Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $1,292,338 (100.0% shares, 0.0% debt)

Holdings (136)

COST COSTCO WHSL CORP NEW 13.1%
Value ($000) $168,724 Shares 293,000 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 9.1%
Value ($000) $117,128 Shares 203,400 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 2.8%
Value ($000) $36,239 Shares 82,100 Est. Cost Unrealized
PEP PEPSICO INC 2.5%
Value ($000) $31,668 Shares 189,200 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 2.4%
Value ($000) $31,293 Shares 346,700 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $29,353 Shares 66,500 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 2.2%
Value ($000) $28,146 Shares 116,700 Est. Cost Unrealized
PEP PEPSICO INC 2.1%
Value ($000) $27,266 Shares 162,900 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 2.1%
Value ($000) $26,843 Shares 111,300 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 2.0%
Value ($000) $25,363 Shares 281,000 Est. Cost Unrealized
MCD MCDONALDS CORP 1.9%
Value ($000) $24,728 Shares 100,000 Est. Cost Unrealized
MCD MCDONALDS CORP 1.9%
Value ($000) $24,011 Shares 97,100 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $20,545 Shares 155,500 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $20,545 Shares 155,500 Est. Cost Unrealized
PAYX PAYCHEX INC 1.6%
Value ($000) $20,457 Shares 149,900 Est. Cost Unrealized
PAYX PAYCHEX INC 1.6%
Value ($000) $20,457 Shares 149,900 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 1.6%
Value ($000) $20,080 Shares 44,900 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 1.5%
Value ($000) $18,739 Shares 41,900 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $17,869 Shares 71,500 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $17,869 Shares 71,500 Est. Cost Unrealized
KO COCA COLA CO 1.2%
Value ($000) $16,052 Shares 258,900 Est. Cost Unrealized
KO COCA COLA CO 1.2%
Value ($000) $16,052 Shares 258,900 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $14,913 Shares 97,600 Est. Cost Unrealized
AFL AFLAC INC 1.1%
Value ($000) $13,928 Shares 216,300 Est. Cost Unrealized
AFL AFLAC INC 1.1%
Value ($000) $13,928 Shares 216,300 Est. Cost Unrealized
HSY HERSHEY CO 1.1%
Value ($000) $13,908 Shares 64,200 Est. Cost Unrealized
HSY HERSHEY CO 1.1%
Value ($000) $13,908 Shares 64,200 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.1%
Value ($000) $13,643 Shares 134,800 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $13,508 Shares 88,400 Est. Cost Unrealized
WM WASTE MGMT INC DEL 1.0%
Value ($000) $12,601 Shares 79,500 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.0%
Value ($000) $12,530 Shares 123,800 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $12,487 Shares 40,500 Est. Cost $313.41 Unrealized -7.0%
MSFT MICROSOFT CORP 1.0%
Value ($000) $12,487 Shares 40,500 Est. Cost $313.41 Unrealized -7.0%
UNP UNION PAC CORP 1.0%
Value ($000) $12,431 Shares 45,500 Est. Cost $214.98 Unrealized +7.3%
UNP UNION PAC CORP 1.0%
Value ($000) $12,431 Shares 45,500 Est. Cost $214.98 Unrealized +7.3%
MMM 3M CO 1.0%
Value ($000) $12,387 Shares 83,200 Est. Cost Unrealized
TSN TYSON FOODS INC 1.0%
Value ($000) $12,351 Shares 137,800 Est. Cost Unrealized
TSN TYSON FOODS INC 1.0%
Value ($000) $12,351 Shares 137,800 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $11,969 Shares 52,600 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $11,969 Shares 52,600 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.9%
Value ($000) $11,729 Shares 74,000 Est. Cost Unrealized
BLACKROCK INC 0.9%
Value ($000) $11,692 Shares 15,300 Est. Cost Unrealized
BLACKROCK INC 0.9%
Value ($000) $11,692 Shares 15,300 Est. Cost Unrealized
MMM 3M CO 0.8%
Value ($000) $10,704 Shares 71,900 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $10,634 Shares 42,600 Est. Cost Unrealized
PFE PFIZER INC 0.8%
Value ($000) $10,571 Shares 204,200 Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC 0.8%
Value ($000) $10,124 Shares 154,400 Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC 0.8%
Value ($000) $10,124 Shares 154,400 Est. Cost Unrealized
PFE PFIZER INC 0.7%
Value ($000) $9,174 Shares 177,200 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $9,161 Shares 36,700 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $8,409 Shares 20,500 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $8,409 Shares 20,500 Est. Cost Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $7,646 Shares 26,700 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $7,548 Shares 14,800 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $7,548 Shares 14,800 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $7,034 Shares 23,500 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $7,034 Shares 23,500 Est. Cost Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $6,885 Shares 69,500 Est. Cost Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $6,885 Shares 69,500 Est. Cost Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $5,333 Shares 65,000 Est. Cost Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $5,333 Shares 65,000 Est. Cost Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $4,755 Shares 34,200 Est. Cost Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $4,741 Shares 34,100 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $4,514 Shares 23,200 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $4,514 Shares 23,200 Est. Cost Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $4,038 Shares 14,100 Est. Cost Unrealized
V VISA INC 0.3%
Value ($000) $3,859 Shares 17,400 Est. Cost $208.13 Unrealized +0.9%
V VISA INC 0.3%
Value ($000) $3,859 Shares 17,400 Est. Cost $208.13 Unrealized +0.9%
NDAQ NASDAQ INC 0.3%
Value ($000) $3,831 Shares 21,500 Est. Cost Unrealized
NDAQ NASDAQ INC 0.3%
Value ($000) $3,831 Shares 21,500 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $3,208 Shares 27,100 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $3,208 Shares 27,100 Est. Cost Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $3,168 Shares 13,100 Est. Cost Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $3,168 Shares 13,100 Est. Cost Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $3,028 Shares 36,600 Est. Cost Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $3,028 Shares 36,600 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $3,020 Shares 64,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $3,020 Shares 64,500 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,809 Shares 13,100 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,809 Shares 13,100 Est. Cost Unrealized
CITRIX SYS INC 0.2%
Value ($000) $2,644 Shares 26,200 Est. Cost Unrealized
CITRIX SYS INC 0.2%
Value ($000) $2,644 Shares 26,200 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $2,467 Shares 39,300 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $2,467 Shares 39,300 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,126 Shares 3,600 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,126 Shares 3,600 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $2,029 Shares 11,000 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $2,029 Shares 11,000 Est. Cost Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $2,015 Shares 17,000 Est. Cost Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $2,015 Shares 17,000 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,469 Shares 6,600 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,469 Shares 6,600 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,339 Shares 25,200 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,339 Shares 25,200 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $1,191 Shares 8,700 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $1,191 Shares 8,700 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,039 Shares 10,600 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,039 Shares 10,600 Est. Cost Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,018 Shares 5,400 Est. Cost Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,018 Shares 5,400 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $886 Shares 22,500 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $886 Shares 22,500 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $755 Shares 8,300 Est. Cost $102.21 Unrealized -15.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $755 Shares 8,300 Est. Cost $102.21 Unrealized -15.9%
CME CME GROUP INC 0.1%
Value ($000) $714 Shares 3,000 Est. Cost Unrealized
CME CME GROUP INC 0.1%
Value ($000) $714 Shares 3,000 Est. Cost Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $643 Shares 9,500 Est. Cost Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $643 Shares 9,500 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value ($000) $431 Shares 400 Est. Cost $335.39 Unrealized -7.1%
TSLA TESLA INC 0.0%
Value ($000) $404 Shares 375 Est. Cost $335.39 Unrealized -7.1%
AAPL APPLE INC 0.0%
Value ($000) $325 Shares 1,860 Est. Cost $154.71 Unrealized +6.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $308 Shares 2,016 Est. Cost $146.06 Unrealized +5.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $306 Shares 2,000 Est. Cost $146.06 Unrealized +5.2%
XYZ BLOCK INC 0.0%
Value ($000) $302 Shares 2,225 Est. Cost $216.70 Unrealized -44.1%
XYZ BLOCK INC 0.0%
Value ($000) $298 Shares 2,200 Est. Cost $216.70 Unrealized -44.1%
UNP UNION PAC CORP 0.0%
Value ($000) $293 Shares 1,073 Est. Cost $214.98 Unrealized +7.3%
LYFT LYFT INC 0.0%
Value ($000) $274 Shares 7,142 Est. Cost $46.79 Unrealized -16.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $274 Shares 440 Est. Cost $86.50 Unrealized +3.5%
LYFT LYFT INC 0.0%
Value ($000) $273 Shares 7,100 Est. Cost $46.79 Unrealized -16.3%
Z ZILLOW GROUP INC 0.0%
Value ($000) $266 Shares 5,400 Est. Cost $72.06 Unrealized -25.4%
Z ZILLOW GROUP INC 0.0%
Value ($000) $266 Shares 5,400 Est. Cost $72.06 Unrealized -25.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $249 Shares 400 Est. Cost $86.50 Unrealized +3.5%
BA BOEING CO 0.0%
Value ($000) $249 Shares 1,300 Est. Cost $211.28 Unrealized -5.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $248 Shares 805 Est. Cost $313.41 Unrealized -7.0%
BA BOEING CO 0.0%
Value ($000) $245 Shares 1,280 Est. Cost $211.28 Unrealized -5.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $215 Shares 5,224 Est. Cost $41.02 Unrealized -0.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $186 Shares 520 Est. Cost $337.80 Unrealized +4.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $182 Shares 400 Est. Cost $625.08 Unrealized -23.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $181 Shares 1,992 Est. Cost $102.21 Unrealized -15.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $173 Shares 380 Est. Cost $625.08 Unrealized -23.0%
V VISA INC 0.0%
Value ($000) $168 Shares 758 Est. Cost $208.13 Unrealized +0.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $128 Shares 3,600 Est. Cost $43.11 Unrealized -16.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $128 Shares 3,600 Est. Cost $43.11 Unrealized -16.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $29 Shares 100 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $29 Shares 100 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $44.41 Unrealized +9.2%