Delta Accumulation, LLC — 13F Holdings & Portfolio

CIK 1808389 · latest 13F-HR filed 2026-05-08

Delta Accumulation, LLC manages $1.15B in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BK (12.79%), BK (10.48%), JPM (8.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 17, added to 2, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.15B

Long-equity book

Holdings

87

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+5 / −17 / ↑2 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BANK AMERICA CORP$395.0K +124.8%
  • BRISTOL-MYERS SQUIBB CO$13 +12.0%
Show all 2

Top Trims

  • JPMORGAN CHASE & CO-$64.9M -100.0%
  • GOLDMAN SACHS GROUP INC-$1.2M -99.9%
  • HCA HEALTHCARE INC-$78.7K -6.7%
  • AIRBNB INC-$36.3K -7.0%
  • GENERAL MLS INC-$65 -19.9%
Show all 6

New Positions

  • BANK NEW YORK MELLON CORP$9.3M
  • CITIGROUP INC$7.3M
  • CUMMINS INC$2.6M
  • CENCORA INC$2.0M
  • BOEING CO$278.6K
Show all 5

Exited Positions

  • WILLIAMS COS INC$14.7M
  • AMERICAN EXPRESS CO$3.1M
  • META PLATFORMS INC$1.7M
  • INVESCO QQQ TR$1.5M
  • PALO ALTO NETWORKS INC$1.4M
Show all 17
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BANK NEW YORK MELLON CORP Put BK 064058100 $147.4M 12.79% 1,242,600 SH
2 BANK NEW YORK MELLON CORP Call BK 064058100 $120.8M 10.48% 1,018,200 SH
3 JPMORGAN CHASE & CO Call JPM 46625H100 $100.6M 8.73% 341,900 SH
4 CARDINAL HEALTH INC Put CAH 14149Y108 $94.6M 8.21% 447,500 SH
5 JPMORGAN CHASE & CO Put JPM 46625H100 $94.3M 8.18% 320,500 SH
6 CARDINAL HEALTH INC Call CAH 14149Y108 $48.8M 4.23% 230,900 SH
7 CUMMINS INC Put CMI 231021106 $36.4M 3.16% 67,700 SH
8 CENCORA INC Put COR 03073E105 $32.8M 2.85% 104,400 SH
9 GENERAL DYNAMICS CORP Call GD 369550108 $27.0M 2.34% 78,700 SH
10 GENERAL DYNAMICS CORP Put GD 369550108 $27.0M 2.34% 78,700 SH
11 CBOE GLOBAL MKTS INC Call CBOE 12503M108 $26.8M 2.32% 95,300 SH
12 CISCO SYS INC Put CSCO 17275R102 $25.9M 2.25% 334,200 SH
13 CUMMINS INC Call CMI 231021106 $25.7M 2.23% 47,800 SH
14 CENCORA INC Call COR 03073E105 $23.7M 2.06% 75,400 SH
15 CBOE GLOBAL MKTS INC Put CBOE 12503M108 $21.2M 1.84% 75,400 SH
16 COSTCO WHSL CORP NEW Call COST 22160K105 $20.0M 1.74% 20,100 SH
17 CISCO SYS INC Call CSCO 17275R102 $19.8M 1.72% 255,000 SH
18 CITIGROUP INC Put C 172967424 $14.6M 1.26% 128,400 SH
19 CITIGROUP INC Call C 172967424 $14.6M 1.26% 128,400 SH
20 COLGATE PALMOLIVE CO Call CL 194162103 $12.0M 1.04% 141,000 SH
21 COLGATE PALMOLIVE CO Put CL 194162103 $12.0M 1.04% 141,000 SH
22 JOHNSON & JOHNSON Call JNJ 478160104 $10.9M 0.94% 44,500 SH
23 JOHNSON & JOHNSON Put JNJ 478160104 $10.9M 0.94% 44,500 SH
24 BANK NEW YORK MELLON CORP BK 064058100 $9.3M 0.80% 78,107 SH
25 C H ROBINSON WORLDWIDE INC Put CHRW 12541W209 $8.9M 0.77% 53,600 SH
26 BANK AMERICA CORP Put BAC 060505104 $8.0M 0.70% 164,300 SH
27 BANK AMERICA CORP Call BAC 060505104 $8.0M 0.70% 164,300 SH
28 ISHARES TR Put IWM 464287655 $7.8M 0.68% 31,600 SH
29 HILTON WORLDWIDE HLDGS INC Put HLT 43300A203 $7.4M 0.64% 24,300 SH
30 HILTON WORLDWIDE HLDGS INC Call HLT 43300A203 $7.4M 0.64% 24,300 SH
31 CITIGROUP INC C 172967424 $7.3M 0.63% 64,208 SH
32 COSTCO WHSL CORP NEW Put COST 22160K105 $7.0M 0.61% 7,000 SH
33 ISHARES TR Call IWM 464287655 $6.9M 0.60% 28,000 SH
34 BLACKROCK INC Call BLK 09247X101 $6.3M 0.54% 6,500 SH
35 BLACKROCK INC Put BLK 09247X101 $6.3M 0.54% 6,500 SH
36 C H ROBINSON WORLDWIDE INC Call CHRW 12541W209 $5.3M 0.46% 32,000 SH
37 GENERAL MLS INC Call GIS 370334104 $4.0M 0.35% 108,600 SH
38 AUTOMATIC DATA PROCESSING IN Call ADP 053015103 $3.8M 0.33% 18,800 SH
39 GILEAD SCIENCES INC Put GILD 375558103 $3.8M 0.33% 27,200 SH
40 CLOROX CO DEL Put CLX 189054109 $3.7M 0.32% 35,800 SH
41 CLOROX CO DEL Call CLX 189054109 $3.7M 0.32% 35,800 SH
42 CARDINAL HEALTH INC CAH 14149Y108 $3.6M 0.31% 16,901 SH
43 GENERAL MLS INC Put GIS 370334104 $3.3M 0.29% 89,800 SH
44 HOME DEPOT INC Call HD 437076102 $2.9M 0.25% 8,700 SH
45 HOME DEPOT INC Put HD 437076102 $2.9M 0.25% 8,700 SH
46 KINDER MORGAN INC DEL Put KMI 49456B101 $2.7M 0.23% 80,200 SH
47 KINDER MORGAN INC DEL Call KMI 49456B101 $2.7M 0.23% 80,200 SH
48 CUMMINS INC CMI 231021106 $2.6M 0.23% 4,900 SH
49 GOLDMAN SACHS GROUP INC Call GS 38141G104 $2.3M 0.20% 2,700 SH
50 GOLDMAN SACHS GROUP INC Put GS 38141G104 $2.3M 0.20% 2,700 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $1.15B 87 0001808389-26-000008
2025-12-31 2026-02-05 $2.71B 194 0001808389-26-000007