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Delaney Dennis R

Portfolio Manager
Delaney Dennis R
Performance
-5.35% (2026 Q1)
AUM (13F)
$282.44M
# of Holdings
60
Performance Rank
Allocation (Top 20)
74.26%

Delaney Dennis R Holdings Map

Top 50 Delaney Dennis R Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC CL A
6.73%66.1K$19.0M
+48.03%(+21.44K)
2025-Q1: 49.6K shares2025-Q2: 50.4K shares2025-Q3: 48.6K shares2025-Q4: 44.6K shares2026-Q1: 66.1K shares
$170.70(+132.44%)
2026-03-31
NVDA
NVIDIA CORP
6.41%103.8K$18.1M
+59.64%(+38.79K)
2025-Q1: 73.1K shares2025-Q2: 71.6K shares2025-Q3: 67.6K shares2025-Q4: 65.0K shares2026-Q1: 103.8K shares
$79.14(+184.70%)
2026-03-31
AAPL
APPLE
5.77%64.2K$16.3M
+45.96%(+20.22K)
2025-Q1: 43.8K shares2025-Q2: 44.5K shares2025-Q3: 44.5K shares2025-Q4: 44.0K shares2026-Q1: 64.2K shares
$181.00(+65.87%)
2026-03-31
ADI
ANALOG DEVICES
4.55%40.4K$12.9M
+32.33%(+9.87K)
2025-Q1: 30.3K shares2025-Q2: 30.7K shares2025-Q3: 30.6K shares2025-Q4: 30.5K shares2026-Q1: 40.4K shares
$193.83(+115.39%)
2026-03-31
MSFT
MICROSOFT
4.39%33.5K$12.4M
+49.22%(+11.04K)
2025-Q1: 22.9K shares2025-Q2: 23.1K shares2025-Q3: 22.5K shares2025-Q4: 22.4K shares2026-Q1: 33.5K shares
$320.89(+31.49%)
2026-03-31
MA
MASTERCARD
3.99%22.5K$11.3M
+45.42%(+7.04K)
2025-Q1: 17.1K shares2025-Q2: 16.7K shares2025-Q3: 15.7K shares2025-Q4: 15.5K shares2026-Q1: 22.5K shares
$387.86(+27.42%)
2026-03-31
AMZN
AMAZON.COM
3.92%53.1K$11.1M
+47.28%(+17.06K)
2025-Q1: 35.7K shares2025-Q2: 36.3K shares2025-Q3: 36.2K shares2025-Q4: 36.1K shares2026-Q1: 53.1K shares
$153.66(+71.90%)
2026-03-31
JNJ
JOHNSON AND JOHNSON
3.89%44.9K$11.0M
+24.72%(+8.90K)
2025-Q1: 37.6K shares2025-Q2: 37.7K shares2025-Q3: 36.7K shares2025-Q4: 36.0K shares2026-Q1: 44.9K shares
$178.25(+27.19%)
2026-03-31
TJX
TJX COS
3.86%68.3K$10.9M
+42.10%(+20.25K)
2025-Q1: 47.9K shares2025-Q2: 48.5K shares2025-Q3: 48.3K shares2025-Q4: 48.1K shares2026-Q1: 68.3K shares
$95.36(+54.61%)
2026-03-31
ROK
ROCKWELL AUTOMATION
3.29%25.9K$9.3M
+41.98%(+7.64K)
2025-Q1: 21.7K shares2025-Q2: 20.9K shares2025-Q3: 18.5K shares2025-Q4: 18.2K shares2026-Q1: 25.9K shares
$278.78(+60.97%)
2026-03-31

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