Fund HoldingsDelaney Dennis R

Total Portfolio Value
$184.06M
Total Bought
$7.54M
Total Sold
$16.23M
Net Transaction
-$8.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)01,374+1,37401,1350.62%+1,135
ABBOTT LABS60,57159,353-1,2186,8517,8734.28%+1,022
UBER TECHNOLOGIES INC(UBER)011,300+11,30008230.45%+823
VERTEX PHARMACEUTICALS(VRTX)6,4706,903+4332,6053,3471.82%+741
MCCORMICK & CO(MKC)25,98031,695+5,7151,9812,6091.42%+628
CHARLES SCHWAB(SCHW)07,355+7,35505760.31%+576
AMERICAN EXPRESS(AXP)02,040+2,04005490.30%+549
RTX CORPORATION(RTX)35,86035,380-4804,1504,6862.55%+537
CHEVRON(CVX)21,55221,632+803,1223,6191.97%+497
ABBVIE(ABBV)15,36215,342-202,7303,2141.75%+485
JOHNSON AND JOHNSON(JNJ)40,03237,556-2,4765,7896,2283.38%+439
SALESFORCE.COM(CRM)3,4285,694+2,2661,1461,5280.83%+382
AUTOMATIC DATA PROCESSING28,00827,988-208,1998,5514.65%+352
NOVO NORDISK A S ADR(NVO)13,54021,360+7,8201,1651,4830.81%+319
EXXON MOBIL25,74525,74502,7693,0621.66%+292
CARRIER GLOBAL(CARR)44,08051,755+7,6753,0093,2811.78%+272
MASTERCARD(MA)17,51717,055-4629,2249,3485.08%+124
PROCTER & GAMBLE(PG)40,59040,540-506,8056,9093.75%+104
XYLEM INC(XYL)31,09730,922-1753,6083,6942.01%+86
BERKSHIRE HATHAWAY CL B82082003724370.24%+65
TJX COS(TJX)47,85947,909+505,7825,8353.17%+53
FISERV(FISV)45,09042,125-2,9659,2629,3025.05%+40
NEXTERA ENERGY(NEE)3,3403,790+4502392690.15%+29
UNION PACIFIC(UNP)1,7321,73203954090.22%+14
NORFOLK SOUTHERN(NSC)4,0164,01609439510.52%+9
CHURCH & DWIGHT(CHD)1,9501,850-1002042040.11%-1
UNITEDHEALTH GROUP(UNH)9,5469,196-3504,8294,8162.62%-13
GENERAL MILLS(GIS)8,0008,00005104780.26%-32
BIGBEARAI HOLDINGS(BBAI)24,00024,0000107690.04%-38
HONEYWELL INTL(HON)1,6001,100-5003612330.13%-128
BALL CORP31,77031,010-7601,7511,6150.88%-137
SCHNEIDER ELEC SA ADR90,58093,215+2,6354,4964,2802.33%-216
MEDTRONIC(MDT)2,9250-2,9252340-234
CVS HEALTH(CVS)6,1500-6,1502760-276
ANALOG DEVICES(ADI)30,27030,27006,4316,1053.32%-327
CANADIAN NATL RAILWAY(CNI)51,53550,207-1,3285,2314,8932.66%-338
HOME DEPOT(HD)16,00016,030+306,2245,8753.19%-349
PEPSICO(PEP)8,6556,080-2,5751,3169120.50%-404
APTARGROUP46,76946,774+57,3476,9403.77%-407
CONOCOPHILLIPS(COP)4,2540-4,2544220-422
DANAHER CORP(DHR)24,60624,828+2225,6485,0902.77%-559
ROCKWELL AUTOMATION(ROK)21,72021,695-256,2075,6063.05%-602
ADVANCED MICRO DEVICES(AMD)34,75934,75904,1993,5711.94%-627
AMAZON.COM(AMZN)35,72835,678-507,8386,7883.69%-1,050
MICROSOFT(MSFT)22,92522,913-129,6638,6014.67%-1,062
APPLE(AAPL)44,62843,843-78511,1769,7395.29%-1,437
BECTON DICKINSON(BDX)7,5811,226-6,3551,7202810.15%-1,439
NESTLE SA ADR50,63726,220-24,4174,1372,6531.44%-1,484
ALPHABET INC CL A(GOOG)50,28349,586-6979,5197,6684.17%-1,851
NVIDIA CORP(NVDA)75,15073,140-2,01010,0927,9274.31%-2,165
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