Delaney Dennis R

Institutional manager (13F) · CIK 1661536

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $280M

#	Issuer	Value	Shares
1	ALPHABET INC CL A	$19M	66,089
2	NVIDIA CORP	$18M	103,838
3	APPLE	$16M	64,202
4	ANALOG DEVICES	$13M	40,394
5	MICROSOFT	$12M	33,483
6	MASTERCARD	$11M	22,541
7	AMAZON.COM	$11M	53,135
8	JOHNSON AND JOHNSON	$11M	44,899
9	TJX COS	$11M	68,347
10	ROCKWELL AUTOMATION	$9M	25,858
11	ABBOTT LABS	$9M	83,748
12	ADVANCED MICRO DEVICES	$8M	40,440
13	PROCTER & GAMBLE	$8M	56,711
14	AUTOMATIC DATA PROCESSING	$8M	40,041
15	HOME DEPOT	$8M	24,082
16	APTARGROUP	$8M	62,385
17	SCHNEIDER ELEC SA ADR	$8M	139,610
18	DANAHER CORP	$7M	38,802
19	RTX CORPORATION	$7M	37,944
20	CANADIAN NATL RAILWAY	$6M	62,357
21	XYLEM INC	$6M	51,122
22	CHEVRON	$5M	25,582
23	VERTEX PHARMACEUTICALS	$5M	11,649
24	APPLIED MATERIAL	$5M	14,586
25	ELI LILLY & CO	$5M	5,315
26	CHARLES SCHWAB	$5M	50,140
27	AMERICAN EXPRESS	$4M	14,549
28	EXXON MOBIL	$4M	24,758
29	UBER TECHNOLOGIES INC	$4M	51,708
30	ABBVIE	$3M	15,342
31	NEXTERA ENERGY	$3M	30,490
32	FISERV	$3M	47,130
33	ASML HOLDING NV	$2M	1,535
34	HONEYWELL INTL	$2M	8,295
35	WASTE CONNECTIONS INC NEW	$2M	10,652
36	CARRIER GLOBAL	$2M	30,055
37	NESTLE SA ADR	$2M	16,350
38	BROADCOM INC	$1M	4,805
39	NORFOLK SOUTHERN	$1M	3,953
40	PEPSICO	$992k	6,390
41	UNITEDHEALTH GROUP	$806k	2,980
42	VISA	$765k	2,532
43	CROWDSTRIKE HOLDINGS INC	$744k	1,905
44	GQG PARTNERS EMERGING MARKETS	$629k	34,573
45	NOVO NORDISK A S ADR	$597k	16,250
46	NOVOZYMES A S DKK 2.0	$575k	9,750
47	EMERSON ELECTRIC	$524k	4,000
48	UNION PACIFIC	$443k	1,825
49	NOVARTIS AG ADR	$393k	2,575
50	BERKSHIRE HATHAWAY CL B	$369k	770

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.