Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $164,293 (100.0% shares, 0.0% debt)

Holdings (135)

USB US BANCORP DEL 6.1%
Value ($000) $10,036 Shares 278,400 Est. Cost $38.63 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 2.7%
Value ($000) $4,427 Shares 63,500 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 2.7%
Value ($000) $4,427 Shares 63,500 Est. Cost Unrealized
TFC TRUIST FINL CORP 2.7%
Value ($000) $4,365 Shares 128,000 Est. Cost $37.29 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 1.9%
Value ($000) $3,141 Shares 23,400 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 1.9%
Value ($000) $3,141 Shares 23,400 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $2,410 Shares 5,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $2,410 Shares 5,100 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,334 Shares 5,700 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,334 Shares 5,700 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $2,320 Shares 15,600 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $2,320 Shares 15,600 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $2,160 Shares 15,100 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $2,160 Shares 15,100 Est. Cost Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $2,103 Shares 8,700 Est. Cost Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $2,103 Shares 8,700 Est. Cost Unrealized
WM WASTE MGMT INC DEL 1.1%
Value ($000) $1,828 Shares 11,200 Est. Cost Unrealized
WM WASTE MGMT INC DEL 1.1%
Value ($000) $1,828 Shares 11,200 Est. Cost Unrealized
TSN TYSON FOODS INC 1.1%
Value ($000) $1,732 Shares 29,200 Est. Cost Unrealized
TSN TYSON FOODS INC 1.1%
Value ($000) $1,732 Shares 29,200 Est. Cost Unrealized
USB US BANCORP DEL 1.0%
Value ($000) $1,720 Shares 47,700 Est. Cost $38.63 Unrealized 0.0%
USB US BANCORP DEL 1.0%
Value ($000) $1,720 Shares 47,700 Est. Cost $38.63 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,689 Shares 3,400 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,689 Shares 3,400 Est. Cost Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $1,682 Shares 5,700 Est. Cost Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $1,682 Shares 5,700 Est. Cost Unrealized
KELLOGG CO 1.0%
Value ($000) $1,634 Shares 24,400 Est. Cost Unrealized
KELLOGG CO 1.0%
Value ($000) $1,634 Shares 24,400 Est. Cost Unrealized
MCK MCKESSON CORP 1.0%
Value ($000) $1,602 Shares 4,500 Est. Cost Unrealized
MCK MCKESSON CORP 1.0%
Value ($000) $1,602 Shares 4,500 Est. Cost Unrealized
GIS GENERAL MLS INC 0.9%
Value ($000) $1,547 Shares 18,100 Est. Cost Unrealized
GIS GENERAL MLS INC 0.9%
Value ($000) $1,547 Shares 18,100 Est. Cost Unrealized
HSY HERSHEY CO 0.9%
Value ($000) $1,526 Shares 6,000 Est. Cost Unrealized
HSY HERSHEY CO 0.9%
Value ($000) $1,526 Shares 6,000 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $1,508 Shares 11,500 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $1,508 Shares 11,500 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $1,506 Shares 6,600 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $1,506 Shares 6,600 Est. Cost Unrealized
TJX TJX COS INC NEW 0.9%
Value ($000) $1,403 Shares 17,900 Est. Cost Unrealized
TJX TJX COS INC NEW 0.9%
Value ($000) $1,403 Shares 17,900 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,375 Shares 18,500 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,375 Shares 18,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $1,353 Shares 35,700 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $1,353 Shares 35,700 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,338 Shares 7,000 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,338 Shares 7,000 Est. Cost Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,276 Shares 12,600 Est. Cost Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,276 Shares 12,600 Est. Cost Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $1,245 Shares 11,700 Est. Cost Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $1,245 Shares 11,700 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,203 Shares 14,500 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,203 Shares 14,500 Est. Cost Unrealized
MMM 3M CO 0.7%
Value ($000) $1,167 Shares 11,100 Est. Cost Unrealized
MMM 3M CO 0.7%
Value ($000) $1,167 Shares 11,100 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,164 Shares 16,800 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,164 Shares 16,800 Est. Cost Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,148 Shares 6,300 Est. Cost Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,148 Shares 6,300 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $1,129 Shares 5,000 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $1,129 Shares 5,000 Est. Cost Unrealized
AFL AFLAC INC 0.7%
Value ($000) $1,129 Shares 17,500 Est. Cost Unrealized
AFL AFLAC INC 0.7%
Value ($000) $1,129 Shares 17,500 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,113 Shares 5,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,113 Shares 5,000 Est. Cost Unrealized
BA BOEING CO 0.7%
Value ($000) $1,100 Shares 5,180 Est. Cost $194.99 Unrealized +6.6%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,096 Shares 3,800 Est. Cost $313.41 Unrealized -20.4%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,004 Shares 7,900 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,004 Shares 7,900 Est. Cost Unrealized
V VISA INC 0.6%
Value ($000) $992 Shares 4,400 Est. Cost $208.13 Unrealized +4.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $930 Shares 6,000 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $930 Shares 6,000 Est. Cost Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $923 Shares 3,300 Est. Cost Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $923 Shares 3,300 Est. Cost Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $878 Shares 16,800 Est. Cost Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $878 Shares 16,800 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $865 Shares 3,000 Est. Cost $313.41 Unrealized -20.4%
SYK STRYKER CORPORATION 0.5%
Value ($000) $828 Shares 2,900 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $828 Shares 2,900 Est. Cost Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $825 Shares 4,100 Est. Cost $214.69 Unrealized -11.8%
V VISA INC 0.5%
Value ($000) $812 Shares 3,600 Est. Cost $208.13 Unrealized +4.7%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $793 Shares 2,300 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $793 Shares 2,300 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $785 Shares 2,400 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $785 Shares 2,400 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $782 Shares 6,000 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $782 Shares 6,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $778 Shares 10,300 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $778 Shares 10,300 Est. Cost Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $753 Shares 8,100 Est. Cost Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $753 Shares 8,100 Est. Cost Unrealized
PFE PFIZER INC 0.4%
Value ($000) $722 Shares 17,700 Est. Cost Unrealized
PFE PFIZER INC 0.4%
Value ($000) $722 Shares 17,700 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $684 Shares 8,100 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $684 Shares 8,100 Est. Cost Unrealized
C CITIGROUP INC 0.4%
Value ($000) $680 Shares 14,500 Est. Cost Unrealized
C CITIGROUP INC 0.4%
Value ($000) $680 Shares 14,500 Est. Cost Unrealized
CME CME GROUP INC 0.4%
Value ($000) $670 Shares 3,500 Est. Cost Unrealized
CME CME GROUP INC 0.4%
Value ($000) $670 Shares 3,500 Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $661 Shares 17,600 Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $661 Shares 17,600 Est. Cost Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $659 Shares 7,500 Est. Cost Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $659 Shares 7,500 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $642 Shares 2,000 Est. Cost $266.28 Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $634 Shares 4,800 Est. Cost Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $634 Shares 4,800 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $632 Shares 2,200 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $632 Shares 2,200 Est. Cost Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $604 Shares 3,000 Est. Cost $214.69 Unrealized -11.8%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $600 Shares 13,200 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $600 Shares 13,200 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $592 Shares 20,700 Est. Cost $41.02 Unrealized -25.5%
BAC BANK AMERICA CORP 0.4%
Value ($000) $592 Shares 20,700 Est. Cost $41.02 Unrealized -25.5%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $583 Shares 15,600 Est. Cost $44.41 Unrealized -8.9%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $583 Shares 15,600 Est. Cost $44.41 Unrealized -8.9%
BA BOEING CO 0.3%
Value ($000) $552 Shares 2,600 Est. Cost $194.99 Unrealized +6.6%
TFC TRUIST FINL CORP 0.3%
Value ($000) $546 Shares 16,000 Est. Cost $37.29 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $546 Shares 16,000 Est. Cost $37.29 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $542 Shares 5,200 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $542 Shares 5,200 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.2%
Value ($000) $342 Shares 7,700 Est. Cost $63.23 Unrealized -32.8%
AAPL APPLE INC 0.2%
Value ($000) $308 Shares 1,868 Est. Cost $154.71 Unrealized -6.0%
TSLA TESLA INC 0.2%
Value ($000) $290 Shares 1,400 Est. Cost $298.49 Unrealized -41.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $264 Shares 1,320 Est. Cost $86.56 Unrealized -2.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $263 Shares 2,065 Est. Cost $146.06 Unrealized -20.3%
MSFT MICROSOFT CORP 0.1%
Value ($000) $234 Shares 811 Est. Cost $313.41 Unrealized -20.4%
UNP UNION PAC CORP 0.1%
Value ($000) $221 Shares 1,096 Est. Cost $214.69 Unrealized -11.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $212 Shares 2,035 Est. Cost $102.21 Unrealized -5.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $189 Shares 520 Est. Cost $337.80 Unrealized +5.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $182 Shares 500 Est. Cost $337.80 Unrealized +5.8%
V VISA INC 0.1%
Value ($000) $172 Shares 762 Est. Cost $208.13 Unrealized +4.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $167 Shares 1,700 Est. Cost Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $153 Shares 2,225 Est. Cost $144.16 Unrealized -48.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $152 Shares 5,329 Est. Cost $41.02 Unrealized -25.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $114 Shares 3,600 Est. Cost $35.24 Unrealized -10.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $44.41 Unrealized -8.9%