Filed: 7/7/2025ACC: 0000767684-25-000006
📋 What this filing means
DELPHI MANAGEMENT INC /MA/ filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $103.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$103.5K
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$79.2K76.6%
ADR$6.8K6.5%
SHS$5.6K5.4%
CL B$4.0K3.9%
CL A$3.1K3.0%
ORD$1.7K1.6%
SER C$1.6K1.6%
Portfolio Concentration
Top 3$6.2K6.0%
4–10$11.3K11.0%
11–25$22.5K21.7%
Rest$63.4K61.3%
Top 3 weight
6.0%
Top 10 weight
17.0%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
1.49M
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)
Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
BERKSHIRE HATHAWAY INC CL B
SOLEShares5.62K
TypeSH
Market value$2.7K
2.64%
Sole
5.62K
Shared
0.00
None
0.00
JABIL CIRCUIT INC.
SOLEShares8.09K
TypeSH
Market value$1.8K
1.70%
Sole
8.09K
Shared
0.00
None
0.00
APPLE
SOLEShares8.51K
TypeSH
Market value$1.7K
1.69%
Sole
8.51K
Shared
0.00
None
0.00
FLEX LTD
SOLEShares33.30K
TypeSH
Market value$1.7K
1.61%
Sole
33.30K
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares35.08K
TypeSH
Market value$1.6K
1.59%
Sole
35.08K
Shared
0.00
None
0.00
CHEESECAKE FACTORY INC
SOLEShares26.02K
TypeSH
Market value$1.6K
1.57%
Sole
26.02K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares16.66K
TypeSH
Market value$1.6K
1.57%
Sole
16.66K
Shared
0.00
None
0.00
GOLDMAN SACHS
SOLEShares2.27K
TypeSH
Market value$1.6K
1.55%
Sole
2.27K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares11.32K
TypeSH
Market value$1.6K
1.54%
Sole
11.32K
Shared
0.00
None
0.00
ORACLE
SOLEShares7.28K
TypeSH
Market value$1.6K
1.54%
Sole
7.28K
Shared
0.00
None
0.00
KLA CORP COM
SOLEShares1.77K
TypeSH
Market value$1.6K
1.53%
Sole
1.77K
Shared
0.00
None
0.00
JP MORGAN CHASE AND CO
SOLEShares5.43K
TypeSH
Market value$1.6K
1.52%
Sole
5.43K
Shared
0.00
None
0.00
SANMINA CORP
SOLEShares15.94K
TypeSH
Market value$1.6K
1.51%
Sole
15.94K
Shared
0.00
None
0.00
DISNEY WALT CO COM
SOLEShares12.54K
TypeSH
Market value$1.6K
1.50%
Sole
12.54K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares17.54K
TypeSH
Market value$1.5K
1.49%
Sole
17.54K
Shared
0.00
None
0.00
APPLIED MATLS INC COM
SOLEShares8.26K
TypeSH
Market value$1.5K
1.46%
Sole
8.26K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares4.68K
TypeSH
Market value$1.5K
1.44%
Sole
4.68K
Shared
0.00
None
0.00
NATIONAL FUEL GAS CO
SOLEShares17.55K
TypeSH
Market value$1.5K
1.44%
Sole
17.55K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
SOLEShares9.32K
TypeSH
Market value$1.5K
1.42%
Sole
9.32K
Shared
0.00
None
0.00
NOVARTIS
SOLEShares12.15K
TypeSH
Market value$1.5K
1.42%
Sole
12.15K
Shared
0.00
None
0.00
TD SYNNEX CORP
SOLEShares10.81K
TypeSH
Market value$1.5K
1.42%
Sole
10.81K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares19.92K
TypeSH
Market value$1.5K
1.41%
Sole
19.92K
Shared
0.00
None
0.00
UNITY BANCORP INC
SOLEShares30.52K
TypeSH
Market value$1.4K
1.39%
Sole
30.52K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares5.47K
TypeSH
Market value$1.4K
1.39%
Sole
5.47K
Shared
0.00
None
0.00
SS AND C TECHNOLOGIES HOLDINGS INC
SOLEShares17.33K
TypeSH
Market value$1.4K
1.39%
Sole
17.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC CL BSOLE | CL B | 5.62K | SH | $2.7K 2.64% | 5.62K | 0.00 | 0.00 |
JABIL CIRCUIT INC.SOLE | COM | 8.09K | SH | $1.8K 1.70% | 8.09K | 0.00 | 0.00 |
APPLESOLE | COM | 8.51K | SH | $1.7K 1.69% | 8.51K | 0.00 | 0.00 |
FLEX LTDSOLE | ORD | 33.30K | SH | $1.7K 1.61% | 33.30K | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | SER C | 35.08K | SH | $1.6K 1.59% | 35.08K | 0.00 | 0.00 |
CHEESECAKE FACTORY INCSOLE | COM | 26.02K | SH | $1.6K 1.57% | 26.02K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 16.66K | SH | $1.6K 1.57% | 16.66K | 0.00 | 0.00 |
GOLDMAN SACHSSOLE | COM | 2.27K | SH | $1.6K 1.55% | 2.27K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 11.32K | SH | $1.6K 1.54% | 11.32K | 0.00 | 0.00 |
ORACLESOLE | COM | 7.28K | SH | $1.6K 1.54% | 7.28K | 0.00 | 0.00 |
KLA CORP COMSOLE | COM | 1.77K | SH | $1.6K 1.53% | 1.77K | 0.00 | 0.00 |
JP MORGAN CHASE AND COSOLE | COM | 5.43K | SH | $1.6K 1.52% | 5.43K | 0.00 | 0.00 |
SANMINA CORPSOLE | COM | 15.94K | SH | $1.6K 1.51% | 15.94K | 0.00 | 0.00 |
DISNEY WALT CO COMSOLE | COM | 12.54K | SH | $1.6K 1.50% | 12.54K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 17.54K | SH | $1.5K 1.49% | 17.54K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | COM | 8.26K | SH | $1.5K 1.46% | 8.26K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 4.68K | SH | $1.5K 1.44% | 4.68K | 0.00 | 0.00 |
NATIONAL FUEL GAS COSOLE | COM | 17.55K | SH | $1.5K 1.44% | 17.55K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCSOLE | COM | 9.32K | SH | $1.5K 1.42% | 9.32K | 0.00 | 0.00 |
NOVARTISSOLE | ADR | 12.15K | SH | $1.5K 1.42% | 12.15K | 0.00 | 0.00 |
TD SYNNEX CORPSOLE | COM | 10.81K | SH | $1.5K 1.42% | 10.81K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 19.92K | SH | $1.5K 1.41% | 19.92K | 0.00 | 0.00 |
UNITY BANCORP INCSOLE | COM | 30.52K | SH | $1.4K 1.39% | 30.52K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | SHS | 5.47K | SH | $1.4K 1.39% | 5.47K | 0.00 | 0.00 |
SS AND C TECHNOLOGIES HOLDINGS INCSOLE | COM | 17.33K | SH | $1.4K 1.39% | 17.33K | 0.00 | 0.00 |
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