Scott Black
Delphi Financial Group Inc
Scott Black is the president and founder Delphi Management, Inc.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Residential & Commercial REITs
Oil & Gas Related Equipment and Services
Semiconductors & Semiconductor Equipment
Financial Technology (Fintech) & Infrastructure
Oil & Gas
Food & Drug Retailing
Software & IT Services
Diversified Retail
Collective Investments
Investment Banking & Investment Services
Banking Services
Other
Holdings
2026Q2
2026Q2
2026Q1
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
17.99%
+402.60K
$36.40M
$36.40M
992.88K
--
2026-06-30
Energy Transfer Units (US)
ET
13.44%
0.00
$27.19M
--
1.42M
Oil & Gas Related Equipment and Services
2026-06-30
4
Ellington Financial Ord Shs (US)
EFC
9.47%
0.00
$19.17M
--
1.41M
Residential & Commercial REITs
2026-06-30
7.45%
-16.26K
$15.08M
$15.04M
31.57K
Semiconductors & Semiconductor Equipment
2026-06-30
7
Rithm Capital Ord Shs (US)
RITM
5.02%
0.00
$10.15M
--
1.08M
Residential & Commercial REITs
2026-06-30
2.98%
0.00
$6.03M
$6.01M
25.22K
Oil & Gas Related Equipment and Services
2026-06-30