Delta Investment Management, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 607,671
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 293 | 607,671 | 13F-HR | Delta Investment Management, LLC |
| Q1 2026 | 5/12/2026 | 273 | 558,808 | 13F-HR | Delta Investment Management, LLC |
| Q4 2025 | 1/30/2026 | 280 | 576,330 | 13F-HR | Delta Investment Management, LLC |
| Q3 2025 | 10/20/2025 | 268 | 558,054 | 13F-HR | Delta Investment Management, LLC |
| Q2 2025 | 8/1/2025 | 239 | 520,321 | 13F-HR | Delta Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 353.2 K | 58.1% | 18.22 K | 0 | 18.22 K |
| ETFs | 254.5 K | 41.9% | 31.1 K | 0 | 31.1 K |
| Other | 0 | 0.0% | 0 | 205 | -205 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
607,671
Holdings
293
QoQ value change ($000)
48,863
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.