Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $632,100 (100.0% shares, 0.0% debt)

Holdings (175)

HSY HERSHEY CO 4.7%
Value ($000) $29,889 Shares 119,700 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 4.6%
Value ($000) $29,288 Shares 54,400 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 3.7%
Value ($000) $23,366 Shares 43,400 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 3.5%
Value ($000) $22,095 Shares 160,100 Est. Cost Unrealized
MCK MCKESSON CORP 2.9%
Value ($000) $18,246 Shares 42,700 Est. Cost Unrealized
MCK MCKESSON CORP 2.6%
Value ($000) $16,665 Shares 39,000 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 2.5%
Value ($000) $15,816 Shares 114,600 Est. Cost Unrealized
HSY HERSHEY CO 2.4%
Value ($000) $15,057 Shares 60,300 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 2.2%
Value ($000) $14,214 Shares 150,300 Est. Cost Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $13,742 Shares 18,500 Est. Cost $274.86 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $13,395 Shares 92,100 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $13,145 Shares 38,600 Est. Cost $313.41 Unrealized +11.8%
QQQ INVESCO QQQ TR 2.0%
Value ($000) $12,560 Shares 10,200 Est. Cost $274.86 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $12,304 Shares 84,600 Est. Cost Unrealized
CSCO CISCO SYS INC 1.9%
Value ($000) $12,123 Shares 234,300 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $11,924 Shares 2,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $11,749 Shares 34,500 Est. Cost $313.41 Unrealized +11.8%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $11,038 Shares 2,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.7%
Value ($000) $10,913 Shares 115,400 Est. Cost Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $8,992 Shares 173,800 Est. Cost Unrealized
CME CME GROUP INC 1.4%
Value ($000) $8,912 Shares 48,100 Est. Cost Unrealized
CME CME GROUP INC 1.4%
Value ($000) $8,912 Shares 48,100 Est. Cost Unrealized
PFE PFIZER INC 1.4%
Value ($000) $8,645 Shares 235,700 Est. Cost Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $7,991 Shares 67,100 Est. Cost Unrealized
LLY LILLY ELI & CO 1.2%
Value ($000) $7,832 Shares 16,700 Est. Cost Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $7,673 Shares 1,100 Est. Cost $214.63 Unrealized -2.5%
UNP UNION PAC CORP 1.2%
Value ($000) $7,448 Shares 7,900 Est. Cost $214.63 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $7,354 Shares 115,000 Est. Cost Unrealized
LLY LILLY ELI & CO 1.1%
Value ($000) $6,941 Shares 14,800 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $6,568 Shares 16,700 Est. Cost $337.80 Unrealized +17.6%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $6,371 Shares 16,200 Est. Cost $337.80 Unrealized +17.6%
KELLOGG CO 1.0%
Value ($000) $6,318 Shares 99,900 Est. Cost Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $6,074 Shares 51,000 Est. Cost Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $5,839 Shares 26,300 Est. Cost Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $5,075 Shares 27,400 Est. Cost Unrealized
KELLOGG CO 0.8%
Value ($000) $5,003 Shares 79,100 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $4,945 Shares 67,800 Est. Cost Unrealized
V VISA INC 0.8%
Value ($000) $4,940 Shares 800 Est. Cost $208.13 Unrealized +16.6%
PFE PFIZER INC 0.8%
Value ($000) $4,930 Shares 134,400 Est. Cost Unrealized
COR CENCORA INC 0.8%
Value ($000) $4,926 Shares 25,600 Est. Cost Unrealized
COR CENCORA INC 0.8%
Value ($000) $4,926 Shares 25,600 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $4,815 Shares 75,300 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.8%
Value ($000) $4,811 Shares 2,100 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.8%
Value ($000) $4,811 Shares 2,100 Est. Cost Unrealized
V VISA INC 0.8%
Value ($000) $4,750 Shares 3,400 Est. Cost $208.13 Unrealized +16.6%
TJX TJX COS INC NEW 0.7%
Value ($000) $4,519 Shares 8,200 Est. Cost Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $4,519 Shares 19,200 Est. Cost Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $3,964 Shares 21,400 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value ($000) $3,804 Shares 12,000 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value ($000) $3,804 Shares 12,000 Est. Cost Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $3,804 Shares 34,000 Est. Cost Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $3,804 Shares 34,000 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,846 Shares 68,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,846 Shares 68,500 Est. Cost Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $2,792 Shares 36,400 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $2,790 Shares 47,300 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $2,790 Shares 47,300 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $2,524 Shares 71,100 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $2,524 Shares 71,100 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,413 Shares 34,900 Est. Cost Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,353 Shares 10,600 Est. Cost Unrealized
TSN TYSON FOODS INC 0.4%
Value ($000) $2,287 Shares 24,900 Est. Cost Unrealized
AAPL APPLE INC 0.4%
Value ($000) $2,250 Shares 11,600 Est. Cost $154.71 Unrealized +18.2%
AAPL APPLE INC 0.4%
Value ($000) $2,250 Shares 11,600 Est. Cost $154.71 Unrealized +18.2%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,198 Shares 10,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,198 Shares 10,000 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value ($000) $2,081 Shares 14,300 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value ($000) $2,081 Shares 14,300 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value ($000) $2,073 Shares 3,000 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value ($000) $2,073 Shares 3,000 Est. Cost Unrealized
MMM 3M CO 0.3%
Value ($000) $1,892 Shares 18,900 Est. Cost Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $1,884 Shares 4,200 Est. Cost Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $1,884 Shares 4,200 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,770 Shares 25,600 Est. Cost Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $1,733 Shares 22,600 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $1,692 Shares 6,900 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $1,692 Shares 6,900 Est. Cost Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $1,543 Shares 9,700 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,519 Shares 6,700 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,519 Shares 6,700 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,517 Shares 5,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,491 Shares 7,200 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,491 Shares 7,200 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $1,422 Shares 6,300 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,409 Shares 8,301 Est. Cost $162.66 Unrealized -28.7%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,409 Shares 8,300 Est. Cost $162.66 Unrealized -28.7%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,409 Shares 8,300 Est. Cost $162.66 Unrealized -28.7%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,398 Shares 18,500 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,398 Shares 18,500 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,191 Shares 5,600 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,191 Shares 5,600 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,127 Shares 6,500 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,127 Shares 6,500 Est. Cost Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,105 Shares 33,437 Est. Cost $38.63 Unrealized -14.3%
USB US BANCORP DEL 0.2%
Value ($000) $1,104 Shares 33,400 Est. Cost $38.63 Unrealized -14.3%
USB US BANCORP DEL 0.2%
Value ($000) $1,104 Shares 33,400 Est. Cost $38.63 Unrealized -14.3%
CLX CLOROX CO DEL 0.2%
Value ($000) $1,097 Shares 6,900 Est. Cost Unrealized
BA BOEING CO 0.2%
Value ($000) $1,094 Shares 5,180 Est. Cost $194.99 Unrealized +9.7%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $1,069 Shares 6,400 Est. Cost Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $1,016 Shares 19,900 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,009 Shares 2,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,009 Shares 2,100 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,004 Shares 5,600 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,004 Shares 5,600 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $996 Shares 3,900 Est. Cost $86.56 Unrealized +54.5%
YUM YUM BRANDS INC 0.2%
Value ($000) $956 Shares 6,900 Est. Cost Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $956 Shares 6,900 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value ($000) $954 Shares 36,100 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value ($000) $954 Shares 36,100 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $950 Shares 8,400 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $950 Shares 8,400 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $925 Shares 3,100 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $925 Shares 3,100 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $897 Shares 6,700 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $897 Shares 6,700 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $891 Shares 27,300 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $891 Shares 27,300 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $875 Shares 12,000 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value ($000) $873 Shares 12,500 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value ($000) $873 Shares 12,500 Est. Cost Unrealized
MMM 3M CO 0.1%
Value ($000) $851 Shares 8,500 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $817 Shares 2,211 Est. Cost $274.86 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $786 Shares 5,300 Est. Cost Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $786 Shares 5,300 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $759 Shares 2,500 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $731 Shares 12,700 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $731 Shares 12,700 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value ($000) $730 Shares 3,900 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value ($000) $730 Shares 3,900 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $714 Shares 2,300 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $714 Shares 2,300 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $702 Shares 5,300 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $702 Shares 5,300 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $695 Shares 9,100 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $695 Shares 9,100 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $689 Shares 2,800 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $689 Shares 2,800 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value ($000) $640 Shares 13,900 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value ($000) $640 Shares 13,900 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $620 Shares 6,500 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $620 Shares 6,500 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $615 Shares 7,200 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $615 Shares 7,200 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $571 Shares 19,900 Est. Cost $41.02 Unrealized -32.7%
BAC BANK AMERICA CORP 0.1%
Value ($000) $571 Shares 19,900 Est. Cost $41.02 Unrealized -32.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $517 Shares 4,102 Est. Cost $110.41 Unrealized +8.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $516 Shares 4,100 Est. Cost $110.41 Unrealized +8.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $516 Shares 4,100 Est. Cost $110.41 Unrealized +8.6%
TFC TRUIST FINL CORP 0.1%
Value ($000) $465 Shares 15,318 Est. Cost $37.29 Unrealized -24.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $464 Shares 15,300 Est. Cost $37.29 Unrealized -24.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $464 Shares 15,300 Est. Cost $37.29 Unrealized -24.3%
Z ZILLOW GROUP INC 0.1%
Value ($000) $387 Shares 7,700 Est. Cost $63.23 Unrealized -30.3%
Z ZILLOW GROUP INC 0.1%
Value ($000) $387 Shares 7,700 Est. Cost $63.23 Unrealized -30.3%
TSLA TESLA INC 0.1%
Value ($000) $366 Shares 1,400 Est. Cost $256.88 Unrealized -7.5%
AAPL APPLE INC 0.1%
Value ($000) $355 Shares 1,829 Est. Cost $154.71 Unrealized +18.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $337 Shares 1,320 Est. Cost $86.56 Unrealized +54.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $308 Shares 2,700 Est. Cost $105.68 Unrealized +11.5%
XYZ BLOCK INC 0.0%
Value ($000) $293 Shares 2,200 Est. Cost $144.16 Unrealized -60.8%
MSFT MICROSOFT CORP 0.0%
Value ($000) $277 Shares 814 Est. Cost $313.41 Unrealized +11.8%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $275 Shares 40,000 Est. Cost $6.88 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $275 Shares 40,000 Est. Cost $6.88 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $251 Shares 2,105 Est. Cost $146.06 Unrealized -19.0%
UNP UNION PAC CORP 0.0%
Value ($000) $230 Shares 1,122 Est. Cost $214.63 Unrealized -2.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $212 Shares 500 Est. Cost $33.17 Unrealized +39.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $212 Shares 500 Est. Cost $33.17 Unrealized +39.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $205 Shares 2,067 Est. Cost $102.21 Unrealized -9.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $205 Shares 520 Est. Cost $337.80 Unrealized +17.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $198 Shares 2,000 Est. Cost $102.21 Unrealized -9.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $194 Shares 1,700 Est. Cost $105.68 Unrealized +11.5%
MRNA MODERNA INC 0.0%
Value ($000) $182 Shares 1,500 Est. Cost Unrealized
V VISA INC 0.0%
Value ($000) $182 Shares 765 Est. Cost $208.13 Unrealized +16.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $157 Shares 5,456 Est. Cost $41.02 Unrealized -32.7%
XYZ BLOCK INC 0.0%
Value ($000) $148 Shares 2,225 Est. Cost $144.16 Unrealized -60.8%
TSLA TESLA INC 0.0%
Value ($000) $103 Shares 395 Est. Cost $256.88 Unrealized -7.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $44.41 Unrealized -7.6%