Delphi Financial Group, Inc.
Annual return '25
+12.2%
SPY '25
+17.7%
Alpha
-5.5ptsvs SPY
Invested
$221.6M
Holdings
33
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JAAA
JANUS HENDERSON AAA CLO ETF
Held since at least Q1 2024
14.7%
02
$ET
ENERGY TRANSFER LP
Q1 2026: Increased +200.0% (25.0k → 75.0k shares)
12.4%
03
$ASHR
XTRACKERS HARVEST CSI 300 CHI
Held since at least Q1 2024
8.7%
04
$FXI
ISHARES CHINA LARGE-CAP ETF
Held since at least Q1 2024
7.7%
05
$EFC
ELLINGTON FINANCIAL INC
Held since at least Q1 2024
7.5%
06
$TSM
TSMC
Held since at least Q1 2024
7.3%
07
$VTI
VANGUARD TOTAL STOCK MARKET E
Held since at least Q1 2024
6.0%
08
$RITM
RITHM CAPITAL CORP
Held since at least Q1 2024
4.6%
09
$WMT
WALMART INC
Held since at least Q1 2024
3.9%
10
$LNG
CHENIERE ENERGY INC
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.