Delta Accumulation, LLC Hedge Fund

Location: Sausalito, CA

CIK: 0001808389 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 5, 2026

Total Value: $2.714B (100.0% shares, 0.0% debt)

Holdings (194)

JPM JPMORGAN CHASE & CO 14.3%
Value $388M Shares 178,300 Est. Cost $303.04 Unrealized +2.1%
BK BANK NEW YORK MELLON CORP 5.9%
Value $161M Shares 1,389,000 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 5.4%
Value $146M Shares 4,000 Est. Cost $303.04 Unrealized +2.1%
WMT WALMART INC 5.2%
Value $141M Shares 13,200 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 4.2%
Value $113M Shares 977,300 Est. Cost Unrealized
WMT WALMART INC 3.3%
Value $89.16M Shares 13,200 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 2.5%
Value $69.21M Shares 336,800 Est. Cost $187.72 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.4%
Value $64.87M Shares 201,308 Est. Cost $303.04 Unrealized +2.1%
SPY SPDR S&P 500 ETF TR 2.2%
Value $60.49M Shares 5,500 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value $55.44M Shares 5,500 Est. Cost Unrealized
TJX TJX COS INC NEW 2.0%
Value $54.26M Shares 21,200 Est. Cost Unrealized
WMB WILLIAMS COS INC 1.9%
Value $52.75M Shares 24,700 Est. Cost $60.06 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.7%
Value $46.57M Shares 54,000 Est. Cost $905.73 Unrealized 0.0%
QQQ INVESCO QQQ TR 1.6%
Value $44.48M Shares 800 Est. Cost $289.93 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value $43.43M Shares 800 Est. Cost $289.93 Unrealized
TJX TJX COS INC NEW 1.5%
Value $39.75M Shares 21,200 Est. Cost Unrealized
C CITIGROUP INC 1.4%
Value $37.95M Shares 325,200 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.4%
Value $37.03M Shares 180,200 Est. Cost $187.72 Unrealized 0.0%
COR CENCORA INC 1.3%
Value $34.25M Shares 101,400 Est. Cost Unrealized
CMI CUMMINS INC 1.2%
Value $33.84M Shares 66,300 Est. Cost Unrealized
MCK MCKESSON CORP 1.2%
Value $33.3M Shares 1,300 Est. Cost Unrealized
BAC BANK AMERICA CORP 1.1%
Value $30.84M Shares 560,800 Est. Cost $40.99 Unrealized +28.5%
GD GENERAL DYNAMICS CORP 1.1%
Value $29.09M Shares 86,400 Est. Cost Unrealized
WELL WELLTOWER INC 1.0%
Value $27.41M Shares 2,800 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 1.0%
Value $27.4M Shares 81,400 Est. Cost Unrealized
BAC BANK AMERICA CORP 1.0%
Value $27.27M Shares 495,900 Est. Cost $40.99 Unrealized +28.5%
WELL WELLTOWER INC 1.0%
Value $26.67M Shares 2,800 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value $26.3M Shares 30,500 Est. Cost $905.73 Unrealized 0.0%
COR CENCORA INC 0.9%
Value $24.45M Shares 72,400 Est. Cost Unrealized
BLACKROCK INC 0.9%
Value $23.65M Shares 22,100 Est. Cost Unrealized
CMI CUMMINS INC 0.9%
Value $23.38M Shares 45,800 Est. Cost Unrealized
C CITIGROUP INC 0.8%
Value $22.64M Shares 194,000 Est. Cost Unrealized
CSCO CISCO SYS INC 0.8%
Value $21.15M Shares 274,600 Est. Cost Unrealized
MCK MCKESSON CORP 0.8%
Value $20.75M Shares 1,300 Est. Cost Unrealized
CSCO CISCO SYS INC 0.8%
Value $20.64M Shares 268,000 Est. Cost Unrealized
BLACKROCK INC 0.7%
Value $19.91M Shares 18,600 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.6%
Value $17.2M Shares 21,600 Est. Cost $44.41 Unrealized +95.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value $16.23M Shares 5,900 Est. Cost Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value $15.15M Shares 5,900 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.5%
Value $14.75M Shares 245,348 Est. Cost $60.06 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.5%
Value $13.1M Shares 52,200 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.5%
Value $13.1M Shares 52,200 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.5%
Value $13.01M Shares 216,400 Est. Cost $60.06 Unrealized 0.0%
FAST FASTENAL CO 0.5%
Value $12.93M Shares 322,300 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.5%
Value $12.43M Shares 1,200 Est. Cost $356.02 Unrealized +40.6%
PGR PROGRESSIVE CORP 0.5%
Value $12.27M Shares 7,600 Est. Cost Unrealized
ABBV ABBVIE INC 0.5%
Value $12.27M Shares 53,700 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.4%
Value $12.21M Shares 7,600 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value $12.15M Shares 21,600 Est. Cost $44.41 Unrealized +95.1%
CL COLGATE PALMOLIVE CO 0.4%
Value $10.76M Shares 136,200 Est. Cost Unrealized
ABBV ABBVIE INC 0.4%
Value $10.76M Shares 47,100 Est. Cost Unrealized
FAST FASTENAL CO 0.4%
Value $10.25M Shares 255,500 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.4%
Value $9.914M Shares 1,200 Est. Cost $356.02 Unrealized +40.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value $9.867M Shares 2,600 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $9.229M Shares 10,500 Est. Cost $734.84 Unrealized +10.7%
PM PHILIP MORRIS INTL INC 0.3%
Value $8.87M Shares 12,400 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value $8.87M Shares 12,400 Est. Cost Unrealized
ALL ALLSTATE CORP 0.3%
Value $8.701M Shares 41,800 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value $8.344M Shares 2,900 Est. Cost Unrealized
T AT&T INC 0.3%
Value $8.046M Shares 323,900 Est. Cost Unrealized
T AT&T INC 0.3%
Value $8.046M Shares 323,900 Est. Cost Unrealized
PEP PEPSICO INC 0.3%
Value $7.564M Shares 5,100 Est. Cost Unrealized
PEP PEPSICO INC 0.3%
Value $7.564M Shares 5,100 Est. Cost Unrealized
MS MORGAN STANLEY 0.3%
Value $7.385M Shares 2,700 Est. Cost Unrealized
MS MORGAN STANLEY 0.3%
Value $7.385M Shares 2,700 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value $7.177M Shares 19,400 Est. Cost $316.55 Unrealized +12.8%
NSC NORFOLK SOUTHN CORP 0.3%
Value $6.843M Shares 2,900 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value $6.343M Shares 4,500 Est. Cost Unrealized
IWM ISHARES TR 0.2%
Value $6.277M Shares 25,500 Est. Cost Unrealized
IWM ISHARES TR 0.2%
Value $6.277M Shares 25,500 Est. Cost Unrealized
AAPL APPLE INC 0.2%
Value $6.09M Shares 22,400 Est. Cost Unrealized
AAPL APPLE INC 0.2%
Value $6.09M Shares 22,400 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $5.998M Shares 5,200 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value $5.98M Shares 37,200 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $5.954M Shares 20,100 Est. Cost Unrealized
ALL ALLSTATE CORP 0.2%
Value $5.766M Shares 27,700 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value $5.303M Shares 1,800 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value $5.303M Shares 1,800 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $5.231M Shares 32,300 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $5.231M Shares 32,300 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value $5.144M Shares 32,000 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value $5.135M Shares 11,000 Est. Cost $301.08 Unrealized +54.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $5.098M Shares 5,800 Est. Cost $734.84 Unrealized +10.7%
CL COLGATE PALMOLIVE CO 0.2%
Value $5.026M Shares 63,600 Est. Cost Unrealized
CLX CLOROX CO DEL 0.2%
Value $4.215M Shares 41,800 Est. Cost Unrealized
CLX CLOROX CO DEL 0.2%
Value $4.215M Shares 41,800 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value $4.196M Shares 9,400 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $3.966M Shares 15,000 Est. Cost $146.85 Unrealized +31.3%
TMUS T-MOBILE US INC 0.1%
Value $3.959M Shares 19,500 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.1%
Value $3.959M Shares 19,500 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $3.596M Shares 17,500 Est. Cost $187.72 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value $3.568M Shares 2,500 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $3.568M Shares 2,500 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $3.504M Shares 18,600 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value $3.29M Shares 16,100 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $3.288M Shares 11,100 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value $3.188M Shares 15,600 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $3.145M Shares 8,500 Est. Cost $316.55 Unrealized +12.8%
HCA HCA HEALTHCARE INC 0.1%
Value $3.128M Shares 6,700 Est. Cost $301.08 Unrealized +54.0%
PAYX PAYCHEX INC 0.1%
Value $3.085M Shares 10,400 Est. Cost Unrealized
NDAQ NASDAQ INC 0.1%
Value $3.03M Shares 10,700 Est. Cost Unrealized
NDAQ NASDAQ INC 0.1%
Value $3.03M Shares 10,700 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $2.978M Shares 4,200 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $2.848M Shares 23,200 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value $2.62M Shares 17,700 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value $2.62M Shares 17,700 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $2.615M Shares 8,100 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $2.615M Shares 3,800 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value $2.514M Shares 22,800 Est. Cost Unrealized
OKE ONEOK INC NEW 0.1%
Value $2.315M Shares 11,200 Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $2.281M Shares 4,900 Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $2.281M Shares 4,900 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $2.227M Shares 12,100 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $2.227M Shares 12,100 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.1%
Value $2.152M Shares 9,400 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $2.063M Shares 7,700 Est. Cost $158.63 Unrealized +27.2%
APD AIR PRODS & CHEMS INC 0.1%
Value $1.976M Shares 8,000 Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value $1.884M Shares 10,100 Est. Cost Unrealized
KR KROGER CO 0.1%
Value $1.812M Shares 29,000 Est. Cost Unrealized
KR KROGER CO 0.1%
Value $1.812M Shares 29,000 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $1.782M Shares 3,400 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.749M Shares 6,800 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.749M Shares 6,800 Est. Cost Unrealized
META META PLATFORMS INC 0.1%
Value $1.747M Shares 2,647 Est. Cost $483.31 Unrealized +38.1%
TFC TRUIST FINL CORP 0.1%
Value $1.708M Shares 2,200 Est. Cost $37.29 Unrealized +22.8%
AFL AFLAC INC 0.1%
Value $1.665M Shares 15,100 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value $1.655M Shares 6,700 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $1.649M Shares 28,600 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $1.649M Shares 28,600 Est. Cost Unrealized
HSY HERSHEY CO 0.1%
Value $1.638M Shares 9,000 Est. Cost Unrealized
HSY HERSHEY CO 0.1%
Value $1.638M Shares 9,000 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $1.633M Shares 4,200 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.1%
Value $1.599M Shares 32,500 Est. Cost $37.29 Unrealized +22.8%
SPGI S&P GLOBAL INC 0.1%
Value $1.516M Shares 2,900 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $1.516M Shares 2,900 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.473M Shares 2,397 Est. Cost $289.93 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.431M Shares 7,770 Est. Cost $158.63 Unrealized +27.2%
GILD GILEAD SCIENCES INC 0.1%
Value $1.424M Shares 11,600 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value $1.379M Shares 4,800 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value $1.379M Shares 4,800 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $1.231M Shares 1,400 Est. Cost $734.84 Unrealized +10.7%
HCA HCA HEALTHCARE INC 0.0%
Value $1.167M Shares 2,500 Est. Cost $301.08 Unrealized +54.0%
PAYX PAYCHEX INC 0.0%
Value $1.167M Shares 10,400 Est. Cost Unrealized
STT STATE STR CORP 0.0%
Value $1.109M Shares 8,600 Est. Cost Unrealized
STT STATE STR CORP 0.0%
Value $1.109M Shares 8,600 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $1.033M Shares 5,541 Est. Cost $100.41 Unrealized +85.4%
PG PROCTER AND GAMBLE CO 0.0%
Value $946K Shares 6,600 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $946K Shares 6,600 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $940K Shares 14,000 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $888K Shares 2,400 Est. Cost $316.55 Unrealized +12.8%
GIS GENERAL MLS INC 0.0%
Value $874K Shares 18,800 Est. Cost $64.44 Unrealized -26.4%
GIS GENERAL MLS INC 0.0%
Value $874K Shares 18,800 Est. Cost $64.44 Unrealized -26.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $835K Shares 4,000 Est. Cost $146.85 Unrealized +31.3%
PFE PFIZER INC 0.0%
Value $804K Shares 32,300 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $804K Shares 32,300 Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $793K Shares 4,400 Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $793K Shares 4,400 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.0%
Value $790K Shares 1,633 Est. Cost $356.02 Unrealized +40.6%
EMR EMERSON ELEC CO 0.0%
Value $703K Shares 5,300 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $703K Shares 5,300 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $690K Shares 800 Est. Cost $905.73 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $680K Shares 2,100 Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $675K Shares 8,800 Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $675K Shares 8,800 Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $658K Shares 3,500 Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $658K Shares 3,500 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $630K Shares 1,400 Est. Cost $311.63 Unrealized +42.2%
TSLA TESLA INC 0.0%
Value $627K Shares 1,395 Est. Cost $311.63 Unrealized +42.2%
PRU PRUDENTIAL FINL INC 0.0%
Value $610K Shares 5,400 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $586K Shares 1,027 Est. Cost $394.07 Unrealized +41.8%
MA MASTERCARD INCORPORATED 0.0%
Value $571K Shares 1,000 Est. Cost $394.07 Unrealized +41.8%
NVDA NVIDIA CORPORATION 0.0%
Value $560K Shares 3,000 Est. Cost $100.41 Unrealized +85.4%
ABNB AIRBNB INC 0.0%
Value $522K Shares 3,847 Est. Cost $151.39 Unrealized -17.7%
TSN TYSON FOODS INC 0.0%
Value $522K Shares 8,900 Est. Cost $51.35 Unrealized +6.4%
ELV ELEVANCE HEALTH INC 0.0%
Value $386K Shares 1,100 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.0%
Value $317K Shares 5,756 Est. Cost $40.99 Unrealized +28.5%
BA BOEING CO 0.0%
Value $304K Shares 1,400 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $273K Shares 6,800 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $238K Shares 600 Est. Cost Unrealized
SGOV ISHARES TR 0.0%
Value $197K Shares 1,962 Est. Cost $100.72 Unrealized
V VISA INC 0.0%
Value $175K Shares 500 Est. Cost Unrealized
V VISA INC 0.0%
Value $175K Shares 500 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $141K Shares 400 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $141K Shares 400 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $132K Shares 400 Est. Cost Unrealized
TSN TYSON FOODS INC 0.0%
Value $7,152 Shares 122 Est. Cost $51.35 Unrealized +6.4%
WFC WELLS FARGO CO NEW 0.0%
Value $6,804 Shares 73 Est. Cost $44.41 Unrealized +95.1%
TFC TRUIST FINL CORP 0.0%
Value $1,919 Shares 39 Est. Cost $37.29 Unrealized +22.8%
TCOM TRIP 0.0%
Value $1,438 Shares 20 Est. Cost $47.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $1,179 Shares 14 Est. Cost $102.21 Unrealized -17.8%
DG DOLLAR GEN CORP NEW 0.0%
Value $398 Shares 3 Est. Cost $162.66 Unrealized -31.4%
GIS GENERAL MLS INC 0.0%
Value $326 Shares 7 Est. Cost $64.44 Unrealized -26.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $209 Shares 1 Est. Cost $146.85 Unrealized +31.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $108 Shares 2 Est. Cost $52.58 Unrealized -9.6%