Delta Accumulation, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    sausalito, CA
  • CIK
    0001808389
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

218

$1.74 B
COST, COST, JPM, JPM
13F-HR
May 9, 2025
000180838925000002

220

$1.82 B
COST, JPM, COST, SPY
13F-HR
Feb 10, 2025
000180838925000001

198

$1.36 B
COST, COST, JPM, MCK
13F-HR
Nov 12, 2024
000180838924000007

168

$1.35 B
COST, COST, MCK, MCK
RESTATEMENT
Aug 9, 2024
000180838924000006

181

$1.40 B
COST, COST, MCK, ABG
13F-HR
May 10, 2024
000180838924000002

175

$632.10 M
HSY, COST, COST, CBOE
13F-HR
Feb 13, 2024
000180838924000001

166

$446.30 M
ORCL, HSY, ORCL, MCK
13F-HR
Nov 13, 2023
000180838923000007

158

$295.33 M
ORCL, ORCL, MDLZ, MDLZ
13F-HR
Aug 10, 2023
000180838923000005

135

$164.29 M
USB, MDLZ, MDLZ, TRUIST FINL CORP
13F-HR
May 15, 2023
000180838923000004

103

$96.37 M
KMB, KMB, MDLZ, MDLZ
13F-HR
Feb 14, 2023
000180838923000003

40

$7.33 M
TSLA, BA, Z, TSLA
13F-HR
Nov 14, 2022
000180838922000008

85

$214.40 M
PEP, WM, LMT, GD
13F-HR
Aug 15, 2022
000180838922000007

136

$1.29 B
COST, COST, LMT, PEP
13F-HR
May 16, 2022
000180838922000006

154

$988.35 M
COST, COST, MSFT, WM
13F-HR
Feb 14, 2022
000180838922000004