The Analysis of DELPHI MANAGEMENT INC /MA/'s Holdings
Currently, DELPHI MANAGEMENT INC /MA/ holds 81 types of securities in its portfolio with a total value $107.8K. In the most recent quarter, they have increased their positions in BHB (+43.4K shares, valued at $1.3K), NSIT (+11.2K shares, valued at $1.3K), FI (+2.5K shares, valued at $327.871806695564); decreased their positions in ORCL (-2.2K shares, valued at $625.8698060941828), LRCX (-4.1K shares, valued at $555.3883960680892), TPR (-3.5K shares, valued at $398.5047795691254); initiated new positions in BHB (+43.4K shares, valued at $1.3K), NSIT (+11.2K shares, valued at $1.3K), TTAM (+21.1K shares, valued at $315). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC CL B5.2K shares-7.92%2025-09-302025-10-15
AAPL APPLE8.4K shares-1.12%2025-09-302025-10-15 KLAC KLA CORP COM1.6K shares-8.31%2025-09-302025-10-15 SNX TD SYNNEX CORP10.5K shares-3.02%2025-09-302025-10-15 LRCX LAM RESEARCH CORP12.5K shares-24.90%2025-09-302025-10-15 AMAT APPLIED MATLS INC COM8.1K shares-1.62%2025-09-302025-10-15 GHC GRAHAM HOLDINGS LTD1.4K shares-0.72%2025-09-302025-10-15 GS GOLDMAN SACHS2.0K shares-10.21%2025-09-302025-10-15 NFG NATIONAL FUEL GAS CO17.4K shares-0.85%2025-09-302025-10-15 ABBV ABBVIE INC6.9K shares23.60%2025-09-302025-10-15 LDOS LEIDOS HOLDINGS INC8.4K shares-9.69%2025-09-302025-10-15 TPR TAPESTRY INC14.0K shares-20.07%2025-09-302025-10-15 MS MORGAN STANLEY10.0K shares-12.01%2025-09-302025-10-15 JPM JP MORGAN CHASE AND CO5.0K shares-7.69%2025-09-302025-10-15 FLEX FLEX LTD27.2K shares-18.24%2025-09-302025-10-15 RL RALPH LAUREN CORP5.0K shares-1.39%2025-09-302025-10-15 AZZ AZZ INC14.2K shares-6.06%2025-09-302025-10-15 NVS NOVARTIS12.1K shares-0.68%2025-09-302025-10-15 TXT TEXTRON INC.18.3K shares4.33%2025-09-302025-10-15 AXP AMERICAN EXPRESS4.6K shares-0.90%2025-09-302025-10-15 EXPE EXPEDIA GROUP INC7.2K shares-4.97%2025-09-302025-10-15 JHG JANUS HENDERSON34.6K shares-3.47%2025-09-302025-10-15 JBL JABIL CIRCUIT INC.7.1K shares-12.74%2025-09-302025-10-15 SSNC SS AND C TECHNOLOGIES HOLDINGS INC17.3K shares-0.32%2025-09-302025-10-15 WRB BERKLEY W R CORP20.0K shares0.18%2025-09-302025-10-15 DELL DELL TECHNOLOGIES INC10.8K shares-8.03%2025-09-302025-10-15 LH LABORATORY CORP. OF AMERICA5.3K shares-2.94%2025-09-302025-10-15 DHI D R HORTON INC COM9.0K shares-9.39%2025-09-302025-10-15 SANM SANMINA CORP13.1K shares-17.72%2025-09-302025-10-15 ASX ASE TECHNOLOGIES CORP131.6K shares-0.30%2025-09-302025-10-15 SF STIFEL FINANCIAL12.8K shares-3.31%2025-09-302025-10-15 DOX AMDOCS LTD.17.6K shares15.64%2025-09-302025-10-15 USB US BANCORP DEL COM29.9K shares-0.78%2025-09-302025-10-15 FAF FIRST AMERICAN FINANCIAL CORP22.2K shares22.58%2025-09-302025-10-15 DIS DISNEY WALT CO COM12.4K shares-0.87%2025-09-302025-10-15 ORCL ORACLE5.1K shares-30.58%2025-09-302025-10-15 UNTY UNITY BANCORP INC29.0K shares-5.10%2025-09-302025-10-15 HTGC HERCULES CAPITAL INC74.7K shares-2.30%2025-09-302025-10-15 KBR KBR INC29.8K shares23.79%2025-09-302025-10-15 TOL TOLL BROTHERS INC COM10.2K shares-0.93%2025-09-302025-10-15 THG HANOVER GROUP INSURANCE7.7K shares0.01%2025-09-302025-10-15 FI FISERV INC.10.8K shares30.64%2025-09-302025-10-15 FR FIRST INDUSTRIAL REALTY TRUST27.1K shares6.92%2025-09-302025-10-15 CAC CAMDEN NATIONAL CORP36.0K shares13.36%2025-09-302025-10-15 PUBGY PUBLICIS GROUPE57.7K shares16.62%2025-09-302025-10-15 HIG HARTFORD INSURANCE GROUP10.4K shares0.88%2025-09-302025-10-15 STAG STAG INDUSTRIAL39.0K shares-0.10%2025-09-302025-10-15 REVG REV GROUP INC23.7K shares-11.94%2025-09-302025-10-15 RNR RENAISSANCE RE HLDGS COM5.3K shares2.11%2025-09-302025-10-15 LEN LENNAR CORP CL A10.6K shares-0.53%2025-09-302025-10-15 BHB BAR HARBOR BANKSHARES INC43.4K sharesnew addition2025-09-302025-10-15 NXST NEXSTAR MEDIA6.7K shares0.11%2025-09-302025-10-15 NICE NICE LTD SPONSORED ADR9.1K shares22.68%2025-09-302025-10-15 ARCC ARES CAPITAL CORPORATION64.0K shares2.00%2025-09-302025-10-15 ITRN ITURAN LOCATION AND CONTROL LTD.36.3K shares0.65%2025-09-302025-10-15 SNA SNAP-ON INC3.7K shares0.27%2025-09-302025-10-15 CB CHUBB LIMITED4.6K shares0.15%2025-09-302025-10-15 NSIT INSIGHT ENTERPRISES11.2K sharesnew addition2025-09-302025-10-15 BATRK ATLANTA BRAVES HOLDINGS INC30.2K shares-13.99%2025-09-302025-10-15 INGR INGREDION INC10.2K shares0.14%2025-09-302025-10-15 CAKE CHEESECAKE FACTORY INC22.8K shares-12.33%2025-09-302025-10-15 EXP EAGLE MATERIALS INC5.3K shares0.19%2025-09-302025-10-15 EG EVEREST GROUP LTD3.5K shares0.23%2025-09-302025-10-15 OMC OMNICOM GROUP INC14.8K shares13.29%2025-09-302025-10-15 ARW ARROW ELECTRS INC COM9.9K shares-1.24%2025-09-302025-10-15 CBT CABOT CORP15.7K shares0.19%2025-09-302025-10-15 BXSL BLACKSTONE SECD LENDING FD45.5K shares4.18%2025-09-302025-10-15 AZO AUTOZONE INC259 shares-15.91%2025-09-302025-10-15 FANG DIAMONDBACK ENERGY7.7K shares0.18%2025-09-302025-10-15 EOG EOG RESOURCES9.8K shares-0.06%2025-09-302025-10-15 MTDR MATADOR RESOURCE CO22.3K shares-0.54%2025-09-302025-10-15 PRGS PROGRESS SOFTWARE CORP21.3K shares0.28%2025-09-302025-10-15 INCY INCYTE CORP6.9K shares-0.65%2025-09-302025-10-15 ANF ABERCROMBIE AND FITCH CO6.5K shares0.15%2025-09-302025-10-15 GBDC GOLUB CAPITAL BDC30.2K shares0.87%2025-09-302025-10-15 TTAM TITAN AMERICA SA21.1K sharesnew addition2025-09-302025-10-15 URBN URBAN OUTFITTERS INC4.2K shares-0.48%2025-09-302025-10-15 SMP STANDARD MOTOR PRODUCTS INC5.7K sharesnew addition2025-09-302025-10-15 STLD STEEL DYNAMICS INC1.6K shares4.01%2025-09-302025-10-15 MNR MACH NATURAL RESOURCES LP12.2K sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available