Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $295,327 (100.0% shares, 0.0% debt)

Holdings (158)

ORCL ORACLE CORP 5.8%
Value ($000) $17,042 Shares 143,100 Est. Cost Unrealized
ORCL ORACLE CORP 4.8%
Value ($000) $14,243 Shares 119,600 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 4.0%
Value ($000) $11,882 Shares 162,900 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 3.2%
Value ($000) $9,322 Shares 127,800 Est. Cost Unrealized
HSY HERSHEY CO 3.1%
Value ($000) $9,289 Shares 37,200 Est. Cost Unrealized
HSY HERSHEY CO 2.8%
Value ($000) $8,415 Shares 33,700 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $6,572 Shares 19,300 Est. Cost $313.41 Unrealized -2.0%
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,823 Shares 17,100 Est. Cost $313.41 Unrealized -2.0%
PEP PEPSICO INC 1.8%
Value ($000) $5,316 Shares 28,700 Est. Cost Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $5,209 Shares 14,100 Est. Cost $266.28 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $5,209 Shares 14,100 Est. Cost $266.28 Unrealized
MCK MCKESSON CORP 1.8%
Value ($000) $5,170 Shares 12,100 Est. Cost Unrealized
MCK MCKESSON CORP 1.8%
Value ($000) $5,170 Shares 12,100 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.7%
Value ($000) $5,107 Shares 54,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.7%
Value ($000) $5,107 Shares 54,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $4,484 Shares 20,400 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $4,484 Shares 20,400 Est. Cost Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $4,374 Shares 19,700 Est. Cost Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $4,374 Shares 19,700 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $4,286 Shares 62,000 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $4,286 Shares 62,000 Est. Cost Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $4,149 Shares 22,400 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,635 Shares 8,200 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,635 Shares 8,200 Est. Cost Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $3,448 Shares 11,100 Est. Cost Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $3,448 Shares 11,100 Est. Cost Unrealized
SBUX STARBUCKS CORP 1.1%
Value ($000) $3,140 Shares 31,700 Est. Cost $102.21 Unrealized -4.8%
SBUX STARBUCKS CORP 1.1%
Value ($000) $3,140 Shares 31,700 Est. Cost $102.21 Unrealized -4.8%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,806 Shares 8,700 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,806 Shares 8,700 Est. Cost Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $2,716 Shares 9,100 Est. Cost Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $2,716 Shares 9,100 Est. Cost Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $2,675 Shares 51,700 Est. Cost Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $2,675 Shares 51,700 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,201 Shares 13,300 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,201 Shares 13,300 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,104 Shares 27,300 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,104 Shares 27,300 Est. Cost Unrealized
CME CME GROUP INC 0.7%
Value ($000) $2,075 Shares 11,200 Est. Cost Unrealized
CME CME GROUP INC 0.7%
Value ($000) $2,075 Shares 11,200 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $2,001 Shares 9,300 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $2,001 Shares 9,300 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,887 Shares 29,500 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,887 Shares 29,500 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,826 Shares 8,800 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,826 Shares 8,800 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,800 Shares 5,900 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,800 Shares 5,900 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $1,767 Shares 5,900 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $1,767 Shares 5,900 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $1,477 Shares 8,700 Est. Cost $187.30 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $1,477 Shares 8,700 Est. Cost $187.30 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value ($000) $1,416 Shares 7,300 Est. Cost $154.71 Unrealized +11.2%
AAPL APPLE INC 0.5%
Value ($000) $1,416 Shares 7,300 Est. Cost $154.71 Unrealized +11.2%
MRK MERCK & CO INC 0.5%
Value ($000) $1,396 Shares 12,100 Est. Cost Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,396 Shares 12,100 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1,324 Shares 10,000 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1,324 Shares 10,000 Est. Cost Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $1,150 Shares 34,812 Est. Cost $38.63 Unrealized -26.5%
USB US BANCORP DEL 0.4%
Value ($000) $1,150 Shares 34,800 Est. Cost $38.63 Unrealized -26.5%
USB US BANCORP DEL 0.4%
Value ($000) $1,150 Shares 34,800 Est. Cost $38.63 Unrealized -26.5%
CBOE CBOE GLOBAL MKTS INC 0.4%
Value ($000) $1,145 Shares 8,300 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.4%
Value ($000) $1,145 Shares 8,300 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,145 Shares 6,600 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,145 Shares 6,600 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,134 Shares 7,800 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,134 Shares 7,800 Est. Cost Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,127 Shares 13,200 Est. Cost Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,127 Shares 13,200 Est. Cost Unrealized
MMM 3M CO 0.4%
Value ($000) $1,111 Shares 11,100 Est. Cost Unrealized
MMM 3M CO 0.4%
Value ($000) $1,111 Shares 11,100 Est. Cost Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $1,108 Shares 9,900 Est. Cost Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $1,108 Shares 9,900 Est. Cost Unrealized
BA BOEING CO 0.4%
Value ($000) $1,094 Shares 5,180 Est. Cost $194.99 Unrealized +6.5%
TSN TYSON FOODS INC 0.4%
Value ($000) $1,057 Shares 20,700 Est. Cost Unrealized
TSN TYSON FOODS INC 0.4%
Value ($000) $1,057 Shares 20,700 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,048 Shares 2,300 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,048 Shares 2,300 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,017 Shares 13,200 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,017 Shares 13,200 Est. Cost Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $998 Shares 7,200 Est. Cost Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $998 Shares 7,200 Est. Cost Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $897 Shares 11,700 Est. Cost Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $897 Shares 11,700 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $865 Shares 5,700 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $865 Shares 5,700 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $861 Shares 1,600 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $861 Shares 1,600 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $787 Shares 2,000 Est. Cost $337.80 Unrealized +9.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $769 Shares 1,600 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $769 Shares 1,600 Est. Cost Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $752 Shares 6,900 Est. Cost Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $752 Shares 6,900 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $740 Shares 2,002 Est. Cost $266.28 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $721 Shares 8,100 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $721 Shares 8,100 Est. Cost Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $721 Shares 8,500 Est. Cost Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $721 Shares 8,500 Est. Cost Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $716 Shares 3,500 Est. Cost $214.69 Unrealized -12.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $715 Shares 17,200 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $715 Shares 17,200 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $679 Shares 4,000 Est. Cost $187.30 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $668 Shares 14,500 Est. Cost Unrealized
C CITIGROUP INC 0.2%
Value ($000) $668 Shares 14,500 Est. Cost Unrealized
KELLOGG CO 0.2%
Value ($000) $667 Shares 9,900 Est. Cost Unrealized
KELLOGG CO 0.2%
Value ($000) $667 Shares 9,900 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $666 Shares 15,600 Est. Cost $44.41 Unrealized -15.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $666 Shares 15,600 Est. Cost $44.41 Unrealized -15.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $664 Shares 2,600 Est. Cost $86.56 Unrealized +20.2%
PFE PFIZER INC 0.2%
Value ($000) $649 Shares 17,700 Est. Cost Unrealized
PFE PFIZER INC 0.2%
Value ($000) $649 Shares 17,700 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $594 Shares 20,700 Est. Cost $41.02 Unrealized -35.1%
BAC BANK AMERICA CORP 0.2%
Value ($000) $594 Shares 20,700 Est. Cost $41.02 Unrealized -35.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $590 Shares 1,500 Est. Cost $337.80 Unrealized +9.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $589 Shares 4,400 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $589 Shares 4,400 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $588 Shares 13,200 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $588 Shares 13,200 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $567 Shares 2,500 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $567 Shares 2,500 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $552 Shares 2,300 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $552 Shares 2,300 Est. Cost Unrealized
BA BOEING CO 0.2%
Value ($000) $549 Shares 2,600 Est. Cost $194.99 Unrealized +6.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $542 Shares 4,300 Est. Cost $110.41 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $542 Shares 4,300 Est. Cost $110.41 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $542 Shares 4,300 Est. Cost $110.41 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $534 Shares 3,400 Est. Cost Unrealized
WMT WALMART INC 0.2%
Value ($000) $534 Shares 3,400 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $499 Shares 3,700 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $499 Shares 3,700 Est. Cost Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $491 Shares 2,400 Est. Cost $214.69 Unrealized -12.9%
TFC TRUIST FINL CORP 0.2%
Value ($000) $486 Shares 16,006 Est. Cost $37.29 Unrealized -27.8%
TFC TRUIST FINL CORP 0.2%
Value ($000) $486 Shares 16,000 Est. Cost $37.29 Unrealized -27.8%
TFC TRUIST FINL CORP 0.2%
Value ($000) $486 Shares 16,000 Est. Cost $37.29 Unrealized -27.8%
CLX CLOROX CO DEL 0.2%
Value ($000) $477 Shares 3,000 Est. Cost Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $477 Shares 3,000 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $453 Shares 6,000 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $453 Shares 6,000 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $387 Shares 7,700 Est. Cost $63.23 Unrealized -27.3%
TSLA TESLA INC 0.1%
Value ($000) $366 Shares 1,400 Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value ($000) $363 Shares 1,870 Est. Cost $154.71 Unrealized +11.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $337 Shares 1,320 Est. Cost $86.56 Unrealized +20.2%
MSFT MICROSOFT CORP 0.1%
Value ($000) $277 Shares 812 Est. Cost $313.41 Unrealized -2.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $247 Shares 2,079 Est. Cost $146.06 Unrealized -25.8%
UNP UNION PAC CORP 0.1%
Value ($000) $226 Shares 1,103 Est. Cost $214.69 Unrealized -12.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $212 Shares 500 Est. Cost $33.17 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $212 Shares 500 Est. Cost $33.17 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $205 Shares 520 Est. Cost $337.80 Unrealized +9.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $203 Shares 2,045 Est. Cost $102.21 Unrealized -4.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $194 Shares 1,700 Est. Cost $104.00 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $194 Shares 1,700 Est. Cost $104.00 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $190 Shares 800 Est. Cost $208.13 Unrealized +7.8%
V VISA INC 0.1%
Value ($000) $181 Shares 763 Est. Cost $208.13 Unrealized +7.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $155 Shares 3,600 Est. Cost $35.24 Unrealized +5.5%
BAC BANK AMERICA CORP 0.1%
Value ($000) $154 Shares 5,369 Est. Cost $41.02 Unrealized -35.1%
XYZ BLOCK INC 0.1%
Value ($000) $148 Shares 2,225 Est. Cost $144.16 Unrealized -56.7%
XYZ BLOCK INC 0.0%
Value ($000) $146 Shares 2,200 Est. Cost $144.16 Unrealized -56.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $44.41 Unrealized -15.2%