Delta Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 284 distinct positions held by the firm, managed by Managing Member Nicholas Granger Atkeson.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A and C shares. The firm also holds significant positions in healthcare companies such as Johnson & Johnson and Merck & Co., as well as financial institutions like JPMorgan Chase & Co. and Goldman Sachs.
Delta Investment Management holds a substantial number of exchange-traded funds (ETFs) within its portfolio, including funds tracking the S&P 500, Nasdaq 100, and various international and sector-specific indices. The firm also lists positions in energy companies such as Chevron Corporation and ExxonMobil Holdings Corp.
The filing details the total number of shares held for each security, though the document text provided does not specify the total dollar value of the portfolio.
