MondegarAI
Delta Accumulation, LLC

Q4 2024 · 13F-HR

Delta Accumulation, LLCholdings as filed

Filed 2025-02-10 · accession 0001808389-25-000001

$1.82B
Reported value
220
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
22160K105COSTCOSTCO WHSL CORP NEW$271.4M14.9%306,100PUTNONE
46625H100JPMJPMORGAN CHASE & CO$132.3M7.26%7,500PUTNONE
22160K105COSTCOSTCO WHSL CORP NEW$108.0M5.93%121,800CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$105.8M5.81%3,100PUTNONE
46625H100JPMJPMORGAN CHASE & CO$73.7M4.05%7,500CALLNONE
46090E103QQQINVESCO QQQ TR$71.2M3.91%3,200PUTNONE
931142103WMTWALMART INC$56.1M3.08%36,600PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$55.5M3.05%3,100CALLNONE
931142103WMTWALMART INC$51.2M2.81%36,600CALLNONE
46090E103QQQINVESCO QQQ TR$47.3M2.60%3,200CALLNONE
58155Q103MCKMCKESSON CORP$42.9M2.36%2,100PUTNONE
743315103PGRPROGRESSIVE CORP$34.5M1.90%10,800PUTNONE
969457100WMBWILLIAMS COS INC$30.1M1.65%27,300PUTNONE
020002101ALLALLSTATE CORP$25.5M1.40%134,600PUTNONE
58155Q103MCKMCKESSON CORP$22.3M1.23%2,100CALLNONE
020002101ALLALLSTATE CORP$21.6M1.19%114,000CALLNONE
743315103PGRPROGRESSIVE CORP$20.7M1.14%10,800CALLNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$20.1M1.10%87,200PUTNONE
969457100WMBWILLIAMS COS INC$18.8M1.03%27,300CALLNONE
872540109TJXTJX COS INC NEW$15.4M0.85%8,200PUTNONE
09247X101BLKCHFBLACKROCK INC$14.7M0.81%15,500CALLNONE
09247X101BLKCHFBLACKROCK INC$14.7M0.81%15,500PUTNONE
12503M108CBOECBOE GLOBAL MKTS INC$14.4M0.79%70,400PUTNONE
194162103CLCOLGATE PALMOLIVE CO$14.0M0.77%134,500PUTNONE
194162103CLCOLGATE PALMOLIVE CO$14.0M0.77%134,500CALLNONE
025816109AXPAMERICAN EXPRESS CO$13.7M0.75%50,400PUTNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$13.5M0.74%58,600CALLNONE
872540109TJXTJX COS INC NEW$13.5M0.74%8,200CALLNONE
872590104TMUST-MOBILE US INC$12.8M0.70%3,900PUTNONE
872590104TMUST-MOBILE US INC$11.2M0.61%3,900CALLNONE
682680103OKEONEOK INC NEW$10.9M0.60%4,200PUTNONE
025816109AXPAMERICAN EXPRESS CO$9.1M0.50%33,400CALLNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.8M0.48%7,500PUTNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.8M0.48%7,500CALLNONE
693475105PNCPNC FINL SVCS GROUP INC$8.6M0.47%4,100PUTNONE
693475105PNCPNC FINL SVCS GROUP INC$8.6M0.47%4,100CALLNONE
231021106CMICUMMINS INC$8.5M0.46%26,100PUTNONE
031162100AMGNAMGEN INC$8.4M0.46%26,100PUTNONE
38141G104GSGOLDMAN SACHS GROUP INC$7.4M0.41%15,000PUTNONE
00287Y109ABBVABBVIE INC$7.3M0.40%37,200PUTNONE
00287Y109ABBVABBVIE INC$7.3M0.40%37,200CALLNONE
064058100BKBANK NEW YORK MELLON CORP$7.3M0.40%102,000PUTNONE
064058100BKBANK NEW YORK MELLON CORP$7.3M0.40%102,000CALLNONE
682680103OKEONEOK INC NEW$7.2M0.39%4,200CALLNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.6M0.36%13,400CALLNONE
14149Y108CAHCARDINAL HEALTH INC$6.3M0.35%57,300PUTNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.3M0.35%121,500CALLNONE
12503M108CBOECBOE GLOBAL MKTS INC$6.1M0.34%30,000CALLNONE
231021106CMICUMMINS INC$5.9M0.33%18,300CALLNONE
001055102AFLAFLAC INC$5.8M0.32%51,700CALLNONE
001055102AFLAFLAC INC$5.8M0.32%51,700PUTNONE
594918104MSFTMICROSOFT CORP$5.6M0.30%2,800PUTNONE
94106L109WMWASTE MGMT INC DEL$5.5M0.30%6,500PUTNONE
68389X105ORCLORACLE CORP$5.4M0.30%7,800PUTNONE
58933Y105MRKMERCK & CO INC$5.3M0.29%10,100PUTNONE
58933Y105MRKMERCK & CO INC$5.3M0.29%10,700CALLNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.2M0.29%101,200PUTNONE
03073E105CORCENCORA INC$5.1M0.28%22,500PUTNONE
427866108HSYHERSHEY CO$5.1M0.28%26,400CALLNONE
031162100AMGNAMGEN INC$5.0M0.27%15,500CALLNONE
539830109LMTLOCKHEED MARTIN CORP$4.7M0.26%2,600CALLNONE
539830109LMTLOCKHEED MARTIN CORP$4.7M0.26%2,600PUTNONE
037833100AAPLAPPLE INC$4.7M0.26%20,000PUTNONE
037833100AAPLAPPLE INC$4.7M0.26%20,000CALLNONE
594918104MSFTMICROSOFT CORP$4.3M0.24%2,600CALLNONE
949746101WMT2WELLS FARGO CO NEW$4.3M0.24%21,600PUTNONE
548661107LOWLOWES COS INC$4.2M0.23%5,800CALLNONE
14149Y108CAHCARDINAL HEALTH INC$4.1M0.23%37,500CALLNONE
548661107LOWLOWES COS INC$4.1M0.23%5,800PUTNONE
437076102HDHOME DEPOT INC$4.0M0.22%9,800PUTNONE
437076102HDHOME DEPOT INC$4.0M0.22%9,800CALLNONE
718172109PMPHILIP MORRIS INTL INC$3.6M0.20%12,400PUTNONE
718172109PMPHILIP MORRIS INTL INC$3.6M0.20%12,400CALLNONE
235851102DHRDANAHER CORPORATION$3.5M0.19%12,700CALLNONE
235851102DHRDANAHER CORPORATION$3.5M0.19%12,700PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.4M0.19%2,100CALLNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.4M0.19%2,100PUTNONE
060505104BACBANK AMERICA CORP$3.3M0.18%83,300PUTNONE
060505104BACBANK AMERICA CORP$3.3M0.18%83,300CALLNONE
40412C101HCAHCA HEALTHCARE INC$3.3M0.18%8,100CALLNONE
40412C101HCAHCA HEALTHCARE INC$3.3M0.18%8,100PUTNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.17%14,300PUTNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.17%14,300CALLNONE
949746101WMT2WELLS FARGO CO NEW$3.1M0.17%21,600CALLNONE
384802104GWWGRAINGER W W INC$3.0M0.17%2,900CALLNONE
384802104GWWGRAINGER W W INC$3.0M0.17%2,900PUTNONE
94106L109WMWASTE MGMT INC DEL$2.8M0.16%6,500CALLNONE
89417E109TRVTRAVELERS COMPANIES INC$2.7M0.15%2,800CALLNONE
89417E109TRVTRAVELERS COMPANIES INC$2.7M0.15%2,800PUTNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.15%9,800PUTNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.15%9,800CALLNONE
68389X105ORCLORACLE CORP$2.7M0.15%7,800CALLNONE
03073E105CORCENCORA INC$2.5M0.14%11,200CALLNONE
291011104EMREMERSON ELEC CO$2.5M0.14%23,000PUTNONE
291011104EMREMERSON ELEC CO$2.5M0.14%23,000CALLNONE
902973304USBUS BANCORP DEL$2.5M0.14%33,400PUTNONE
902973304USBUS BANCORP DEL$2.5M0.14%33,400CALLNONE
59156R108METMETLIFE INC$2.5M0.14%7,700CALLNONE
59156R108METMETLIFE INC$2.5M0.14%7,700PUTNONE
88579Y101MMM3M CO$2.5M0.14%4,200CALLNONE
88579Y101MMM3M CO$2.5M0.14%4,200PUTNONE
16411R208LNGCHENIERE ENERGY INC$2.4M0.13%5,900PUTNONE
16411R208LNGCHENIERE ENERGY INC$2.4M0.13%5,900CALLNONE
655844108NSCNORFOLK SOUTHN CORP$2.3M0.13%2,900CALLNONE
655844108NSCNORFOLK SOUTHN CORP$2.3M0.13%2,900PUTNONE
172967424CCITIGROUP INC$2.3M0.13%36,800CALLNONE
172967424CCITIGROUP INC$2.3M0.13%36,800PUTNONE
64110D104NTAPNETAPP INC$2.2M0.12%9,100PUTNONE
902494103TSNTYSON FOODS INC$2.1M0.11%19,900PUTNONE
902494103TSNTYSON FOODS INC$2.1M0.11%19,900CALLNONE
824348106SHWSHERWIN WILLIAMS CO$2.1M0.11%1,100CALLNONE
824348106SHWSHERWIN WILLIAMS CO$2.0M0.11%1,000PUTNONE
98954M200ZZILLOW GROUP INC$2.0M0.11%15,400PUTNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.9M0.11%32,500CALLNONE
464287655IWMISHARES TR$1.9M0.11%5,700CALLNONE
464287655IWMISHARES TR$1.9M0.11%5,700PUTNONE
617446448MSMORGAN STANLEY$1.9M0.10%5,500CALLNONE
617446448MSMORGAN STANLEY$1.9M0.10%5,500PUTNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.10%1,900CALLNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.10%1,900PUTNONE
863667101SYKSTRYKER CORPORATION$1.8M0.10%2,900PUTNONE
863667101SYKSTRYKER CORPORATION$1.8M0.10%2,900CALLNONE
21036P108STZCONSTELLATION BRANDS INC$1.8M0.10%5,300CALLNONE
21036P108STZCONSTELLATION BRANDS INC$1.8M0.10%1,500PUTNONE
704326107PAYXPAYCHEX INC$1.7M0.09%5,800CALLNONE
704326107PAYXPAYCHEX INC$1.7M0.09%5,800PUTNONE
902973304USBUS BANCORP DEL$1.5M0.08%33,479CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.08%9,000PUTNONE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.08%9,000CALLNONE
30303M102METAMETA PLATFORMS INC$1.5M0.08%2,647CommonSOLE
311900104FASTFASTENAL CO$1.5M0.08%20,800PUTNONE
311900104FASTFASTENAL CO$1.5M0.08%20,800CALLNONE
744320102PRUPRUDENTIAL FINL INC$1.5M0.08%6,700CALLNONE
744320102PRUPRUDENTIAL FINL INC$1.5M0.08%6,700PUTNONE
172908105CTASCINTAS CORP$1.4M0.08%7,000CALLNONE
172908105CTASCINTAS CORP$1.4M0.08%7,000PUTNONE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.07%7,840CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.07%7,800PUTNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.07%10,000PUTNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.07%10,000CommonSOLE
902494103TSNTYSON FOODS INC$1.2M0.07%20,019CommonSOLE
46090E103QQQINVESCO QQQ TR$1.1M0.06%2,305CommonSOLE
64110D104NTAPNETAPP INC$1.1M0.06%9,100CALLNONE
40412C101HCAHCA HEALTHCARE INC$1.0M0.06%2,500CommonSOLE
98954M200ZZILLOW GROUP INC$983,2900.05%7,700CommonSOLE
98954M200ZZILLOW GROUP INC$983,2900.05%7,700CALLNONE
571903202MARMARRIOTT INTL INC NEW$944,6800.05%1,800PUTNONE
571903202MARMARRIOTT INTL INC NEW$944,6800.05%1,800CALLNONE
49456B101KMIKINDER MORGAN INC DEL$914,5260.05%20,200PUTNONE
49456B101KMIKINDER MORGAN INC DEL$914,5260.05%20,200CALLNONE
778296103ROSTROSS STORES INC$903,0600.05%1,400PUTNONE
778296103ROSTROSS STORES INC$903,0600.05%1,400CALLNONE
285512109EAELECTRONIC ARTS INC$860,6400.05%6,000PUTNONE
285512109EAELECTRONIC ARTS INC$860,6400.05%6,000CALLNONE
580135101MCDMCDONALDS CORP$852,6280.05%2,800CALLNONE
580135101MCDMCDONALDS CORP$852,6280.05%2,800PUTNONE
370334104GISGENERAL MLS INC$834,8000.05%11,304CommonSOLE
370334104GISGENERAL MLS INC$834,5050.05%11,300CALLNONE
370334104GISGENERAL MLS INC$834,5050.05%11,300PUTNONE
78409V104SPGIS&P GLOBAL INC$826,5920.05%1,600PUTNONE
78409V104SPGIS&P GLOBAL INC$826,5920.05%1,600CALLNONE
278865100ECLECOLAB INC$791,5230.04%3,100CALLNONE
278865100ECLECOLAB INC$791,5230.04%3,100PUTNONE
693475105PNCPNC FINL SVCS GROUP INC$758,8090.04%4,105CommonSOLE
89832Q109TFCTRUIST FINL CORP$748,4750.04%15,300PUTNONE
89832Q109TFCTRUIST FINL CORP$748,4750.04%15,300CALLNONE
256677105DGDOLLAR GEN CORP NEW$702,1850.04%8,303CommonSOLE
256677105DGDOLLAR GEN CORP NEW$701,9310.04%8,300CALLNONE
256677105DGDOLLAR GEN CORP NEW$701,9310.04%8,300PUTNONE
594918104MSFTMICROSOFT CORP$698,3770.04%1,623CommonSOLE
49177J102KVUEKENVUE INC$691,5870.04%29,900CALLNONE
49177J102KVUEKENVUE INC$691,5870.04%29,900PUTNONE
907818108UNPUNION PAC CORP$665,4960.04%2,200PUTNONE
907818108UNPUNION PAC CORP$665,4960.04%2,200CALLNONE
369550108GDGENERAL DYNAMICS CORP$664,8400.04%2,200CALLNONE
369550108GDGENERAL DYNAMICS CORP$664,8400.04%2,200PUTNONE
89832Q109TFCTRUIST FINL CORP$656,0490.04%15,339CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$605,9480.03%6,800PUTNONE
26614N102DDDUPONT DE NEMOURS INC$605,9480.03%6,800CALLNONE
666807102NOCNORTHROP GRUMMAN CORP$580,8770.03%1,100PUTNONE
666807102NOCNORTHROP GRUMMAN CORP$580,8770.03%1,100CALLNONE
036752103ELVELEVANCE HEALTH INC$572,0000.03%1,100CALLNONE
036752103ELVELEVANCE HEALTH INC$572,0000.03%1,100PUTNONE
92826C839VVISA INC$549,9000.03%500CALLNONE
92826C839VVISA INC$549,9000.03%500PUTNONE
57636Q104MAMASTERCARD INCORPORATED$505,1570.03%1,023CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$502,5000.03%6,000CALLNONE
31620M106FISFIDELITY NATL INFORMATION SV$502,5000.03%6,000PUTNONE
742718109PGPROCTER AND GAMBLE CO$502,2800.03%2,900CALLNONE
742718109PGPROCTER AND GAMBLE CO$502,2800.03%2,900PUTNONE
717081103PFEPFIZER INC$491,9800.03%17,000CALLNONE
717081103PFEPFIZER INC$491,9800.03%17,000PUTNONE
191216100KOCOCA COLA CO$488,6480.03%6,800CALLNONE
191216100KOCOCA COLA CO$488,6480.03%6,800PUTNONE
009066101ABNBAIRBNB INC$487,8380.03%3,847CommonSOLE
009066101ABNBAIRBNB INC$481,8780.03%3,800PUTNONE
189054109CLXCLOROX CO DEL$456,1480.03%2,800CALLNONE
189054109CLXCLOROX CO DEL$456,1480.03%2,800PUTNONE
189054109CLXCLOROX CO DEL$456,1480.03%2,800CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$419,0940.02%8,100CommonSOLE
244199105DEDEERE & CO$417,3300.02%1,000CALLNONE
244199105DEDEERE & CO$417,3300.02%1,000PUTNONE
009158106APDAIR PRODS & CHEMS INC$387,0620.02%1,300PUTNONE
009158106APDAIR PRODS & CHEMS INC$387,0620.02%1,300CALLNONE
95040Q104WELLWELLTOWER INC$358,4840.02%2,800CALLNONE
95040Q104WELLWELLTOWER INC$358,4840.02%2,800PUTNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$353,1840.02%3,200CALLNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$353,1840.02%3,200PUTNONE
17275R102CSCOCISCO SYS INC$345,9300.02%6,500PUTNONE
17275R102CSCOCISCO SYS INC$345,9300.02%6,500CALLNONE
00206R102TAT&T INC$341,0000.02%15,500PUTNONE
00206R102TAT&T INC$341,0000.02%15,500CALLNONE
46436E718SGOVISHARES TR$287,3540.02%2,853CommonSOLE
060505104BACBANK AMERICA CORP$223,4780.01%5,632CommonSOLE
097023105BABOEING CO$212,8560.01%1,400CALLNONE
88160R101TSLATESLA INC$156,9780.01%400CALLNONE
88160R101TSLATESLA INC$103,3440.01%395CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4,1240.00%73CommonSOLE
855244109SBUXSTARBUCKS CORP$1,3650.00%14CommonSOLE
89677Q107TCOMTRIP$1,1890.00%20CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.