StockDriftsStockDriftsTop 50 Delta Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILZ | PIMCO ETF TR | 11.12% | 615.6K | $62.2M | +5836.71%(+605.21K) | $100.87(-0.07%) | 2026-03-31 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 4.31% | 1.04M | $24.1M | +4.70%(+46.66K) | $23.19(+0.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.8% | 57.4K | $21.2M | +4.48%(+2.46K) | $311.97(+31.24%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 3.54% | 558.3K | $19.8M | -4.58%(-26.79K) | $29.49(+29.18%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 3.07% | 170.5K | $17.1M | -27.89%(-65.95K) | $100.52(+0.04%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.81% | 24.0K | $15.7M | +1.12%(+267) | $562.50(+33.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 59.4K | $15.1M | -12.73%(-8.66K) | $94.08(+216.98%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.24% | 165.3K | $12.5M | -47.11%(-147.24K) | $75.56(-0.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.14% | 41.8K | $12.0M | -11.44%(-5.40K) | $86.26(+360.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.04% | 54.7K | $11.4M | -10.24%(-6.24K) | $154.67(+72.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.45% |
| Top 20 Holdings Unweighted | +15.26% | +53.13% |
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