DELTA CAPITAL MANAGEMENT LLC

CIK: 0000893738Latest portfolio: $178.0M · Q4 2025

Holdings

99

Total Value

$178.0M

New Positions

4

Closed Positions

6

#StockSharesValue% PortfolioChangeType
1
MUMICRON TECHNOLOGY INC
30,650$8.7M4.92%-4,320
2
AAPLAPPLE COMPUTER INC
31,709$8.6M4.84%-2,200
3
JPMJ.P. MORGAN CHASE & CO
24,335$7.8M4.41%-2,800
4
XOMEXXON MOBIL CORP
56,559$6.8M3.82%-12,680
5
CATCATERPILLAR INC
8,870$5.1M2.85%-1,000
6
ORCLORACLE CORP
23,730$4.6M2.60%-3,080
7
SCHWSCHWAB CHARLES CORP
45,385$4.5M2.55%-7,360
8
BACBANK OF AMERICA
71,180$3.9M2.20%-12,230
9
ABBVABBVIE INC COM
17,095$3.9M2.19%-1,870
10
CSCOCISCO SYSTEMS INC
47,751$3.7M2.07%-6,960
11
QCOMQUALCOMM INC
21,350$3.7M2.05%-2,860
12
SONYSONY CORP
141,470$3.6M2.04%-13,810
13
PCARPACCAR INC
33,040$3.6M2.03%-4,010
14
CBCHUBB LIMITED
11,520$3.6M2.02%-1,600
15
GDGENERAL DYNAMICS CORP COM
10,575$3.6M2.00%-1,400
16
MSFTMICROSOFT CORP
7,340$3.5M1.99%-1,200
17
RTXRAYTHEON TECHNOLOGIES CORP
19,140$3.5M1.97%-2,850
18
GOOGALPHABET INC
11,070$3.5M1.95%-1,900
19
BKBANK OF NEW YORK MELLON
29,165$3.4M1.90%-4,310
20
MCDMCDONALD'S CORP
10,750$3.3M1.85%-1,500
21
JNJJOHNSON & JOHNSON
15,272$3.2M1.78%-2,100
22
PGPROCTER & GAMBLE COMPANY
21,990$3.2M1.77%-2,630
23
DGXQUEST DIAGNOSTICS INC
17,710$3.1M1.73%-2,600
24
HDHOME DEPOT INC
8,815$3.0M1.70%-1,400
25
NSCNORFOLK SOUTHERN CORP
10,010$2.9M1.62%-1,500

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLK8K+4K
XLY5K+2K
MMM9K+-1200
HD9K+-1400
EOG9K+-1600

Decreased Positions

NameSharesChange
SONY141K-13810
XOM57K-12680
BAC71K-12230
BP62K-10960
SCHW45K-7360
CARR47K-7030
CSCO48K-6960
MU31K-4320
BK29K-4310
PCAR33K-4010

Sector Breakdown

Financial Services0.0% ($7.841453439153597e+105T)
Technology0.0% ($8.748862046253679e+39T)
Industrials0.0% ($5.08136183560351e+39T)
Healthcare0.0% ($3.906316130732509e+28T)
Consumer Cyclical0.0% ($32863033605318260.0T)
Consumer Defensive0.0% ($3151275514.0T)
Unknown0.0% ($18151752.5T)
Energy0.0% ($68062.1T)
Basic Materials0.0% ($25.1B)
Communication Services0.0% ($3.5B)
Real Estate0.0% ($963.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$178.0M99
Q3 2025Oct 14, 2025$193.4M101
Q2 2025Jul 17, 2025$178.8M102
Q1 2025Apr 16, 2025$172.3M102

Fund Information

CIK0000893738
Most Recent FilingJan 15, 2026
Number of Filings4

DELTA CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.0M across 99 holdings. The largest position is MICRON TECHNOLOGY INC (MU), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.