DELTA CAPITAL MANAGEMENT LLC

Holdings as of 2026-06-30, filed 2026-07-16

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 16 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
108
Value reported by manager
$217.2M
Sum of our stored positions
$217.2K
should match the line above
Disclosure lag
16 d
quarter end to filing
Top 5 concentration
27.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

108 largest shown
IssuerClassValueSharesTypeCUSIP
MICRON TECHNOLOGY INCCOM$24.2K21,005595112103
CATERPILLAR INCCOM$9.4K8,840149123101
APPLE COMPUTER INCCOM$9.2K31,769037833100
J.P. MORGAN CHASE & COCOM$8.3K25,45546625H100
EXXON MOBIL CORPCOM$7.9K57,91730231G102
CISCO SYSTEMS INCCOM$5.6K47,63617275R102
ABBVIE INC COMCOM$4.3K17,20500287Y109
SCHWAB CHARLES CORPCOM$4.3K46,425808513105
BANK OF NEW YORK MELLONCOM$4.3K29,455064058100
BANK OF AMERICACOM$4.2K73,580060505104
ALPHABET INCCOM$4.2K11,84502079K107
CHUBB LIMITEDCOM$4.1K12,160H1467J104
JOHNSON & JOHNSONCOM$4K15,592478160104
PACCAR INCCOM$4K32,960693718108
RAYTHEON TECHNOLOGIES CORPCOM$4K20,85075513E101
QUALCOMM INCCOM$3.9K21,320747525103
QUEST DIAGNOSTICS INCCOM$3.8K17,94074834L100
GENERAL DYNAMICS CORP COMCOM$3.8K10,605369550108
DEERE & COCOM$3.7K5,850244199105
ORACLE CORPCOM$3.5K23,72068389X105
CARRIER GLOBAL CORPORATIONCOM$3.5K47,03514448C104
PROCTER & GAMBLE COMPANYCOM$3.3K22,230742718109
HOME DEPOT INCCOM$3.2K8,995437076102
NORFOLK SOUTHERN CORPCOM$3.2K10,030655844108
SONY CORPCOM$3.1K156,160835699307
MCDONALD'S CORPCOM$3.1K11,460580135101
AIR PRODS & CHEMS INCCOM$3K10,365009158106
MICROSOFT CORPCOM$2.8K7,570594918104
PNC BANK CORPCOM$2.8K11,450693475105
AMGEN INCCOM$2.8K7,700031162100
PEPSICO INCCOM$2.7K19,625713448108
FEDEX CORPCOM$2.6K8,27531428X106
UNITEDHEALTH GROUP INCCOM$2.6K6,21091324P102
S&P 500 INDEX ETFCOM$2.5K3,41078462F103
BP AMOCO PLCCOM$2.3K62,020055622104
QNITY ELECTRONICS INCCOM$2.3K13,90474743L100
DIGITAL REALTY TRUSTCOM$2.2K12,320253868103
NESTLE S ACOM$1.9K18,265641069406
DUPONT DE NEMOURS INCCOM$1.8K13,47726614N201
MEDTRONIC PLCCOM$1.7K22,275G5960L103
CVS CORPCOM$1.7K16,730126650100
ALTRIA GROUP INCCOM$1.7K23,73502209S103
NORTHROP GRUMMAN CORP COMCOM$1.7K3,345666807102
ADAMS DIVERSIFIED EQUITY FD COCOM$1.6K63,801006212104
VANGUARD GROWTH STOCKS INDEX ECOM$1.6K18,000922908736
IRON MOUNTAIN INCCOM$1.5K12,06046284V101
SELECT SECTOR SPDR TR TECHNOLOCOM$1.5K7,85081369Y803
EOG RESOURCESCOM$1.5K11,28526875P101
3M COMPANYCOM$1.4K8,93088579Y101
UNILEVER PLC SPON ADRCOM$1.4K22,807904767803
SPDR SERIES TRUST BLMBRG BRC CCONVERTIBLE BOND$1.3K1,186,00078464A359
KIMBERLY CLARK CORPCOM$1.2K10,790494368103
NVIDIA CORPCOM$1.2K5,88067066G104
TERADYNE INCCOM$1.2K2,430880770102
SELECT SECTOR SPDR TR SBI HEALCOM$1.1K7,00081369Y209
BECTON DICKINSON & COCOM$1.1K7,080075887109
ISHARES TR RUS MD CP GR ECOM$1K7,000464287481
Invesco Variable Rate PreferrePREFERRED STOCKS$92638,08546138G870
APPLIED INDL TECHNOLOGIESCOM$8302,45503820C105
ISHARES TR COHEN STEER RECOM$77111,400464287564
VANECK VECTORS ETF TR PFD SECSPREFERRED STOCKS$68438,35092189F429
WOODWARD GOVERNORCOM$6701,575980745103
OLD DOMINION FGHT LINES INC COCOM$6162,844679580100
SPDR DOW JONES INDL AVERAGE UTCOM$5851,12078467X109
FEDEX FRIEGHT INCCOM$5833,862314352105
VANGUARD TOTAL STOCK MKT ETFCOM$5551,500922908769
SELECT SECTOR SPDR TR SBI CONSCOM$5394,60081369Y407
ISHARES PREFERRED ETFPREFERRED STOCKS$49816,340464288687
NASDAQ OMX GROUPCOM$4886,195631103108
FIRST TR EXCHANGE-TRADED FD WTCOM$4824,40033733B100
SPDR SER TR S&P 600 SMCP GCOM$4774,00078464A201
SPDR S&P 500 Growth ETFCOM$4764,00078464A409
MORGAN STANLEY PREFERREDPREFERRED STOCKS$46324,60561747S504
FIRST TRUST INTER DUR PFD FUNDPREFERRED STOCKS$45725,14033718W103
ALPS ETF TR EQUAL SEC ETFCOM$4098,10000162Q205
SPDR S&P DIVIDEND ETFCOM$4032,65078464A763
GOLDMAN SACHS PREFERREDPREFERRED STOCKS$37419,80538144G804
MAYVILLE ENGINEERING COCOM$3729,920578605107
SELECT SECTOR SPDR TR FINANCIACOM$3576,65081369Y605
ELECTRONIC ARTSCOM$3501,705285512109
ISHARES TR U.S. REAL ES ECOM$3463,380464287739
TRUIST FINL CORP DEP SHS PFD IPREFERRED STOCKS$34018,99589832Q810
EXTRA SPACE STORAGE INCCOM$3382,32530225T102
SPDR SER TR S&P 400 MDCP GCOM$3363,00078464A821
AKAMAI TECHNOLOGIES INCCOM$3282,77500971T101
PAYCOM SOFTWARE INCCOM$3132,49070432V102
PENSKE AUTOMOTIVE GROUPCOM$3101,73070959W103
CHEMED CORPCOM$30565516359R103
NORWEGIAN CRUISE LINE HLDG LSHCOM$30014,230G66721104
DARLING INGREDIENTSCOM$3005,490237266101
CHEVRON TEXACO CORPCOM$2901,750166764100
VANGUARD REIT INDEX ETFCOM$2893,000922908553
BALL CORPCOM$2874,600058498106
MERCK & COMPANYCOM$2672,08058933Y105
CORNING INCCOM$2551,000219350105
TEREX CORPCOM$2453,390880779103
SPDR SER TR PRTFLO S&P500COM$2434,00078464A508
CHORD ENERGY CORPCOM$2342,050674215207
WISDOMTREE TR US HIGH DIVIDECOM$2272,00097717W208
ALPS ETF TR SECTR DIV DOGSCOM$2253,30000162Q858
ISHARES TR US CONSM STAPLCOM$2183,000464287812
LITHIA MTRS INCCOM$218750536797103
SPDR SER TR S&P 600 SMCP VCOM$2182,00078464A300
SCHLUMBERGER LTDCOM$2134,592806857108
MOHAWK INDS INCCOM$2071,710608190104
COHEN & STEERS QUALITY RLTYCOM$17013,80019247L106
SONY FINL GROUP INC UNSPONSERECOM$13330,61683571B100
COHEN & STEERS QUALITY INCOMRTWARRANT AND RIGH$013,80019247L122
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-16

DELTA CAPITAL MANAGEMENT LLC — 108 positions reported for 2026Q2 — Tapewire