account_balance
Investment manager · 13F filer · SEC CIK 1661536
Delaney Dennis R
Reported value$321Mas of Sep 30, 2026
Positions62 2 new, 1 sold out
Top 10 weight50.5%NVDA alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.6%
GOOGLAlphabet Inc.
6.5%
AMDAdvanced Micro Devices Inc
6.2%Trimmed −7%
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
5.5%Added +3%
ADIAnalog Devices Inc
4.5%
AMZNAmazon.com Inc
4.2%Added +3%
MAMastercard Inc
3.9%Added +2%
JNJJohnson & Johnson
3.6%
ROKRockwell Automation, Inc
3.4%
ADPAutomatic Data Processing Inc
3.1%
TJXTJX Companies Inc
2.8%
NVDANVIDIA Corp
6.6%
GOOGLAlphabet Inc.
6.5%
AMDAdvanced Micro Devices Inc
6.2%
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
5.5%
ADIAnalog Devices Inc
4.5%
AMZNAmazon.com Inc
4.2%
MAMastercard Inc
3.9%
JNJJohnson & Johnson
3.6%
ROK3.4%ADP3.1%TJX2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.6% HeldGOOGL Alphabet Inc. 6.5% HeldAMD Advanced Micro Devices Inc 6.2% Trimmed −7%AAPL Apple Inc. 6.0% HeldMSFT Microsoft Corp 5.5% Added +3%ADI Analog Devices Inc 4.5% HeldAMZN Amazon.com Inc 4.2% Added +3%MA Mastercard Inc 3.9% Added +2%JNJ Johnson & Johnson 3.6% HeldROK Rockwell Automation, Inc 3.4% HeldADP Automatic Data Processing Inc 3.1% HeldTJX TJX Companies Inc 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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