Delaney Capital Management Ltd.
53 holdingsFiling period: 2026-06-30Current AUM: $654.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals Corp | 606.8K | $68.1M | $74.2M | 11.34% | -2,343 | 2026-06-30 |
| 2 | TD | Toronto Dominion BK Ont | 529.5K | $64.3M | $66.3M | 10.13% | -41,454 | 2026-06-30 |
| 3 | BMO | Bank Montreal Medium | 360.8K | $63.6M | $61.4M | 9.38% | -25,334 | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 152.8K | $50.0M | $51.0M | 7.80% | +3.7K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 137.5K | $49.1M | $43.5M | 6.65% | -9,558 | 2026-06-30 |
| 6 | CNQ | Canadian Nat Res Ltd Med Ter | 1.15M | $45.4M | $63.3M | 9.67% | -2,629 | 2026-06-30 |
| 7 | BNS | Bank Nova Scotia B C | 415.4K | $36.0M | $38.7M | 5.91% | -12,221 | 2026-06-30 |
| 8 | RY | Royal BK Cda | 154.8K | $32.0M | $31.3M | 4.78% | -2,923 | 2026-06-30 |
| 9 | CP | Canadian Pacific Kansas City | 296.9K | $25.7M | $26.6M | 4.07% | +2.1K | 2026-06-30 |
| 10 | GIB | Cgi Inc | 303.5K | $19.6M | $24.8M | 3.79% | +3.3K | 2026-06-30 |
| 11 | ENB | Enbridge Inc | 349.0K | $18.9M | $16.8M | 2.57% | -2,324 | 2026-06-30 |
| 12 | FDX | Fedex Corp | 59.0K | $18.5M | $17.7M | 2.71% | -1,928 | 2026-06-30 |
| 13 | MFC | Manulife Finl Corp | 454.7K | $18.4M | $20.3M | 3.10% | -11,212 | 2026-06-30 |
| 14 | TECK | Teck Resources Ltd | 281.1K | $16.7M | $16.9M | 2.59% | -10,722 | 2026-06-30 |
| 15 | ORCL | Oracle Corp | 104.6K | $15.3M | $13.2M | 2.01% | -877 | 2026-06-30 |
| 16 | DIS | Disney Walt Co | 128.8K | $12.4M | $14.2M | 2.17% | +2.8K | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 42.5K | $10.8M | $11.3M | 1.73% | +220 | 2026-06-30 |
| 18 | TMUS | T-Mobile US Inc | 63.7K | $10.7M | $9.4M | 1.43% | -1,775 | 2026-06-30 |
| 19 | ACM | Aecom | 141.5K | $9.9M | $8.6M | 1.31% | +2.5K | 2026-06-30 |
| 20 | AAUC | Allied Gold Corp | 270.8K | $6.4M | $5.4M | 0.82% | -4,010 | 2026-06-30 |
| 21 | ATS | Ats Corporation | 160.4K | $4.6M | $3.0M | 0.46% | +6.3K | 2026-06-30 |
| 22 | FDXF | Fedex Fght Hldg Co Inc | 29.0K | $4.4M | $3.2M | 0.48% | -- | 2026-06-30 |
| 23 | TFPM | Triple Flag Precious Metal | 145.7K | $4.4M | $4.2M | 0.64% | -1,040 | 2026-06-30 |
| 24 | GFL | Gfl Environmental Inc | 77.0K | $2.8M | $3.5M | 0.54% | -670 | 2026-06-30 |
| 25 | SARO | Standardaero Inc | 78.9K | $2.4M | $1.8M | 0.27% | +6.0K | 2026-06-30 |
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