DELTA CAPITAL MANAGEMENT LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$178.0M

Holdings

99

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (99 positions)

#StockSharesValue% PortfolioType
1
MUMICRON TECHNOLOGY INC
30,650$8.7M4.92%
2
AAPLAPPLE COMPUTER INC
31,709$8.6M4.84%
3
JPMJ.P. MORGAN CHASE & CO
24,335$7.8M4.41%
4
XOMEXXON MOBIL CORP
56,559$6.8M3.82%
5
CATCATERPILLAR INC
8,870$5.1M2.85%
6
ORCLORACLE CORP
23,730$4.6M2.60%
7
SCHWSCHWAB CHARLES CORP
45,385$4.5M2.55%
8
BACBANK OF AMERICA
71,180$3.9M2.20%
9
ABBVABBVIE INC COM
17,095$3.9M2.19%
10
CSCOCISCO SYSTEMS INC
47,751$3.7M2.07%
11
QCOMQUALCOMM INC
21,350$3.7M2.05%
12
SONYSONY CORP
141,470$3.6M2.04%
13
PCARPACCAR INC
33,040$3.6M2.03%
14
CBCHUBB LIMITED
11,520$3.6M2.02%
15
GDGENERAL DYNAMICS CORP COM
10,575$3.6M2.00%
16
MSFTMICROSOFT CORP
7,340$3.5M1.99%
17
RTXRAYTHEON TECHNOLOGIES CORP
19,140$3.5M1.97%
18
GOOGALPHABET INC
11,070$3.5M1.95%
19
BKBANK OF NEW YORK MELLON
29,165$3.4M1.90%
20
MCDMCDONALD'S CORP
10,750$3.3M1.85%
21
JNJJOHNSON & JOHNSON
15,272$3.2M1.78%
22
PGPROCTER & GAMBLE COMPANY
21,990$3.2M1.77%
23
DGXQUEST DIAGNOSTICS INC
17,710$3.1M1.73%
24
HDHOME DEPOT INC
8,815$3.0M1.70%
25
NSCNORFOLK SOUTHERN CORP
10,010$2.9M1.62%
26
PEPPEPSICO INC
19,195$2.8M1.55%
27
DEDEERE & CO
5,790$2.7M1.51%
28
AMGNAMGEN INC
7,665$2.5M1.41%
29
APDAIR PRODS & CHEMS INC
10,155$2.5M1.41%
30
CARRCARRIER GLOBAL CORPORATION
47,065$2.5M1.40%
31
ADXADAMS DIVERSIFIED EQUITY FD CO
105,466$2.5M1.38%
32
PNCPNC BANK CORP
11,360$2.4M1.33%
33
SPYS&P 500 INDEX ETF
3,410$2.3M1.31%
34
FDXFEDEX CORP
7,845$2.3M1.27%
35
BPBP AMOCO PLC
61,760$2.1M1.21%
36
MDTMEDTRONIC PLC
22,305$2.1M1.20%
37
UNHUNITEDHEALTH GROUP INC
6,165$2.0M1.14%
38
NSRGYNESTLE S A
18,265$1.8M1.02%
39
NOCNORTHROP GRUMMAN CORP COM
3,105$1.8M1.00%
40
FQIDIGITAL REALTY TRUST
11,325$1.8M0.98%
41
VUGVANGUARD GROWTH STOCKS INDEX E
3,000$1.5M0.82%
42
MMM3M COMPANY
8,930$1.4M0.80%
43
ULUNILEVER PLC SPON ADR
21,467$1.4M0.79%
44
MOALTRIA GROUP INC
23,735$1.4M0.77%
45
BDXBECTON DICKINSON & CO
6,865$1.3M0.75%
46
CVSCVS CORP
15,940$1.3M0.71%
47
NVDANVIDIA CORP
6,670$1.2M0.70%
48
DDDUPONT DE NEMOURS INC COM
28,968$1.2M0.65%
49
QQNITY ELECTRONICS INC
13,976$1.1M0.64%
50
XLKSELECT SECTOR SPDR TR TECHNOLO
7,850$1.1M0.63%
51
XLVSELECT SECTOR SPDR TR SBI HEAL
7,000$1.1M0.61%
52
EOGEOG RESOURCES
9,485$996K0.56%
53
CWBSPDR SERIES TRUST BLMBRG BRC C
1,086,000$969K0.54%
54
IRMIRON MOUNTAIN INC
11,610$963K0.54%
55
IWPISHARES TR RUS MD CP GR E
7,000$959K0.54%
56
VRPInvesco Variable Rate Preferre
36,205$881K0.50%
57
KMBKIMBERLY CLARK CORP
8,200$827K0.46%
58
ICFISHARES TR COHEN STEER RE
11,400$680K0.38%
59
PFXFVANECK VECTORS ETF TR PFD SECS
36,950$653K0.37%
60
AITAPPLIED INDL TECHNOLOGIES
2,455$630K0.35%
61
YUMYUM BRANDS INC COM
4,000$605K0.34%
62
NDAQNASDAQ OMX GROUP
5,995$582K0.33%
63
TERTERADYNE INC
2,840$550K0.31%
64
XLYSELECT SECTOR SPDR TR SBI CONS
4,600$549K0.31%
65
DONSPDR DOW JONES INDL AVERAGE UT
1,120$538K0.30%
66
VTIVANGUARD TOTAL STOCK MKT ETF
1,500$503K0.28%
67
MS F PERP +AMORGAN STANLEY PREFERRED
25,605$494K0.28%
68
PFFISHARES PREFERRED ETF
15,790$489K0.27%
69
FIWFIRST TR EXCHANGE-TRADED FD WT
4,400$478K0.27%
70
WWDWOODWARD GOVERNOR
1,575$476K0.27%
71
FPFFIRST TRUST INTER DUR PFD FUND
25,340$472K0.27%
72
ODFLOLD DOMINION FGHT LINES INC CO
2,844$446K0.25%
73
TYTRI CONTL CORP COM
13,342$436K0.24%
74
SPYGSPDR S&P 500 Growth ETF
4,000$427K0.24%
75
GS F PERP DGOLDMAN SACHS PREFERRED
19,805$385K0.22%
76
SLYGSPDR SER TR S&P 600 SMCP G
4,000$377K0.21%
77
TFC F PERP ITRUIST FINL CORP DEP SHS PFD I
18,995$376K0.21%
78
EQLALPS ETF TR EQUAL SEC ETF
8,100$376K0.21%
79
SDYSPDR S&P DIVIDEND ETF
2,650$369K0.21%
80
XLFSELECT SECTOR SPDR TR FINANCIA
6,650$364K0.20%
81
EAELECTRONIC ARTS
1,705$348K0.20%
82
NCLHNORWEGIAN CRUISE LINE HLDG LSH
14,230$318K0.18%
83
IYRISHARES TR U.S. REAL ES E
3,380$317K0.18%
84
EXREXTRA SPACE STORAGE INC
2,325$303K0.17%
85
CHECHEMED CORP
655$280K0.16%
86
MDYGSPDR SER TR S&P 400 MDCP G
3,000$277K0.16%
87
CVXCHEVRON TEXACO CORP
1,750$267K0.15%
88
VNQVANGUARD REIT INDEX ETF
3,000$265K0.15%
89
PAGPENSKE AUTOMOTIVE GROUP
1,640$260K0.15%
90
LADLITHIA MTRS INC
750$249K0.14%
91
BALLBALL CORP
4,400$233K0.13%
92
SPYVSPDR SER TR PRTFLO S&P500
4,000$227K0.13%
93
AKAMAKAMAI TECHNOLOGIES INC
2,575$225K0.13%
94
RQICOHEN & STEERS QUALITY RLTY
19,700$225K0.13%
95
MRKMERCK & COMPANY
2,080$219K0.12%
96
DHSWISDOMTREE TR US HIGH DIVIDE
2,000$204K0.11%
97
IYKISHARES TR US CONSM STAPL
3,000$201K0.11%
98
SDOGALPS ETF TR SECTR DIV DOGS
3,300$200K0.11%
99
AMCRAMCOR PLC
14,875$124K0.07%