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Portfolio (Quarterly) Guide ↗

DELTA CAPITAL MANAGEMENT LLC

· CIK 0000893738
13F Portfolio $193M AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 101 New
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMCOR PLC 14,875.0 $122K 0.06% NEW $8.20
Page 6 of 6  ·  101 positions

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 22.9%
Financial Services 20.1%
Industrials 18.7%
Healthcare 12.4%
Energy 6.8%
Consumer Defensive 6.4%
Consumer Cyclical 5.5%
Basic Materials 3.1%
Real Estate 2.1%
Communication Services 2.0%