DELPHI MANAGEMENT INC /MA/ — 13F holdings

DELPHI MANAGEMENT INC /MA/ reported 83 holdings worth $102M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. AAPL APPLE INC — $2.33M (2.3%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $2.19M (2.1%)
3. AMAT APPLIED MATLS INC — $2.16M (2.1%)
4. KLAC KLA CORP — $2.04M (2.0%)
5. LRCX LAM RESEARCH CORP — $2.00M (2.0%)
6. DELL DELL TECHNOLOGIES INC — $1.98M (1.9%)
7. ASX ASE TECHNOLOGY HLDG CO LTD — $1.85M (1.8%)
8. JBL JABIL INC — $1.60M (1.6%)
9. LH LABCORP HOLDINGS INC — $1.59M (1.6%)
10. EXPE EXPEDIA GROUP INC — $1.54M (1.5%)