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Portfolio (Quarterly) Guide ↗

Delta Accumulation, LLC

· CIK 0001808389
13F Portfolio $1.6B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 199 New
Page 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DRI PUT DARDEN RESTAURANTS INC Consumer Cyclical 14,100.0 $2.3M 0.14% NEW $164.13 +20.1%
102 EA PUT ELECTRONIC ARTS INC Communication Services 16,100.0 $2.3M 0.14% NEW $143.44 +40.7%
103 AXP AMERICAN EXPRESS CO Financial Services 8,500.0 $2.3M 0.14% NEW $271.20 +14.2%
104 NDAQ CALL NASDAQ INC Financial Services 10,700.0 $2.3M 0.14% NEW $212.89 -57.5%
105 NDAQ PUT NASDAQ INC Financial Services 10,700.0 $2.3M 0.14% NEW $212.89 -57.5%
106 EA CALL ELECTRONIC ARTS INC Communication Services 15,600.0 $2.2M 0.14% NEW $143.44 +40.7%
107 LNG PUT CHENIERE ENERGY INC Energy 5,900.0 $2.1M 0.13% NEW $359.68 -33.1%
108 MO CALL ALTRIA GROUP INC Consumer Defensive 12,600.0 $2.1M 0.13% NEW $166.89 -55.8%
109 MO PUT ALTRIA GROUP INC Consumer Defensive 12,600.0 $2.1M 0.13% NEW $166.89 -55.8%
110 SHW CALL SHERWIN WILLIAMS CO Basic Materials 3,400.0 $2.1M 0.13% NEW $617.41 -50.2%
111 MRK CALL MERCK & CO INC Healthcare 10,100.0 $2.0M 0.13% NEW $201.26 -42.4%
112 MA PUT MASTERCARD INCORPORATED Financial Services 900.0 $2.0M 0.13% NEW $2249.53 -77.8%
113 MMM PUT 3M CO Industrials 8,400.0 $2.0M 0.12% NEW $237.60 -36.2%
114 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 6,800.0 $1.9M 0.12% NEW $276.73 -20.5%
115 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 6,800.0 $1.9M 0.12% NEW $276.73 -20.5%
116 HCA PUT HCA HEALTHCARE INC Healthcare 4,300.0 $1.7M 0.11% NEW $406.43 -3.4%
117 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 33,500.0 $1.7M 0.11% NEW $51.74 +15.1%
118 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 33,500.0 $1.7M 0.11% NEW $51.74 +15.1%
119 HSY CALL HERSHEY CO Consumer Defensive 9,000.0 $1.7M 0.11% NEW $191.78 -0.7%
120 HSY PUT HERSHEY CO Consumer Defensive 9,000.0 $1.7M 0.11% NEW $191.78 -0.7%
Page 6 of 10  ·  199 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
Financial Services 64.9%
Technology 15.4%
Communication Services 8.6%
Healthcare 5.8%
Consumer Cyclical 4.9%
Utilities 0.3%
Consumer Defensive 0.0%