DOSSIER · 13F-HR · Q1 2025

Delta Financial Group, Inc.

$438M in tracked AUM across 258 positions as of Q1 2025.

DF
CIK 0001965718 · last filed Mar 31, 2025
Total AUM
$438M
as of Q1 2025
Holdings
258
positions
Whale Score
37
37
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Delta Financial Group, Inc. filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$438M 2.4%
258 positionsLocked
2024Q4Dec 31
$427M 58.7%
251 positionsLocked
2024Q3Sep 30
$269M 12.8%
138 positionsLocked
2024Q2Jun 30
$238M 29.8%
123 positionsLocked
2024Q1Mar 31
$340M 6.9%
236 positionsLocked
2023Q4Dec 31
$318M 9.8%
222 positionsLocked
2023Q3Sep 30
$290M 239.8%
210 positionsLocked
2023Q2Jun 30
$85M 66.5%
90 positionsLocked
2023Q1Mar 31
$255M 112632.4%
185 positionsLocked
2022Q4Dec 31
$226K
181 positionsLocked