§ 13F · FUND PROFILE
Delaney Dennis R.
AUM · $314M (13F)Positions · 246Turnover · n/a · Q2Filed · Aug 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | 28K | $10M | 3.2% | −8% |
| 2 | NVDA | NVIDIA CORP | 44K | $9M | 2.8% | −10% |
| 3 | AMD | ADVANCED MICRO DEVICES | 14K | $8M | 2.6% | −13% |
| 4 | AAPL | APPLE | 28K | $8M | 2.6% | −8% |
| 5 | GOOGL | ALPHABET INC CL A | 22K | $8M | 2.5% | — |
| 6 | AMD | ADVANCED MICRO DEVICES | 13K | $8M | 2.4% | — |
| 7 | ADI | ANALOG DEVICES | 17K | $7M | 2.1% | −8% |
| 8 | NVDA | NVIDIA CORP | 31K | $6M | 2.0% | — |
| 9 | ROK | ROCKWELL AUTOMATION | 13K | $6M | 2.0% | −4% |
| 10 | MSFT | MICROSOFT | 16K | $6M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DELANEY SIGNAL
AC read
Delaney Dennis R is a Other fund managing $314 million in assets. The fund runs a broad portfolio of 246 positions.
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