DELPHI FINANCIAL GROUP, INC.

PrivateCIK: 859139
Location

WILMINGTON, DE

26
Positions
$202.33M
Total AUM (reported)
8.69M
Total Shares

Allocation by class

TOTAL AUM$202.33M26 positions
COM$60.55M29.9%
XTRACK HRVST CSI$36.40M18.0%
COM UT LTD PTN$27.19M13.4%
TOTAL STK MKT$25.50M12.6%
COM NEW$16.18M8.0%
SPONSORED ADS$15.67M7.7%
HENDRSON AAA CL$10.99M5.4%

Portfolio Concentration

Top 344.0%4–1037.3%11–2518.5%Rest0.2%TOP 1081.3%0%100%
Top 3$89.08M44.0%
4–10$75.50M37.3%
11–25$37.36M18.5%
Rest$394.9K0.2%

Top 3 weight

44.0%

Top 10 weight

81.3%

Voting Authority Distribution

Total shares with voting rights: 8.69M

Sole

Full voting authority

8.69M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:

XTRACKERS HARVEST CSI 300 CHI

SOLE
XTRACK HRVST CSI
Shares992.88K
TypeSH
Market value$36.40M
17.99%
Sole
992.88K
Shared
0.00
None
0.00

ENERGY TRANSFER LP

SOLE
COM UT LTD PTN
Shares1.42M
TypeSH
Market value$27.19M
13.44%
Sole
1.42M
Shared
0.00
None
0.00

VANGUARD TOTAL STOCK MARKET E

SOLE
TOTAL STK MKT
Shares68.90K
TypeSH
Market value$25.50M
12.60%
Sole
68.90K
Shared
0.00
None
0.00

ELLINGTON FINANCIAL INC

SOLE
COM
Shares1.41M
TypeSH
Market value$19.17M
9.47%
Sole
1.41M
Shared
0.00
None
0.00

TSMC

SOLE
SPONSORED ADS
Shares31.57K
TypeSH
Market value$15.08M
7.45%
Sole
31.57K
Shared
0.00
None
0.00

JANUS HENDERSON AAA CLO ETF

SOLE
HENDRSON AAA CL
Shares217.67K
TypeSH
Market value$10.99M
5.43%
Sole
217.67K
Shared
0.00
None
0.00

RITHM CAPITAL CORP

SOLE
COM NEW
Shares1.08M
TypeSH
Market value$10.15M
5.02%
Sole
1.08M
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares69.26K
TypeSH
Market value$7.84M
3.88%
Sole
69.26K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares117.45K
TypeSH
Market value$6.24M
3.09%
Sole
117.45K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares25.22K
TypeSH
Market value$6.03M
2.98%
Sole
25.22K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares24K
TypeSH
Market value$5.72M
2.83%
Sole
24K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares14.95K
TypeSH
Market value$5.34M
2.64%
Sole
14.95K
Shared
0.00
None
0.00

HUT 8 CORP

SOLE
COM
Shares42.90K
TypeSH
Market value$4.95M
2.45%
Sole
42.90K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares140.84K
TypeSH
Market value$3.45M
1.71%
Sole
140.84K
Shared
0.00
None
0.00

EXPAND ENERGY CORP

SOLE
COM
Shares36.72K
TypeSH
Market value$3.35M
1.65%
Sole
36.72K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares130.72K
TypeSH
Market value$3.23M
1.60%
Sole
130.72K
Shared
0.00
None
0.00

SIXTH STREET SPECIALTY LENDI

SOLE
COM
Shares116.14K
TypeSH
Market value$1.99M
0.99%
Sole
116.14K
Shared
0.00
None
0.00

BLACKSTONE MORTGAGE TR

SOLE
NOTE 5.500% 3/1
Shares2M
TypePRN
Market value$1.98M
0.98%
Sole
2M
Shared
0.00
None
0.00

ISHARES TR

SOLE
7-10 YR TRSY BD
Shares17.40K
TypeSH
Market value$1.65M
0.81%
Sole
17.40K
Shared
0.00
None
0.00

ARES COML REAL ESTATE CORP

SOLE
COM
Shares334.94K
TypeSH
Market value$1.51M
0.74%
Sole
334.94K
Shared
0.00
None
0.00

ARES CAPITAL CORP

SOLE
COM
Shares77K
TypeSH
Market value$1.43M
0.71%
Sole
77K
Shared
0.00
None
0.00

OXFORD LANE CAP CORP

SOLE
COM
Shares145.03K
TypeSH
Market value$1.27M
0.63%
Sole
145.03K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares7.78K
TypeSH
Market value$593.1K
0.29%
Sole
7.78K
Shared
0.00
None
0.00

LADDER CAP CORP

SOLE
CL A
Shares45K
TypeSH
Market value$447.8K
0.22%
Sole
45K
Shared
0.00
None
0.00

GOLDMAN SACHS BDC INC

SOLE
SHS
Shares47.18K
TypeSH
Market value$447.2K
0.22%
Sole
47.18K
Shared
0.00
None
0.00
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