DELPHI MANAGEMENT INC /MA/ 13F Holdings

CIK 0000767684 · BROOKLINE, MA

As of Sep 30, 2025, DELPHI MANAGEMENT INC /MA/ reported 81 positions worth 07.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services5,171$2.6K2.41%
APPLE INCAAPLTechnology8,412$2.1K1.99%
KLA CORPKLACTechnology1,621 .7K1.62%
TD SYNNEX CORPSNXTechnology10,486 .7K1.59%
LAM RESEARCH CORPLRCXTechnology12,513 .7K1.55%
APPLIED MATERIALS INCAMATTechnology8,121 .7K1.54%
GRAHAM HOLDINGS COGHCConsumer Defensive1,383 .6K1.51%
GOLDMAN SACHS GROUP INCGSFinancial Services2,040 .6K1.51%
NATIONAL FUEL GAS CONFGEnergy17,397 .6K1.49%
ABBVIE INCABBVEquity6,930 .6K1.49%
LEIDOS HOLDINGS INCLDOSTechnology8,418 .6K1.48%
TAPESTRY INCTPRConsumer Cyclical14,018 .6K1.47%
MORGAN STANLEYMSFinancial Services9,961 .6K1.47%
JPMORGAN CHASE & COJPMFinancial Services5,009 .6K1.47%
FLEX LTDFLEXTechnology27,224 .6K1.46%
RALPH LAUREN CORPRLConsumer Cyclical4,968 .6K1.45%
AZZ INCAZZIndustrials14,223 .6K1.44%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare12,064 .5K1.44%
TEXTRON INCTXTIndustrials18,279 .5K1.43%
AMERICAN EXPRESS COAXPFinancial Services4,641 .5K1.43%
EXPEDIA GROUP INCEXPEIndustrials7,202 .5K1.43%
JANUS HENDERSON GROUP PLCJHGFinancial Services34,584 .5K1.43%
JABIL INCJBLTechnology7,057 .5K1.42%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology17,272 .5K1.42%
BERKLEY W R CORPWRBFinancial Services19,952 .5K1.42%