本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Delaney Dennis R (CIK 1661536) reported $314.0M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($21.8M, 6.93%), AMD ($20.4M, 6.50%), NVDA ($18.6M, 5.93%), AAPL ($17.1M, 5.44%), ADI ($14.8M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | $21.8M | 6.93% | 60,901 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES | $20.4M | 6.50% | 35,130 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $18.6M | 5.93% | 93,097 | Trimmed |
| 4 | AAPL | APPLE | $17.1M | 5.44% | 58,987 | Trimmed |
| 5 | ADI | ANALOG DEVICES | $14.8M | 4.71% | 37,211 | Trimmed |
| 6 | AMZN | AMAZON.COM | $12.6M | 4.02% | 52,952 | Trimmed |
| 7 | MSFT | MICROSOFT | $12.4M | 3.96% | 33,351 | Trimmed |
| 8 | ROK | ROCKWELL AUTOMATION | $12.2M | 3.90% | 24,741 | Trimmed |
| 9 | MA | MASTERCARD | $11.3M | 3.58% | 21,915 | Trimmed |
| 10 | JNJ | JOHNSON AND JOHNSON | $11.1M | 3.54% | 43,754 | Trimmed |
| 11 | AMAT | APPLIED MATERIAL | $10.9M | 3.46% | 15,011 | Added |
| 12 | TJX | TJX COS | $10.2M | 3.26% | 67,497 | Trimmed |
| 13 | SBGSY | SCHNEIDER ELEC SA ADR | $8.9M | 2.82% | 135,850 | Trimmed |
| 14 | ADP | AUTOMATIC DATA PROCESSING | $8.6M | 2.75% | 38,531 | Trimmed |
| 15 | HD | HOME DEPOT | $8.3M | 2.63% | 23,417 | Trimmed |
| 16 | PG | PROCTER & GAMBLE | $8.1M | 2.57% | 55,007 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $7.5M | 2.39% | 6,252 | Added |
| 18 | ABT | ABBOTT LABS | $7.5M | 2.38% | 82,306 | Trimmed |
| 19 | DHR | DANAHER CORP | $7.2M | 2.28% | 37,622 | Trimmed |
| 20 | CNI | CANADIAN NATL RAILWAY | $7.0M | 2.24% | 59,062 | Trimmed |
| 21 | ATR | APTARGROUP | $6.8M | 2.18% | 54,598 | Trimmed |
| 22 | RTX | RTX CORPORATION | $6.6M | 2.09% | 34,599 | Trimmed |
| 23 | XYL | XYLEM INC | $6.0M | 1.90% | 50,517 | Trimmed |
| 24 | VRTX | VERTEX PHARMACEUTICALS | $5.8M | 1.86% | 11,733 | Added |
| 25 | AXP | AMERICAN EXPRESS | $5.8M | 1.84% | 17,114 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30