Delpha Capital Management, LLC

data from 31/03/2018

Capitalization

$ 72.878 M -20.86 %

Average holding period

1 ans

Performance

$ 276.383 K 0.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Delpha Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/03/31 IWM ISHARES TR 12.67% 9.235 M $ 60825 2017/12/31 -102.735 K $ -0.41 %
2018/03/31 DIA SPDR DOW JONES INDL AVRG ETF 5.27% 3.842 M $ 15915 2018/03/31 0.000 $ 0.00 %
2018/03/31 VUG VANGUARD INDEX FDS 4.47% 3.261 M $ 22981 2018/03/31 0.000 $ 0.00 %
2018/03/31 MCHP MICROCHIP TECHNOLOGY INC 2.49% 1.812 M $ 19839 2017/12/31 3.862 K $ 7.88 %
2018/03/31 WBA WALGREENS BOOTS ALLIANCE INC 1.70% 1.237 M $ 18894 2018/03/31 0.000 $ 0.00 %
2018/03/31 EWG ISHARES INC 1.69% 1.234 M $ 38505 2018/03/31 0.000 $ 0.00 %
2018/03/31 MDLZ MONDELEZ INTL INC 1.61% 1.171 M $ 28059 2017/12/31 -3.809 K $ -2.51 %
2018/03/31 ADSK AUTODESK INC 1.61% 1.170 M $ 9317 2018/03/31 0.000 $ 0.00 %
2018/03/31 PYPL PAYPAL HLDGS INC 1.50% 1.094 M $ 14416 2017/12/31 16.686 K $ 3.06 %
2018/03/31 MAR MARRIOTT INTL INC NEW 1.40% 1.023 M $ 7525 2017/12/31 27.000 $ 0.18 %
2018/03/31 KHC KRAFT HEINZ CO 1.34% 976.000 K $ 15663 2017/12/31 -14.928 K $ -19.90 %
2018/03/31 TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.32% 960.000 K $ 9820 2018/03/31 0.000 $ 0.00 %
2018/03/31 VEU VANGUARD INTL EQUITY INDEX F 1.30% 949.000 K $ 17449 2018/03/31 0.000 $ 0.00 %
2018/03/31 D DOMINION ENERGY INC 1.20% 878.000 K $ 13025 2017/12/31 -43.452 K $ -16.84 %
2018/03/31 SNPS SYNOPSYS INC 1.18% 863.000 K $ 10365 2017/12/31 -318.000 $ -2.27 %
2018/03/31 UPS UNITED PARCEL SERVICE INC 1.14% 832.000 K $ 7948 2018/03/31 0.000 $ 0.00 %
2018/03/31 VRSN VERISIGN INC 1.12% 814.000 K $ 6865 2017/12/31 898.000 $ 3.59 %
2018/03/31 AMAT APPLIED MATLS INC 1.06% 769.000 K $ 13835 2017/12/31 43.970 K $ 8.78 %
2018/03/31 CDK CDK GLOBAL INC 1.03% 749.000 K $ 11822 2017/12/31 -3.795 K $ -11.16 %
2018/03/31 XLNX XILINX INC 0.94% 683.000 K $ 9457 2017/12/31 3.190 K $ 7.09 %
2018/03/31 SQ SQUARE INC 0.93% 678.000 K $ 13785 2017/12/31 101.375 K $ 41.89 %
2018/03/31 SRCL STERICYCLE INC 0.92% 667.000 K $ 11390 2018/03/31 0.000 $ 0.00 %
2018/03/31 IJH ISHARES TR 0.90% 658.000 K $ 3508 2018/03/31 0.000 $ 0.00 %
2018/03/31 MCHI ISHARES TR 0.90% 655.000 K $ 9552 2018/03/31 0.000 $ 0.00 %
2018/03/31 MCD MCDONALDS CORP 0.88% 639.000 K $ 4085 2017/12/31 -20.084 K $ -9.13 %
2018/03/31 LNC LINCOLN NATL CORP IND 0.87% 636.000 K $ 8699 2018/03/31 0.000 $ 0.00 %
2018/03/31 CSCO CISCO SYS INC 0.82% 595.000 K $ 13881 2017/12/31 62.938 K $ 11.99 %
2018/03/31 ADP AUTOMATIC DATA PROCESSING IN 0.81% 593.000 K $ 5227 2018/03/31 0.000 $ 0.00 %
2018/03/31 CSX CSX CORP 0.80% 586.000 K $ 10527 2017/12/31 3.741 K $ 1.26 %
2018/03/31 WFC WELLS FARGO CO NEW 0.80% 584.000 K $ 11152 2017/12/31 -14.033 K $ -13.63 %
2018/03/31 NXPI NXP SEMICONDUCTORS N V 0.80% 580.000 K $ 4959 2017/12/31 -6.000 $ -0.08 %
2018/03/31 CBOE CBOE GLOBAL MARKETS INC 0.79% 578.000 K $ 5066 2018/03/31 0.000 $ 0.00 %
2018/03/31 PG PROCTER AND GAMBLE CO 0.78% 569.000 K $ 7180 2017/12/31 -48.837 K $ -13.72 %
2018/03/31 TROW PRICE T ROWE GROUP INC 0.76% 556.000 K $ 5152 2018/03/31 0.000 $ 0.00 %
2018/03/31 FDX FEDEX CORP 0.73% 533.000 K $ 2219 2017/12/31 -311.000 $ -3.89 %
2018/03/31 BA BOEING CO 0.73% 533.000 K $ 1627 2017/12/31 53.048 K $ 11.17 %
2018/03/31 QSR RESTAURANT BRANDS INTL INC 0.73% 532.000 K $ 9345 2017/12/31 -10.866 K $ -7.39 %
2018/03/31 CDNS CADENCE DESIGN SYSTEM INC 0.71% 518.000 K $ 14098 2017/12/31 -9.610 K $ -12.01 %
2018/03/31 MU MICRON TECHNOLOGY INC 0.67% 485.000 K $ 9296 2017/12/31 212.399 K $ 26.78 %
2018/03/31 TGT TARGET CORP 0.66% 478.000 K $ 6878 2017/12/31 2.060 K $ 6.44 %
2018/03/31 AXL AMERICAN AXLE & MFG HLDGS IN 0.64% 469.000 K $ 30805 2017/12/31 -461.000 $ -11.54 %
2018/03/31 CAVM CAVIUM INC 0.64% 463.000 K $ 5830 2017/12/31 -6.056 K $ -5.31 %
2018/03/31 DNKN DUNKIN BRANDS GROUP INC 0.64% 463.000 K $ 7763 2018/03/31 0.000 $ 0.00 %
2018/03/31 ALL ALLSTATE CORP 0.63% 456.000 K $ 4805 2018/03/31 0.000 $ 0.00 %
2018/03/31 VFC V F CORP 0.62% 452.000 K $ 6103 2017/12/31 38.000 $ 0.16 %
2018/03/31 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.61% 445.000 K $ 5532 2017/12/31 39.797 K $ 13.35 %
2018/03/31 DXC DXC TECHNOLOGY CO 0.61% 443.000 K $ 4410 2017/12/31 1.655 K $ 5.91 %
2018/03/31 SINA SINA CORP 0.60% 440.000 K $ 4220 2017/12/31 661.000 $ 3.89 %
2018/03/31 YY INC 0.59% 431.000 K $ 4100 2017/12/31 -2.192 K $ -8.12 %
2018/03/31 EA ELECTRONIC ARTS INC 0.57% 419.000 K $ 3452 2018/03/31 0.000 $ 0.00 %
2018/03/31 TMUS T MOBILE US INC 0.57% 418.000 K $ 6845 2017/12/31 -7.901 K $ -3.89 %
2018/03/31 MONSANTO CO NEW 0.56% 411.000 K $ 3525 2017/12/31 -357.000 $ -0.89 %
2018/03/31 CDW CDW CORP 0.56% 407.000 K $ 5792 2017/12/31 1.822 K $ 1.18 %
2018/03/31 BDC BELDEN INC 0.55% 401.000 K $ 5819 2017/12/31 -148.000 $ -14.81 %
2018/03/31 BK BANK NEW YORK MELLON CORP 0.55% 400.000 K $ 7754 2017/12/31 -7.164 K $ -4.32 %
2018/03/31 ADI ANALOG DEVICES INC 0.54% 392.000 K $ 4304 2018/03/31 0.000 $ 0.00 %
2018/03/31 WCN WASTE CONNECTIONS INC 0.52% 379.000 K $ 5290 2017/12/31 643.000 $ 1.13 %
2018/03/31 WDC WESTERN DIGITAL CORP 0.50% 366.000 K $ 3972 2017/12/31 9.121 K $ 16.00 %
2018/03/31 PEP PEPSICO INC 0.50% 364.000 K $ 3334 2017/12/31 -1.723 K $ -9.07 %
2018/03/31 BWA BORGWARNER INC 0.49% 357.000 K $ 7109 2017/12/31 -734.000 $ -1.71 %
2018/03/31 AON AON PLC 0.49% 356.000 K $ 2534 2017/12/31 4.184 K $ 4.70 %
2018/03/31 HAS HASBRO INC 0.48% 348.000 K $ 4127 2017/12/31 -11.703 K $ -7.27 %
2018/03/31 DLTR DOLLAR TREE INC 0.47% 346.000 K $ 3642 2017/12/31 -25.303 K $ -11.55 %
2018/03/31 MET METLIFE INC 0.47% 346.000 K $ 7536 2017/12/31 -26.432 K $ -9.24 %
2018/03/31 GRUB GRUBHUB INC 0.47% 344.000 K $ 3386 2018/03/31 0.000 $ 0.00 %
2018/03/31 BB&T CORP 0.47% 340.000 K $ 6526 2017/12/31 4.807 K $ 4.53 %
2018/03/31 HON HONEYWELL INTL INC 0.45% 330.000 K $ 2285 2017/12/31 -19.401 K $ -5.71 %
2018/03/31 OC OWENS CORNING NEW 0.45% 326.000 K $ 4053 2018/03/31 0.000 $ 0.00 %
2018/03/31 MTN VAIL RESORTS INC 0.44% 322.000 K $ 1453 2018/03/31 0.000 $ 0.00 %
2018/03/31 XEL XCEL ENERGY INC 0.44% 319.000 K $ 7020 2018/03/31 0.000 $ 0.00 %
2018/03/31 LVS LAS VEGAS SANDS CORP 0.44% 317.000 K $ 4410 2017/12/31 233.000 $ 3.34 %
2018/03/31 C CITIGROUP INC 0.44% 317.000 K $ 4696 2018/03/31 0.000 $ 0.00 %
2018/03/31 CCI CROWN CASTLE INTL CORP NEW 0.44% 317.000 K $ 2890 2018/03/31 0.000 $ 0.00 %
2018/03/31 ABT ABBOTT LABS 0.42% 309.000 K $ 5165 2018/03/31 0.000 $ 0.00 %
2018/03/31 FITB FIFTH THIRD BANCORP 0.42% 309.000 K $ 9727 2017/12/31 4.970 K $ 4.65 %
2018/03/31 ETN EATON CORP PLC 0.42% 307.000 K $ 3844 2017/12/31 1.408 K $ 1.14 %
2018/03/31 TJX TJX COS INC NEW 0.42% 306.000 K $ 3748 2017/12/31 2.121 K $ 6.63 %
2018/03/31 NKE NIKE INC 0.42% 303.000 K $ 4554 2017/12/31 21.566 K $ 6.22 %
2018/03/31 GM GENERAL MTRS CO 0.40% 293.000 K $ 8056 2017/12/31 -5.700 K $ -11.40 %
2018/03/31 YNDX YANDEX N V 0.40% 292.000 K $ 7391 2018/03/31 0.000 $ 0.00 %
2018/03/31 TWTR TWITTER INC 0.40% 291.000 K $ 10046 2018/03/31 0.000 $ 0.00 %
2018/03/31 AOS SMITH A O 0.40% 290.000 K $ 4567 2018/03/31 0.000 $ 0.00 %
2018/03/31 ODFL OLD DOMINION FGHT LINES INC 0.39% 285.000 K $ 1942 2018/03/31 0.000 $ 0.00 %
2018/03/31 AMP AMERIPRISE FINL INC 0.39% 283.000 K $ 1912 2018/03/31 0.000 $ 0.00 %
2018/03/31 JBLU JETBLUE AIRWAYS CORP 0.39% 283.000 K $ 13911 2017/12/31 -3.189 K $ -9.11 %
2018/03/31 KBH KB HOME 0.39% 281.000 K $ 9865 2018/03/31 0.000 $ 0.00 %
2018/03/31 SNY SANOFI 0.38% 277.000 K $ 6905 2018/03/31 0.000 $ 0.00 %
2018/03/31 UN UNILEVER N V 0.38% 277.000 K $ 4915 2017/12/31 5.000 $ 0.13 %
2018/03/31 TAP MOLSON COORS BREWING CO 0.37% 273.000 K $ 3622 2017/12/31 -6.362 K $ -8.26 %
2018/03/31 ITW ILLINOIS TOOL WKS INC 0.36% 265.000 K $ 1694 2017/12/31 -1.426 K $ -6.20 %
2018/03/31 ARNA ARENA PHARMACEUTICALS INC 0.36% 264.000 K $ 6683 2018/03/31 0.000 $ 0.00 %
2018/03/31 LBTYA LIBERTY GLOBAL PLC 0.36% 264.000 K $ 8443 2018/03/31 0.000 $ 0.00 %
2018/03/31 WMB WILLIAMS COS INC DEL 0.36% 262.000 K $ 10546 2018/03/31 0.000 $ 0.00 %
2018/03/31 DOW DOWDUPONT INC 0.36% 262.000 K $ 4120 2017/12/31 0.000 $ 0.00 %
2018/03/31 ASH ASHLAND GLOBAL HLDGS INC 0.36% 260.000 K $ 3720 2017/12/31 -222.000 $ -2.03 %
2018/03/31 OLED UNIVERSAL DISPLAY CORP 0.36% 259.000 K $ 2567 2018/03/31 0.000 $ 0.00 %
2018/03/31 TXRH TEXAS ROADHOUSE INC 0.35% 257.000 K $ 4453 2017/12/31 209.000 $ 10.46 %
2018/03/31 CB CHUBB LIMITED 0.35% 256.000 K $ 1873 2018/03/31 0.000 $ 0.00 %
2018/03/31 ANSS ANSYS INC 0.35% 256.000 K $ 1632 2017/12/31 1.201 K $ 6.32 %
2018/03/31 A AGILENT TECHNOLOGIES INC 0.35% 254.000 K $ 3791 2018/03/31 0.000 $ 0.00 %