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CIK: 0001661536
Total reported value
$314.0M
$314.0M
60 檔
25.0%
As reported in its official Q1 2026 Form 13F filing, Delaney Dennis R's tracked investment portfolio stood at $314.0M with 60 total positions.
In Q1 2026, Delaney Dennis R displayed an active expansion posture, initiating 12 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AAPL) accounted for 25.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
WCN
市值: $1.7M
Top Position Liquidated / Trimmed
MKC
前期市值: $600.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.73% | +0.20% | +48.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | -0.48% | +59.64% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.77% | -0.33% | +45.96% | |
| 4 | ADI | Analog Devices Inc | Stock-Tech | 4.55% | +0.16% | +32.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | -0.43% | +49.22% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.99% | -0.41% | +45.42% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.92% | +0.10% | +47.28% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.89% | -0.35% | +24.72% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.86% | -0.60% | +42.10% | |
| 10 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.29% | +0.61% | +41.98% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 3.04% | -0.66% | +43.64% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.91% | +3.59% | +60.55% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.90% | -0.33% | +37.25% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 2.88% | -0.13% | +46.40% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.80% | -0.17% | +47.62% | |
| 16 | ATR | Aptargroup Inc | Stock-Healthcare | 2.78% | -0.60% | +31.83% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.69% | +0.13% | +45.84% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.60% | -0.32% | +51.83% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.59% | -0.50% | +13.89% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.27% | -0.03% | +36.43% | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 2.16% | -0.26% | +62.54% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.67% | +15.69% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.84% | +0.02% | +67.15% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 1.77% | +1.69% | +48.72% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.73% | +0.66% | +86.56% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.67% | — | +86.03% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.56% | +0.28% | +96.18% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -0.41% | -3.83% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.32% | +0.02% | +70.58% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.05% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | +0.11% | +499.02% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.93% | -0.75% | +12.91% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | +0.19% | +667.50% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.66% | EXIT | |
| 35 | WCN | Waste Connections Inc | Stock-Industrials | 0.61% | +0.28% | — | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.60% | -0.44% | +113.91% | |
| 37 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.57% | -0.14% | +119.91% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.16% | — | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.40% | — | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.08% | +52.51% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | -0.18% | -63.97% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.16% | — | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.26% | +0.22% | — | |
| 44 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 0.22% | +0.02% | — | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.21% | -0.02% | — | |
| 46 | ✓ | Novozymes A S Dkk 2.0 | Stock-Other | 0.20% | -0.05% | — | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.19% | -0.01% | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | +5.37% | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.14% | -0.01% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | +0.01% | -2.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.8% | +499.02% | Add |
| 2 | ASML | ASML Holding N.V. | +0.6% | +667.50% | Add |
| 3 | HON | Honeywell International Inc | +0.5% | +526.04% | Add |
| 4 | AMAT | Applied Materials Inc | +0.5% | +48.72% | Add |
| 5 | ADI | Analog Devices Inc | +0.4% | +32.33% | Add |
| 6 | SCHW | Schwab (charles) CORP | +0.3% | +86.03% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +59.64% | Add |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +67.15% | Add |
| 9 | CARR | Carrier Global CORP | +0.2% | +113.91% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +60.55% | Add |
| 11 | NSRGY | Nestle Sa-spons Adr | +0.2% | +119.91% | Add |
| 12 | LLY | Eli Lilly & Co | +0.2% | +86.56% | Add |
| 13 | CVX | Chevron CORP | +0.2% | +15.69% | Add |
| 14 | AXP | American Express Co | +0.2% | +96.18% | Add |
| 15 | TJX | Tjx Companies Inc | +0.2% | +42.10% | Add |
| 16 | JNJ | Johnson & Johnson | +0.2% | +24.72% | Add |
| 17 | UBER | Uber Technologies Inc | +0.1% | +70.58% | Add |
| 18 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | +45.84% | Add |
| 19 | PEP | Pepsico Inc | +0.1% | +52.51% | Add |
| 20 | XYL | Xylem Inc | 0% | +62.54% | Add |
| 21 | CNI | Canadian Natl Railway Co | — | +36.43% | Add |
| 22 | IOVA | Iovance Biotherapeutics Inc | — | — | Unchanged |
| 23 | AUTL | Autolus Therapeutics PLC | 0% | — | Unchanged |
| 24 | HD | Home Depot Inc | 0% | +47.62% | Add |
| 25 | CLLS | Cellectis - Adr | 0% | — | Unchanged |
| 26 | BBAI | Bigbear.ai Holdings Inc | 0% | — | Unchanged |
| 27 | UNP | Union Pacific CORP | 0% | +5.37% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.66% | Trim |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -3.83% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.53% | Trim |
| 31 | PG | Procter & Gamble Co/the | -0.1% | +37.25% | Add |
| 32 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 33 | ATR | Aptargroup Inc | -0.1% | +31.83% | Add |
| 34 | NSC | Norfolk Southern CORP | -0.2% | — | Unchanged |
| 35 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | — | Unchanged |
| 36 | AAPL | Apple Inc | -0.2% | +45.96% | Add |
| 37 | AMZN | Amazon.com Inc | -0.3% | +47.28% | Add |
| 38 | ROK | Rockwell Automation Inc | -0.3% | +41.98% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | -0.3% | +48.03% | Add |
| 40 | DHR | Danaher CORP | -0.3% | +51.83% | Add |
| 41 | MA | Mastercard Inc - A | -0.5% | +45.42% | Add |
| 42 | RTX | Rtx CORP | -0.5% | +13.89% | Add |
| 43 | FISV | Fiserv Inc | -0.5% | +12.91% | Add |
| 44 | ABBV | Abbvie Inc | -0.6% | — | Unchanged |
| 45 | ABT | Abbott Laboratories | -0.6% | +43.64% | Add |
| 46 | ADP | Automatic Data Processing | -0.7% | +46.40% | Add |
| 47 | MSFT | Microsoft CORP | -1.1% | +49.22% | Add |
| 48 | UNH | Unitedhealth Group Inc | -1.1% | -63.97% | Trim |
| 49 | WCN | Waste Connections Inc | — | NEW | New buy |
| 50 | AVGO | Broadcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Delaney Dennis R reported a total U.S. public equity portfolio value of $314.0M across 60 disclosed positions in Q1 2026.
During Q1 2026, Delaney Dennis R's top holdings by market value included GOOGL (6.7%)、NVDA (6.4%)、AAPL (5.8%). The largest single position, GOOGL, represented 6.7% of total portfolio value.
In Q1 2026, Delaney Dennis R made 53 total portfolio adjustments, initiating 12 new buys, adding to 36 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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