Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $214,396 (100.0% shares, 0.0% debt)

Holdings (85)

PEP PEPSICO INC 7.0%
Value ($000) $15,016 Shares 90,100 Est. Cost Unrealized
WM WASTE MGMT INC DEL 7.0%
Value ($000) $14,931 Shares 97,600 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 6.4%
Value ($000) $13,674 Shares 31,800 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 6.0%
Value ($000) $12,834 Shares 58,000 Est. Cost Unrealized
PFE PFIZER INC 4.7%
Value ($000) $10,103 Shares 192,700 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 4.5%
Value ($000) $9,571 Shares 20,000 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 4.1%
Value ($000) $8,723 Shares 18,200 Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC 3.7%
Value ($000) $7,999 Shares 167,100 Est. Cost Unrealized
KO COCA COLA CO 3.4%
Value ($000) $7,234 Shares 115,000 Est. Cost Unrealized
MMM 3M CO 3.1%
Value ($000) $6,626 Shares 51,200 Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC 3.0%
Value ($000) $6,358 Shares 132,800 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 2.7%
Value ($000) $5,689 Shares 73,300 Est. Cost Unrealized
BLACKROCK INC 2.5%
Value ($000) $5,360 Shares 8,800 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 2.5%
Value ($000) $5,312 Shares 11,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $4,879 Shares 9,500 Est. Cost Unrealized
HSY HERSHEY CO 2.1%
Value ($000) $4,583 Shares 21,300 Est. Cost Unrealized
MMM 3M CO 2.1%
Value ($000) $4,568 Shares 35,300 Est. Cost Unrealized
SPGI S&P GLOBAL INC 2.1%
Value ($000) $4,416 Shares 13,100 Est. Cost Unrealized
TSN TYSON FOODS INC 1.9%
Value ($000) $4,173 Shares 48,500 Est. Cost Unrealized
UNP UNION PAC CORP 1.9%
Value ($000) $3,989 Shares 18,700 Est. Cost $214.98 Unrealized -2.9%
SHW SHERWIN WILLIAMS CO 1.8%
Value ($000) $3,807 Shares 17,000 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.7%
Value ($000) $3,621 Shares 38,500 Est. Cost Unrealized
HON HONEYWELL INTL INC 1.5%
Value ($000) $3,250 Shares 18,700 Est. Cost Unrealized
WM WASTE MGMT INC DEL 1.4%
Value ($000) $2,907 Shares 19,000 Est. Cost Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $2,683 Shares 16,100 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $2,669 Shares 11,100 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $2,666 Shares 6,200 Est. Cost Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $2,645 Shares 12,400 Est. Cost $214.98 Unrealized -2.9%
MRK MERCK & CO INC 1.2%
Value ($000) $2,635 Shares 28,900 Est. Cost Unrealized
PAYX PAYCHEX INC 1.1%
Value ($000) $2,334 Shares 20,500 Est. Cost Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $1,718 Shares 5,300 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $1,688 Shares 10,700 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $1,685 Shares 3,100 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,653 Shares 11,500 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,599 Shares 9,200 Est. Cost Unrealized
NDAQ NASDAQ INC 0.7%
Value ($000) $1,587 Shares 10,400 Est. Cost Unrealized
HSY HERSHEY CO 0.7%
Value ($000) $1,485 Shares 6,900 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $1,478 Shares 6,600 Est. Cost Unrealized
CMCSA COMCAST CORP 0.7%
Value ($000) $1,428 Shares 36,400 Est. Cost Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,382 Shares 5,600 Est. Cost Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,301 Shares 8,500 Est. Cost Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1,217 Shares 5,000 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,022 Shares 5,600 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,022 Shares 5,600 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $991 Shares 10,700 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $924 Shares 1,700 Est. Cost Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $691 Shares 2,800 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $611 Shares 8,000 Est. Cost $102.21 Unrealized -31.1%
TSLA TESLA INC 0.1%
Value ($000) $269 Shares 400 Est. Cost $335.39 Unrealized -18.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $259 Shares 2,028 Est. Cost $146.06 Unrealized -14.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $255 Shares 2,000 Est. Cost $146.06 Unrealized -14.5%
AAPL APPLE INC 0.1%
Value ($000) $255 Shares 1,862 Est. Cost $154.71 Unrealized -3.9%
TSLA TESLA INC 0.1%
Value ($000) $253 Shares 375 Est. Cost $335.39 Unrealized -18.6%
AAPL APPLE INC 0.1%
Value ($000) $246 Shares 1,800 Est. Cost $154.71 Unrealized -3.9%
UNP UNION PAC CORP 0.1%
Value ($000) $230 Shares 1,077 Est. Cost $214.98 Unrealized -2.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $217 Shares 440 Est. Cost $86.50 Unrealized +2.5%
MSFT MICROSOFT CORP 0.1%
Value ($000) $207 Shares 806 Est. Cost $313.41 Unrealized -15.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $205 Shares 800 Est. Cost $313.41 Unrealized -15.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $198 Shares 400 Est. Cost $86.50 Unrealized +2.5%
BA BOEING CO 0.1%
Value ($000) $178 Shares 1,300 Est. Cost $211.28 Unrealized -30.2%
BA BOEING CO 0.1%
Value ($000) $178 Shares 1,300 Est. Cost $211.28 Unrealized -30.2%
BA BOEING CO 0.1%
Value ($000) $175 Shares 1,280 Est. Cost $211.28 Unrealized -30.2%
Z ZILLOW GROUP INC 0.1%
Value ($000) $171 Shares 5,400 Est. Cost $72.06 Unrealized -44.3%
Z ZILLOW GROUP INC 0.1%
Value ($000) $171 Shares 5,400 Est. Cost $72.06 Unrealized -44.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $164 Shares 520 Est. Cost $337.80 Unrealized -0.1%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $164 Shares 5,258 Est. Cost $41.02 Unrealized -20.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $162 Shares 5,200 Est. Cost $41.02 Unrealized -20.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $158 Shares 500 Est. Cost $337.80 Unrealized -0.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $153 Shares 2,004 Est. Cost $102.21 Unrealized -31.1%
V VISA INC 0.1%
Value ($000) $149 Shares 759 Est. Cost $208.13 Unrealized -3.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $146 Shares 400 Est. Cost $625.08 Unrealized -34.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $139 Shares 380 Est. Cost $625.08 Unrealized -34.9%
XYZ BLOCK INC 0.1%
Value ($000) $137 Shares 2,225 Est. Cost $216.70 Unrealized -57.8%
XYZ BLOCK INC 0.1%
Value ($000) $135 Shares 2,200 Est. Cost $216.70 Unrealized -57.8%
TSN TYSON FOODS INC 0.1%
Value ($000) $120 Shares 1,400 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value ($000) $95 Shares 7,142 Est. Cost $46.79 Unrealized -50.2%
LYFT LYFT INC 0.0%
Value ($000) $94 Shares 7,100 Est. Cost $46.79 Unrealized -50.2%
LYFT LYFT INC 0.0%
Value ($000) $94 Shares 7,100 Est. Cost $46.79 Unrealized -50.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $74 Shares 3,600 Est. Cost $43.11 Unrealized -38.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $74 Shares 3,600 Est. Cost $43.11 Unrealized -38.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $47 Shares 600 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $34 Shares 100 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $25 Shares 100 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $25 Shares 100 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $44.41 Unrealized -10.0%