Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $1,351,121 (100.0% shares, 0.0% debt)

Holdings (168)

COST COSTCO WHSL CORP NEW 13.8%
Value ($000) $186,658 Shares 219,600 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 9.6%
Value ($000) $129,368 Shares 152,200 Est. Cost Unrealized
MCK MCKESSON CORP 8.3%
Value ($000) $111,902 Shares 191,600 Est. Cost Unrealized
MCK MCKESSON CORP 5.7%
Value ($000) $77,093 Shares 132,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $48,449 Shares 17,400 Est. Cost $356.02 Unrealized +17.2%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $47,106 Shares 232,900 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 3.4%
Value ($000) $45,878 Shares 12,700 Est. Cost Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $45,563 Shares 9,200 Est. Cost $274.86 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $43,086 Shares 9,300 Est. Cost $356.02 Unrealized +17.2%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $41,156 Shares 3,200 Est. Cost $274.86 Unrealized
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $38,966 Shares 3,100 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $38,450 Shares 190,100 Est. Cost Unrealized
COR CENCORA INC 2.6%
Value ($000) $35,642 Shares 158,200 Est. Cost Unrealized
COR CENCORA INC 2.2%
Value ($000) $29,514 Shares 131,000 Est. Cost Unrealized
LLY LILLY ELI & CO 2.0%
Value ($000) $26,709 Shares 29,500 Est. Cost Unrealized
LLY LILLY ELI & CO 1.0%
Value ($000) $13,400 Shares 14,800 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 1.0%
Value ($000) $13,092 Shares 60,000 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.9%
Value ($000) $12,720 Shares 74,800 Est. Cost Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $10,889 Shares 68,200 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.8%
Value ($000) $10,752 Shares 6,500 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $10,720 Shares 24,300 Est. Cost $394.07 Unrealized +14.6%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $10,720 Shares 24,300 Est. Cost $394.07 Unrealized +14.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $10,526 Shares 8,200 Est. Cost Unrealized
ALL ALLSTATE CORP 0.7%
Value ($000) $9,819 Shares 61,500 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.7%
Value ($000) $9,710 Shares 44,500 Est. Cost Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $9,623 Shares 8,200 Est. Cost Unrealized
HSY HERSHEY CO 0.7%
Value ($000) $9,559 Shares 52,000 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.7%
Value ($000) $9,305 Shares 5,600 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.7%
Value ($000) $9,285 Shares 54,600 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.7%
Value ($000) $9,154 Shares 93,100 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.7%
Value ($000) $9,154 Shares 93,100 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.6%
Value ($000) $8,142 Shares 10,800 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value ($000) $7,739 Shares 36,600 Est. Cost Unrealized
WMT WALMART INC 0.6%
Value ($000) $7,739 Shares 36,600 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $7,680 Shares 6,500 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $6,298 Shares 64,900 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $6,298 Shares 64,900 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $6,033 Shares 96,000 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $6,033 Shares 96,000 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $5,189 Shares 69,900 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $5,189 Shares 69,900 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $4,912 Shares 28,400 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $4,912 Shares 28,400 Est. Cost Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $4,656 Shares 14,900 Est. Cost Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $4,656 Shares 14,900 Est. Cost Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $4,596 Shares 25,000 Est. Cost Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $4,490 Shares 15,900 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $4,301 Shares 27,300 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $4,301 Shares 27,300 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $4,182 Shares 15,100 Est. Cost Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,710 Shares 56,900 Est. Cost Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $3,102 Shares 11,200 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $2,890 Shares 47,800 Est. Cost $57.71 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $2,866 Shares 69,000 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,825 Shares 12,200 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,825 Shares 12,200 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $2,587 Shares 18,900 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $2,587 Shares 18,900 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2,553 Shares 8,800 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2,553 Shares 8,800 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,416 Shares 1,400 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,416 Shares 1,400 Est. Cost Unrealized
NTAP NETAPP INC 0.2%
Value ($000) $2,344 Shares 9,100 Est. Cost Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $2,217 Shares 7,800 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $2,183 Shares 9,900 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $2,183 Shares 9,900 Est. Cost Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,118 Shares 58,700 Est. Cost Unrealized
V VISA INC 0.1%
Value ($000) $1,995 Shares 7,600 Est. Cost $241.00 Unrealized +12.4%
V VISA INC 0.1%
Value ($000) $1,995 Shares 7,600 Est. Cost $241.00 Unrealized +12.4%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,965 Shares 32,507 Est. Cost $57.71 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $1,956 Shares 15,800 Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,956 Shares 15,800 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,771 Shares 29,300 Est. Cost $57.71 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,721 Shares 5,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,721 Shares 5,000 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,699 Shares 5,100 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,699 Shares 5,100 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,628 Shares 3,600 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,628 Shares 3,600 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,543 Shares 6,700 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,543 Shares 6,700 Est. Cost Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,417 Shares 1,800 Est. Cost Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,417 Shares 1,800 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,395 Shares 2,900 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,395 Shares 3,600 Est. Cost Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $1,335 Shares 2,647 Est. Cost $483.31 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,329 Shares 3,920 Est. Cost $128.35 Unrealized +16.5%
USB US BANCORP DEL 0.1%
Value ($000) $1,328 Shares 33,459 Est. Cost $38.63 Unrealized -2.2%
USB US BANCORP DEL 0.1%
Value ($000) $1,326 Shares 33,400 Est. Cost $38.63 Unrealized -2.2%
USB US BANCORP DEL 0.1%
Value ($000) $1,326 Shares 33,400 Est. Cost $38.63 Unrealized -2.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,235 Shares 10,000 Est. Cost $97.66 Unrealized +3.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,235 Shares 10,000 Est. Cost $97.66 Unrealized +3.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,179 Shares 28,400 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $1,172 Shares 9,100 Est. Cost Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $1,143 Shares 20,010 Est. Cost $51.35 Unrealized +7.6%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,137 Shares 19,900 Est. Cost $51.35 Unrealized +7.6%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,137 Shares 19,900 Est. Cost $51.35 Unrealized +7.6%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,137 Shares 3,500 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,137 Shares 3,500 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,115 Shares 6,500 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,115 Shares 6,500 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,098 Shares 8,301 Est. Cost $162.66 Unrealized -17.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,098 Shares 8,300 Est. Cost $162.66 Unrealized -17.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,098 Shares 8,300 Est. Cost $162.66 Unrealized -17.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,069 Shares 2,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,069 Shares 2,100 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,063 Shares 2,218 Est. Cost $274.86 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,036 Shares 9,400 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,036 Shares 9,400 Est. Cost Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $996 Shares 2,200 Est. Cost $214.63 Unrealized +5.1%
UNP UNION PAC CORP 0.1%
Value ($000) $996 Shares 2,200 Est. Cost $214.63 Unrealized +5.1%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $803 Shares 2,500 Est. Cost $301.08 Unrealized +6.5%
IWM ISHARES TR 0.1%
Value ($000) $730 Shares 3,600 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value ($000) $730 Shares 3,600 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $723 Shares 1,618 Est. Cost $356.02 Unrealized +17.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $715 Shares 11,300 Est. Cost $64.44 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $715 Shares 11,300 Est. Cost $64.44 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $715 Shares 11,300 Est. Cost $64.44 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $688 Shares 7,700 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value ($000) $688 Shares 7,700 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $687 Shares 3,900 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $687 Shares 3,900 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $638 Shares 4,104 Est. Cost $110.41 Unrealized +32.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $637 Shares 4,100 Est. Cost $110.41 Unrealized +32.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $637 Shares 4,100 Est. Cost $110.41 Unrealized +32.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $596 Shares 15,330 Est. Cost $37.29 Unrealized -6.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $594 Shares 15,300 Est. Cost $37.29 Unrealized -6.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $594 Shares 15,300 Est. Cost $37.29 Unrealized -6.3%
AAPL APPLE INC 0.0%
Value ($000) $590 Shares 2,800 Est. Cost $154.71 Unrealized +19.7%
AAPL APPLE INC 0.0%
Value ($000) $590 Shares 2,800 Est. Cost $154.71 Unrealized +19.7%
ABNB AIRBNB INC 0.0%
Value ($000) $583 Shares 3,847 Est. Cost $151.39 Unrealized +0.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $578 Shares 1,800 Est. Cost $301.08 Unrealized +6.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $578 Shares 1,800 Est. Cost $301.08 Unrealized +6.5%
ABNB AIRBNB INC 0.0%
Value ($000) $576 Shares 3,800 Est. Cost $151.39 Unrealized +0.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $450 Shares 1,021 Est. Cost $394.07 Unrealized +14.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $441 Shares 1,300 Est. Cost $128.35 Unrealized +16.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $438 Shares 2,700 Est. Cost $105.68 Unrealized +52.2%
MMM 3M CO 0.0%
Value ($000) $429 Shares 4,200 Est. Cost Unrealized
MMM 3M CO 0.0%
Value ($000) $429 Shares 4,200 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $423 Shares 2,122 Est. Cost $146.06 Unrealized +24.9%
V VISA INC 0.0%
Value ($000) $412 Shares 1,570 Est. Cost $241.00 Unrealized +12.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $386 Shares 1,500 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $386 Shares 1,500 Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $382 Shares 2,800 Est. Cost $140.13 Unrealized -6.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $382 Shares 2,800 Est. Cost $140.13 Unrealized -6.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $382 Shares 2,800 Est. Cost $140.13 Unrealized -6.2%
Z ZILLOW GROUP INC 0.0%
Value ($000) $357 Shares 7,700 Est. Cost $63.23 Unrealized -30.4%
Z ZILLOW GROUP INC 0.0%
Value ($000) $357 Shares 7,700 Est. Cost $63.23 Unrealized -30.4%
TCOM TRIP 0.0%
Value ($000) $353 Shares 7,520 Est. Cost $47.00 Unrealized
TCOM TRIP 0.0%
Value ($000) $353 Shares 7,500 Est. Cost $47.00 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $343 Shares 4,200 Est. Cost Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $343 Shares 4,200 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $333 Shares 2,200 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $333 Shares 2,200 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $328 Shares 1,100 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $328 Shares 1,100 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $243 Shares 1,500 Est. Cost $105.68 Unrealized +52.2%
PCAR PACCAR INC 0.0%
Value ($000) $237 Shares 2,300 Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $237 Shares 2,300 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $220 Shares 5,530 Est. Cost $41.02 Unrealized -10.2%
MRNA MODERNA INC 0.0%
Value ($000) $178 Shares 1,500 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $143 Shares 2,225 Est. Cost $144.16 Unrealized -51.5%
XYZ BLOCK INC 0.0%
Value ($000) $142 Shares 2,200 Est. Cost $144.16 Unrealized -51.5%
TSLA TESLA INC 0.0%
Value ($000) $78 Shares 395 Est. Cost $256.88 Unrealized -32.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $60 Shares 40,000 Est. Cost $6.88 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $60 Shares 40,000 Est. Cost $6.88 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $44.41 Unrealized +28.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $102.21 Unrealized -23.6%