Delta Investment Management, LLC - Portfolio overview

Delta Investment Management, LLC has 326 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BILZ - PIMCO ETF TR, 9.93%
2. BSJQ - INVESCO EXCH TRD SLF IDX FD, 3.85%
3. MSFT - MICROSOFT CORP, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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