Delphi Management INC /Ma/ 13F Portfolio Q4 2025

Delphi Management INC /Ma/ (CIK: 0000767684) is a financial institution headquartered at 9 Sears Rd, , Boston, Massachusetts 02445. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $102,688,000, comprising 76 distinct securities. Over its filing history, it has submitted 48 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q4 2025

1. MTB M&T Bank Corporation

+$1.52 M

2. CCK Crown Holdings, Inc.

+$1.5 M

3. AMTM Amentum Holdings, Inc.

+$1.42 M

4. TRV The Travelers Companies, Inc.

+$1.34 M

5. TRNO Terreno Realty Corporation

+$1.24 M

Top Sells

Q4 2025

1. DOX Amdocs Limited

−$1.45 M

2. ORCL Oracle Corporation

−$1.42 M

3. FI Fiserv, Inc.

−$1.4 M

4. REVG REV Group, Inc.

−$1.34 M

5. LEN Lennar Corporation

−$1.34 M

Stocks/ETFs

-4.94%

$101.28 M 98.63%

Options

$0 0.00%

Debt

$0 0.00%

Other

+12.11%

$1.41 M 1.37%

Name	Shares	Market Value	Weight	Change	Activity
Berkshire Hathaway Inc. BRK.B	5,022	$2.52 M	2.46%	▼ 149	Reduce -2.9%
Apple Inc. AAPL	8,124	$2.21 M	2.15%	▼ 288	Reduce -3.4%
Expedia Group, Inc. EXPE	5,963	$1.69 M	1.64%	▼ 1,239	Reduce -17.2%
Tapestry, Inc. TPR	13,104	$1.67 M	1.63%	▼ 914	Reduce -6.5%
The Goldman Sachs Group, Inc. GS	1,865	$1.64 M	1.60%	▼ 175	Reduce -8.6%
Chubb Limited CB	5,184	$1.62 M	1.58%	▲ 608	Add 13.3%
Novartis AG NVS	11,723	$1.62 M	1.57%	▼ 341	Reduce -2.8%
Sandoz Group AG OTC-SDZNY	22,069	$1.61 M	1.56%	▼ 2,318	Reduce -9.5%
Janus Henderson Group plc JHG	33,562	$1.6 M	1.56%	▼ 1,022	Reduce -3.0%
Morgan Stanley MS	8,980	$1.59 M	1.55%	▼ 981	Reduce -9.9%

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Delphi Management INC /Ma/'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Delphi Management INC /Ma/ each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 43 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Delphi Management INC /Ma/ Quarterly 13F Statistics

Discover detailed insights into Delphi Management INC /Ma/’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Delphi Management INC /Ma/'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Delphi Management INC /Ma/. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

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Delphi Management INC /Ma/ 13F Filings, Portfolio & Analysis

Delphi Management INC /Ma/ — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Delphi Management INC /Ma/'s Portfolio

Delphi Management INC /Ma/ Quarterly 13F Statistics

Delphi Management INC /Ma/'s All 13F Filings