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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 $427,062
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 444,933 $111,420 26.08%
2.
Microsoft Corp
 MSFT 48,274 $20,347 4.76%
3.
Vanguard Index Fds
 43,589 $17,891 4.18%
4.
Berkshire Hathaway Inc
 BRK.A 30,115 $13,650 3.19%
5.
Vanguard World Fund
 17,064 $10,610 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)