Chad W. Coulter
Delphi Financial Group, Inc.
Assets Managed
$221.641M
Holdings
32
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
10.67%(2Q avg: 11.66%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Delphi Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.641M in assets, with a quarterly growth rate of 10.67% and a 2-quarter average growth rate of 11.66%. The portfolio is managed by Chad W. Coulter, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
JAAA Janus Henderson Aaa Clo Etf
| 14.7% | $32.574M 646,695 shares@ $50.37 avg price | Decreased -23.62% |
ET Energy Transfer Lp
| 12.39% | $27.444M 1.422M shares@ $19.31 avg price | |
ASHR Xtrackers Harvest Csi 300 Ch
| 8.7% | $19.267M 590,280 shares@ $32.64 avg price | |
FXI Ishares China Large-cap Etf
| 7.72% | $17.102M 476,390 shares@ $35.9 avg price | |
EFC Ellington Financial Inc
| 7.53% | $16.689M 1.408M shares@ $11.86 avg price | Increased 95.14% |
TSM Taiwan Semiconductor-sp Adr
| 7.3% | $16.164M 47,830 shares@ $337.96 avg price | |
VTI Vanguard Total Stock Mkt Etf
| 6% | $13.282M 41,400 shares@ $320.81 avg price | |
RITM Rithm Capital Corp
| 4.63% | $10.248M 1.081M shares@ $9.48 avg price | New Position |
WMT Walmart Inc
| 3.89% | $8.608M 69,260 shares@ $124.29 avg price | Increased 22.03% |
LNG Cheniere Energy Inc
| 3.23% | $7.156M 25,220 shares@ $283.76 avg price |
1-10 of 32