Delta Accumulation, LLC Hedge Fund

Location: Sausalito, CA

CIK: 0001808389 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value: $632M (100.0% shares, 0.0% debt)

Holdings (175)

HSY HERSHEY CO 4.7%
Value $29.89M Shares 119,700 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 4.6%
Value $29.29M Shares 54,400 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 3.7%
Value $23.37M Shares 43,400 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 3.5%
Value $22.1M Shares 160,100 Est. Cost Unrealized
MCK MCKESSON CORP 2.9%
Value $18.25M Shares 42,700 Est. Cost Unrealized
MCK MCKESSON CORP 2.6%
Value $16.67M Shares 39,000 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 2.5%
Value $15.82M Shares 114,600 Est. Cost Unrealized
HSY HERSHEY CO 2.4%
Value $15.06M Shares 60,300 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 2.2%
Value $14.21M Shares 150,300 Est. Cost Unrealized
QQQ INVESCO QQQ TR 2.2%
Value $13.74M Shares 18,500 Est. Cost $274.86 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value $13.4M Shares 92,100 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.1%
Value $13.14M Shares 38,600 Est. Cost $313.41 Unrealized +11.8%
QQQ INVESCO QQQ TR 2.0%
Value $12.56M Shares 10,200 Est. Cost $274.86 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value $12.3M Shares 84,600 Est. Cost Unrealized
CSCO CISCO SYS INC 1.9%
Value $12.12M Shares 234,300 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value $11.92M Shares 2,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value $11.75M Shares 34,500 Est. Cost $313.41 Unrealized +11.8%
SPY SPDR S&P 500 ETF TR 1.7%
Value $11.04M Shares 2,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.7%
Value $10.91M Shares 115,400 Est. Cost Unrealized
CSCO CISCO SYS INC 1.4%
Value $8.992M Shares 173,800 Est. Cost Unrealized
CME CME GROUP INC 1.4%
Value $8.912M Shares 48,100 Est. Cost Unrealized
CME CME GROUP INC 1.4%
Value $8.912M Shares 48,100 Est. Cost Unrealized
PFE PFIZER INC 1.4%
Value $8.645M Shares 235,700 Est. Cost Unrealized
ORCL ORACLE CORP 1.3%
Value $7.991M Shares 67,100 Est. Cost Unrealized
LLY LILLY ELI & CO 1.2%
Value $7.832M Shares 16,700 Est. Cost Unrealized
UNP UNION PAC CORP 1.2%
Value $7.673M Shares 1,100 Est. Cost $214.63 Unrealized -2.5%
UNP UNION PAC CORP 1.2%
Value $7.448M Shares 7,900 Est. Cost $214.63 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value $7.354M Shares 115,000 Est. Cost Unrealized
LLY LILLY ELI & CO 1.1%
Value $6.941M Shares 14,800 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value $6.568M Shares 16,700 Est. Cost $337.80 Unrealized +17.6%
MA MASTERCARD INCORPORATED 1.0%
Value $6.371M Shares 16,200 Est. Cost $337.80 Unrealized +17.6%
KELLOGG CO 1.0%
Value $6.318M Shares 99,900 Est. Cost Unrealized
ORCL ORACLE CORP 1.0%
Value $6.074M Shares 51,000 Est. Cost Unrealized
AMGN AMGEN INC 0.9%
Value $5.839M Shares 26,300 Est. Cost Unrealized
PEP PEPSICO INC 0.8%
Value $5.075M Shares 27,400 Est. Cost Unrealized
KELLOGG CO 0.8%
Value $5.003M Shares 79,100 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.8%
Value $4.945M Shares 67,800 Est. Cost Unrealized
V VISA INC 0.8%
Value $4.94M Shares 800 Est. Cost $208.13 Unrealized +16.6%
PFE PFIZER INC 0.8%
Value $4.93M Shares 134,400 Est. Cost Unrealized
COR CENCORA INC 0.8%
Value $4.926M Shares 25,600 Est. Cost Unrealized
COR CENCORA INC 0.8%
Value $4.926M Shares 25,600 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value $4.815M Shares 75,300 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.8%
Value $4.811M Shares 2,100 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.8%
Value $4.811M Shares 2,100 Est. Cost Unrealized
V VISA INC 0.8%
Value $4.75M Shares 3,400 Est. Cost $208.13 Unrealized +16.6%
TJX TJX COS INC NEW 0.7%
Value $4.519M Shares 8,200 Est. Cost Unrealized
TJX TJX COS INC NEW 0.7%
Value $4.519M Shares 19,200 Est. Cost Unrealized
PEP PEPSICO INC 0.6%
Value $3.964M Shares 21,400 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value $3.804M Shares 12,000 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value $3.804M Shares 12,000 Est. Cost Unrealized
PAYX PAYCHEX INC 0.6%
Value $3.804M Shares 34,000 Est. Cost Unrealized
PAYX PAYCHEX INC 0.6%
Value $3.804M Shares 34,000 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value $2.846M Shares 68,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value $2.846M Shares 68,500 Est. Cost Unrealized
GIS GENERAL MLS INC 0.4%
Value $2.792M Shares 36,400 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value $2.79M Shares 47,300 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value $2.79M Shares 47,300 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value $2.524M Shares 71,100 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value $2.524M Shares 71,100 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.4%
Value $2.413M Shares 34,900 Est. Cost Unrealized
AMGN AMGEN INC 0.4%
Value $2.353M Shares 10,600 Est. Cost Unrealized
TSN TYSON FOODS INC 0.4%
Value $2.287M Shares 24,900 Est. Cost Unrealized
AAPL APPLE INC 0.4%
Value $2.25M Shares 11,600 Est. Cost $154.71 Unrealized +18.2%
AAPL APPLE INC 0.4%
Value $2.25M Shares 11,600 Est. Cost $154.71 Unrealized +18.2%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $2.198M Shares 10,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $2.198M Shares 10,000 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value $2.081M Shares 14,300 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value $2.081M Shares 14,300 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value $2.073M Shares 3,000 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value $2.073M Shares 3,000 Est. Cost Unrealized
MMM 3M CO 0.3%
Value $1.892M Shares 18,900 Est. Cost Unrealized
ROST ROSS STORES INC 0.3%
Value $1.884M Shares 4,200 Est. Cost Unrealized
ROST ROSS STORES INC 0.3%
Value $1.884M Shares 4,200 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.3%
Value $1.77M Shares 25,600 Est. Cost Unrealized
GIS GENERAL MLS INC 0.3%
Value $1.733M Shares 22,600 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value $1.692M Shares 6,900 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value $1.692M Shares 6,900 Est. Cost Unrealized
CLX CLOROX CO DEL 0.2%
Value $1.543M Shares 9,700 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value $1.519M Shares 6,700 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value $1.519M Shares 6,700 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value $1.517M Shares 5,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $1.491M Shares 7,200 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $1.491M Shares 7,200 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value $1.422M Shares 6,300 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value $1.409M Shares 8,301 Est. Cost $162.66 Unrealized -28.7%
DG DOLLAR GEN CORP NEW 0.2%
Value $1.409M Shares 8,300 Est. Cost $162.66 Unrealized -28.7%
DG DOLLAR GEN CORP NEW 0.2%
Value $1.409M Shares 8,300 Est. Cost $162.66 Unrealized -28.7%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value $1.398M Shares 18,500 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value $1.398M Shares 18,500 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value $1.191M Shares 5,600 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value $1.191M Shares 5,600 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $1.127M Shares 6,500 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $1.127M Shares 6,500 Est. Cost Unrealized
USB US BANCORP DEL 0.2%
Value $1.105M Shares 33,437 Est. Cost $38.63 Unrealized -14.3%
USB US BANCORP DEL 0.2%
Value $1.104M Shares 33,400 Est. Cost $38.63 Unrealized -14.3%
USB US BANCORP DEL 0.2%
Value $1.104M Shares 33,400 Est. Cost $38.63 Unrealized -14.3%
CLX CLOROX CO DEL 0.2%
Value $1.097M Shares 6,900 Est. Cost Unrealized
BA BOEING CO 0.2%
Value $1.094M Shares 5,180 Est. Cost $194.99 Unrealized +9.7%
DRI DARDEN RESTAURANTS INC 0.2%
Value $1.069M Shares 6,400 Est. Cost Unrealized
TSN TYSON FOODS INC 0.2%
Value $1.016M Shares 19,900 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.009M Shares 2,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.009M Shares 2,100 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $1.004M Shares 5,600 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $1.004M Shares 5,600 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $996K Shares 3,900 Est. Cost $86.56 Unrealized +54.5%
YUM YUM BRANDS INC 0.2%
Value $956K Shares 6,900 Est. Cost Unrealized
YUM YUM BRANDS INC 0.2%
Value $956K Shares 6,900 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value $954K Shares 36,100 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value $954K Shares 36,100 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $950K Shares 8,400 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $950K Shares 8,400 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $925K Shares 3,100 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $925K Shares 3,100 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $897K Shares 6,700 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $897K Shares 6,700 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value $891K Shares 27,300 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value $891K Shares 27,300 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $875K Shares 12,000 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value $873K Shares 12,500 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value $873K Shares 12,500 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $851K Shares 8,500 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $817K Shares 2,211 Est. Cost $274.86 Unrealized
PPG PPG INDS INC 0.1%
Value $786K Shares 5,300 Est. Cost Unrealized
PPG PPG INDS INC 0.1%
Value $786K Shares 5,300 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $759K Shares 2,500 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value $731K Shares 12,700 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value $731K Shares 12,700 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value $730K Shares 3,900 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value $730K Shares 3,900 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $714K Shares 2,300 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $714K Shares 2,300 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $702K Shares 5,300 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $702K Shares 5,300 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value $695K Shares 9,100 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value $695K Shares 9,100 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value $689K Shares 2,800 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value $689K Shares 2,800 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $640K Shares 13,900 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $640K Shares 13,900 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value $620K Shares 6,500 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value $620K Shares 6,500 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value $615K Shares 7,200 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value $615K Shares 7,200 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.1%
Value $571K Shares 19,900 Est. Cost $41.02 Unrealized -32.7%
BAC BANK AMERICA CORP 0.1%
Value $571K Shares 19,900 Est. Cost $41.02 Unrealized -32.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $517K Shares 4,102 Est. Cost $110.41 Unrealized +8.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $516K Shares 4,100 Est. Cost $110.41 Unrealized +8.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $516K Shares 4,100 Est. Cost $110.41 Unrealized +8.6%
TFC TRUIST FINL CORP 0.1%
Value $465K Shares 15,318 Est. Cost $37.29 Unrealized -24.3%
TFC TRUIST FINL CORP 0.1%
Value $464K Shares 15,300 Est. Cost $37.29 Unrealized -24.3%
TFC TRUIST FINL CORP 0.1%
Value $464K Shares 15,300 Est. Cost $37.29 Unrealized -24.3%
Z ZILLOW GROUP INC 0.1%
Value $387K Shares 7,700 Est. Cost $63.23 Unrealized -30.3%
Z ZILLOW GROUP INC 0.1%
Value $387K Shares 7,700 Est. Cost $63.23 Unrealized -30.3%
TSLA TESLA INC 0.1%
Value $366K Shares 1,400 Est. Cost $256.88 Unrealized -7.5%
AAPL APPLE INC 0.1%
Value $355K Shares 1,829 Est. Cost $154.71 Unrealized +18.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value $337K Shares 1,320 Est. Cost $86.56 Unrealized +54.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $308K Shares 2,700 Est. Cost $105.68 Unrealized +11.5%
XYZ BLOCK INC 0.0%
Value $293K Shares 2,200 Est. Cost $144.16 Unrealized -60.8%
MSFT MICROSOFT CORP 0.0%
Value $277K Shares 814 Est. Cost $313.41 Unrealized +11.8%
LUMINAR TECHNOLOGIES INC 0.0%
Value $275K Shares 40,000 Est. Cost $6.88 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value $275K Shares 40,000 Est. Cost $6.88 Unrealized
QCOM QUALCOMM INC 0.0%
Value $251K Shares 2,105 Est. Cost $146.06 Unrealized -19.0%
UNP UNION PAC CORP 0.0%
Value $230K Shares 1,122 Est. Cost $214.63 Unrealized -2.5%
NVDA NVIDIA CORPORATION 0.0%
Value $212K Shares 500 Est. Cost $33.17 Unrealized +39.6%
NVDA NVIDIA CORPORATION 0.0%
Value $212K Shares 500 Est. Cost $33.17 Unrealized +39.6%
SBUX STARBUCKS CORP 0.0%
Value $205K Shares 2,067 Est. Cost $102.21 Unrealized -9.8%
MA MASTERCARD INCORPORATED 0.0%
Value $205K Shares 520 Est. Cost $337.80 Unrealized +17.6%
SBUX STARBUCKS CORP 0.0%
Value $198K Shares 2,000 Est. Cost $102.21 Unrealized -9.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $194K Shares 1,700 Est. Cost $105.68 Unrealized +11.5%
MRNA MODERNA INC 0.0%
Value $182K Shares 1,500 Est. Cost Unrealized
V VISA INC 0.0%
Value $182K Shares 765 Est. Cost $208.13 Unrealized +16.6%
BAC BANK AMERICA CORP 0.0%
Value $157K Shares 5,456 Est. Cost $41.02 Unrealized -32.7%
XYZ BLOCK INC 0.0%
Value $148K Shares 2,225 Est. Cost $144.16 Unrealized -60.8%
TSLA TESLA INC 0.0%
Value $103K Shares 395 Est. Cost $256.88 Unrealized -7.5%
WFC WELLS FARGO CO NEW 0.0%
Value $3,116 Shares 73 Est. Cost $44.41 Unrealized -7.6%