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Chad W. Coulter

@Delphi Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$177.061MTotal holdings21
Assets growth rate-0.33%Assets growth rate (2-Q avg)7.26%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Delphi Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Delphi Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 177.061M in assets, with a quarterly growth rate of -0.33% and a 2-quarter average growth rate of 7.26%. The portfolio is managed by Chad W. Coulter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Total Stock Market E
Recent Activity
26.89%
$47.596M
168,090 shares@ $283.16 avg price
SHYGIshares 0-5 Year High Yield C
Recent Activity
13.02%
$23.038M
530,590 shares@ $43.43 avg price
ETEnergy Transfer Lp
Recent Activity
12.89%
$22.822M
1.422M shares@ $16.05 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
11.44%
$20.25M
397,990 shares@ $50.88 avg price
MPLXMplx Lp
Recent Activity
8.57%
$15.164M
341,079 shares@ $44.46 avg price
CNXCnx Resources Corp
Recent Activity
4.73%
$8.366M
256,850 shares@ $32.58 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
4.7%
$8.307M
47,830 shares@ $173.67 avg price
MSFTMicrosoft Corp
Recent Activity
2.63%
$4.647M
10,800 shares@ $430.3 avg price
LNGCheniere Energy Inc
Recent Activity
2.57%
$4.536M
25,220 shares@ $179.85 avg price
AMZNAmazon.com Inc
Recent Activity
2.53%
$4.472M
24,000 shares@ $186.33 avg price