Delaney Dennis R Top Holdings and 13F Report (2025) About Delaney Dennis RInvestment ActivityDelaney Dennis R has $190.08 million in total holdings as of December 31, 2024.Delaney Dennis R owns shares of 57 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 9.68% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Delaney Dennis R has purchased 56 new stocks and bought additional shares in 31 stocks.Delaney Dennis R sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $11,175,744NVIDIA $10,091,893Microsoft $9,662,887Alphabet $9,518,571Fiserv $9,262,388 Largest New Holdings this Quarter Salesforce $1,146,083 HoldingNextEra Energy $239,444 Holding Largest Purchases this Quarter Johnson & Johnson 39,857 shares (about $5.76M)Procter & Gamble 29,594 shares (about $4.96M)McCormick & Company, Incorporated 15,355 shares (about $1.17M)Salesforce 3,428 shares (about $1.15M)Procter & Gamble 4,218 shares (about $707.15K) Largest Sales this Quarter Medtronic 15,580 shares (about $1.24M)PepsiCo 5,744 shares (about $873.43K)NVIDIA 2,230 shares (about $299.47K)Fiserv 1,086 shares (about $223.09K)Ball 3,992 shares (about $220.08K) 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 PortfolioSectorAAPLApple$11,175,744$32,555 ▼-0.3%44,6285.9%Computer and TechnologyNVDANVIDIA$10,091,893$299,467 ▼-2.9%75,1505.3%Computer and TechnologyMSFTMicrosoft$9,662,887$61,960 ▲0.6%22,9255.1%Computer and TechnologyGOOGLAlphabet$9,518,571$205,390 ▲2.2%50,2835.0%Computer and TechnologyFIFiserv$9,262,388$223,086 ▼-2.4%45,0904.9%Business ServicesMAMastercard$9,223,927$10,531 ▼-0.1%17,5174.9%Business ServicesADPAutomatic Data Processing$8,198,782$73,768 ▲0.9%28,0084.3%Business ServicesAMZNAmazon.com$7,838,366$146,991 ▲1.9%35,7284.1%Retail/WholesaleATRAptarGroup$7,347,409$140,604 ▲2.0%46,7693.9%Industrial ProductsABTAbbott Laboratories$6,851,186$111,413 ▲1.7%60,5713.6%MedicalADIAnalog Devices$6,431,163$105,168 ▲1.7%30,2703.4%Computer and TechnologyHDHome Depot$6,223,839$109,306 ▲1.8%16,0003.3%Retail/WholesaleROKRockwell Automation$6,207,358$115,459 ▲1.9%21,7203.3%Computer and TechnologyJNJJohnson & Johnson$5,789,427$5,764,119 ▲22,775.4%40,0323.0%MedicalTJXTJX Companies$5,781,847$102,689 ▲1.8%47,8593.0%Retail/WholesaleDHRDanaher$5,648,307$126,941 ▲2.3%24,6063.0%MedicalCNICanadian National Railway$5,231,318$83,746 ▲1.6%51,5352.8%TransportationPGProcter & Gamble$4,993,288$4,961,434 ▲15,575.8%29,7842.6%Consumer StaplesUNHUnitedHealth Group$4,828,939$40,469 ▲0.8%9,5462.5%MedicalSBGSYSchneider Electric S.E.$4,496,392$151,650 ▲3.5%90,5802.4%Industrial ProductsAMDAdvanced Micro Devices$4,198,540$7,972 ▲0.2%34,7592.2%Computer and TechnologyRTXRTX$4,149,720$49,760 ▼-1.2%35,8602.2%AerospaceNSRGYNestlé$4,137,042$13,072 ▼-0.3%50,6372.2%Consumer StaplesXYLXylem$3,607,874$124,722 ▲3.6%31,0971.9%Business ServicesCVXChevron$3,121,592$18,105 ▼-0.6%21,5521.6%Oils/EnergyCARRCarrier Global$3,008,901$417,342 ▲16.1%44,0801.6%Computer and TechnologyXOMExxon Mobil$2,769,390$3,227 ▼-0.1%25,7451.5%Oils/EnergyABBVAbbVie$2,729,8280.0%15,3621.4%MedicalVRTXVertex Pharmaceuticals$2,605,468$525,523 ▲25.3%6,4701.4%MedicalBALLBall$1,751,480$220,079 ▼-11.2%31,7700.9%Industrial ProductsBDXBecton, Dickinson and Company$1,719,901$203,049 ▼-10.6%7,5810.9%MedicalPEPPepsiCo$1,316,079$873,432 ▼-39.9%8,6550.7%Consumer StaplesMKCMcCormick & Company, Incorporated$1,214,122$1,170,665 ▲2,693.9%15,9250.6%Consumer StaplesNVONovo Nordisk A/S$1,164,711$87,310 ▼-7.0%13,5400.6%MedicalCRMSalesforce$1,146,083$1,146,083 ▲New Holding3,4280.6%Computer and TechnologyNSCNorfolk Southern$942,5550.0%4,0160.5%TransportationPGProcter & Gamble$739,001$707,148 ▲2,220.0%4,4080.4%Consumer StaplesPGProcter & Gamble$530,277$498,423 ▲1,564.7%3,1630.3%Consumer StaplesGISGeneral Mills$510,1600.0%8,0000.3%Consumer StaplesCOPConocoPhillips$421,869$20,627 ▼-4.7%4,2540.2%Oils/EnergyUNPUnion Pacific$394,9650.0%1,7320.2%TransportationBRK.BBerkshire Hathaway$371,690$9,066 ▼-2.4%8200.2%FinanceHONHoneywell International$361,423$110,686 ▲44.1%1,6000.2%Multi-Sector ConglomeratesPGProcter & Gamble$360,447$328,594 ▲1,031.6%2,1500.2%Consumer StaplesMKCMcCormick & Company, Incorporated$284,375$240,918 ▲554.4%3,7300.1%Consumer StaplesCVSCVS Health$276,073$125,557 ▼-31.3%6,1500.1%MedicalNEENextEra Energy$239,444$239,444 ▲New Holding3,3400.1%UtilitiesMKCMcCormick & Company, Incorporated$235,963$192,506 ▲443.0%3,0950.1%Consumer StaplesMDTMedtronic$233,649$1,244,530 ▼-84.2%2,9250.1%MedicalCHDChurch & Dwight$157,065$109,946 ▲233.3%1,5000.1%Consumer StaplesMKCMcCormick & Company, Incorporated$154,386$110,929 ▲255.3%2,0250.1%Consumer StaplesPGProcter & Gamble$150,047$118,193 ▲371.1%8950.1%Consumer StaplesBBAIBigBear.ai$106,8000.0%24,0000.1%Computer and TechnologyMKCMcCormick & Company, Incorporated$87,295$43,838 ▲100.9%1,1450.0%Consumer StaplesCHDChurch & Dwight$47,1190.0%4500.0%Consumer StaplesPGProcter & Gamble$31,8530.0%1900.0%Consumer StaplesMKCMcCormick & Company, Incorporated$4,574$38,879 ▼-89.5%600.0%Consumer StaplesNVSNovartis$0$654,463 ▼-100.0%00.0%MedicalShowing 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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