Institutional Fund
Delaney Dennis R
Boston, MACIK 16615365 filings on record
Portfolio Value
$282.44M
Q1 2026
Holdings
60
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+41.9%
from $198.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.7%
- Nvidia Corporation6.4%
- Apple Inc5.8%
- Analog Devices Inc4.6%
- Microsoft Corp4.4%
- Mastercard Incorporated4.0%
- Other68.2%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 66.1K | $19.00M | 6.7% | +21.4K | Added |
| 2 | Nvidia Corporation | 103.8K | $18.11M | 6.4% | +38.8K | Added |
| 3 | Apple Inc | 64.2K | $16.29M | 5.8% | +20.2K | Added |
| 4 | Analog Devices Inc | 40.4K | $12.85M | 4.6% | +9.9K | Added |
| 5 | Microsoft Corp | 33.5K | $12.39M | 4.4% | +11.0K | Added |
| 6 | Mastercard Incorporated | 22.5K | $11.26M | 4.0% | +7.0K | Added |
| 7 | Amazon Com Inc | 53.1K | $11.07M | 3.9% | +17.1K | Added |
| 8 | Johnson & Johnson | 44.9K | $10.98M | 3.9% | +8.9K | Added |
| 9 | Tjx Cos Inc New | 68.3K | $10.92M | 3.9% | +20.3K | Added |
| 10 | Rockwell Automation Inc | 25.9K | $9.28M | 3.3% | +7.6K | Added |
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