We are live on ! Find out more
DCM

Delaney Capital Management Portfolio holdings

AUM $632M
This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$603M
AUM Growth
–
Cap. Flow
+$575M
Cap. Flow %
95.34%
Top 10 Hldgs %
71.13%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$72M
2
BMO icon
Bank of Montreal
BMO
+$48.8M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$48.6M
4
TD icon
Toronto Dominion Bank
TD
+$48.1M
5
JPM icon
JPMorgan Chase
JPM
+$46.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 38.01%
2 Materials 17.49%
3 Communication Services 13.4%
4 Industrials 10.12%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$189B
$260K 0.04%
+850
New +$260K
KNSL icon
52
Kinsale Capital Group
KNSL
$8.64B
$258K 0.04%
+660
New +$269K
NEWP
53
New Pacific Metals
NEWP
$1.26B
$210K 0.03%
+60,000
New +$164K
NXE icon
54
NexGen Energy
NXE
$7.08B
$175K 0.03%
+19,000
New +$168K
1 2
3

Similar funds

JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Delaney Capital Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Delaney Capital Management, which disclosed 54 positions worth $603M. Its ten largest holdings account for 71% of the portfolio.

Its largest position is Wheaton Precious Metals: 672,806 shares worth $79.2M.

By sector, the portfolio is most concentrated in Financials at 38% of assets, followed by Materials and Communication Services.

  • Delaney Capital Management's largest Q4 2025 buy was Wheaton Precious Metals: 672,806 shares worth $79.2M.
  • Delaney Capital Management's ten largest holdings make up 71% of its $603M portfolio in Q4 2025.
  • Delaney Capital Management disclosed 54 positions in Q4 2025, its first 13F filing on record.

Based on Delaney Capital Management's 13F filing for Q4 2025, filed 14 Aug 2026.