CIK 767684
DELPHI MANAGEMENT INC /MA/
Institutional 13F holdings & portfolio
Holdings
76
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 5K | $1M+ | SH |
| AAPL | APPLE | 8K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 6K | $1M+ | SH |
| TPR | TAPESTRY INC | 13K | $1M+ | SH |
| GS | GOLDMAN SACHS | 2K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| NVS | NOVARTIS | 12K | $1M+ | SH |
| — | SANDOZ GROUP AG SPONSORED ADS | 22K | $1M+ | SH |
| JHG | JANUS HENDERSON | 34K | $1M+ | SH |
| MS | MORGAN STANLEY | 9K | $1M+ | SH |
| ASX | ASE TECHNOLOGIES CORP | 99K | $1M+ | SH |
| JBL | JABIL CIRCUIT INC. | 7K | $1M+ | SH |
| USB | US BANCORP DEL COM | 29K | $1M+ | SH |
| SF | STIFEL FINANCIAL | 12K | $1M+ | SH |
| SSNC | SS AND C TECHNOLOGIES HOLDINGS INC | 18K | $1M+ | SH |
| JPM | JP MORGAN CHASE AND CO | 5K | $1M+ | SH |
| TXT | TEXTRON INC. | 18K | $1M+ | SH |
| CAC | CAMDEN NATIONAL CORP | 36K | $1M+ | SH |
| FR | FIRST INDUSTRIAL REALTY TRUST | 27K | $1M+ | SH |
| AXP | AMERICAN EXPRESS | 4K | $1M+ | SH |
| SANM | SANMINA CORP | 10K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| MTB | M AND T BANK CORP | 8K | $1M+ | SH |
| ITRN | ITURAN LOCATION AND CONTROL LTD. | 35K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 13K | $1M+ | SH |
| GHC | GRAHAM HOLDINGS LTD | 1K | $1M+ | SH |
| CCK | CROWN HLDGS INC | 15K | $1M+ | SH |
| CAKE | CHEESECAKE FACTORY INC | 30K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP | 11K | $1M+ | SH |
| SNX | TD SYNNEX CORP | 10K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 4K | $1M+ | SH |
| FLEX | FLEX LTD | 24K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 79K | $1M+ | SH |
| AZZ | AZZ INC | 14K | $1M+ | SH |
| RNR | RENAISSANCE RE HLDGS COM | 5K | $1M+ | SH |
| UNTY | UNITY BANCORP INC | 28K | $1M+ | SH |
| NXST | NEXSTAR MEDIA | 7K | $1M+ | SH |
| PUBGY | PUBLICIS GROUPE | 56K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 12K | $1M+ | SH |
| STAG | STAG INDUSTRIAL | 40K | $1M+ | SH |
| INGR | INGREDION INC | 13K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 8K | $1M+ | SH |
| THG | HANOVER GROUP INSURANCE | 8K | $1M+ | SH |
| AMTM | AMENTUM HOLDINGS INC | 49K | $1M+ | SH |
| LH | LABORATORY CORP. OF AMERICA | 6K | $1M+ | SH |
| FAF | FIRST AMERICAN FINANCIAL CORP | 23K | $1M+ | SH |
| BATRK | ATLANTA BRAVES HOLDINGS INC | 36K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 5K | $1M+ | SH |
| NFG | NATIONAL FUEL GAS CO | 17K | $1M+ | SH |