DELPHI MANAGEMENT INC /MA/
CIK: 0000767684SEC EDGAR →
Portfolio Value
$102.7M
Holdings
76
As of
Q4 2025
New Positions
5
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CL B | 5,022 | $2.5M | 2.46% |
| 2 | APPLE | 8,124 | $2.2M | 2.15% |
| 3 | EXPEDIA GROUP INC | 5,963 | $1.7M | 1.64% |
| 4 | TAPESTRY INC | 13,104 | $1.7M | 1.63% |
| 5 | GOLDMAN SACHS | 1,865 | $1.6M | 1.60% |
| 6 | CHUBB LIMITED | 5,184 | $1.6M | 1.58% |
| 7 | NOVARTIS | 11,723 | $1.6M | 1.57% |
| 8 | SANDOZ GROUP AG SPONSORED ADS | 22,069 | $1.6M | 1.56% |
| 9 | JANUS HENDERSON | 33,562 | $1.6M | 1.56% |
| 10 | MORGAN STANLEY | 8,980 | $1.6M | 1.55% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $28.4M | 27.7% |
| Technology | 14 | $19.9M | 19.4% |
| Consumer Cyclical | 11 | $13.5M | 13.2% |
| Unknown | 9 | $13.5M | 13.1% |
| Industrials | 4 | $5.7M | 5.6% |
| Communication Services | 4 | $4.9M | 4.7% |
| Real Estate | 3 | $4.2M | 4.1% |
| Healthcare | 3 | $3.6M | 3.5% |
| Basic Materials | 3 | $3.0M | 3.0% |
| Energy | 3 | $3.0M | 2.9% |
| Consumer Defensive | 2 | $2.9M | 2.9% |