Delphi Financial Group, Inc. Portfolio Holdings by Sector

Delphi Financial Group, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAAA FXI ASHR JBBB 4 stocks	$73,479 43.31% of portfolio	3	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET LNG 2 stocks	$30,326 17.87% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate EFC EARN MFA ACRE 4 stocks	$14,995 8.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$13,358 7.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$10,526 6.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials KTOS AVAV 2 stocks	$7,828 4.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CCCS 2 stocks	$6,290 3.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5,269 3.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,997 2.36% of portfolio	1	-	1	-	0 Calls 0 Puts

Oil & Gas E&P \| Energy CHK 1 stocks	$3,148 1.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TSLX 1 stocks	$458 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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