Filed: 10/15/2025ACC: 0000767684-25-000009
📋 What this filing means
DELPHI MANAGEMENT INC /MA/ filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $107.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$107.8K
Total AUM (reported)
1.43M
Total Shares
Allocation by class
COM$82.8K76.8%
ADR$7.2K6.6%
SHS$5.8K5.4%
CL B$4.2K3.9%
CL A$3.4K3.2%
ORD$1.6K1.5%
CL C$1.5K1.4%
Portfolio Concentration
Top 3$6.5K6.0%
4–10$11.5K10.7%
11–25$23.3K21.6%
Rest$66.5K61.6%
Top 3 weight
6.0%
Top 10 weight
16.7%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Sole
Full voting authority
1.43M
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)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
BERKSHIRE HATHAWAY INC CL B
SOLEShares5.17K
TypeSH
Market value$2.6K
2.41%
Sole
5.17K
Shared
0.00
None
0.00
APPLE
SOLEShares8.41K
TypeSH
Market value$2.1K
1.99%
Sole
8.41K
Shared
0.00
None
0.00
KLA CORP COM
SOLEShares1.62K
TypeSH
Market value$1.7K
1.62%
Sole
1.62K
Shared
0.00
None
0.00
TD SYNNEX CORP
SOLEShares10.49K
TypeSH
Market value$1.7K
1.59%
Sole
10.49K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares12.51K
TypeSH
Market value$1.7K
1.55%
Sole
12.51K
Shared
0.00
None
0.00
APPLIED MATLS INC COM
SOLEShares8.12K
TypeSH
Market value$1.7K
1.54%
Sole
8.12K
Shared
0.00
None
0.00
GRAHAM HOLDINGS LTD
SOLEShares1.38K
TypeSH
Market value$1.6K
1.51%
Sole
1.38K
Shared
0.00
None
0.00
GOLDMAN SACHS
SOLEShares2.04K
TypeSH
Market value$1.6K
1.51%
Sole
2.04K
Shared
0.00
None
0.00
NATIONAL FUEL GAS CO
SOLEShares17.40K
TypeSH
Market value$1.6K
1.49%
Sole
17.40K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares6.93K
TypeSH
Market value$1.6K
1.49%
Sole
6.93K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
SOLEShares8.42K
TypeSH
Market value$1.6K
1.48%
Sole
8.42K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares14.02K
TypeSH
Market value$1.6K
1.47%
Sole
14.02K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares9.96K
TypeSH
Market value$1.6K
1.47%
Sole
9.96K
Shared
0.00
None
0.00
JP MORGAN CHASE AND CO
SOLEShares5.01K
TypeSH
Market value$1.6K
1.47%
Sole
5.01K
Shared
0.00
None
0.00
FLEX LTD
SOLEShares27.22K
TypeSH
Market value$1.6K
1.46%
Sole
27.22K
Shared
0.00
None
0.00
RALPH LAUREN CORP
SOLEShares4.97K
TypeSH
Market value$1.6K
1.45%
Sole
4.97K
Shared
0.00
None
0.00
AZZ INC
SOLEShares14.22K
TypeSH
Market value$1.6K
1.44%
Sole
14.22K
Shared
0.00
None
0.00
NOVARTIS
SOLEShares12.06K
TypeSH
Market value$1.5K
1.44%
Sole
12.06K
Shared
0.00
None
0.00
TEXTRON INC.
SOLEShares18.28K
TypeSH
Market value$1.5K
1.43%
Sole
18.28K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares4.64K
TypeSH
Market value$1.5K
1.43%
Sole
4.64K
Shared
0.00
None
0.00
JANUS HENDERSON
SOLEShares34.58K
TypeSH
Market value$1.5K
1.43%
Sole
34.58K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares7.20K
TypeSH
Market value$1.5K
1.43%
Sole
7.20K
Shared
0.00
None
0.00
SS AND C TECHNOLOGIES HOLDINGS INC
SOLEShares17.27K
TypeSH
Market value$1.5K
1.42%
Sole
17.27K
Shared
0.00
None
0.00
JABIL CIRCUIT INC.
SOLEShares7.06K
TypeSH
Market value$1.5K
1.42%
Sole
7.06K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares19.95K
TypeSH
Market value$1.5K
1.42%
Sole
19.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC CL BSOLE | CL B | 5.17K | SH | $2.6K 2.41% | 5.17K | 0.00 | 0.00 |
APPLESOLE | COM | 8.41K | SH | $2.1K 1.99% | 8.41K | 0.00 | 0.00 |
KLA CORP COMSOLE | COM | 1.62K | SH | $1.7K 1.62% | 1.62K | 0.00 | 0.00 |
TD SYNNEX CORPSOLE | COM | 10.49K | SH | $1.7K 1.59% | 10.49K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 12.51K | SH | $1.7K 1.55% | 12.51K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | COM | 8.12K | SH | $1.7K 1.54% | 8.12K | 0.00 | 0.00 |
GRAHAM HOLDINGS LTDSOLE | CL B | 1.38K | SH | $1.6K 1.51% | 1.38K | 0.00 | 0.00 |
GOLDMAN SACHSSOLE | COM | 2.04K | SH | $1.6K 1.51% | 2.04K | 0.00 | 0.00 |
NATIONAL FUEL GAS COSOLE | COM | 17.40K | SH | $1.6K 1.49% | 17.40K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 6.93K | SH | $1.6K 1.49% | 6.93K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCSOLE | COM | 8.42K | SH | $1.6K 1.48% | 8.42K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 14.02K | SH | $1.6K 1.47% | 14.02K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 9.96K | SH | $1.6K 1.47% | 9.96K | 0.00 | 0.00 |
JP MORGAN CHASE AND COSOLE | COM | 5.01K | SH | $1.6K 1.47% | 5.01K | 0.00 | 0.00 |
FLEX LTDSOLE | ORD | 27.22K | SH | $1.6K 1.46% | 27.22K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 4.97K | SH | $1.6K 1.45% | 4.97K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 14.22K | SH | $1.6K 1.44% | 14.22K | 0.00 | 0.00 |
NOVARTISSOLE | ADR | 12.06K | SH | $1.5K 1.44% | 12.06K | 0.00 | 0.00 |
TEXTRON INC.SOLE | COM | 18.28K | SH | $1.5K 1.43% | 18.28K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 4.64K | SH | $1.5K 1.43% | 4.64K | 0.00 | 0.00 |
JANUS HENDERSONSOLE | SHS | 34.58K | SH | $1.5K 1.43% | 34.58K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM | 7.20K | SH | $1.5K 1.43% | 7.20K | 0.00 | 0.00 |
SS AND C TECHNOLOGIES HOLDINGS INCSOLE | COM | 17.27K | SH | $1.5K 1.42% | 17.27K | 0.00 | 0.00 |
JABIL CIRCUIT INC.SOLE | COM | 7.06K | SH | $1.5K 1.42% | 7.06K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 19.95K | SH | $1.5K 1.42% | 19.95K | 0.00 | 0.00 |
Page 1 of 4