13F Insight
DOSSIER · 13F-HR · Q2 2026

Delaney Dennis R

$314M in tracked AUM across 246 positions as of Q2 2026.

DD
CIK 0001661536 · last filed Jun 30, 2026
Total AUM
$314M
as of Q2 2026
Holdings
246
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Delaney Dennis R filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC CL A
$22M61K6.9%02
AMD
ADVANCED MICRO DEVICES
$20M35K6.5%03
NVDA
NVIDIA CORP
$19M93K5.9%04
AAPL
APPLE
$17M59K5.4%05
ADI
ANALOG DEVICES
$15M37K4.7%06
AMZN
AMAZON.COM
$13M53K4.0%07
MSFT
MICROSOFT
$12M33K4.0%08
ROK
ROCKWELL AUTOMATION
$12M25K3.9%09
MA
MASTERCARD
$11M22K3.6%10
JNJ
JOHNSON AND JOHNSON
$11M44K3.5%

Filing history

2026Q2Jun 30
$314M▲ 11.2%
246 positionsView →2026Q1Mar 31
$282M▲ 41.9%
243 positionsView →2025Q4Dec 31
$199M▼ 0.4%
220 positionsView →2025Q3Sep 30
$200M▲ 2.5%
234 positionsLocked2025Q2Jun 30
$195M▲ 5.8%
237 positionsLocked2025Q1Mar 31
$184M▼ 3.2%
221 positionsLocked2024Q4Dec 31
$190M▼ 1.9%
216 positionsLocked2024Q3Sep 30
$194M▲ 4.8%
182 positionsLocked2024Q2Jun 30
$185M▲ 0.8%
189 positionsLocked2024Q1Mar 31
$183M▲ 8.7%
185 positionsLocked2023Q4Dec 31
$169M▲ 8.7%
174 positionsLocked2023Q3Sep 30
$155M▼ 5.5%
184 positionsLocked
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