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Portfolio (Quarterly) Guide ↗

DELTA CAPITAL MANAGEMENT LLC

· CIK 0000893738
13F Portfolio $178M AUM 99 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 2 Added 46 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC SPON ADR 21,467.0 $1.4M 0.79% NEW $65.40
2 Q QNITY ELECTRONICS INC Technology 13,976.0 $1.1M 0.64% NEW $81.64 +77.9%
3 AKAM AKAMAI TECHNOLOGIES INC Technology 2,575.0 $225K 0.13% NEW $87.38 +64.3%
4 MRK MERCK & COMPANY Healthcare 2,080.0 $219K 0.12% NEW $105.29 +8.5%
5 SDOG ALPS ETF TR SECTR DIV DOGS 3,300.0 $200K 0.11% NEW $60.61 +10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 20.4%
Industrials 19.3%
Healthcare 12.5%
Energy 6.4%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Communication Services 2.4%
Basic Materials 2.3%
Real Estate 1.9%