MondegarAI
Delta Accumulation, LLC

Q1 2025 · 13F-HR

Delta Accumulation, LLCholdings as filed

Filed 2025-05-09 · accession 0001808389-25-000002

$1.74B
Reported value
218
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
22160K105COSTCOSTCO WHSL CORP NEW$245.3M14.1%276,700PUTNONE
22160K105COSTCOSTCO WHSL CORP NEW$130.7M7.52%147,400CALLNONE
46625H100JPMJPMORGAN CHASE & CO$129.3M7.44%18,800PUTNONE
46625H100JPMJPMORGAN CHASE & CO$98.2M5.65%18,800CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$72.5M4.17%10,200PUTNONE
931142103WMTWALMART INC$56.5M3.25%13,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$48.3M2.78%10,200CALLNONE
931142103WMTWALMART INC$44.2M2.55%13,200CALLNONE
46090E103QQQINVESCO QQQ TR$44.2M2.54%9,500PUTNONE
743315103PGRPROGRESSIVE CORP$38.0M2.19%11,600PUTNONE
46090E103QQQINVESCO QQQ TR$36.9M2.12%9,500CALLNONE
969457100WMBWILLIAMS COS INC$26.2M1.51%169,600PUTNONE
872590104TMUST-MOBILE US INC$23.9M1.38%37,000PUTNONE
743315103PGRPROGRESSIVE CORP$22.5M1.30%11,600CALLNONE
064058100BKBANK NEW YORK MELLON CORP$18.4M1.06%255,600PUTNONE
969457100WMBWILLIAMS COS INC$17.6M1.01%24,700CALLNONE
025816109AXPAMERICAN EXPRESS CO$17.3M1.00%63,900PUTNONE
539830109LMTLOCKHEED MARTIN CORP$17.3M1.00%3,700CALLNONE
872590104TMUST-MOBILE US INC$16.3M0.94%3,900CALLNONE
539830109LMTLOCKHEED MARTIN CORP$15.1M0.87%2,600PUTNONE
064058100BKBANK NEW YORK MELLON CORP$15.0M0.87%209,300CALLNONE
020002101ALLALLSTATE CORP$14.8M0.85%78,200PUTNONE
020002101ALLALLSTATE CORP$14.8M0.85%78,200CALLNONE
025816109AXPAMERICAN EXPRESS CO$14.0M0.81%51,700CALLNONE
194162103CLCOLGATE PALMOLIVE CO$13.8M0.79%133,000CALLNONE
194162103CLCOLGATE PALMOLIVE CO$13.8M0.79%133,000PUTNONE
38141G104GSGOLDMAN SACHS GROUP INC$12.4M0.71%25,000PUTNONE
718172109PMPHILIP MORRIS INTL INC$11.6M0.67%12,400PUTNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11.3M0.65%49,100PUTNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11.3M0.65%49,100CALLNONE
09247X101BLKCHFBLACKROCK INC$10.9M0.63%11,500CALLNONE
09247X101BLKCHFBLACKROCK INC$10.9M0.63%11,500PUTNONE
38141G104GSGOLDMAN SACHS GROUP INC$10.4M0.60%21,000CALLNONE
682680103OKEONEOK INC NEW$9.4M0.54%41,000CALLNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.9M0.51%33,600PUTNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.8M0.51%43,400CALLNONE
682680103OKEONEOK INC NEW$8.6M0.50%1,700PUTNONE
718172109PMPHILIP MORRIS INTL INC$8.6M0.49%12,400CALLNONE
693475105PNCPNC FINL SVCS GROUP INC$7.8M0.45%8,200PUTNONE
58933Y105MRKMERCK & CO INC$7.5M0.43%7,800CALLNONE
872540109TJXTJX COS INC NEW$7.4M0.43%21,200CALLNONE
872540109TJXTJX COS INC NEW$7.4M0.43%21,200PUTNONE
949746101WMT2WELLS FARGO CO NEW$7.1M0.41%48,600PUTNONE
21036P108STZCONSTELLATION BRANDS INC$6.5M0.38%18,600CALLNONE
693475105PNCPNC FINL SVCS GROUP INC$6.3M0.36%8,200CALLNONE
21036P108STZCONSTELLATION BRANDS INC$6.2M0.35%18,600PUTNONE
58933Y105MRKMERCK & CO INC$5.7M0.33%10,100PUTNONE
172967424CCITIGROUP INC$5.7M0.33%91,000PUTNONE
172967424CCITIGROUP INC$5.7M0.33%91,000CALLNONE
235851102DHRDANAHER CORPORATION$5.6M0.32%20,300CALLNONE
235851102DHRDANAHER CORPORATION$5.6M0.32%20,300PUTNONE
00287Y109ABBVABBVIE INC$5.5M0.31%27,700CALLNONE
00287Y109ABBVABBVIE INC$5.5M0.31%27,700PUTNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.8M0.28%92,700PUTNONE
231021106CMICUMMINS INC$4.7M0.27%14,500PUTNONE
231021106CMICUMMINS INC$4.7M0.27%14,400CALLNONE
31620M106FISFIDELITY NATL INFORMATION SV$4.5M0.26%53,600CALLNONE
31620M106FISFIDELITY NATL INFORMATION SV$4.5M0.26%53,600PUTNONE
58155Q103MCKMCKESSON CORP$4.4M0.26%1,300PUTNONE
037833100AAPLAPPLE INC$4.4M0.25%19,000PUTNONE
037833100AAPLAPPLE INC$4.4M0.25%19,000CALLNONE
949746101WMT2WELLS FARGO CO NEW$4.4M0.25%21,600CALLNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.1M0.24%18,500PUTNONE
548661107LOWLOWES COS INC$4.0M0.23%5,800CALLNONE
548661107LOWLOWES COS INC$3.9M0.23%4,300PUTNONE
92826C839VVISA INC$3.9M0.22%500PUTNONE
57636Q104MAMASTERCARD INCORPORATED$3.9M0.22%1,900PUTNONE
191216100KOCOCA COLA CO$3.8M0.22%53,400CALLNONE
191216100KOCOCA COLA CO$3.8M0.22%53,400PUTNONE
742718109PGPROCTER AND GAMBLE CO$3.8M0.22%22,100PUTNONE
742718109PGPROCTER AND GAMBLE CO$3.8M0.22%22,100CALLNONE
902494103TSNTYSON FOODS INC$3.8M0.22%54,700CALLNONE
902494103TSNTYSON FOODS INC$3.8M0.22%8,900PUTNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.7M0.22%72,400CALLNONE
92826C839VVISA INC$3.7M0.22%500CALLNONE
031162100AMGNAMGEN INC$3.7M0.21%11,500CALLNONE
031162100AMGNAMGEN INC$3.7M0.21%11,500PUTNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.21%16,400CALLNONE
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.20%5,600CALLNONE
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.20%1,100PUTNONE
49456B101KMIKINDER MORGAN INC DEL$3.3M0.19%20,200PUTNONE
49456B101KMIKINDER MORGAN INC DEL$3.3M0.19%20,200CALLNONE
12572Q105CMECME GROUP INC$3.3M0.19%15,100PUTNONE
12572Q105CMECME GROUP INC$3.3M0.19%15,100CALLNONE
57636Q104MAMASTERCARD INCORPORATED$3.3M0.19%1,900CALLNONE
060505104BACBANK AMERICA CORP$3.3M0.19%83,300CALLNONE
060505104BACBANK AMERICA CORP$3.3M0.19%83,300PUTNONE
40412C101HCAHCA HEALTHCARE INC$3.3M0.19%8,100PUTNONE
40412C101HCAHCA HEALTHCARE INC$3.3M0.19%8,100CALLNONE
002824100ABTABBOTT LABS$3.3M0.19%28,700CALLNONE
002824100ABTABBOTT LABS$3.3M0.19%28,700PUTNONE
26614N102DDDUPONT DE NEMOURS INC$3.2M0.19%36,300CALLNONE
26614N102DDDUPONT DE NEMOURS INC$3.2M0.19%36,300PUTNONE
427866108HSYHERSHEY CO$3.2M0.18%16,600PUTNONE
427866108HSYHERSHEY CO$3.2M0.18%16,600CALLNONE
14149Y108CAHCARDINAL HEALTH INC$3.0M0.17%27,400CALLNONE
14149Y108CAHCARDINAL HEALTH INC$3.0M0.17%27,400PUTNONE
00206R102TAT&T INC$2.9M0.17%15,500CALLNONE
00206R102TAT&T INC$2.9M0.17%15,500PUTNONE
009158106APDAIR PRODS & CHEMS INC$2.8M0.16%9,300CALLNONE
009158106APDAIR PRODS & CHEMS INC$2.8M0.16%9,300PUTNONE
617446448MSMORGAN STANLEY$2.7M0.16%5,500PUTNONE
58155Q103MCKMCKESSON CORP$2.7M0.15%1,300CALLNONE
244199105DEDEERE & CO$2.6M0.15%6,200PUTNONE
244199105DEDEERE & CO$2.6M0.15%6,200CALLNONE
337738108FISVFISERV INC$2.5M0.14%14,000PUTNONE
337738108FISVFISERV INC$2.5M0.14%14,000CALLNONE
95040Q104WELLWELLTOWER INC$2.5M0.14%2,800CALLNONE
95040Q104WELLWELLTOWER INC$2.5M0.14%2,800PUTNONE
001055102AFLAFLAC INC$2.5M0.14%22,300PUTNONE
001055102AFLAFLAC INC$2.5M0.14%22,300CALLNONE
902973304USBUS BANCORP DEL$2.5M0.14%33,400PUTNONE
464287655IWMISHARES TR$2.5M0.14%8,200CALLNONE
464287655IWMISHARES TR$2.5M0.14%5,700PUTNONE
78409V104SPGIS&P GLOBAL INC$2.4M0.14%1,600PUTNONE
78409V104SPGIS&P GLOBAL INC$2.4M0.14%1,600CALLNONE
88579Y101MMM3M CO$2.3M0.13%4,200PUTNONE
988498101YUMYUM BRANDS INC$2.3M0.13%5,500PUTNONE
988498101YUMYUM BRANDS INC$2.3M0.13%5,500CALLNONE
384802104GWWGRAINGER W W INC$2.3M0.13%2,200CALLNONE
384802104GWWGRAINGER W W INC$2.3M0.13%2,200PUTNONE
704326107PAYXPAYCHEX INC$2.2M0.13%5,800CALLNONE
704326107PAYXPAYCHEX INC$2.2M0.13%5,800PUTNONE
617446448MSMORGAN STANLEY$2.1M0.12%5,500CALLNONE
94106L109WMWASTE MGMT INC DEL$2.1M0.12%2,900PUTNONE
94106L109WMWASTE MGMT INC DEL$2.1M0.12%2,900CALLNONE
594918104MSFTMICROSOFT CORP$1.9M0.11%1,200PUTNONE
594918104MSFTMICROSOFT CORP$1.9M0.11%1,200CALLNONE
88579Y101MMM3M CO$1.8M0.10%4,200CALLNONE
285512109EAELECTRONIC ARTS INC$1.7M0.10%11,800CALLNONE
285512109EAELECTRONIC ARTS INC$1.7M0.10%11,800PUTNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.10%6,100CALLNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.10%6,100PUTNONE
369550108GDGENERAL DYNAMICS CORP$1.7M0.10%5,500PUTNONE
369550108GDGENERAL DYNAMICS CORP$1.7M0.10%5,500CALLNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.09%2,900PUTNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.09%2,900CALLNONE
902973304USBUS BANCORP DEL$1.5M0.09%33,489CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.09%9,000CALLNONE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.09%9,000PUTNONE
693475105PNCPNC FINL SVCS GROUP INC$1.5M0.09%8,206CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.09%2,647CommonSOLE
03073E105CORCENCORA INC$1.4M0.08%6,200CALLNONE
03073E105CORCENCORA INC$1.4M0.08%6,200PUTNONE
437076102HDHOME DEPOT INC$1.4M0.08%3,400CALLNONE
437076102HDHOME DEPOT INC$1.4M0.08%3,400PUTNONE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.08%7,770CommonSOLE
311900104FASTFASTENAL CO$1.3M0.08%18,500CALLNONE
311900104FASTFASTENAL CO$1.3M0.08%18,500PUTNONE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.08%7,700PUTNONE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.07%3,400CALLNONE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.07%3,400PUTNONE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.07%5,400PUTNONE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.07%5,400CALLNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.07%1,600CALLNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.07%1,600PUTNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.1M0.07%14,900CALLNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.1M0.07%14,900PUTNONE
46090E103QQQINVESCO QQQ TR$1.1M0.06%2,308CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.06%20,900PUTNONE
17275R102CSCOCISCO SYS INC$1.1M0.06%20,900CALLNONE
16411R208LNGCHENIERE ENERGY INC$1.1M0.06%5,900PUTNONE
16411R208LNGCHENIERE ENERGY INC$1.1M0.06%5,900CALLNONE
59156R108METMETLIFE INC$1.0M0.06%12,700CALLNONE
59156R108METMETLIFE INC$1.0M0.06%12,700PUTNONE
40412C101HCAHCA HEALTHCARE INC$1.0M0.06%2,500CommonSOLE
375558103GILDGILEAD SCIENCES INC$972,5440.06%11,600CALLNONE
375558103GILDGILEAD SCIENCES INC$972,5440.06%11,600PUTNONE
902973304USBUS BANCORP DEL$964,9030.06%3,400CALLNONE
571903202MARMARRIOTT INTL INC NEW$944,6800.05%1,800PUTNONE
571903202MARMARRIOTT INTL INC NEW$944,6800.05%1,800CALLNONE
778296103ROSTROSS STORES INC$827,8050.05%1,400PUTNONE
778296103ROSTROSS STORES INC$827,8050.05%1,400CALLNONE
30303M102METAMETA PLATFORMS INC$744,1720.04%1,300PUTNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$714,8440.04%5,900CALLNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$714,8440.04%5,900PUTNONE
594918104MSFTMICROSOFT CORP$699,6680.04%1,626CommonSOLE
744320102PRUPRUDENTIAL FINL INC$653,9400.04%5,400PUTNONE
744320102PRUPRUDENTIAL FINL INC$653,9400.04%5,400CALLNONE
026874784AIGAMERICAN INTL GROUP INC$651,7470.04%8,900CALLNONE
026874784AIGAMERICAN INTL GROUP INC$651,7470.04%8,900PUTNONE
907818108UNPUNION PAC CORP$616,2000.04%2,500CALLNONE
907818108UNPUNION PAC CORP$616,2000.04%2,500PUTNONE
67066G104NVDANVIDIA CORPORATION$607,2000.03%5,000PUTNONE
67066G104NVDANVIDIA CORPORATION$607,2000.03%5,000CommonSOLE
291011104EMREMERSON ELEC CO$579,6610.03%5,300PUTNONE
291011104EMREMERSON ELEC CO$579,6610.03%5,300CALLNONE
036752103ELVELEVANCE HEALTH INC$572,0000.03%1,100CALLNONE
036752103ELVELEVANCE HEALTH INC$572,0000.03%1,100PUTNONE
57636Q104MAMASTERCARD INCORPORATED$505,6510.03%1,024CommonSOLE
009066101ABNBAIRBNB INC$487,8380.03%3,847CommonSOLE
009066101ABNBAIRBNB INC$481,8780.03%3,800PUTNONE
88160R101TSLATESLA INC$364,9740.02%1,395CommonSOLE
501044101KRKROGER CO$355,2600.02%6,200CALLNONE
501044101KRKROGER CO$355,2600.02%6,200PUTNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$353,1840.02%3,200CALLNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$353,1840.02%3,200PUTNONE
101137107BSXBOSTON SCIENTIFIC CORP$351,9600.02%4,200CALLNONE
101137107BSXBOSTON SCIENTIFIC CORP$351,9600.02%4,200PUTNONE
237194105DRIDARDEN RESTAURANTS INC$328,2600.02%2,000PUTNONE
237194105DRIDARDEN RESTAURANTS INC$328,2600.02%2,000CALLNONE
46436E718SGOVISHARES TR$287,3540.02%2,853CommonSOLE
060505104BACBANK AMERICA CORP$224,8670.01%5,667CommonSOLE
097023105BABOEING CO$212,8560.01%1,400CALLNONE
863667101SYKSTRYKER CORPORATION$144,5040.01%400CALLNONE
863667101SYKSTRYKER CORPORATION$144,5040.01%400PUTNONE
88160R101TSLATESLA INC$104,6520.01%400CALLNONE
89832Q109TFCTRUIST FINL CORP$94,0940.01%2,200PUTNONE
89832Q109TFCTRUIST FINL CORP$94,0940.01%2,200CALLNONE
902494103TSNTYSON FOODS INC$7,0880.00%119CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4,1240.00%73CommonSOLE
89832Q109TFCTRUIST FINL CORP$1,6680.00%39CommonSOLE
855244109SBUXSTARBUCKS CORP$1,3650.00%14CommonSOLE
89677Q107TCOMTRIP$1,1890.00%20CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8430.00%4CommonSOLE
370334104GISGENERAL MLS INC$5170.00%7CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2540.00%3CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1030.00%2CommonSOLE

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.