Delphi Management Inc /Ma/ Top Holdings and 13F Report (2025) About Delphi Management Inc /Ma/Investment ActivityDelphi Management Inc /Ma/ has $107.80 thousand in total holdings as of September 30, 2025.Delphi Management Inc /Ma/ owns shares of 81 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 5.31% of the portfolio was purchased this quarter.About 7.72% of the portfolio was sold this quarter.This quarter, Delphi Management Inc /Ma/ has purchased 80 new stocks and bought additional shares in 30 stocks.Delphi Management Inc /Ma/ sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $2,600Apple $2,142KLA $1,748TD SYNNEX $1,717LAM RESEARCH CORP $1,675 Largest New Holdings this Quarter 066849100 - Bar Harbor Bankshares $1,322 Holding45765U103 - Insight Enterprises $1,274 HoldingB9151N105 - TITAN AMERICA SA $315 Holding853666105 - Standard Motor Products $233 Holding55445L100 - MACH NATURAL RESOURCES LP $161 Holding Largest Purchases this Quarter Bar Harbor Bankshares 43,395 shares (about $1.32K)Insight Enterprises 11,230 shares (about $1.27K)Fiserv 2,543 shares (about $327.87)TITAN AMERICA SA 21,075 shares (about $315.00)AbbVie 1,323 shares (about $306.41) Largest Sales this Quarter Oracle 2,226 shares (about $625.87)LAM RESEARCH CORP 4,149 shares (about $555.39)Tapestry 3,520 shares (about $398.50)Flex 6,073 shares (about $352.01)Sanmina 2,825 shares (about $325.16) Sector Allocation Over TimeMap of 500 Largest Holdings ofDelphi Management Inc /Ma/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$2,600$224 ▼-7.9%5,1712.4%FinanceAAPLApple$2,142$24 ▼-1.1%8,4122.0%Computer and TechnologyKLACKLA$1,748$159 ▼-8.3%1,6211.6%Computer and TechnologySNXTD SYNNEX$1,717$53 ▼-3.0%10,4861.6%Computer and TechnologyLAM RESEARCH CORP$1,675$555 ▼-24.9%12,5131.6%COMAMATApplied Materials$1,663$27 ▼-1.6%8,1211.5%Computer and TechnologyGHCGraham$1,628$12 ▼-0.7%1,3831.5%Consumer DiscretionaryGSThe Goldman Sachs Group$1,625$185 ▼-10.2%2,0401.5%FinanceNFGNational Fuel Gas$1,607$14 ▼-0.8%17,3971.5%EnergyABBVAbbVie$1,605$306 ▲23.6%6,9301.5%MedicalLDOSLeidos$1,591$171 ▼-9.7%8,4181.5%Computer and TechnologyTPRTapestry$1,587$399 ▼-20.1%14,0181.5%Retail/WholesaleMSMorgan Stanley$1,583$216 ▼-12.0%9,9611.5%FinanceJPMJPMorgan Chase & Co.$1,580$132 ▼-7.7%5,0091.5%FinanceFLEXFlex$1,578$352 ▼-18.2%27,2241.5%Computer and TechnologyRLRalph Lauren$1,558$22 ▼-1.4%4,9681.4%Consumer DiscretionaryAZZAZZ$1,552$100 ▼-6.1%14,2231.4%IndustrialsNVSNovartis$1,547$11 ▼-0.7%12,0641.4%MedicalTXTTextron$1,544$64 ▲4.3%18,2791.4%AerospaceAXPAmerican Express$1,542$14 ▼-0.9%4,6411.4%FinanceEXPEExpedia Group$1,539$81 ▼-5.0%7,2021.4%Retail/WholesaleJHGJanus Henderson Group$1,539$55 ▼-3.5%34,5841.4%FinanceJBLJabil$1,533$224 ▼-12.7%7,0571.4%Computer and TechnologySSNCSS&C Technologies$1,533$5 ▼-0.3%17,2721.4%Computer and TechnologyWRBW.R. Berkley$1,529$3 ▲0.2%19,9521.4%FinanceDELLDell Technologies$1,526$133 ▼-8.0%10,7671.4%Computer and TechnologyLABORATORY CORP. OF AMERICA$1,525$46 ▼-2.9%5,3141.4%SHSDHID.R. Horton$1,520$158 ▼-9.4%8,9721.4%ConstructionSANMSanmina$1,510$325 ▼-17.7%13,1191.4%Computer and TechnologyASXASE Technology$1,459$4 ▼-0.3%131,5531.4%Computer and TechnologySANDOZ GROUP AG SPONSORED ADS$1,454$3 ▼-0.2%24,3871.3%ADRSFStifel Financial$1,454$50 ▼-3.3%12,8151.3%FinanceUSBU.S. Bancorp$1,446$11 ▼-0.8%29,9111.3%FinanceDOXAmdocs$1,446$196 ▲15.6%17,6241.3%Computer and TechnologyFAFFirst American Financial$1,427$263 ▲22.6%22,2191.3%FinanceDISWalt Disney$1,423$12 ▼-0.9%12,4281.3%Consumer DiscretionaryORCLOracle$1,421$626 ▼-30.6%5,0541.3%Computer and TechnologyUNTYUnity Bancorp$1,416$76 ▼-5.1%28,9651.3%FinanceHTGCHercules Capital$1,412$33 ▼-2.3%74,6941.3%FinanceKBRKBR$1,411$271 ▲23.8%29,8431.3%ConstructionTOLToll Brothers$1,408$13 ▼-0.9%10,1951.3%ConstructionTHGThe Hanover Insurance Group$1,399$0 ▲0.0%7,7011.3%FinanceFIFiserv$1,398$328 ▲30.6%10,8431.3%Business ServicesFRFirst Industrial Realty Trust$1,395$90 ▲6.9%27,0991.3%FinanceCACCamden National$1,391$164 ▲13.4%36,0351.3%FinancePUBGYPublicis Groupe$1,391$198 ▲16.6%57,6891.3%Business ServicesHIGThe Hartford Insurance Group$1,382$12 ▲0.9%10,3621.3%FinanceSTAGStag Industrial$1,376$1 ▼-0.1%39,0031.3%FinanceREVGREV Group$1,344$182 ▼-11.9%23,7201.2%TransportationRNRRenaissanceRe$1,342$28 ▲2.1%5,2851.2%FinanceLENLennar$1,337$7 ▼-0.5%10,6051.2%ConstructionBHBBar Harbor Bankshares$1,322$1,322 ▲New Holding43,3951.2%FinanceNXSTNexstar Media Group$1,318$1 ▲0.1%6,6641.2%Consumer DiscretionaryNICENice$1,312$243 ▲22.7%9,0651.2%Computer and TechnologyARCCAres Capital$1,305$26 ▲2.0%63,9551.2%FinanceITRNIturan Location and Control$1,297$8 ▲0.7%36,3011.2%IndustrialsSNASnap-On$1,293$3 ▲0.3%3,7311.2%Consumer DiscretionaryCBChubb$1,292$2 ▲0.2%4,5761.2%FinanceNSITInsight Enterprises$1,274$1,274 ▲New Holding11,2301.2%Retail/WholesaleBATRKAtlanta Braves$1,255$204 ▼-14.0%30,1691.2%Consumer DiscretionaryINGRIngredion$1,249$2 ▲0.1%10,2281.2%Consumer StaplesCAKECheesecake Factory$1,246$175 ▼-12.3%22,8071.2%Retail/WholesaleEXPEagle Materials$1,244$2 ▲0.2%5,3361.2%ConstructionEGEverest Group$1,214$3 ▲0.2%3,4651.1%FinanceOMCOmnicom Group$1,204$141 ▲13.3%14,7701.1%Business ServicesARWArrow Electronics$1,197$15 ▼-1.2%9,8941.1%Computer and TechnologyCBTCabot$1,195$2 ▲0.2%15,7141.1%Basic MaterialsBXSLBlackstone Secured Lending Fund$1,187$48 ▲4.2%45,5181.1%FinanceAZOAutoZone$1,111$210 ▼-15.9%2591.0%Retail/WholesaleFANGDiamondback Energy$1,103$2 ▲0.2%7,7061.0%EnergyEOGEOG Resources$1,100$1 ▼-0.1%9,8141.0%EnergyMTDRMatador Resources$1,000$5 ▼-0.5%22,2600.9%EnergyPRGSProgress Software$936$3 ▲0.3%21,2960.9%Computer and TechnologyINCYIncyte$584$4 ▼-0.6%6,8870.5%MedicalANFAbercrombie & Fitch$553$1 ▲0.2%6,4660.5%Retail/WholesaleGBDCGolub Capital BDC$413$4 ▲0.9%30,1570.4%FinanceTITAN AMERICA SA$315$315 ▲New Holding21,0750.3%COMURBNUrban Outfitters$298$1 ▼-0.5%4,1750.3%Retail/WholesaleSMPStandard Motor Products$233$233 ▲New Holding5,7170.2%Auto/Tires/TrucksSTLDSteel Dynamics$228$9 ▲4.0%1,6350.2%Basic MaterialsMACH NATURAL RESOURCES LP$161$161 ▲New Holding12,2400.1%COMASIXAdvanSix$0$1,194 ▼-100.0%00.0%Basic MaterialsSLBSLB$0$943 ▼-100.0%00.0%EnergyIASIntegral Ad Science$0$539 ▼-100.0%00.0%Business ServicesBHRBBurke & Herbert Financial Services$0$310 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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