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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 Q4 2025 · Filed January 30, 2026 · Accession 0001757043-26-000002

Total Value
$576.3M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT54,918$26.6M4.61%
2PIMCO ETF TR72201R833236,475$23.7M4.12%
3VANGUARD INSTL INDEX FD922040845312,527$23.6M4.09%
4INVESCO EXCH TRD SLF IDX FDIVZ992,580$23.2M4.02%
5INNOVATOR ETFS TRUSTINHD585,103$21.6M3.74%
6APPLE INCAAPL68,043$18.5M3.21%
7ISHARES TR46428720023,760$16.3M2.82%
8ALPHABET INCGOOG47,169$14.8M2.57%
9AMAZON COM INCAMZN60,938$14.1M2.44%
10ALPHABET INCGOOG41,924$13.1M2.28%
11LISTED FDS TR53656F581305,972$12.1M2.09%
12BERKSHIRE HATHAWAY INC DELBRK-A20,872$10.5M1.82%
13ELEVANCE HEALTH INC FORMERLYELV28,692$10.1M1.75%
14PIMCO ETF TR72201R585355,650$9.5M1.65%
15TRANSDIGM GROUP INCTDG7,132$9.5M1.65%
16ENTERPRISE PRODS PARTNERS L293792107285,369$9.1M1.59%
17CAPITAL GROUP DIVIDEND VALUE14020W106178,020$7.8M1.35%
18INVESCO QQQ TRIVZ12,641$7.8M1.35%
19ETF SER SOLUTIONS26922A222168,268$7.4M1.28%
20AMERICAN CENTY ETF TR02507281055,062$7.0M1.21%
21SPDR SERIES TRUST78468R66373,497$6.7M1.17%
22DORCHESTER MINERALS LPDMLP291,333$6.5M1.13%
23SPDR S&P 500 ETF TRSPY9,125$6.2M1.08%
24NVIDIA CORPORATIONNVDA33,190$6.2M1.07%
25ALPS ETF TR00162Q593119,333$6.1M1.06%
26GOLDMAN SACHS ETF TRNVGLF111,315$5.9M1.02%
27TAIWAN SEMICONDUCTOR MFG LTD87403910019,041$5.8M1.00%
28TESLA INCTSLA12,651$5.7M0.99%
29NEOS ETF TRUST78433H303101,971$5.4M0.93%
30FIRST TR EXCHANGE-TRADED FD33738D770254,274$5.3M0.92%
31MANAGED PORTFOLIO SERIES56167N183199,892$5.1M0.89%
32SPROTT ASSET MANAGEMENT LPSII107,800$4.9M0.86%
33WALMART INCWMT42,708$4.8M0.83%
34CAPITAL GROUP GROWTH ETF14020G101103,269$4.6M0.80%
35GOLDMAN SACHS ETF TRNVGLF85,270$4.5M0.78%
36DIREXION SHS ETF TR25461A726113,365$4.4M0.76%
37FEDERATED HERMES ETF TRUSTFHI132,392$4.3M0.75%
38REPLIGEN CORPRGEN23,544$3.9M0.67%
39BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.65%
40PACER FDS TR69374H360104,595$3.7M0.64%
41FIRST TR EXCHANGE-TRADED FD33738D879119,993$3.1M0.55%
42CENTRAL BANCOMPANYCBC128,400$3.1M0.54%
43FIRST TR EXCHANGE-TRADED FD33738D747152,155$3.1M0.53%
44CHEVRON CORP NEWCVX19,232$2.9M0.51%
45PAN AMERN SILVER CORP69790010854,707$2.8M0.49%
46JOHNSON & JOHNSONJNJ13,692$2.8M0.49%
47HECLA MNG CO422704106144,904$2.8M0.48%
48INNOVATOR ETFS TRUSTINHD112,492$2.8M0.48%
49ISHARES TR46428867925,009$2.8M0.48%
50INNOVATOR ETFS TRUSTINHD80,200$2.7M0.48%
51SANDISK CORPSNDK11,573$2.7M0.48%
52AGNICO EAGLE MINES LTDAEM15,824$2.7M0.47%
53NEWMONT CORPNEMCL26,841$2.7M0.47%
54ALPS ETF TR00162Q45256,678$2.7M0.46%
55ISHARES TR46428765510,732$2.6M0.46%
56JPMORGAN CHASE & CO.VYLD8,153$2.6M0.46%
57ROPER TECHNOLOGIES INCROP5,626$2.5M0.43%
58CATERPILLAR INCCAT3,980$2.3M0.40%
59GUARDANT HEALTH INCGH22,236$2.3M0.39%
60SPDR GOLD TRGLD5,589$2.2M0.38%
61MPLX LPMPLXP40,075$2.1M0.37%
62INVESCO EXCHANGE TRADED FD TIVZ10,449$2.0M0.35%
63BROADCOM INCAVGO5,703$2.0M0.34%
64NORTHERN LTS FD TR IIINTRSO23,684$1.8M0.32%
65VISA INCV5,125$1.8M0.31%
66FIRST TR EXCH TRADED FD III33738D82081,116$1.7M0.30%
67FIRST TR EXCHANGE-TRADED FD33733E85668,769$1.7M0.30%
68PROCTER AND GAMBLE CO74271810911,977$1.7M0.30%
69META PLATFORMS INCMETA2,568$1.7M0.29%
70NUTANIX INCNTNX31,584$1.6M0.28%
71INTERNATIONAL BUSINESS MACHSINTR5,484$1.6M0.28%
72ELI LILLY & COLLY1,488$1.6M0.28%
73J P MORGAN EXCHANGE TRADED F46654Q20326,223$1.5M0.26%
74EXXON MOBIL CORPXOM12,230$1.5M0.26%
75CROWDSTRIKE HLDGS INCCRWD3,138$1.5M0.26%
76GE AEROSPACE3696043014,651$1.4M0.25%
77CISCO SYS INCCSCO17,939$1.4M0.24%
78MARAVAI LIFESCIENCES HLDGS IMARA415,600$1.4M0.23%
79FIVE POINT HOLDINGS LLCFPH240,161$1.3M0.23%
80SIMPLIFY EXCHANGE TRADED FUN82889N69948,381$1.3M0.23%
81ARGAN INCAGX4,100$1.3M0.22%
82EATON CORP PLCETN3,994$1.3M0.22%
83PROGRESSIVE CORP7433151035,547$1.3M0.22%
84STERLING INFRASTRUCTURE INCSTRL4,039$1.2M0.21%
85LOWES COS INC5486611074,997$1.2M0.21%
86METLIFE INCMET-PF15,154$1.2M0.21%
87VERTIV HOLDINGS COVRT7,307$1.2M0.21%
88AMPHENOL CORP NEW0320951018,662$1.2M0.20%
89MP MATERIALS CORPMP23,127$1.2M0.20%
90GE VERNOVA INCGEV1,770$1.2M0.20%
91SELECT SECTOR SPDR TR81369Y8037,980$1.1M0.20%
92GOLDMAN SACHS ETF TRNVGLF11,452$1.1M0.20%
93ISHARES BITCOIN TRUST ETFIBIT22,173$1.1M0.19%
94APPLIED MATLS INC0382221054,262$1.1M0.19%
95PHILIP MORRIS INTL INC7181721096,825$1.1M0.19%
96EOS ENERGY ENTERPRISES INCEOSE93,764$1.1M0.19%
97EAST WEST BANCORP INCEWBC9,530$1.1M0.19%
98BROOKDALE SR LIVING INC11246310498,700$1.1M0.18%
99PIMCO ETF TR72201R57710,369$1.0M0.18%
100CARDINAL HEALTH INCCAH4,834$993,3870.17%
101RIO TINTO PLCRTNTF12,365$989,5880.17%
102FIDELITY WISE ORIGIN BITCOINFBTC12,900$983,3670.17%
103INTERACTIVE BROKERS GROUP IN45841N10715,019$965,8740.17%
104SERVICENOW INCNOW6,292$963,8710.17%
105MAIN STR CAP CORP56035L10415,603$942,2640.16%
106ABBVIE INCABBV4,012$916,7590.16%
107MSCI INCMSCI1,581$907,3380.16%
108AMERICAN EXPRESS COAXP2,409$891,3610.15%
109THE CIGNA GROUP1255231003,185$876,5730.15%
110GENERAL MTRS CO37045V10010,568$859,4230.15%
111J P MORGAN EXCHANGE TRADED F46641Q83716,866$853,2690.15%
112VICI PPTYS INC92565210930,251$850,6600.15%
113PALANTIR TECHNOLOGIES INCPLTR4,779$849,4670.15%
114GETTY RLTY CORP NEW37429710930,963$847,4550.15%
115EQT CORPEQT15,316$820,9430.14%
116CADIZ INCCDZIP146,181$820,0750.14%
117VANGUARD INDEX FDS9229087692,438$817,4420.14%
118DANAHER CORPORATION2358511023,413$781,3330.14%
119ABBOTT LABSABLZF6,178$774,0420.13%
120SUNCOR ENERGY INC NEWSU17,194$762,7260.13%
121MCDONALDS CORPMCD2,401$733,7740.13%
122KLA CORPKLAC601$729,6930.13%
123CORNING INCGLW8,328$729,1570.13%
124STATE STR CORPSTT-PG5,644$728,1320.13%
125TIDAL TRUST III45259A51438,274$717,2490.12%
126CIENA CORPCIEN3,000$701,6100.12%
127COCA COLA COKO9,979$697,6330.12%
128CHUBB LIMITEDCB2,198$685,8960.12%
129ISHARES TR4642876221,829$682,8860.12%
130J P MORGAN EXCHANGE TRADED F46641Q15914,709$680,8620.12%
131MARSH & MCLENNAN COS INC5717481023,622$671,8650.12%
132WELLS FARGO CO NEW9497461017,143$665,7280.12%
133COMFORT SYS USA INC199908104673$628,2070.11%
134DISNEY WALT CO2546871065,492$624,7720.11%
135DOORDASH INCDASH2,750$622,8200.11%
136T-MOBILE US INCTMUSZ3,066$622,4350.11%
137PALO ALTO NETWORKS INCPANW3,354$617,8070.11%
138NEOS ETF TRUST78433H67511,330$610,2480.11%
139MERCK & CO INCMRK5,765$606,8340.11%
140J P MORGAN EXCHANGE TRADED F46641Q33210,420$596,4620.10%
141MCKESSON CORPMCK726$595,5310.10%
142FEDEX CORPFDX2,053$593,0300.10%
143BANK AMERICA CORP06050510410,662$586,4190.10%
144SCHWAB CHARLES CORPSCHW-PJ5,779$577,4230.10%
145WESCO INTL INC95082P1052,341$572,7930.10%
146EXPEDIA GROUP INCEXPE2,000$566,6200.10%
147MASTERCARD INCORPORATEDMA983$561,3520.10%
148FLOWSERVE CORPFLS8,090$561,2670.10%
149VANGUARD SCOTTSDALE FDS92206C1029,258$543,7420.09%
150ROSS STORES INCROST2,981$536,9970.09%
151HOME DEPOT INCHD1,553$534,2150.09%
152INNOVATOR ETFS TRUSTINHD11,501$533,9910.09%
153SNAP ON INCSNA1,526$525,8600.09%
154AMGEN INCAMGN1,606$525,5590.09%
155FIDELITY COMWLTH TR3159128085,500$502,7000.09%
156CTO RLTY GROWTH INC NEW22948Q10126,000$478,6600.08%
157COSTCO WHSL CORP NEW22160K105549$473,7130.08%
158ISHARES TR4642875231,560$469,7450.08%
159INNOVATOR ETFS TRUSTINHD9,987$469,5890.08%
160ISHARES TR4642874654,873$467,9460.08%
161ORACLE CORPORCL-PD2,394$466,6420.08%
162UNITED RENTALS INCURI574$464,5270.08%
163QUALCOMM INCQCOM2,714$464,2300.08%
164PARKER-HANNIFIN CORPPH524$460,5750.08%
165EMCOR GROUP INCEME749$458,3560.08%
166FIRST TR EXCHANGE TRADED FD33738R5066,597$458,3200.08%
167DELL TECHNOLOGIES INCDELL3,576$450,0850.08%
168PEPSICO INCPEP3,080$441,9800.08%
169WYNN RESORTS LTDWYNN3,600$433,1880.08%
170UBER TECHNOLOGIES INCUBER5,268$430,4480.07%
171UNION PAC CORPUNP1,821$421,1890.07%
172FORTINET INCFTNT5,250$416,9020.07%
173HUBBELL INCHUBB936$415,6030.07%
174CENCORA INCCOR1,197$404,2720.07%
175INTERCONTINENTAL EXCHANGE IN45866F1042,481$401,7730.07%
176CALAMOS ETF TR12811T68816,697$401,5630.07%
177TEXAS INSTRS INC8825081042,309$400,5880.07%
178HOWMET AEROSPACE INCHWM1,946$398,9390.07%
179SELECT SECTOR SPDR TR81369Y7042,524$391,5850.07%
180ISHARES TR4642872913,689$387,3170.07%
181AON PLCAON1,076$379,6990.07%
182KENNEDY-WILSON HOLDINGS INCKW38,671$373,9490.06%
183THERMO FISHER SCIENTIFIC INCTMO643$372,5860.06%
184ALTRIA GROUP INCMO6,459$372,4500.06%
185PIMCO ETF TR72201R6358,194$371,3520.06%
186AMETEK INCAME1,801$369,7070.06%
187SALESFORCE INCCRM1,393$369,0340.06%
188ANALOG DEVICES INCADI1,349$365,8320.06%
189GARTNER INCIT1,450$365,8060.06%
190ISHARES TR4642873092,964$365,3480.06%
191NIKE INCNKE5,716$364,1660.06%
192SAN JUAN BASIN RTY TR79824110564,565$362,8550.06%
193UNITEDHEALTH GROUP INCUNH1,091$360,0560.06%
194FIRST CTZNS BANCSHARES INC D31946M103167$357,5600.06%
195FS KKR CAP CORPFSK24,086$356,7150.06%
196WISDOMTREE TRWT22,424$356,3170.06%
197NORTHERN LTS FD TR IVNTRSO7,836$353,6600.06%
198ISHARES TR4642876063,638$352,4910.06%
199PAYCHEX INCPAYX3,082$345,7330.06%
200ONEOK INC NEWOKE4,620$339,5700.06%
201AUTOZONE INCAZO100$339,1500.06%
202BOEING COBA-PA1,559$338,4900.06%
203SPOTIFY TECHNOLOGY S ASPOT582$337,9730.06%
204COLGATE PALMOLIVE COCL4,237$334,8080.06%
205SCHWAB STRATEGIC TR80852430010,069$328,4570.06%
206COREWEAVE INCCRWV4,555$326,1840.06%
207NASDAQ INCNDAQ3,358$326,1810.06%
208BERKLEY W R CORPWRB-PH4,559$319,6640.06%
209DUPONT DE NEMOURS INCDD7,787$313,0310.05%
210SCHWAB STRATEGIC TR80852460710,808$307,8080.05%
211BLACKROCK SCIENCE & TECHNOLOBLK13,600$307,4960.05%
212SYSCO CORPSYY4,136$304,7820.05%
213CONSOLIDATED EDISON INCED3,003$298,2580.05%
214SCHWAB STRATEGIC TR80852479710,718$293,9920.05%
215FLOTEK INDS INC DEL34338940917,000$292,9100.05%
216NETFLIX INCNFLX3,119$292,4370.05%
217WELLTOWER INCWELL1,555$288,6950.05%
218FIRST TR EXCHNG TRADED FD VI33740U8027,190$282,8980.05%
219KEURIG DR PEPPER INCKDP10,042$281,2760.05%
220GXO LOGISTICS INCORPORATEDGXO5,294$278,6760.05%
221JEFFERIES FINL GROUP INC47233W1094,484$277,8730.05%
222QUANTA SVCS INC74762E102654$276,0300.05%
223SCHWAB STRATEGIC TR80852420110,147$273,0440.05%
224SEMPRASREA3,090$272,7850.05%
225MOODYS CORPMCO531$271,2610.05%
226SLB LIMITEDSLB7,034$269,9650.05%
227SERVICE CORP INTL8175651043,418$266,5010.05%
228OMNICOM GROUP INCOMC3,284$265,1830.05%
229MEDTRONIC PLCMDT2,729$262,1480.05%
230LINCOLN ELEC HLDGS INC5339001061,092$261,7520.05%
231CONOCOPHILLIPSCOP2,786$260,7810.05%
232VANGUARD WORLD FD92204A702344$258,9470.04%
233INNOVATOR ETFS TRUSTINHD5,818$252,3850.04%
234INNOVATOR ETFS TRUSTINHD6,500$251,8750.04%
235VANGUARD INDEX FDS922908363401$251,3540.04%
236HUNTINGTON INGALLS INDS INC446413106739$251,3120.04%
237MARTIN MARIETTA MATLS INC573284106400$249,0640.04%
238VANGUARD ADMIRAL FDS INC921932505560$248,9700.04%
239CHURCH & DWIGHT CO INCCHD2,962$248,3640.04%
240SPROTT ASSET MANAGEMENT LPSII10,464$247,4740.04%
241AMERIPRISE FINL INC03076C106502$246,2750.04%
242WW GRAINGER INC384802104244$246,2080.04%
243AT&T INCT-PC9,821$243,9650.04%
244MONDELEZ INTL INC6092071054,490$241,6970.04%
245PACER FDS TR69374H8814,008$241,1680.04%
246INVESCO EXCHANGE TRADED FD TIVZ2,069$240,7830.04%
247BOOZ ALLEN HAMILTON HLDG CORBAH2,808$236,8830.04%
248DBX ETF TR23306X8606,447$236,3370.04%
249STERIS PLCSTE929$235,5200.04%
250KRAFT HEINZ COKHC9,571$232,0970.04%
251MICRON TECHNOLOGY INCMU807$230,3260.04%
252BRISTOL-MYERS SQUIBB COCELG-RI4,244$228,9210.04%
253COINBASE GLOBAL INCCOIN1,001$226,3660.04%
254WESTERN UN COWU24,194$225,2450.04%
255SOUTHERN COSOMN2,581$225,0310.04%
256INVESCO EXCH TRADED FD TR IIIVZ6,376$224,1160.04%
257SS&C TECHNOLOGIES HLDGS INCSSNC2,543$222,3140.04%
258OKLO INCOKLO3,093$221,9540.04%
259WEX INCWEX1,488$221,6820.04%
260S&P GLOBAL INCSPGI424$221,4140.04%
261AGILENT TECHNOLOGIES INCA1,610$219,0730.04%
262SABRA HEALTH CARE REIT INCSBRA11,500$217,8100.04%
263PLEXUS CORPPLXS1,472$216,3840.04%
264CBOE GLOBAL MKTS INC12503M108859$215,6520.04%
265OREILLY AUTOMOTIVE INC67103H1072,358$215,0730.04%
266NEXSTAR MEDIA GROUP INCNXST1,053$213,8120.04%
267REALTY INCOME CORPO3,755$211,6690.04%
268BOSTON SCIENTIFIC CORPBSX2,213$211,0100.04%
269NORTHERN LTS FD TR IIINTRSO3,313$205,3070.04%
270SHOPIFY INCSHOP1,260$202,8220.04%
271PFIZER INCPFE8,101$201,7120.03%
272INVESCO EXCH TRD SLF IDX FDIVZ7,864$200,0210.03%
273BAKKT HOLDINGS INCBKKT-WT17,195$172,6380.03%
274PONY AI INCPYAIF10,100$146,4500.03%
275BERKSHIRE HATHAWAY INC DELBRK-A270$135,7160.02%
276PROFRAC HLDG CORPACDC20,469$79,6240.01%
277MDXHEALTH SAMDXH21,830$77,9330.01%
278UNITED STATES ANTIMONY CORPUAMY13,000$65,2600.01%
279C4 THERAPEUTICS INCCCCC20,000$38,2000.01%
280MDXHEALTH SAMDXH9,100$32,4870.01%
281DEFI TECHNOLOGIES INCDEFT29,414$22,1960.00%
282WEREWOLF THERAPEUTICS INCHOWL14,925$9,4550.00%
283ISHARES TR4642872000$2950.00%