DOSSIER · 13F-HR · Q1 2026

DELPHI MANAGEMENT INC /MA/

$84M in tracked AUM across 79 positions as of Q1 2026.

DM
CIK 0000767684 · last filed Mar 31, 2026
Total AUM
$84M
as of Q1 2026
Holdings
79
positions
Whale Score
36
36
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

DELPHI MANAGEMENT INC /MA/ filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE
$2M8K2.5%
02
BRK/B
BERKSHIRE HATHAWAY INC CL B
$2M4K2.3%
03
NFG
NATIONAL FUEL GAS CO
$1M16K1.8%
04
EOG
EOG RESOURCES
$1M10K1.8%
05
DELL
DELL TECHNOLOGIES INC
$1M9K1.8%
06
SNX
TD SYNNEX CORP
$1M8K1.6%
07
BATRK
ATLANTA BRAVES HOLDINGS INC
$1M31K1.6%
08
LH
LABORATORY CORP. OF AMERICA
$1M5K1.6%
09
CAC
CAMDEN NATIONAL CORP
$1M27K1.6%
10
JBL
JABIL CIRCUIT INC.
$1M5K1.6%

Filing history

2026Q1Mar 31
$84M 18.6%
79 positionsView →
2025Q4Dec 31
$103M 4.7%
76 positionsView →
2025Q3Sep 30
$108M 4.2%
81 positionsView →
2025Q2Jun 30
$103M 5.5%
80 positionsLocked
2025Q1Mar 31
$98M 5.2%
78 positionsLocked
2024Q4Dec 31
$103M 6.0%
79 positionsLocked
2024Q3Sep 30
$110M 10.2%
89 positionsLocked
2024Q2Jun 30
$123M 4.9%
80 positionsLocked
2024Q1Mar 31
$129M 18.5%
84 positionsLocked
2023Q4Dec 31
$109M 11.5%
81 positionsLocked
2023Q3Sep 30
$98M 1.4%
81 positionsLocked
2023Q2Jun 30
$96M 116274.1%
82 positionsLocked
Showing 12 of 93