Arkolith/Funds/Delaney Dennis R

Delaney Dennis R

CIK 1661536
Holdings as of Jun 30, 2026·disclosed Aug 21, 2026·~52-day 13F lag·13F-HR
Active Filer

Delaney Dennis R holds a diversified book of 61 stocks worth $314.0M as of Q2 2026 (disclosed Aug 21, 2026, a ~52-day 13F lag). This quarter they opened Honeywell Intl and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
11
bought for the first time
Added to
13
already held, bought more
Trimmed
33
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.5%
+11.1%/yr · since Nov '24
Their reported book
+20.9%
held from quarter-end
S&P 500
+31.2%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Delaney Dennis R (copied at disclosure) S&P 500

Growth of $10,000 cloning Delaney Dennis R's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~52 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
49%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

94% mapped to company sectors

Information Technology
46%
Health Care
14%
Consumer Discretionary
10%
Industrials
8%
Financials
8%
ETF / fund or unclassified
6%
Materials
5%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Delaney Dennis R

Manager / fundShared namesTheir $ in those
GAMMA Investing LLC68 / 61$901.4M
RHUMBLINE ADVISERS66 / 61$45.3B
Clearstead Advisors, LLC65 / 61$2.3B
BlackRock, Inc.64 / 61$2.2T
MORGAN STANLEY64 / 61$516.2B
WELLS FARGO & COMPANY/MN64 / 61$140.3B
UBS Group AG64 / 61$132.1B
PNC FINANCIAL SERVICES GROUP, INC.64 / 61$90.9B

Ranked by how many of Delaney Dennis R's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

61 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc CL A
COM
$21.8M60.9K
6.9%
−7.8%
Reduced · −5K sh
2Advanced Micro Devices
COM
$20.4M35.1K
6.5%
−13%
Reduced · −5K sh
3Nvidia Corp
COM
$18.6M93.1K
5.9%
−10%
Reduced · −11K sh
4APPLE
COM
$17.1M59.0K
5.4%
−8.1%
Reduced · −5K sh
5Analog Devices
COM
$14.8M37.2K
4.7%
−7.9%
Reduced · −3K sh
6Amazon.com
COM
$12.6M53.0K
4.0%
−0.3%
Reduced · −183 sh
7Microsoft
COM
$12.4M33.4K
4.0%
−0.4%
Reduced · −132 sh
8Rockwell Automation
COM
$12.2M24.7K
3.9%
−4.3%
Reduced · −1K sh
9Mastercard
COM
$11.3M21.9K
3.6%
−2.8%
Reduced · −626 sh
10Johnson And Johnson
COM
$11.1M43.8K
3.5%
−2.5%
Reduced · −1K sh
11Applied Material
COM
$10.9M15.0K
3.5%
+2.9%
Added · +425 sh
12TJX Cos
COM
$10.2M67.5K
3.3%
−1.2%
Reduced · −850 sh
13Schneider Elec Sa ADR
COM
$8.9M135.8K
2.8%
−2.7%
Reduced · −4K sh
14Automatic Data Processing
COM
$8.6M38.5K
2.7%
−3.8%
Reduced · −2K sh
15Home Depot
COM
$8.3M23.4K
2.6%
−2.8%
Reduced · −665 sh
16Procter & Gamble
COM
$8.1M55.0K
2.6%
−3.0%
Reduced · −2K sh
17Eli Lilly & Co
COM
$7.5M6.3K
2.4%
+18%
Added · +937 sh
18Abbott Labs
COM
$7.5M82.3K
2.4%
−1.7%
Reduced · −1K sh
19Danaher Corp
COM
$7.2M37.6K
2.3%
−3.0%
Reduced · −1K sh
20Canadian Natl Railway
COM
$7.0M59.1K
2.2%
−5.3%
Reduced · −3K sh
21Aptargroup
COM
$6.8M54.6K
2.2%
−12%
Reduced · −8K sh
22RTX Corporation
COM
$6.6M34.6K
2.1%
−8.8%
Reduced · −3K sh
23Xylem Inc
COM
$6.0M50.5K
1.9%
−1.2%
Reduced · −605 sh
24Vertex Pharmaceuticals
COM
$5.8M11.7K
1.9%
+0.7%
Added · +84 sh
25American Express
COM
$5.8M17.1K
1.8%
+18%
Added · +3K sh
26Charles Schwab
COM
$5.2M56.8K
1.7%
+13%
Added · +7K sh
27Uber Technologies Inc
COM
$4.2M58.2K
1.3%
+13%
Added · +7K sh
28Abbvie
COM
$3.9M15.3K
1.2%
Held
29Chevron
COM
$3.8M22.7K
1.2%
−11%
Reduced · −3K sh
30NextEra Energy
COM
$3.5M39.6K
1.1%
+30%
Added · +9K sh
31Exxon Mobil
COM
$3.4M24.7K
1.1%
−0.2%
Reduced · −50 sh
32ASML Holding NV
COM
$2.9M1.5K
0.9%
−4.9%
Reduced · −75 sh
33Waste Connections Inc New
COM
$2.8M16.8K
0.9%
+58%
Added · +6K sh
34Broadcom Inc
COM
$2.2M5.7K
0.7%
+19%
Added · +929 sh
35Crowdstrike Holdings Inc
COM
$1.5M2.0K
0.5%
+2.9%
Added · +55 sh
36Nestle Sa ADR
COM
$1.4M13.2K
0.4%
−19%
Reduced · −3K sh
37Norfolk Southern
COM
$1.2M4.0K
0.4%
Held
38Honeywell Intl
COM
$964K4.3K
0.3%
New
New position
39Honeywell Aerospace Inc
COM
$952K4.3K
0.3%
New
New position
40Pepsico
COM
$860K6.3K
0.3%
−0.6%
Reduced · −40 sh
41GQG Partners Emerging Markets
Equity Mutual Fu
$744K40.1K
0.2%
+16%
Added · +6K sh
42Novo Nordisk A S ADR
COM
$587K12.3K
0.2%
−25%
Reduced · −4K sh
43Fiserv
COM
$577K11.8K
0.2%
−75%
Reduced · −35K sh
44Emerson Electric
COM
$573K4.0K
0.2%
Held
45Spotify Technology Sa
COM
$568K1.2K
0.2%
New
New position
46Carrier Global
COM
$512K7.0K
0.2%
−77%
Reduced · −23K sh
47Union Pacific
COM
$496K1.8K
0.2%
Held
48Novozymes A S DKK 2.0
COM
$456K7.3K
0.1%
−26%
Reduced · −3K sh
49Berkshire Hathaway CL B
COM
$448K895
0.1%
+16%
Added · +125 sh
50Novartis AG ADR
COM
$404K2.6K
0.1%
Held
Showing 50 of 61 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 21, 2026246$314.0M13F-HR
Q1 2026Mar 31, 2026May 14, 2026243$282.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026220$199.0M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025234$199.7M13F-HR
Q2 2025Jun 30, 2025Jul 25, 2025237$194.8M13F-HR
Q1 2025Mar 31, 2025May 6, 2025221$184.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025216$190.1M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024182$193.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.