Delphi Management Inc /Ma/ Top Holdings and 13F Report (2025) About Delphi Management Inc /Ma/Investment ActivityDelphi Management Inc /Ma/ has $103.50 thousand in total holdings as of June 30, 2025.Delphi Management Inc /Ma/ owns shares of 80 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 12.90% of the portfolio was purchased this quarter.About 14.68% of the portfolio was sold this quarter.This quarter, Delphi Management Inc /Ma/ has purchased 78 new stocks and bought additional shares in 12 stocks.Delphi Management Inc /Ma/ sold shares of 58 stocks and completely divested from 8 stocks this quarter.Largest Holdings Berkshire Hathaway $2,728Jabil $1,764Apple $1,745Flex $1,662Atlanta Braves $1,641 Largest New Holdings this Quarter 902973304 - U.S. Bancorp $1,364 Holding00215W100 - ASE Technology $1,363 Holding416515104 - The Hartford Insurance Group $1,303 Holding749527107 - REV Group $1,282 Holding653656108 - Nice $1,248 Holding Largest Purchases this Quarter U.S. Bancorp 30,145 shares (about $1.36K)ASE Technology 131,950 shares (about $1.36K)The Hartford Insurance Group 10,272 shares (about $1.30K)REV Group 26,937 shares (about $1.28K)Nice 7,389 shares (about $1.25K) Largest Sales this Quarter Jabil 1,426 shares (about $311.05)Flex 5,274 shares (about $263.25)Berkshire Hathaway 488 shares (about $237.05)KLA 211 shares (about $189.04)Omnicom Group 2,561 shares (about $184.26) 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$2,728$237 ▼-8.0%5,6162.6%FinanceJBLJabil$1,764$311 ▼-15.0%8,0871.7%Computer and TechnologyAAPLApple$1,745$146 ▼-7.7%8,5071.7%Computer and TechnologyFLEXFlex$1,662$263 ▼-13.7%33,2971.6%Computer and TechnologyBATRKAtlanta Braves$1,641$97 ▼-5.6%35,0761.6%Consumer DiscretionaryCAKECheesecake Factory$1,630$142 ▼-8.0%26,0161.6%Retail/WholesaleLAM RESEARCH CORP$1,622$1 ▼0.0%16,6621.6%COMGSThe Goldman Sachs Group$1,608$80 ▼-4.7%2,2721.6%FinanceMSMorgan Stanley$1,595$44 ▼-2.7%11,3211.5%FinanceORCLOracle$1,592$133 ▼-7.7%7,2801.5%Computer and TechnologyKLACKLA$1,584$189 ▼-10.7%1,7681.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,573$82 ▼-5.0%5,4261.5%FinanceSANMSanmina$1,560$124 ▼-7.4%15,9441.5%Computer and TechnologyDISWalt Disney$1,555$100 ▼-6.0%12,5371.5%Consumer DiscretionaryTPRTapestry$1,540$101 ▼-6.1%17,5381.5%Retail/WholesaleAMATApplied Materials$1,511$16 ▼-1.1%8,2551.5%Computer and TechnologyAXPAmerican Express$1,494$157 ▼-9.5%4,6831.4%FinanceNFGNational Fuel Gas$1,486$162 ▼-9.8%17,5461.4%EnergyNVSNovartis$1,470$139 ▼-8.7%12,1471.4%MedicalLDOSLeidos$1,470$124 ▼-7.8%9,3211.4%Computer and TechnologySNXTD SYNNEX$1,467$25 ▲1.7%10,8121.4%Computer and TechnologyWRBW.R. Berkley$1,463$181 ▼-11.0%19,9171.4%FinanceLABCORP HOLDINGS INC$1,437$168 ▼-10.5%5,4751.4%SHSUNTYUnity Bancorp$1,437$68 ▼-4.5%30,5231.4%FinanceSSNCSS&C Technologies$1,435$78 ▼-5.2%17,3281.4%Computer and TechnologyDELLDell Technologies$1,435$101 ▼-6.6%11,7071.4%Computer and TechnologyFIFiserv$1,431$267 ▲22.9%8,3001.4%Business ServicesAZZAZZ$1,431$88 ▼-5.8%15,1411.4%IndustrialsSTAGStag Industrial$1,416$67 ▼-4.5%39,0411.4%FinanceTXTTextron$1,407$8 ▲0.6%17,5201.4%AerospaceHTGCHercules Capital$1,398$71 ▲5.4%76,4551.4%FinanceITRNIturan Location and Control$1,397$78 ▼-5.3%36,0651.3%IndustrialsJHGJanus Henderson Group$1,392$3 ▼-0.2%35,8291.3%FinanceDOXAmdocs$1,390$104 ▼-7.0%15,2401.3%Computer and TechnologyINGRIngredion$1,385$125 ▼-8.3%10,2141.3%Consumer StaplesRLRalph Lauren$1,382$181 ▼-11.6%5,0381.3%Consumer DiscretionaryARCCAres Capital$1,377$67 ▼-4.6%62,6991.3%FinanceSFStifel Financial$1,376$46 ▼-3.2%13,2541.3%FinanceUSBU.S. Bancorp$1,364$1,364 ▲New Holding30,1451.3%FinanceASXASE Technology$1,363$1,363 ▲New Holding131,9501.3%Computer and TechnologyPRGSProgress Software$1,356$84 ▼-5.8%21,2371.3%Computer and TechnologyPUBGYPublicis Groupe$1,350$555 ▲69.9%49,4671.3%Business ServicesBXSLBlackstone Secured Lending Fund$1,343$33 ▼-2.4%43,6901.3%FinanceSANDOZ GROUP AG SPONSORED ADS$1,336$475 ▲55.1%24,4431.3%ADRCBChubb$1,324$115 ▼-8.0%4,5691.3%FinanceGHCGraham$1,318$157 ▼-10.6%1,3931.3%Consumer DiscretionaryTHGThe Hanover Insurance Group$1,308$101 ▼-7.2%7,7001.3%FinanceHIGThe Hartford Insurance Group$1,303$1,303 ▲New Holding10,2721.3%FinanceCACCamden National$1,290$791 ▲158.5%31,7881.2%FinanceREVGREV Group$1,282$1,282 ▲New Holding26,9371.2%TransportationEXPEExpedia Group$1,278$79 ▼-5.8%7,5791.2%Retail/WholesaleDHID.R. Horton$1,277$114 ▲9.8%9,9021.2%ConstructionARWArrow Electronics$1,277$65 ▼-4.8%10,0181.2%Computer and TechnologyRNRRenaissanceRe$1,257$110 ▼-8.1%5,1761.2%FinanceNICENice$1,248$1,248 ▲New Holding7,3891.2%Computer and TechnologyFRFirst Industrial Realty Trust$1,220$1,220 ▲New Holding25,3461.2%FinanceASIXAdvanSix$1,194$37 ▼-3.0%50,2901.2%Basic MaterialsLENLennar$1,179$141 ▲13.6%10,6621.1%ConstructionCBTCabot$1,176$71 ▼-5.7%15,6841.1%Basic MaterialsEOGEOG Resources$1,175$76 ▼-6.1%9,8201.1%EnergyEGEverest Group$1,175$163 ▼-12.2%3,4571.1%FinanceTOLToll Brothers$1,175$87 ▲8.0%10,2911.1%ConstructionSNASnap-On$1,158$103 ▼-8.1%3,7211.1%Consumer DiscretionaryKBRKBR$1,156$875 ▲312.1%24,1081.1%ConstructionNXSTNexstar Media Group$1,151$83 ▼-6.7%6,6571.1%Consumer DiscretionaryAZOAutoZone$1,143$152 ▼-11.7%3081.1%Retail/WholesaleFAFFirst American Financial$1,113$1,113 ▲New Holding18,1261.1%FinanceEXPEagle Materials$1,076$118 ▼-9.9%5,3261.0%ConstructionMTDRMatador Resources$1,068$44 ▼-4.0%22,3801.0%EnergyFANGDiamondback Energy$1,057$83 ▼-7.3%7,6921.0%EnergyABBVAbbVie$1,041$74 ▼-6.6%5,6071.0%MedicalSLBSchlumberger$943$144 ▼-13.3%27,8950.9%EnergyOMCOmnicom Group$938$184 ▼-16.4%13,0370.9%Business ServicesIASIntegral Ad Science$539$539 ▲New Holding64,8040.5%Business ServicesANFAbercrombie & Fitch$535$0 ▲0.0%6,4560.5%Retail/WholesaleINCYIncyte$472$33 ▼-6.5%6,9320.5%MedicalGBDCGolub Capital BDC$438$8 ▼-1.8%29,8980.4%FinanceBHRBBurke & Herbert Financial Services$310$20 ▼-6.1%5,1840.3%FinanceURBNUrban Outfitters$304$304 ▲New Holding4,1950.3%Retail/WholesaleSTLDSteel Dynamics$201$201 ▲New Holding1,5720.2%Basic MaterialsAVBAvalonBay Communities$0$1,400 ▼-100.0%00.0%FinanceIRMIron Mountain$0$1,304 ▼-100.0%00.0%Business ServicesSKXSkechers U.S.A.$0$1,294 ▼-100.0%00.0%Consumer DiscretionaryOSKOshkosh$0$1,168 ▼-100.0%00.0%Auto/Tires/TrucksPLABPhotronics$0$1,142 ▼-100.0%00.0%Computer and TechnologyEMNEastman Chemical$0$1,121 ▼-100.0%00.0%Basic MaterialsGPNGlobal Payments$0$1,114 ▼-100.0%00.0%Business ServicesCVLGCovenant Logistics Group$0$508 ▼-100.0%00.0%TransportationShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.