Delta Accumulation, LLC Hedge Fund

Location: Sausalito, CA

CIK: 0001808389 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value: $446M (100.0% shares, 0.0% debt)

Holdings (166)

ORCL ORACLE CORP 3.4%
Value $15.16M Shares 143,100 Est. Cost Unrealized
HSY HERSHEY CO 3.2%
Value $14.33M Shares 71,600 Est. Cost Unrealized
ORCL ORACLE CORP 2.8%
Value $12.67M Shares 119,600 Est. Cost Unrealized
MCK MCKESSON CORP 2.5%
Value $10.96M Shares 25,200 Est. Cost Unrealized
MCK MCKESSON CORP 2.2%
Value $10M Shares 23,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.2%
Value $9.915M Shares 31,400 Est. Cost $313.41 Unrealized +3.6%
QQQ INVESCO QQQ TR 2.2%
Value $9.888M Shares 27,600 Est. Cost $274.86 Unrealized
LLY LILLY ELI & CO 2.1%
Value $9.453M Shares 17,600 Est. Cost Unrealized
QQQ INVESCO QQQ TR 2.1%
Value $9.172M Shares 25,600 Est. Cost $274.86 Unrealized
CSCO CISCO SYS INC 1.9%
Value $8.607M Shares 160,100 Est. Cost Unrealized
CSCO CISCO SYS INC 1.9%
Value $8.607M Shares 160,100 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value $8.588M Shares 27,200 Est. Cost $313.41 Unrealized +3.6%
LLY LILLY ELI & CO 1.9%
Value $8.487M Shares 15,800 Est. Cost Unrealized
HSY HERSHEY CO 1.9%
Value $8.383M Shares 41,900 Est. Cost Unrealized
UNP UNION PAC CORP 1.8%
Value $7.962M Shares 1,100 Est. Cost $214.69 Unrealized -4.0%
SPY SPDR S&P 500 ETF TR 1.7%
Value $7.78M Shares 18,200 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value $7.78M Shares 18,200 Est. Cost Unrealized
UNP UNION PAC CORP 1.7%
Value $7.738M Shares 8,200 Est. Cost $214.69 Unrealized -4.0%
AMGN AMGEN INC 1.7%
Value $7.579M Shares 28,200 Est. Cost Unrealized
CME CME GROUP INC 1.6%
Value $7.128M Shares 35,600 Est. Cost Unrealized
CME CME GROUP INC 1.6%
Value $7.128M Shares 35,600 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 1.5%
Value $6.545M Shares 41,900 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 1.5%
Value $6.545M Shares 41,900 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value $5.48M Shares 9,700 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value $5.48M Shares 9,700 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $5.322M Shares 36,700 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $5.322M Shares 36,700 Est. Cost Unrealized
PAYX PAYCHEX INC 1.2%
Value $5.213M Shares 45,200 Est. Cost Unrealized
PAYX PAYCHEX INC 1.2%
Value $5.213M Shares 45,200 Est. Cost Unrealized
CVS CVS HEALTH CORP 1.1%
Value $5.006M Shares 71,700 Est. Cost Unrealized
TJX TJX COS INC NEW 1.1%
Value $4.915M Shares 46,800 Est. Cost Unrealized
TJX TJX COS INC NEW 1.1%
Value $4.915M Shares 55,300 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 1.1%
Value $4.872M Shares 70,200 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value $4.842M Shares 109,200 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value $4.842M Shares 109,200 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.1%
Value $4.688M Shares 54,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.1%
Value $4.688M Shares 54,000 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value $4.632M Shares 11,700 Est. Cost $337.80 Unrealized +17.3%
AMGN AMGEN INC 1.0%
Value $4.623M Shares 17,200 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value $4.434M Shares 11,200 Est. Cost $337.80 Unrealized +17.3%
CVS CVS HEALTH CORP 1.0%
Value $4.329M Shares 62,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value $3.705M Shares 15,400 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value $3.705M Shares 15,400 Est. Cost Unrealized
AAPL APPLE INC 0.8%
Value $3.647M Shares 21,300 Est. Cost $154.71 Unrealized +17.2%
KELLOGG CO 0.8%
Value $3.44M Shares 61,600 Est. Cost Unrealized
AAPL APPLE INC 0.7%
Value $3.304M Shares 19,300 Est. Cost $154.71 Unrealized +17.2%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value $3.175M Shares 54,700 Est. Cost Unrealized
COR AMERISOURCEBERGEN CORP 0.7%
Value $3.005M Shares 16,700 Est. Cost Unrealized
COR AMERISOURCEBERGEN CORP 0.7%
Value $3.005M Shares 16,700 Est. Cost Unrealized
KELLOGG CO 0.6%
Value $2.887M Shares 51,700 Est. Cost Unrealized
PEP PEPSICO INC 0.6%
Value $2.728M Shares 16,100 Est. Cost Unrealized
PEP PEPSICO INC 0.6%
Value $2.728M Shares 16,100 Est. Cost Unrealized
PFE PFIZER INC 0.6%
Value $2.61M Shares 78,700 Est. Cost Unrealized
PFE PFIZER INC 0.6%
Value $2.61M Shares 78,700 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value $2.543M Shares 3,400 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value $2.543M Shares 12,500 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value $2.436M Shares 35,100 Est. Cost Unrealized
MCD MCDONALDS CORP 0.5%
Value $2.397M Shares 9,100 Est. Cost Unrealized
MCD MCDONALDS CORP 0.5%
Value $2.397M Shares 9,100 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value $2.357M Shares 7,800 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value $2.357M Shares 7,800 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.5%
Value $2.302M Shares 6,300 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.5%
Value $2.302M Shares 6,300 Est. Cost Unrealized
GIS GENERAL MLS INC 0.5%
Value $2.246M Shares 35,100 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $2.2M Shares 37,900 Est. Cost Unrealized
LOW LOWES COS INC 0.5%
Value $2.078M Shares 10,000 Est. Cost Unrealized
LOW LOWES COS INC 0.5%
Value $2.078M Shares 10,000 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value $2.046M Shares 27,300 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value $2.046M Shares 27,300 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $1.871M Shares 9,500 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $1.871M Shares 9,500 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.4%
Value $1.803M Shares 8,200 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.4%
Value $1.803M Shares 8,200 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.4%
Value $1.698M Shares 18,600 Est. Cost $102.21 Unrealized -9.5%
DRI DARDEN RESTAURANTS INC 0.4%
Value $1.604M Shares 11,200 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.4%
Value $1.604M Shares 11,200 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.3%
Value $1.515M Shares 16,600 Est. Cost $102.21 Unrealized -9.5%
GIS GENERAL MLS INC 0.3%
Value $1.497M Shares 23,400 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $1.448M Shares 19,200 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $1.448M Shares 19,200 Est. Cost Unrealized
MRK MERCK & CO INC 0.3%
Value $1.246M Shares 12,100 Est. Cost Unrealized
MRK MERCK & CO INC 0.3%
Value $1.246M Shares 12,100 Est. Cost Unrealized
USB US BANCORP DEL 0.3%
Value $1.151M Shares 34,824 Est. Cost $38.63 Unrealized -15.9%
USB US BANCORP DEL 0.3%
Value $1.15M Shares 34,800 Est. Cost $38.63 Unrealized -15.9%
USB US BANCORP DEL 0.3%
Value $1.15M Shares 34,800 Est. Cost $38.63 Unrealized -15.9%
KHC KRAFT HEINZ CO 0.2%
Value $1.097M Shares 32,600 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.2%
Value $1.097M Shares 32,600 Est. Cost Unrealized
TSN TYSON FOODS INC 0.2%
Value $1.045M Shares 20,700 Est. Cost Unrealized
TSN TYSON FOODS INC 0.2%
Value $1.045M Shares 20,700 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value $1.012M Shares 2,300 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value $1.012M Shares 2,300 Est. Cost Unrealized
V VISA INC 0.2%
Value $1.012M Shares 800 Est. Cost $208.13 Unrealized +13.5%
BA BOEING CO 0.2%
Value $993K Shares 5,180 Est. Cost $194.99 Unrealized +12.2%
CL COLGATE PALMOLIVE CO 0.2%
Value $939K Shares 13,200 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $939K Shares 13,200 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $935K Shares 6,000 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $935K Shares 6,000 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value $920K Shares 8,700 Est. Cost $162.66 Unrealized -12.9%
DG DOLLAR GEN CORP NEW 0.2%
Value $920K Shares 8,700 Est. Cost $162.66 Unrealized -12.9%
DG DOLLAR GEN CORP NEW 0.2%
Value $920K Shares 8,700 Est. Cost $162.66 Unrealized -12.9%
YUM YUM BRANDS INC 0.2%
Value $900K Shares 7,200 Est. Cost Unrealized
YUM YUM BRANDS INC 0.2%
Value $900K Shares 7,200 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $882K Shares 7,500 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $882K Shares 7,500 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $831K Shares 5,700 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $831K Shares 5,700 Est. Cost Unrealized
V VISA INC 0.2%
Value $828K Shares 3,600 Est. Cost $208.13 Unrealized +13.5%
QQQ INVESCO QQQ TR 0.2%
Value $791K Shares 2,208 Est. Cost $274.86 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $777K Shares 2,400 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $777K Shares 2,400 Est. Cost Unrealized
BA BOEING CO 0.2%
Value $767K Shares 4,000 Est. Cost $194.99 Unrealized +12.2%
KVUE KENVUE INC 0.2%
Value $751K Shares 37,400 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value $751K Shares 37,400 Est. Cost Unrealized
CMI CUMMINS INC 0.2%
Value $731K Shares 3,200 Est. Cost Unrealized
CMI CUMMINS INC 0.2%
Value $731K Shares 3,200 Est. Cost Unrealized
PPG PPG INDS INC 0.2%
Value $727K Shares 5,600 Est. Cost Unrealized
PPG PPG INDS INC 0.2%
Value $727K Shares 5,600 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $664K Shares 2,700 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $664K Shares 2,700 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $637K Shares 15,600 Est. Cost $44.41 Unrealized -8.4%
WFC WELLS FARGO CO NEW 0.1%
Value $637K Shares 15,600 Est. Cost $44.41 Unrealized -8.4%
MS MORGAN STANLEY 0.1%
Value $613K Shares 7,500 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value $613K Shares 7,500 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $610K Shares 2,600 Est. Cost $86.56 Unrealized +36.7%
GD GENERAL DYNAMICS CORP 0.1%
Value $597K Shares 2,700 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $597K Shares 2,700 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $596K Shares 14,500 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $596K Shares 14,500 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.1%
Value $567K Shares 20,700 Est. Cost $41.02 Unrealized -32.2%
BAC BANK AMERICA CORP 0.1%
Value $567K Shares 20,700 Est. Cost $41.02 Unrealized -32.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value $563K Shares 13,200 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value $563K Shares 13,200 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $552K Shares 3,700 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $552K Shares 3,700 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $528K Shares 4,301 Est. Cost $110.41 Unrealized +4.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $528K Shares 4,300 Est. Cost $110.41 Unrealized +4.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $528K Shares 4,300 Est. Cost $110.41 Unrealized +4.2%
BA BOEING CO 0.1%
Value $498K Shares 2,600 Est. Cost $194.99 Unrealized +12.2%
MMM 3M CO 0.1%
Value $468K Shares 5,000 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $468K Shares 5,000 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.1%
Value $458K Shares 16,012 Est. Cost $37.29 Unrealized -27.2%
TFC TRUIST FINL CORP 0.1%
Value $458K Shares 16,000 Est. Cost $37.29 Unrealized -27.2%
TFC TRUIST FINL CORP 0.1%
Value $458K Shares 16,000 Est. Cost $37.29 Unrealized -27.2%
CLX CLOROX CO DEL 0.1%
Value $393K Shares 3,000 Est. Cost Unrealized
CLX CLOROX CO DEL 0.1%
Value $393K Shares 3,000 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.1%
Value $355K Shares 7,700 Est. Cost $63.23 Unrealized -18.7%
TSLA TESLA INC 0.1%
Value $350K Shares 1,400 Est. Cost $256.88 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value $321K Shares 1,872 Est. Cost $154.71 Unrealized +17.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value $309K Shares 1,320 Est. Cost $86.56 Unrealized +36.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $278K Shares 2,700 Est. Cost $105.68 Unrealized +2.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $278K Shares 2,700 Est. Cost $105.68 Unrealized +2.7%
MSFT MICROSOFT CORP 0.1%
Value $257K Shares 813 Est. Cost $313.41 Unrealized +3.6%
QCOM QUALCOMM INC 0.1%
Value $233K Shares 2,094 Est. Cost $146.06 Unrealized -24.7%
UNP UNION PAC CORP 0.1%
Value $226K Shares 1,110 Est. Cost $214.69 Unrealized -4.0%
NVDA NVIDIA CORPORATION 0.0%
Value $217K Shares 500 Est. Cost $33.17 Unrealized +35.0%
NVDA NVIDIA CORPORATION 0.0%
Value $217K Shares 500 Est. Cost $33.17 Unrealized +35.0%
MA MASTERCARD INCORPORATED 0.0%
Value $206K Shares 520 Est. Cost $337.80 Unrealized +17.3%
SBUX STARBUCKS CORP 0.0%
Value $188K Shares 2,056 Est. Cost $102.21 Unrealized -9.5%
V VISA INC 0.0%
Value $176K Shares 764 Est. Cost $208.13 Unrealized +13.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $175K Shares 1,700 Est. Cost $105.68 Unrealized +2.7%
BAC BANK AMERICA CORP 0.0%
Value $148K Shares 5,409 Est. Cost $41.02 Unrealized -32.2%
TSLA TESLA INC 0.0%
Value $100K Shares 400 Est. Cost $256.88 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $98,837 Shares 395 Est. Cost $256.88 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value $98,479 Shares 2,225 Est. Cost $144.16 Unrealized -57.0%
XYZ BLOCK INC 0.0%
Value $97,372 Shares 2,200 Est. Cost $144.16 Unrealized -57.0%
WFC WELLS FARGO CO NEW 0.0%
Value $2,983 Shares 73 Est. Cost $44.41 Unrealized -8.4%