46%
11INVESCO QQQ TRIVZ22,533$13.5M2.42%
12AMAZON COM INCAMZN59,490$13.1M2.34%
13ALPHABET INCGOOG46,704$11.4M2.04%
14BERKSHIRE HATHAWAY INC DELBRK-A21,365$10.7M1.92%
15ENTERPRISE PRODS PARTNERS L293792107308,068$9.6M1.73%
16TRANSDIGM GROUP INCTDG6,972$9.2M1.65%
17PIMCO ETF TR72201R585333,500$9.0M1.60%
18ALPHABET INCGOOG34,642$8.4M1.51%
19ETF SER SOLUTIONS26922A222187,449$8.1M1.46%
20DORCHESTER MINERALS LPDMLP295,677$7.7M1.37%
21ELEVANCE HEALTH INC FORMERLYELV23,612$7.6M1.37%
22SPDR SERIES TRUST78468R66378,778$7.2M1.30%
23REPLIGEN CORPRGEN50,717$6.8M1.21%
24NEOS ETF TRUST78433H303122,925$6.4M1.15%
25NVIDIA CORPORATIONNVDA33,332$6.2M1.11%
26TAIWAN SEMICONDUCTOR MFG LTD87403910021,692$6.1M1.09%
27GOLDMAN SACHS ETF TRNVGLF110,217$5.8M1.03%
28CAPITAL GROUP GROWTH ETF14020G101108,124$4.7M0.85%
29SPDR S&P 500 ETF TRSPY6,997$4.7M0.84%
30DIREXION SHS ETF TR25461A726121,072$4.5M0.81%
31GOLDMAN SACHS ETF TRNVGLF85,756$4.5M0.81%
32WALMART INCWMT42,656$4.4M0.79%
33GLOBAL X FDS37954Y84859,357$4.3M0.76%
34SPROTT ASSET MANAGEMENT LPSII106,079$3.9M0.70%
35BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.68%
36FIRST TR EXCHANGE-TRADED FD33738D770171,755$3.6M0.64%
37FS CREDIT OPPORTUNITIES CORPFSCO474,501$3.3M0.59%
38TESLA INCTSLA7,099$3.2M0.57%
39CHEVRON CORP NEWCVX19,182$3.0M0.53%
40ISHARES TR46428867926,625$2.9M0.53%
41INVESCO EXCHANGE TRADED FD TIVZ15,398$2.9M0.52%
42FIRST TR EXCHANGE-TRADED FD33738D879106,547$2.8M0.49%
43MAIN STR CAP CORP56035L10442,274$2.7M0.48%
44ALPS ETF TR00162Q45256,668$2.7M0.48%
45JPMORGAN CHASE & CO.VYLD8,086$2.6M0.46%
46NUTANIX INCNTNX34,242$2.5M0.46%
47JOHNSON & JOHNSONJNJ13,674$2.5M0.45%
48INNOVATOR ETFS TRUSTINHD75,492$2.5M0.45%
49ROPER TECHNOLOGIES INCROP4,462$2.2M0.40%
50ETFIS SER TR I26923G798113,373$2.1M0.38%
51FIDELITY COVINGTON TRUST31609232958,519$2.1M0.37%
52NORTHERN LTS FD TR IIINTRSO25,237$1.9M0.35%
53CATERPILLAR INCCAT3,979$1.9M0.34%
54VICI PPTYS INC92565210957,568$1.9M0.34%
55MPLX LPMPLXP37,371$1.9M0.33%
56PROCTER AND GAMBLE CO74271810911,970$1.8M0.33%
57SPDR GOLD TRGLD5,171$1.8M0.33%
58META PLATFORMS INCMETA2,414$1.8M0.32%
59VANECK ETF TRUST92189F411118,462$1.8M0.32%
60CROWDSTRIKE HLDGS INCCRWD3,136$1.5M0.28%
61J P MORGAN EXCHANGE TRADED F46641Q15932,773$1.5M0.27%
62SIMPLIFY EXCHANGE TRADED FUN82889N69954,075$1.5M0.27%
63EATON CORP PLCETN3,994$1.5M0.27%
64GETTY RLTY CORP NEW37429710955,330$1.5M0.27%
65INTERNATIONAL BUSINESS MACHSINTR5,250$1.5M0.27%
66ISHARES BITCOIN TRUST ETFIBIT22,659$1.5M0.26%
67FIVE POINT HOLDINGS LLCFPH240,161$1.5M0.26%
68MP MATERIALS CORPMP21,923$1.5M0.26%
69EXXON MOBIL CORPXOM12,843$1.4M0.26%
70J P MORGAN EXCHANGE TRADED F46654Q20324,701$1.4M0.25%
71GE AEROSPACE3696043014,668$1.4M0.25%
72BROADCOM INCAVGO4,247$1.4M0.25%
73STERLING INFRASTRUCTURE INCSTRL3,984$1.4M0.24%
74MARAVAI LIFESCIENCES HLDGS IMARA470,140$1.3M0.24%
75VISA INCV3,848$1.3M0.24%
76GOLDMAN SACHS ETF TRNVGLF12,843$1.3M0.23%
77LOWES COS INC5486611074,943$1.2M0.22%
78CISCO SYS INCCSCO17,693$1.2M0.22%
79FIDELITY WISE ORIGIN BITCOINFBTC11,962$1.2M0.21%
80METLIFE INCMET-PF14,356$1.2M0.21%
81SELECT SECTOR SPDR TR81369Y8034,026$1.1M0.20%
82PHILIP MORRIS INTL INC7181721096,960$1.1M0.20%
83SERVICENOW INCNOW1,209$1.1M0.20%
84ARGAN INCAGX4,098$1.1M0.20%
85SALESFORCE INCCRM4,550$1.1M0.19%
86AMPHENOL CORP NEW0320951018,660$1.1M0.19%
87ELI LILLY & COLLY1,395$1.1M0.19%
88GE VERNOVA INCGEV1,724$1.1M0.19%
89INTERACTIVE BROKERS GROUP IN45841N10715,143$1.0M0.19%
90EAST WEST BANCORP INCEWBC9,547$1.0M0.18%
91VERTIV HOLDINGS COVRT6,724$1.0M0.18%
92J P MORGAN EXCHANGE TRADED F46641Q83719,455$986,9280.18%
93WORKDAY INCWDAY3,881$934,2730.17%
94CORNING INCGLW11,152$914,8110.16%
95ABBVIE INCABBV3,906$904,4480.16%
96APPLIED MATLS INC0382221054,203$860,5020.15%
97MSCI INCMSCI1,515$859,6560.15%
98PALANTIR TECHNOLOGIES INCPLTR4,703$857,9210.15%
99BROOKDALE SR LIVING INC11246310498,700$835,9890.15%
100ABBOTT LABSABLZF6,160$825,0700.15%
101RIO TINTO PLCRTNTF12,180$804,0150.14%
102INNOVATOR ETFS TRUSTINHD17,588$802,0130.14%
103AMERICAN EXPRESS COAXP2,400$797,2760.14%
104UNITED RENTALS INCURI818$781,1860.14%
105CARDINAL HEALTH INCCAH4,898$768,7900.14%
106UBER TECHNOLOGIES INCUBER7,575$742,1230.13%
107MCDONALDS CORPMCD2,415$733,8120.13%
108CADIZ INCCDZIP154,681$730,0940.13%
109HOME DEPOT INCHD1,783$722,4330.13%
110SUNCOR ENERGY INC NEWSU17,194$718,8810.13%
111MARSH & MCLENNAN COS INC5717481023,503$705,9190.13%
112J P MORGAN EXCHANGE TRADED F46641Q33212,299$702,2980.13%
113DANAHER CORPORATION2358511023,538$701,4560.13%
114T-MOBILE US INCTMUSZ2,892$692,1850.12%
115PROGRESSIVE CORP7433151032,785$687,7920.12%
116VANGUARD SCOTTSDALE FDS92206C10211,686$687,7410.12%
117COCA COLA COKO10,259$680,3920.12%
118ISHARES TR4642876221,829$668,3300.12%
119THE CIGNA GROUP1255231002,298$662,4070.12%
120PALO ALTO NETWORKS INCPANW3,250$661,7650.12%
121STATE STR CORPSTT-PG5,644$654,7600.12%
122GENERAL MTRS CO37045V10010,567$644,2940.12%
123DISNEY WALT CO2546871065,607$641,9480.12%
124MDXHEALTH SAMDXH134,370$624,8210.11%
125VANGUARD INDEX FDS9229087691,892$620,8790.11%
126CHUBB LIMITEDCB2,187$617,3410.11%
127KLA CORPKLAC570$614,5880.11%
128COSTCO WHSL CORP NEW22160K105656$607,5540.11%
129DUPONT DE NEMOURS INCDD7,763$604,7120.11%
130ORACLE CORPORCL-PD2,142$602,4140.11%
131WELLS FARGO CO NEW9497461017,077$593,1940.11%
132DELL TECHNOLOGIES INCDELL4,020$569,9780.10%
133MCKESSON CORPMCK726$560,8640.10%
134BANK AMERICA CORP06050510410,661$550,0070.10%
135SNAP ON INCSNA1,580$547,5170.10%
136MONDELEZ INTL INC6092071058,612$537,9920.10%
137EQT CORPEQT9,880$537,7450.10%
138SCHWAB CHARLES CORPSCHW-PJ5,613$535,8380.10%
139LAKELAND INDS INC51179510635,025$518,3680.09%
140COMFORT SYS USA INC199908104605$499,2340.09%
141WESCO INTL INC95082P1052,341$495,0440.09%
142FIDELITY COMWLTH TR3159128085,500$490,2150.09%
143FEDEX CORPFDX2,053$484,1180.09%
144MERCK & CO INCMRK5,763$483,6540.09%
145CALAMOS ETF TR12811T68818,457$482,4030.09%
146ALTRIA GROUP INCMO7,295$481,9140.09%
147EMCOR GROUP INCEME721$468,3180.08%
148WYNN RESORTS LTDWYNN3,600$461,7720.08%
149INNOVATOR ETFS TRUSTINHD9,987$457,3550.08%
150ISHARES TR4642874654,873$454,9840.08%
151ROSS STORES INCROST2,981$454,2750.08%
152AMGEN INCAMGN1,600$451,5220.08%
153QUALCOMM INCQCOM2,663$443,0170.08%
154BAKKT HOLDINGS INCBKKT-WT13,151$442,5310.08%
155FIRST TR EXCHANGE TRADED FD33738R5066,579$442,4750.08%
156CIENA CORPCIEN3,000$437,0100.08%
157UNION PAC CORPUNP1,847$436,6800.08%
158PEPSICO INCPEP3,086$433,3370.08%
159FORTINET INCFTNT5,125$430,9100.08%
160COREWEAVE INCCRWV3,138$429,4350.08%
161AUTOZONE INCAZO100$429,0240.08%
162UNITEDHEALTH GROUP INCUNH1,239$427,8690.08%
163EXPEDIA GROUP INCEXPE2,000$427,5000.08%
164CENCORA INCCOR1,364$426,3360.08%
165NETFLIX INCNFLX355$425,6170.08%
166ISHARES TR4642875231,567$424,7280.08%
167LAMB WESTON HLDGS INCLW7,243$420,6930.08%
168LENZ THERAPEUTICS INCLENZ9,017$420,0120.08%
169TEXAS INSTRS INC8825081042,282$419,2720.08%
170AIR PRODS & CHEMS INCAIIR1,476$402,4920.07%
171PARKER-HANNIFIN CORPPH524$397,2710.07%
172SELECT SECTOR SPDR TR81369Y7042,517$388,1460.07%
173PAYCHEX INCPAYX3,056$387,4290.07%
174FLOWSERVE CORPFLS7,248$385,1710.07%
175AON PLCAON1,077$384,0370.07%
176KENNEDY-WILSON HOLDINGS INCKW46,071$383,3110.07%
177HOWMET AEROSPACE INCHWM1,945$381,6090.07%
178ISHARES TR4642872913,683$380,1020.07%
179HUBBELL INCHUBB883$379,9690.07%
180NORTHERN LTS FD TR IVNTRSO8,506$377,9230.07%
181INTERCONTINENTAL EXCHANGE IN45866F1042,217$373,4750.07%
182APOLLO GLOBAL MGMT INC03769M1062,777$370,1370.07%
183SAN JUAN BASIN RTY TR79824110560,308$364,2600.07%
184INGREDION INCINGR2,939$358,9110.06%
185ISHARES TR4642873092,961$357,4430.06%
186MICROCHIP TECHNOLOGY INC.MCHPP5,527$354,9440.06%
187PACER FDS TR69374H8816,142$353,0060.06%
188SPOTIFY TECHNOLOGY S ASPOT501$349,6980.06%
189BERKLEY W R CORPWRB-PH4,557$349,1540.06%
190ISHARES TR4642876063,638$348,8130.06%
191FS KKR CAP CORPFSK23,037$343,9350.06%
192COLGATE PALMOLIVE COCL4,268$341,1840.06%
193SYSCO CORPSYY4,136$340,5580.06%
194AMETEK INCAME1,799$338,2260.06%
195ONEOK INC NEWOKE4,620$337,1210.06%
196BOEING COBA-PA1,559$336,4790.06%
197GARTNER INCIT1,278$335,9480.06%
198ANALOG DEVICES INCADI1,349$331,3810.06%
199MASTERCARD INCORPORATEDMA570$324,0150.06%
200FLOTEK INDS INC DEL34338940922,000$321,2000.06%
201US BANCORP DELUSB-PS6,594$318,6940.06%
202NEOS ETF TRUST78433H6755,808$314,7810.06%
203SPDR SERIES TRUST78464A7712,057$314,4560.06%
204THERMO FISHER SCIENTIFIC INCTMO646$313,3280.06%
205PIMCO ETF TR72201R5773,042$307,8200.06%
206SCHWAB STRATEGIC TR8085243009,602$306,4130.05%
207SCHWAB STRATEGIC TR80852460710,961$305,8070.05%
208MOODYS CORPMCO640$305,0510.05%
209CONSOLIDATED EDISON INCED3,003$301,8620.05%
210BLACKROCK SCIENCE & TECHNOLOBLK13,600$301,3760.05%
211FIRST CTZNS BANCSHARES INC D31946M103166$297,8110.05%
212AT&T INCT-PC10,487$296,1650.05%
213COINBASE GLOBAL INCCOIN854$288,2160.05%
214BOOZ ALLEN HAMILTON HLDG CORBAH2,861$285,9570.05%
215SERVICE CORP INTL8175651043,418$284,4460.05%
216CDW CORPCDW1,753$279,2610.05%
217FIRST TR EXCHNG TRADED FD VI33740U8027,190$277,7890.05%
218AGNICO EAGLE MINES LTDAEM1,641$276,6070.05%
219SEMPRASREA3,071$276,3660.05%
220ROBINHOOD MKTS INC7707001021,911$273,6170.05%
221NASDAQ INCNDAQ3,058$270,4950.05%
222VANGUARD ADMIRAL FDS INC921932505620$270,0190.05%
223OMNICOM GROUP INCOMC3,280$267,4180.05%
224SCHWAB STRATEGIC TR80852420110,131$266,8450.05%
225NIKE INCNKE3,771$262,9520.05%
226SCHWAB STRATEGIC TR8085247979,621$262,6410.05%
227MEDTRONIC PLCMDT2,746$261,5290.05%
228CONOCOPHILLIPSCOP2,752$260,3390.05%
229CHURCH & DWIGHT CO INCCHD2,957$259,1220.05%
230KRAFT HEINZ COKHC9,921$258,3430.05%
231SCHLUMBERGER LTDSLB7,500$257,7750.05%
232KEURIG DR PEPPER INCKDP10,042$256,1710.05%
233OREILLY AUTOMOTIVE INC67103H1072,355$253,8930.05%
234SHIFT4 PMTS INC82452J1093,276$253,5620.05%
235MARTIN MARIETTA MATLS INC573284106400$252,1120.05%
236INNOVATOR ETFS TRUSTINHD6,605$251,7090.05%
237ICON PLCICLR1,425$249,3750.04%
238GXO LOGISTICS INCORPORATEDGXO4,707$248,9530.04%
239SPROUTS FMRS MKT INC85208M1022,288$248,9340.04%
240SOUTHERN COSOMN2,580$244,5070.04%
241INVESCO EXCHANGE TRADED FD TIVZ2,070$244,3150.04%
242KIMBERLY-CLARK CORPKMB1,957$243,3900.04%
243AMERIPRISE FINL INC03076C106495$243,3490.04%
244NORTHERN LTS FD TR IIINTRSO4,018$242,6670.04%
245PFIZER INCPFE9,502$242,1180.04%
246DBX ETF TR23306X8606,639$241,8220.04%
247S&P GLOBAL INCSPGI491$238,8220.04%
248QUIDELORTHO CORPQDEL8,000$235,6000.04%
249REALTY INCOME CORPO3,842$233,5550.04%
250LINCOLN ELEC HLDGS INC533900106988$233,0490.04%
251GRAINGER W W INC384802104244$232,5220.04%
252ILLINOIS TOOL WKS INC452308109889$231,8160.04%
253GLOBAL WTR RES INC37946310222,355$230,2570.04%
254STERIS PLCSTE929$229,8720.04%
255PONY AI INCPYAIF10,100$227,1490.04%
256QUANTA SVCS INC74762E102531$220,0590.04%
257INVESCO EXCH TRADED FD TR IIIVZ6,376$214,5520.04%
258SABRA HEALTH CARE REIT INCSBRA11,500$214,3600.04%
259HUNTINGTON INGALLS INDS INC446413106739$212,7650.04%
260GLOBUS MED INCGMED3,700$211,8990.04%
261VERIZON COMMUNICATIONS INCVZ4,755$208,9820.04%
262NEXSTAR MEDIA GROUP INCNXST1,053$208,2200.04%
263AGILENT TECHNOLOGIES INCA1,610$206,6440.04%
264VANGUARD INDEX FDS922908363331$202,8410.04%
265OPENDOOR TECHNOLOGIES INCOPENZ25,040$199,5690.04%
266WESTERN UN COWU20,250$161,7970.03%
267LUXEXPERIENCE BV55406W10310,700$90,9500.02%
268PROFRAC HLDG CORPACDC20,469$75,7350.01%