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DELAWARE GROUP EQUITY FUNDS IV

CIK: 0000778108 Equity
Report date: 2026-02-26
AUM $1.6B
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

28 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
4.58%
$72.99 625,486
2 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
3.17%
$50.49 2,032,474
3 UAL United Airlines Holdings Inc Since 2026-05-10 910047109 Equity (Common)
0.42%
$6.71 60,000
4 FIX Comfort Systems USA Inc Since 2026-05-10 199908104 Equity (Common)
0.97%
$15.48 16,592
5 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.60%
$9.52 35,935
6 DAL Delta Air Lines Inc Since 2026-05-10 247361702 Equity (Common)
0.39%
$6.16 88,787
7 BPOP Popular Inc Since 2026-05-10 733174700 Equity (Common)
2.92%
$46.54 373,776
8 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
4.73%
$75.32 263,914
9 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
2.75%
$43.80 8,178
10 MET MetLife Inc Since 2026-05-10 59156R108 Equity (Common)
0.32%
$5.07 64,269
11 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
1.74%
$27.64 479,408
12 IVZ Invesco Ltd Since 2026-05-10 Equity (Common)
3.08%
$49.02 1,866,037
13 JHG Janus Henderson Group PLC Since 2026-05-10 Equity (Common)
0.33%
$5.23 110,000
14 DDS Dillard's Inc Since 2026-05-10 254067101 Equity (Common)
1.07%
$17.04 28,102
15 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
3.61%
$57.53 468,693
16 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.67%
$10.66 428,092
17 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
4.59%
$73.08 948,739
18 SYF Synchrony Financial Since 2026-05-10 87165B103 Equity (Common)
0.56%
$8.92 106,885
19 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
2.07%
$32.95 332,214
20 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
2.12%
$33.72 827,843
21 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.10%
$33.38 50,571
22 FG F&G Annuities & Life Inc Since 2026-05-10 30190A104 Equity (Common)
0.05%
$0.77 24,807
23 EVR Evercore Inc Since 2026-05-10 29977A105 Equity (Common)
2.69%
$42.77 125,705
24 TT Trane Technologies PLC Since 2026-05-10 Equity (Common)
0.67%
$10.61 27,252
25 M Macy's Inc Since 2026-05-10 55616P104 Equity (Common)
0.41%
$6.54 296,811
26 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
2.69%
$42.81 406,751
27 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.04%
$48.48 154,893
28 ACN Accenture PLC Since 2026-05-10 Equity (Common)
1.08%
$17.23 64,234