Delphi Management Inc /Ma/ has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $108 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $2.6M, Apple Inc. with a value of $2.14M, Kla Corp with a value of $1.75M, Td Synnex Corp with a value of $1.72M, and Lam Research Corp with a value of $1.68M.
Examining the 13F form we can see an increase of $4.3M in the current position value, from $103M to 108M.
Delphi Management Inc /Ma/ is based out at Boston, MA
Below you can find more details about Delphi Management Inc /Ma/ portfolio as well as his latest detailed transactions.
Portfolio value
$108 Million
Financial Services: $31.4 Million
Technology: $28.3 Million
Consumer Cyclical: $12.4 Million
Industrials: $7.14 Million
Communication Services: $5.34 Million
Energy: $4.81 Million
Healthcare: $3.74 Million
Consumer Defensive: $2.88 Million
Other: $5.44 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
