Delta Capital Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 16, 2026, Delta Capital Management Llc disclosed 108 stock positions valued at approximately $217.16K as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, CATERPILLAR INC, and APPLE COMPUTER INC.

Report Period
June 30, 2026
No. of Stocks
108
Portfolio Value
$217.16K
Holdings by Sector
Delta Capital Management Llc Portfolio Holdings in Q2 2026

99 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INCMUTechnology11.17%21,005-5,135-19.64%$24,246
CATERPILLAR INCCATIndustrials4.34%8,840-10-0.11%$9,414
APPLE COMPUTER INCAAPLTechnology4.23%31,769+60+0.19%$9,193
J.P. MORGAN CHASE & COJPMFinancial Services3.84%25,455+1,020+4.17%$8,332
EXXON MOBIL CORPXOMEnergy3.65%57,917+1,428+2.53%$7,918
CISCO SYSTEMS INCCSCOTechnology2.58%47,636-55-0.12%$5,595
ABBVIE INC COMABBVHealthcare1.99%17,205+240+1.41%$4,329
SCHWAB CHARLES CORPSCHWFinancial Services1.97%46,425+1,080+2.38%$4,284
BANK OF NEW YORK MELLONBKFinancial Services1.96%29,455+290+0.99%$4,259
BANK OF AMERICABACFinancial Services1.93%73,580+2,600+3.66%$4,193
ALPHABET INCGOOGCommunication Services1.93%11,845+775+7.00%$4,185
CHUBB LIMITEDCBFinancial Services1.91%12,160+640+5.56%$4,143
JOHNSON & JOHNSONJNJHealthcare1.82%15,592+340+2.23%$3,960
PACCAR INCPCARIndustrials1.82%32,960-20-0.06%$3,959
RAYTHEON TECHNOLOGIES CORPRTXIndustrials1.82%20,850+1,730+9.05%$3,956
QUALCOMM INCQCOMTechnology1.81%21,320-30-0.14%$3,940
QUEST DIAGNOSTICS INCDGXHealthcare1.75%17,940+130+0.73%$3,802
GENERAL DYNAMICS CORP COMGDIndustrials1.73%10,605+50+0.47%$3,757
DEERE & CODEIndustrials1.71%5,850+60+1.04%$3,711
ORACLE CORPORCLTechnology1.60%23,720-10-0.04%$3,476
CARRIER GLOBAL CORPORATIONCARRIndustrials1.59%47,035-30-0.06%$3,450
PROCTER & GAMBLE COMPANYPGConsumer Defensive1.50%22,230+40+0.18%$3,260
HOME DEPOT INCHDConsumer Cyclical1.46%8,995+500+5.89%$3,172
NORFOLK SOUTHERN CORPNSCIndustrials1.45%10,030+840+9.14%$3,155
SONY CORPSONYTechnology1.44%156,160+14,870+10.52%$3,133
MCDONALD'S CORPMCDConsumer Cyclical1.43%11,460+730+6.80%$3,098
AIR PRODS & CHEMS INCAPDBasic Materials1.40%10,365+730+7.58%$3,039
MICROSOFT CORPMSFTTechnology1.30%7,570+250+3.42%$2,824
PNC BANK CORPPNCFinancial Services1.30%11,450+90+0.79%$2,819
AMGEN INCAMGNHealthcare1.28%7,700+55+0.72%$2,788
PEPSICO INCPEPConsumer Defensive1.22%19,625+430+2.24%$2,657
FEDEX CORPFDXIndustrials1.19%8,275+450+5.75%$2,591
UNITEDHEALTH GROUP INCUNHHealthcare1.19%6,210+65+1.06%$2,581
S&P 500 INDEX ETFSPYOther1.17%3,410--$2,546
BP AMOCO PLCBPEnergy1.06%62,020+260+0.42%$2,292
DIGITAL REALTY TRUSTDLRReal Estate1.02%12,320+995+8.79%$2,212
NESTLE S ANSRGYConsumer Defensive0.87%18,265--$1,881
MEDTRONIC PLCMDTOther0.80%22,275--$1,743
CVS CORPCVSHealthcare0.80%16,730+490+3.02%$1,731
ALTRIA GROUP INCMOConsumer Defensive0.79%23,735--$1,708
NORTHROP GRUMMAN CORP COMNOCIndustrials0.78%3,345+240+7.73%$1,704
ADAMS DIVERSIFIED EQUITY FD COADXFinancial Services0.75%63,801-41,665-39.51%$1,630
VANGUARD GROWTH STOCKS INDEX EVUGOther0.71%18,000--$1,551
IRON MOUNTAIN INCIRMReal Estate0.70%12,060+450+3.88%$1,523
SELECT SECTOR SPDR TR TECHNOLOXLKOther0.69%7,850--$1,496
EOG RESOURCESEOGEnergy0.67%11,285+1,800+18.98%$1,464
3M COMPANYMMMIndustrials0.67%8,930--$1,446
SPDR SERIES TRUST BLMBRG BRC CCWBOther0.59%1,186,000+100,000+9.21%$1,279
KIMBERLY CLARK CORPKMBConsumer Defensive0.55%10,790+2,240+26.20%$1,184
NVIDIA CORPNVDATechnology0.54%5,880-50-0.84%$1,177
TERADYNE INCTERTechnology0.54%2,430--$1,176
SELECT SECTOR SPDR TR SBI HEALXLVOther0.51%7,000--$1,111
BECTON DICKINSON & COBDXHealthcare0.49%7,080+135+1.94%$1,071
ISHARES TR RUS MD CP GR EIWPOther0.47%7,000--$1,025
Invesco Variable Rate PreferreVRPOther0.43%38,085+1,880+5.19%$926
APPLIED INDL TECHNOLOGIESAITIndustrials0.38%2,455--$830
ISHARES TR COHEN STEER REICFOther0.36%11,400--$771
VANECK VECTORS ETF TR PFD SECSPFXFOther0.31%38,350+1,500+4.07%$684
WOODWARD GOVERNORWWDIndustrials0.31%1,575--$670
OLD DOMINION FGHT LINES INC COODFLIndustrials0.28%2,844--$616
SPDR DOW JONES INDL AVERAGE UTDIAOther0.27%1,120--$585
VANGUARD TOTAL STOCK MKT ETFVTIOther0.26%1,500--$555
SELECT SECTOR SPDR TR SBI CONSXLYOther0.25%4,600--$539
ISHARES PREFERRED ETFPFFOther0.23%16,340+550+3.48%$498
NASDAQ OMX GROUPNDAQFinancial Services0.22%6,195+200+3.34%$488
FIRST TR EXCHANGE-TRADED FD WTFIWOther0.22%4,400--$482
SPDR SER TR S&P 600 SMCP GSLYGOther0.22%4,000--$477
SPDR S&P 500 Growth ETFSPYGOther0.22%4,000--$476
FIRST TRUST INTER DUR PFD FUNDFPFFinancial Services0.21%25,140+1,100+4.58%$457
ALPS ETF TR EQUAL SEC ETFEQLOther0.19%8,100--$409
SPDR S&P DIVIDEND ETFSDYOther0.19%2,650--$403
MAYVILLE ENGINEERING COMECIndustrials0.17%9,920+9,920+100.00%$372
SELECT SECTOR SPDR TR FINANCIAXLFOther0.16%6,650--$357
ELECTRONIC ARTSEACommunication Services0.16%1,705--$350
ISHARES TR U.S. REAL ES EIYROther0.16%3,380--$346
EXTRA SPACE STORAGE INCEXRReal Estate0.16%2,325--$338
SPDR SER TR S&P 400 MDCP GMDYGOther0.15%3,000--$336
AKAMAI TECHNOLOGIES INCAKAMTechnology0.15%2,775+200+7.77%$328
PAYCOM SOFTWARE INCPAYCTechnology0.14%2,490--$313
PENSKE AUTOMOTIVE GROUPPAGConsumer Cyclical0.14%1,730+90+5.49%$310
CHEMED CORPCHEHealthcare0.14%655--$305
DARLING INGREDIENTSDARConsumer Defensive0.14%5,490--$300
NORWEGIAN CRUISE LINE HLDG LSHNCLHOther0.14%14,230--$300
CHEVRON TEXACO CORPCVXEnergy0.13%1,750--$290
VANGUARD REIT INDEX ETFVNQOther0.13%3,000--$289
BALL CORPBALLConsumer Cyclical0.13%4,600+200+4.55%$287
MERCK & COMPANYMRKHealthcare0.12%2,080--$267
CORNING INCGLWTechnology0.12%1,000+1,000+100.00%$255
TEREX CORPTEXIndustrials0.11%3,390--$245
SPDR SER TR PRTFLO S&P500SPYVOther0.11%4,000--$243
CHORD ENERGY CORPCHRDEnergy0.11%2,050--$234
WISDOMTREE TR US HIGH DIVIDEDHSOther0.10%2,000--$227
ALPS ETF TR SECTR DIV DOGSSDOGOther0.10%3,300--$225
ISHARES TR US CONSM STAPLIYKOther0.10%3,000--$218
SPDR SER TR S&P 600 SMCP VSLYVOther0.10%2,000+2,000+100.00%$218
LITHIA MTRS INCLADConsumer Cyclical0.10%750--$218
SCHLUMBERGER LTDSLBEnergy0.10%4,592--$213
MOHAWK INDS INCMHKConsumer Cyclical0.10%1,710+1,710+100.00%$207
COHEN & STEERS QUALITY RLTYRQIFinancial Services0.08%13,800-5,900-29.95%$170
Delta Capital Management Llc Portfolio Stock Holdings | InsiderSet