Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Delaney Dennis R (CIK 1661536) reported $282.4M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($19.0M, 6.73%), NVDA ($18.1M, 6.41%), AAPL ($16.3M, 5.77%), ADI ($12.9M, 4.55%), MSFT ($12.4M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | $19.0M | 6.73% | 66,089 | Added |
| 2 | NVDA | NVIDIA CORP | $18.1M | 6.41% | 103,838 | Added |
| 3 | AAPL | APPLE | $16.3M | 5.77% | 64,202 | Added |
| 4 | ADI | ANALOG DEVICES | $12.9M | 4.55% | 40,394 | Added |
| 5 | MSFT | MICROSOFT | $12.4M | 4.39% | 33,483 | Added |
| 6 | MA | MASTERCARD | $11.3M | 3.99% | 22,541 | Added |
| 7 | AMZN | AMAZON.COM | $11.1M | 3.92% | 53,135 | Added |
| 8 | JNJ | JOHNSON AND JOHNSON | $11.0M | 3.89% | 44,899 | Added |
| 9 | TJX | TJX COS | $10.9M | 3.86% | 68,347 | Added |
| 10 | ROK | ROCKWELL AUTOMATION | $9.3M | 3.29% | 25,858 | Added |
| 11 | ABT | ABBOTT LABS | $8.6M | 3.04% | 83,748 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES | $8.2M | 2.91% | 40,440 | Added |
| 13 | PG | PROCTER & GAMBLE | $8.2M | 2.90% | 56,711 | Added |
| 14 | ADP | AUTOMATIC DATA PROCESSING | $8.1M | 2.88% | 40,041 | Added |
| 15 | HD | HOME DEPOT | $7.9M | 2.80% | 24,082 | Added |
| 16 | ATR | APTARGROUP | $7.9M | 2.78% | 62,385 | Added |
| 17 | SBGSY | SCHNEIDER ELEC SA ADR | $7.6M | 2.69% | 139,610 | Added |
| 18 | DHR | DANAHER CORP | $7.4M | 2.60% | 38,802 | Added |
| 19 | RTX | RTX CORPORATION | $7.3M | 2.59% | 37,944 | Added |
| 20 | CNI | CANADIAN NATL RAILWAY | $6.4M | 2.27% | 62,357 | Added |
| 21 | XYL | XYLEM INC | $6.1M | 2.16% | 51,122 | Added |
| 22 | CVX | CHEVRON | $5.3M | 1.87% | 25,582 | Added |
| 23 | VRTX | VERTEX PHARMACEUTICALS | $5.2M | 1.84% | 11,649 | Added |
| 24 | AMAT | APPLIED MATERIAL | $5.0M | 1.77% | 14,586 | Added |
| 25 | LLY | ELI LILLY & CO | $4.9M | 1.73% | 5,315 | Added |
Source: SEC Form 13F filings · as of 2026-03-31