DLK Investment Management, LLC
DLK Investment Management, LLC is a registered investment adviser headquartered in Solana Beach, California. Founded in 2011, the firm manages assets for individuals (including high net worth individuals), charitable organizations, pension plans, and corporate clients. The firm employs 6 professionals, all focused on investment management, and serves both retail and institutional investors primarily across the United States.
Investment Strategy
DLK Investment Management, LLC employs a discretionary investment strategy focused on equity securities predominantly of large-cap U.S. companies. Its approach includes active portfolio management driven by fundamental analysis, targeting leading firms such as Apple, Microsoft, Alphabet, Visa, and Costco. The firm tailors investment solutions for individual and institutional clients with strategic diversification and risk management practices aimed at consistent long-term returns.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.83% | $18.1M | 35,035 | $384.21 | $517.95 | +$3.9K |
A AAPL | APPLE INC | 6.04% | $16.0M | 63,020 | $191.83 | $254.63 | +$2.1M |
G GOOG | ALPHABET INC | 5.91% | $15.7M | 64,389 | $142.57 | $243.55 | +$3.9M |
V V | VISA INC | 3.92% | $10.4M | 30,499 | $260.61 | $341.38 | -$482.7K |
J JPM | JPMORGAN CHASE & CO. | 3.66% | $9.7M | 30,776 | $173.20 | $315.43 | +$652.6K |