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Delphia (USA) Inc.

Q1 2023 Holdings

Filed 2023-05-15 | 258 holdings | $81.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
CAL Maine Foods Inc(CALM)COM NEW128030202$814.4K13,3751.0%
Applied Matls Inc(AMAT)COM038222105$846.6K6,8921.0%
LAM Research Corp(LRCXEUR)COM512807108$849.6K1,6031.0%
Okta Inc(OKTA)CL A679295105$869.8K10,0861.1%
Nike Inc(NKE)CL B654106103$945.9K7,7131.2%
PBF Energy Inc(PBF)CL A69318G106$1.0M24,0791.3%
Tesla Inc(TSLA)COM88160R101$1.1M5,3441.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.1M5,4471.4%
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