§ 13F · FUND PROFILE
Delaney Capital Management Ltd..
AUM · $632M (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WPM | WHEATON PRECIOUS METALS CORP | 607K | $68M | 10.8% | ±0% |
| 2 | TD | TORONTO DOMINION BK ONT | 529K | $64M | 10.2% | −7% |
| 3 | BMO | BANK MONTREAL MEDIUM | 361K | $64M | 10.1% | −7% |
| 4 | JPM | JPMORGAN CHASE & CO | 153K | $50M | 7.9% | +3% |
| 5 | GOOGL | ALPHABET INC | 137K | $49M | 7.8% | −6% |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | 1.15M | $45M | 7.2% | ±0% |
| 7 | BNS | BANK NOVA SCOTIA B C | 415K | $36M | 5.7% | −3% |
| 8 | RY | ROYAL BK CDA | 155K | $32M | 5.1% | −2% |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | 297K | $26M | 4.1% | +1% |
| 10 | GIB | CGI INC | 304K | $20M | 3.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DELANEY SIGNAL
AC read
Delaney Capital Management Ltd. is a institutional fund managing $632 million in assets. The fund runs a portfolio of 53 positions.
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