Delaney Dennis R 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DD Delaney Dennis R | Institutional Filer | ▲ 41.95% | $282.4M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 66K | $19.0M | 6.73% |
| 2 | NVDA | NVIDIA Corporation | Technology | 104K | $18.1M | 6.41% |
| 3 | AAPL | Apple Inc. | Technology | 64K | $16.3M | 5.77% |
| 4 | ADI | Analog Devices, Inc. | Technology | 40K | $12.9M | 4.55% |
| 5 | MSFT | Microsoft Corporation | Technology | 33K | $12.4M | 4.39% |
| 6 | MA | Mastercard Incorporated | Financial Services | 23K | $11.3M | 3.99% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 53K | $11.1M | 3.92% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 45K | $11.0M | 3.89% |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 68K | $10.9M | 3.86% |
| 10 | ROK | Rockwell Automation, Inc. | Industrials | 26K | $9.3M | 3.29% |
| 11 | ABT | Abbott Laboratories | Healthcare | 84K | $8.6M | 3.04% |
| 12 | AMD | Advanced Micro Devices, Inc. | Technology | 40K | $8.2M | 2.91% |
| 13 | PG | The Procter & Gamble Company | Consumer Defensive | 57K | $8.2M | 2.90% |
| 14 | ADP | Automatic Data Processing, Inc. | Industrials | 40K | $8.1M | 2.88% |
| 15 | HD | The Home Depot, Inc. | Consumer Cyclical | 24K | $7.9M | 2.80% |
Showing 1 to 15 of 60 holdings