Fund Holdings

Delaney Dennis R

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORP(NVDA)65,045103,838+38,79312,130,89118,109,3476.41%+5,978,456
ALPHABET INC CL A(GOOG)44,64766,089+21,44213,974,51119,004,5536.73%+5,030,042
ANALOG DEVICES(ADI)30,52540,394+9,8698,278,38012,850,9464.55%+4,572,566
APPLE(AAPL)43,98664,202+20,21611,958,03316,293,8265.77%+4,335,793
TJX COS(TJX)48,09768,347+20,2507,388,18010,915,0153.86%+3,526,835
JOHNSON AND JOHNSON(JNJ)36,00044,899+8,8997,450,19810,975,1123.89%+3,524,914
ADVANCED MICRO DEVICES(AMD)25,18940,440+15,2515,394,4758,226,7092.91%+2,832,234
AMAZON.COM(AMZN)36,07853,135+17,0578,327,52411,066,4273.92%+2,738,903
APPLIED MATERIAL9,80814,586+4,7782,520,5574,985,3471.77%+2,464,790
NEXTERA ENERGY(NEE)5,09030,490+25,400408,6252,831,9111.00%+2,423,286
MASTERCARD(MA)15,50122,541+7,0408,849,21211,262,8363.99%+2,413,624
SCHNEIDER ELEC SA ADR95,730139,610+43,8805,258,8797,598,9712.69%+2,340,092
HOME DEPOT(HD)16,31424,082+7,7685,613,6477,920,3282.80%+2,306,681
PROCTER & GAMBLE(PG)41,32056,711+15,3915,921,5698,191,3382.90%+2,269,769
ROCKWELL AUTOMATION(ROK)18,21325,858+7,6457,086,1329,279,9193.29%+2,193,787
APTARGROUP47,32462,385+15,0615,771,6357,861,7572.78%+2,090,122
VERTEX PHARMACEUTICALS(VRTX)6,96911,649+4,6803,159,4675,201,7451.84%+2,042,278
CHARLES SCHWAB(SCHW)26,95350,140+23,1872,692,8744,712,1561.67%+2,019,282
CHEVRON(CVX)22,11225,582+3,4703,370,0905,292,9151.87%+1,922,825
CANADIAN NATL RAILWAY(CNI)45,70762,357+16,6504,518,1366,408,4282.27%+1,890,292
ELI LILLY & CO(LLY)2,8495,315+2,4663,061,7634,888,5791.73%+1,826,816
XYLEM INC(XYL)31,45251,122+19,6704,283,1326,109,0772.16%+1,825,945
ASML HOLDING NV
N Y REGISTRY SHS
2001,535+1,335213,9722,027,4740.72%+1,813,502
WASTE CONNECTIONS INC NEW(WCN)010,652+10,65201,730,3110.61%+1,730,311
AMERICAN EXPRESS(AXP)7,41614,549+7,1332,743,5494,400,7811.56%+1,657,232
HONEYWELL INTL(HON)1,3258,295+6,970258,4941,874,9190.66%+1,616,425
MICROSOFT(MSFT)22,43833,483+11,04510,851,46412,394,4024.39%+1,542,938
DANAHER CORP(DHR)25,55738,802+13,2455,850,5097,356,8592.60%+1,506,350
BROADCOM INC(AVGO)04,805+4,80501,487,1950.53%+1,487,195
ABBOTT LABS58,30383,748+25,4457,304,7828,598,4083.04%+1,293,626
UBER TECHNOLOGIES INC(UBER)30,31351,708+21,3952,476,8743,719,3571.32%+1,242,483
RTX CORPORATION(RTX)33,31537,944+4,6296,109,9717,319,3972.59%+1,209,426
EXXON MOBIL25,74524,758-9873,098,1524,200,4411.49%+1,102,289
AUTOMATIC DATA PROCESSING27,35140,041+12,6907,035,4978,135,5302.88%+1,100,033
CARRIER GLOBAL(CARR)14,05030,055+16,005742,4021,692,3970.60%+949,995
NESTLE SA ADR7,43516,350+8,915734,4291,620,2850.57%+885,856
VISA(V)02,532+2,5320765,2720.27%+765,272
CROWDSTRIKE HOLDINGS INC(CRWD)01,905+1,9050743,7310.26%+743,731
GQG PARTNERS EMERGING MARKETS034,573+34,5730628,8810.22%+628,881
NOVOZYMES A S DKK 2.009,750+9,7500575,4430.20%+575,443
EMERSON ELECTRIC(EMR)04,000+4,0000524,0800.19%+524,080
NOVARTIS AG ADR(NVS)02,575+2,5750393,3310.14%+393,331
PEPSICO(PEP)4,1906,390+2,200601,349992,3030.35%+390,954
ISHARES S&P 5000500+5000326,6050.12%+326,605
WAL-MART STORES(WMT)02,065+2,0650256,6380.09%+256,638
CISCO SYS INC(CSCO)02,850+2,8500221,1310.08%+221,131
AMG RIVER ROAD SMALL-MID CAP V020,245+20,2450197,9940.07%+197,994
UNION PACIFIC(UNP)1,7321,825+93400,646442,7820.16%+42,136
IOVANCE BIOTHERAPEUTICS(IOVA)38,00038,0000103,740133,3800.05%+29,640
NORFOLK SOUTHERN(NSC)3,9533,95301,141,3101,134,5110.40%-6,799
AUTOLUS THERAPEUTICS PLC SPON24,00024,000047,76033,1200.01%-14,640
BERKSHIRE HATHAWAY CL B790770-20397,093368,9840.13%-28,109
SPDR S&P 500 ETF(SPY)530500-30361,418325,1700.12%-36,248
CELLECTIS ADS24,00024,0000116,16076,0800.03%-40,080
BIGBEARAI HOLDINGS(BBAI)24,00024,0000129,60084,4800.03%-45,120
GENERAL MILLS(GIS)8,0008,0000372,000297,7600.11%-74,240
ABBVIE(ABBV)15,34215,34203,505,4933,336,7311.18%-168,762
FISERV(FISV)41,74047,130+5,3902,803,6762,629,8540.93%-173,822
NOVO NORDISK A S ADR(NVO)16,25016,2500826,800597,1870.21%-229,613
MCCORMICK & CO(MKC)8,8100-8,810600,0490-600,049
UNITEDHEALTH GROUP(UNH)8,2712,980-5,2912,730,339806,3580.29%-1,923,981
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