DELPHI MANAGEMENT INC /MA/
•CIK: 767684•Filing: Q4 2025
DELPHI MANAGEMENT INC /MA/ manages $103M across a diversified portfolio of 76 holdings. The fund maintains significant exposure to established tech and financial names, with top positions including BRK/B at $2.5M and AAPL at $2.2M. Further concentration is evident in names such as EXPE, TPR, GS, RYLBF, NVSN, SDZNY, JEF, and DWD, each representing a substantial allocation around the $1.6M mark. This structure suggests a concentrated, value-oriented approach targeting large-cap stability alongside targeted growth plays.
Total AUM
$102.7M
QoQ Performance
-4.7%
Positions
76
Top 10 Concentration
17.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B2.5%
AAPL2.2%
EXPE1.6%
TPR1.6%
GS1.6%
CB1.6%
NVSN1.6%
SDZNY1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.8%
Financial8.7%
Technology3.4%
Healthcare1.5%
Communication1.5%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW6 new positions
↑24 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023