Delaney Dennis R
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.5%; sector active share 22.5% against the combined 13F book's sector weights.
Over time 18 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.7% | $113,997,268 |
| Healthcare | 17.0% | $51,372,366 |
| Industrials | 13.0% | $39,376,173 |
| Consumer Cyclical | 10.3% | $31,105,076 |
| Financial Services | 7.6% | $23,084,357 |
| Communication Services | 7.4% | $22,332,130 |
| Consumer Defensive | 3.1% | $9,433,074 |
| Energy | 2.4% | $7,137,842 |
| Utilities | 1.1% | $3,473,933 |
| Unclassified | 0.3% | $950,457 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEE | Nextera Energy Inc | +9,090 | 39,580 | $3,473,933 | |
| SCHW | Schwab Charles Corp | +6,685 | 56,825 | $5,243,239 | |
| UBER | Uber Technologies, Inc | +6,535 | 58,243 | $4,202,812 | |
| WCN | Waste Connections, Inc. | +6,194 | 16,846 | $2,808,056 | |
| AXP | American Express Co | +2,565 | 17,114 | $5,788,807 | |
| LLY | ELI LILLY & Co | +937 | 6,252 | $7,498,835 | |
| AVGO | Broadcom Inc. | +929 | 5,734 | $2,166,017 | |
| AMAT | Applied Materials Inc | +425 | 15,011 | $10,852,953 | |
| BRK-B | Berkshire Hathaway Inc | +125 | 895 | $447,847 | |
| VRTX | Vertex Pharmaceuticals Inc | +84 | 11,733 | $5,828,130 | |
| CRWD | CrowdStrike Holdings, Inc. | +55 | 1,960 | $1,495,754 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FISV | Fiserv Inc | −35,365 | 11,765 | $577,072 | |
| CARR | CARRIER GLOBAL Corp | −23,080 | 6,975 | $511,616 | |
| NVDA | Nvidia Corp | −10,741 | 93,097 | $18,627,775 | |
| ATR | Aptargroup, Inc. | −7,787 | 54,598 | $6,835,669 | |
| AMD | Advanced Micro Devices Inc | −5,310 | 35,130 | $20,407,366 | |
| AAPL | Apple Inc. | −5,215 | 58,987 | $17,068,475 | |
| GOOGL | Alphabet Inc. | −5,188 | 60,901 | $21,764,187 | |
| NVO | Novo Nordisk A S | −4,000 | 12,250 | $587,265 | |
| HON | Honeywell International Inc | −3,988 | 4,307 | $964,336 | |
| RTX | RTX Corp | −3,345 | 34,599 | $6,564,465 | |
| CNI | Canadian National Railway Co | −3,295 | 59,062 | $7,042,552 | |
| ADI | Analog Devices Inc | −3,183 | 37,211 | $14,779,091 | |
| CVX | Chevron Corp | −2,900 | 22,682 | $3,759,766 | |
| UNH | Unitedhealth Group Inc | −2,155 | 825 | $342,894 | |
| PG | PROCTER & GAMBLE Co | −1,704 | 55,007 | $8,066,223 | |
| V | Visa Inc. | −1,515 | 1,017 | $348,922 | |
| ADP | Automatic Data Processing Inc | −1,510 | 38,531 | $8,629,015 | |
| ABT | Abbott Laboratories | −1,442 | 82,306 | $7,468,443 | |
| DHR | Danaher Corp | −1,180 | 37,622 | $7,166,237 | |
| JNJ | Johnson & Johnson | −1,145 | 43,754 | $11,112,199 | |
| ROK | Rockwell Automation, Inc | −1,117 | 24,741 | $12,248,772 | |
| TJX | Tjx Companies Inc | −850 | 67,497 | $10,225,794 | |
| HD | Home Depot, Inc. | −665 | 23,417 | $8,258,705 | |
| MA | Mastercard Inc | −626 | 21,915 | $11,255,542 | |
| XYL | Xylem Inc. | −605 | 50,517 | $5,971,612 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 500 | $326,605 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 60,901 | $21,764,187 | 7.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 35,130 | $20,407,366 | 6.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 93,097 | $18,627,775 | 6.16% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 58,987 | $17,068,475 | 5.65% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 37,211 | $14,779,091 | 4.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 52,952 | $12,620,577 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 33,351 | $12,440,587 | 4.12% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 24,741 | $12,248,772 | 4.05% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 21,915 | $11,255,542 | 3.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 43,754 | $11,112,199 | 3.68% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 15,011 | $10,852,953 | 3.59% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 67,497 | $10,225,794 | 3.38% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 38,531 | $8,629,015 | 2.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 23,417 | $8,258,705 | 2.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 55,007 | $8,066,223 | 2.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,252 | $7,498,835 | 2.48% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 82,306 | $7,468,443 | 2.47% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 37,622 | $7,166,237 | 2.37% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 59,062 | $7,042,552 | 2.33% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Reduced | 54,598 | $6,835,669 | 2.26% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 34,599 | $6,564,465 | 2.17% | |
| XYL |
Xylem Inc.
Industrials
|
Reduced | 50,517 | $5,971,612 | 1.98% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Added | 11,733 | $5,828,130 | 1.93% | |
| AXP |
American Express Co
Financial Services
|
Added | 17,114 | $5,788,807 | 1.92% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 56,825 | $5,243,239 | 1.73% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 58,243 | $4,202,812 | 1.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 15,342 | $3,860,660 | 1.28% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 22,682 | $3,759,766 | 1.24% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 39,580 | $3,473,933 | 1.15% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 24,708 | $3,378,076 | 1.12% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,460 | $2,904,582 | 0.96% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 16,846 | $2,808,056 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,734 | $2,166,017 | 0.72% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,960 | $1,495,754 | 0.49% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 3,953 | $1,243,574 | 0.41% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 4,307 | $964,336 | 0.32% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 4,307 | $952,190 | 0.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,350 | $859,790 | 0.28% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 12,250 | $587,265 | 0.19% | |
| FISV |
Fiserv Inc
|
Reduced | 11,765 | $577,072 | 0.19% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 4,000 | $572,600 | 0.19% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
NEW | 1,237 | $567,943 | 0.19% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 6,975 | $511,616 | 0.17% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,825 | $496,400 | 0.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 895 | $447,847 | 0.15% | |
| NVS |
Novartis AG
Healthcare
|
Held | 2,575 | $403,554 | 0.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 500 | $373,385 | 0.12% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,017 | $348,922 | 0.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 825 | $342,894 | 0.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 2,850 | $334,761 | 0.11% |
Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.