Delaney Dennis R Top Holdings and 13F Report (2025) About Delaney Dennis RInvestment ActivityDelaney Dennis R has $194.75 million in total holdings as of June 30, 2025.Delaney Dennis R owns shares of 64 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 7.72% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Delaney Dennis R has purchased 62 new stocks and bought additional shares in 40 stocks.Delaney Dennis R sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $11,490,667NVIDIA $11,308,134Mastercard $9,363,044Apple $9,138,067Alphabet $8,876,881 Largest New Holdings this Quarter 038222105 - Applied Materials $382,799 Holding66987V109 - Novartis $208,742 Holding462260100 - Iovance Biotherapeutics $65,360 Holding05280R100 - Autolus Therapeutics $54,720 Holding Largest Purchases this Quarter Procter & Gamble 29,594 shares (about $4.71M)McCormick & Company, Incorporated 20,595 shares (about $1.56M)Procter & Gamble 7,049 shares (about $1.12M)Eli Lilly and Company 1,132 shares (about $882.43K)McCormick & Company, Incorporated 8,635 shares (about $654.71K) Largest Sales this Quarter Ball 15,445 shares (about $866.31K)Nestle 4,315 shares (about $428.57K)Advanced Micro Devices 2,746 shares (about $389.66K)Canadian National Railway 3,130 shares (about $325.65K)Rockwell Automation 768 shares (about $255.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDelaney Dennis R Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$11,490,667$93,513 ▲0.8%23,1015.9%Computer and TechnologyNVDANVIDIA$11,308,134$247,254 ▼-2.1%71,5755.8%Computer and TechnologyMAMastercard$9,363,044$220,842 ▼-2.3%16,6624.8%Business ServicesAAPLApple$9,138,067$142,798 ▲1.6%44,5394.7%Computer and TechnologyGOOGLAlphabet$8,876,881$138,341 ▲1.6%50,3714.6%Computer and TechnologyADPAutomatic Data Processing$8,693,179$61,680 ▲0.7%28,1884.5%Computer and TechnologyABTAbbott Laboratories$8,087,562$14,961 ▲0.2%59,4634.2%MedicalAMZNAmazon.com$7,965,612$138,216 ▲1.8%36,3084.1%Retail/WholesaleATRAptarGroup$7,409,932$93,076 ▲1.3%47,3693.8%IndustrialsFIFiserv$7,313,633$50,861 ▲0.7%42,4203.8%Business ServicesADIAnalog Devices$7,311,974$107,109 ▲1.5%30,7203.8%Computer and TechnologyROKRockwell Automation$6,951,322$255,107 ▼-3.5%20,9273.6%Computer and TechnologyHDHome Depot$5,990,897$113,658 ▲1.9%16,3403.1%Retail/WholesaleTJXTJX Companies$5,983,585$67,302 ▲1.1%48,4543.1%Retail/WholesaleJNJJohnson & Johnson$5,756,535$19,857 ▲0.3%37,6863.0%MedicalRTXRTX$5,104,858$61,328 ▼-1.2%34,9602.6%AerospaceSBGSYSchneider Electric$5,082,577$106,760 ▲2.1%95,2152.6%IndustrialsDHRDanaher$5,018,900$114,376 ▲2.3%25,4072.6%MedicalCNICanadian National Railway$4,897,891$325,645 ▼-6.2%47,0772.5%TransportationPGProcter & Gamble$4,745,187$4,714,916 ▲15,575.8%29,7842.4%Consumer StaplesAMDAdvanced Micro Devices$4,542,645$389,657 ▼-7.9%32,0132.3%Computer and TechnologyXYLXylem$4,097,090$97,020 ▲2.4%31,6722.1%Business ServicesCARRCarrier Global$4,025,816$237,868 ▲6.3%55,0052.1%ConstructionVRTXVertex Pharmaceuticals$3,269,104$195,888 ▲6.4%7,3431.7%MedicalCVXChevron$3,121,828$24,342 ▲0.8%21,8021.6%EnergyABBVAbbVie$2,847,7820.0%15,3421.5%MedicalXOMExxon Mobil$2,775,3110.0%25,7451.4%EnergyUNHUnitedHealth Group$2,775,285$93,591 ▼-3.3%8,8961.4%MedicalNSRGYNestle$2,175,605$428,566 ▼-16.5%21,9051.1%Consumer StaplesCRMSalesforce$1,936,644$383,947 ▲24.7%7,1021.0%Computer and TechnologyNVONovo Nordisk A/S$1,843,524$369,257 ▲25.0%26,7100.9%MedicalMKCMcCormick & Company, Incorporated$1,570,611$1,561,513 ▲17,162.5%20,7150.8%Consumer StaplesUBERUber Technologies$1,357,514$303,225 ▲28.8%14,5500.7%Computer and TechnologyPGProcter & Gamble$1,153,317$1,123,046 ▲3,710.0%7,2390.6%Consumer StaplesSCHWCharles Schwab$1,140,500$469,430 ▲70.0%12,5000.6%FinanceAXPAmerican Express$1,129,827$479,108 ▲73.6%3,5420.6%FinanceNSCNorfolk Southern$1,011,849$16,126 ▼-1.6%3,9530.5%TransportationLLYEli Lilly and Company$886,326$882,428 ▲22,640.0%1,1370.5%MedicalBALLBall$873,041$866,310 ▼-49.8%15,5650.4%IndustrialsPEPPepsiCo$726,881$75,923 ▼-9.5%5,5050.4%Consumer StaplesMKCMcCormick & Company, Incorporated$663,804$654,706 ▲7,195.8%8,7550.3%Consumer StaplesLLYEli Lilly and Company$422,505$418,607 ▲10,740.0%5420.2%MedicalPGProcter & Gamble$422,198$391,927 ▲1,294.7%2,6500.2%Consumer StaplesGISGeneral Mills$414,4800.0%8,0000.2%Consumer StaplesUNPUnion Pacific$398,4990.0%1,7320.2%TransportationBRK.BBerkshire Hathaway$386,187$12,144 ▼-3.0%7950.2%FinanceAMATApplied Materials$382,799$382,799 ▲New Holding2,0910.2%Computer and TechnologyNEENextEra Energy$353,348$90,246 ▲34.3%5,0900.2%UtilitiesHONHoneywell International$326,032$69,864 ▲27.3%1,4000.2%Multi-Sector ConglomeratesMKCMcCormick & Company, Incorporated$238,833$229,735 ▲2,525.0%3,1500.1%Consumer StaplesNVSNovartis$208,742$208,742 ▲New Holding1,7250.1%MedicalBBAIBigBear.ai$162,9600.0%24,0000.1%Computer and TechnologyPGProcter & Gamble$142,591$112,320 ▲371.1%8950.1%Consumer StaplesMKCMcCormick & Company, Incorporated$92,879$83,781 ▲920.8%1,2250.0%Consumer StaplesLLYEli Lilly and Company$67,819$63,921 ▲1,640.0%870.0%MedicalLLYEli Lilly and Company$65,481$61,583 ▲1,580.0%840.0%MedicalIOVAIovance Biotherapeutics$65,360$65,360 ▲New Holding38,0000.0%MedicalAUTLAutolus Therapeutics$54,720$54,720 ▲New Holding24,0000.0%MedicalPGProcter & Gamble$44,928$14,657 ▲48.4%2820.0%Consumer StaplesPGProcter & Gamble$30,2710.0%1900.0%Consumer StaplesMKCMcCormick & Company, Incorporated$28,053$18,955 ▲208.3%3700.0%Consumer StaplesLLYEli Lilly and Company$17,929$14,031 ▲360.0%230.0%MedicalMKCMcCormick & Company, Incorporated$9,0980.0%1200.0%Consumer StaplesLLYEli Lilly and Company$3,8980.0%50.0%MedicalBDXBecton, Dickinson and Company$0$280,827 ▼-100.0%00.0%MedicalCHDChurch & Dwight$0$165,135 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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