§ 13F · FUND PROFILE
Delaney Dennis R.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $200M (13F)Positions · 234Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | 29K | $8M | 3.0% | +48% |
| 2 | NVDA | NVIDIA CORP | 44K | $8M | 2.7% | +60% |
| 3 | NVDA | NVIDIA CORP | 43K | $8M | 2.7% | — |
| 4 | AAPL | APPLE | 29K | $7M | 2.6% | +46% |
| 5 | GOOGL | ALPHABET INC CL A | 25K | $7M | 2.6% | — |
| 6 | AAPL | APPLE | 24K | $6M | 2.2% | — |
| 7 | ADI | ANALOG DEVICES | 18K | $6M | 2.0% | +32% |
| 8 | MSFT | MICROSOFT | 16K | $6M | 2.0% | +49% |
| 9 | JNJ | JOHNSON AND JOHNSON | 23K | $6M | 2.0% | +25% |
| 10 | MA | MASTERCARD | 11K | $5M | 1.9% | +45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DELANEY SIGNAL
AC read
Delaney Dennis R is a Other fund managing $200 million in assets. The fund runs a broad portfolio of 234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed