Delta Accumulation, LLC — 13F holdings

Delta Accumulation, LLC reported 156 holdings worth $2.50B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. BNY BANK NEW YORK MELLON CORP — $647M (25.9%)
2. QQQ Invesco Qqq Tr — $192M (7.7%)
3. SPY SPDR S&P 500 ETF TR — $180M (7.2%)
4. JPM JPMorgan Chase & Co. — $162M (6.5%)
5. WMT WALMART INC — $140M (5.6%)
6. CAH CARDINAL HEALTH INC — $132M (5.3%)
7. TJX TJX COS INC NEW — $120M (4.8%)
8. WELL Welltower Inc — $90.7M (3.6%)
9. CMI CUMMINS INC — $90.6M (3.6%)
10. CSCO CISCO SYS INC — $87.3M (3.5%)