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Home > Institutional Investor > Delta Financial Group, Inc. > Profile

Instuitional Investor - Delta Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Delta Financial Group, Inc.
Portfolio Value $317,926
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 452,606 $87,140 27.4%
2.
Microsoft Corp
 MSFT 49,512 $18,618 5.85%
3.
Vanguard Index Fds
 41,025 $12,754 4.01%
4.
Berkshire Hathaway Inc
 BRK.A 30,103 $10,737 3.37%
5.
Vanguard World Fund
 16,469 $7,971 2.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)