DELPHI FINANCIAL GROUP, INC. — 13F holdings

DELPHI FINANCIAL GROUP, INC. reported 26 holdings worth $202M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ASHR DBX ETF TR — $36.4M (18.0%)
2. ET ENERGY TRANSFER L P — $27.2M (13.4%)
3. VTI VANGUARD INDEX FDS — $25.5M (12.6%)
4. EFC ELLINGTON FINANCIAL INC — $19.2M (9.5%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $15.1M (7.5%)
6. JAAA JANUS DETROIT STR TR — $11.0M (5.4%)
7. RITM RITHM CAPITAL CORP — $10.2M (5.0%)
8. WMT WALMART INC — $7.84M (3.9%)
9. EQT EQT CORP — $6.24M (3.1%)
10. LNG CHENIERE ENERGY INC — $6.03M (3.0%)