Delaney Dennis R has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $180 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.74M, Mastercard Inc with a value of $9.35M, Microsoft Corp with a value of $8.6M, Automatic Data Processing Inc with a value of $8.55M, and Nvidia Corp with a value of $7.93M.

Examining the 13F form we can see an decrease of $6.42M in the current position value, from $186M to 180M.

Delaney Dennis R is based out at Boston, MA

Below you can find more details about Delaney Dennis R portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
Technology: $43.6 Million
Healthcare: $40.4 Million
Industrials: $36.6 Million
Consumer Cyclical: $20.1 Million
Consumer Defensive: $13.8 Million
Financial Services: $10.9 Million
Communication Services: $7.67 Million
Energy: $6.68 Million
Other: $268,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $180 Million
  • Prior Value $186 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Delaney Dennis R Portfolio

Follow Delaney Dennis R and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delaney Dennis R, based on Form 13F filings with the SEC.

News

Stay updated on Delaney Dennis R with notifications on news.