Dennis R Delaney - Portfolio overview

Dennis R Delaney has 61 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE, 16.13%
2. ADI - ANALOG DEVICES, 10.15%
3. CVX - CHEVRON, 6.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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