2026 Q2 Portfolio Activity
In 2026 Q2, Delaney Capital Management Ltd. maintained a portfolio of 53 distinct positions.
Position History
hover any row below to update
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Total Positions
53
Quarter
2026 Q2
Top Holding
WPM (10.8%)
Top 10 Concentration
71.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 53
Delaney Capital Management Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WPM
WHEATON PRECIOU...
|
Basic Materials | 10.78% | — |
#1
Prev: #—
|
9.5 |
—
|
606,752 | — |
NEW
|
606,752 | $68,121,896 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 10.16% | — |
#2
Prev: #—
|
9.0 |
—
|
529,495 | — |
NEW
|
529,495 | $64,254,833 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 10.07% | — |
#3
Prev: #—
|
8.5 |
—
|
360,775 | — |
NEW
|
360,775 | $63,642,132 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 7.91% | — |
#4
Prev: #—
|
7.2 |
—
|
152,800 | — |
NEW
|
152,800 | $50,016,024 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.77% | — |
#5
Prev: #—
|
7.1 |
—
|
137,459 | — |
NEW
|
137,459 | $49,123,723 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 7.18% | — |
#6
Prev: #—
|
6.4 |
—
|
1,148,627 | — |
NEW
|
1,148,627 | $45,363,087 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 5.70% | — |
#7
Prev: #—
|
5.8 |
—
|
415,388 | — |
NEW
|
415,388 | $36,034,397 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 5.06% | — |
#8
Prev: #—
|
5.5 |
—
|
154,799 | — |
NEW
|
154,799 | $31,992,520 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 4.06% | — |
#9
Prev: #—
|
5.1 |
—
|
296,922 | — |
NEW
|
296,922 | $25,692,842 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GIB
CGI INC
|
Technology | 3.10% | — |
#10
Prev: #—
|
4.7 |
—
|
303,513 | — |
NEW
|
303,513 | $19,579,899 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENB
ENBRIDGE INC
|
Energy | 2.99% | — |
#11
Prev: #—
|
4.7 |
—
|
349,039 | — |
NEW
|
349,039 | $18,891,337 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FDX
FEDEX CORP
|
Industrials | 2.92% | — |
#12
Prev: #—
|
4.7 |
—
|
59,025 | — |
NEW
|
59,025 | $18,482,498 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 2.91% | — |
#13
Prev: #—
|
4.7 |
—
|
454,736 | — |
NEW
|
454,736 | $18,407,048 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 2.64% | — |
#14
Prev: #—
|
4.6 |
—
|
281,119 | — |
NEW
|
281,119 | $16,710,853 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 2.43% | — |
#15
Prev: #—
|
4.5 |
—
|
104,627 | — |
NEW
|
104,627 | $15,333,087 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.96% | — |
#16
Prev: #—
|
4.3 |
—
|
128,813 | — |
NEW
|
128,813 | $12,398,251 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.71% | — |
#17
Prev: #—
|
4.2 |
—
|
42,477 | — |
NEW
|
42,477 | $10,787,884 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 1.69% | — |
#18
Prev: #—
|
4.2 |
—
|
63,719 | — |
NEW
|
63,719 | $10,687,588 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACM
AECOM
|
Industrials | 1.56% | — |
#19
Prev: #—
|
4.1 |
—
|
141,526 | — |
NEW
|
141,526 | $9,878,515 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAUCD
ALLIED GOLD COR...
|
Unknown | 1.02% | — |
#20
Prev: #—
|
3.9 |
—
|
270,830 | — |
NEW
|
270,830 | $6,422,921 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ATS
ATS CORPORATION
|
Industrials | 0.73% | — |
#21
Prev: #—
|
3.8 |
—
|
160,392 | — |
NEW
|
160,392 | $4,614,233 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
FEDEX FGHT HLDG...
|
|
Unknown | 0.69% | — |
#22
Prev: #—
|
3.8 |
—
|
28,993 | — |
NEW
|
28,993 | $4,377,943 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TFPM
TRIPLE FLAG PRE...
|
Basic Materials | 0.69% | — |
#23
Prev: #—
|
3.8 |
—
|
145,699 | — |
NEW
|
145,699 | $4,356,615 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GFL
GFL ENVIRONMENT...
|
Industrials | 0.45% | — |
#24
Prev: #—
|
3.7 |
—
|
76,976 | — |
NEW
|
76,976 | $2,824,981 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 0.37% | — |
#25
Prev: #—
|
3.6 |
—
|
78,920 | — |
NEW
|
78,920 | $2,360,497 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.32% | — |
#26
Prev: #—
|
3.6 |
—
|
8,476 | — |
NEW
|
8,476 | $2,020,170 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 0.30% | — |
#27
Prev: #—
|
3.6 |
—
|
16,346 | — |
NEW
|
16,346 | $1,878,697 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GM
GENERAL MTRS CO
|
Consumer Cyclical | 0.26% | — |
#28
Prev: #—
|
3.6 |
—
|
21,350 | — |
NEW
|
21,350 | $1,645,658 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARMK
ARAMARK
|
Industrials | 0.21% | — |
#29
Prev: #—
|
3.6 |
—
|
23,159 | — |
NEW
|
23,159 | $1,317,747 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.21% | — |
#30
Prev: #—
|
3.6 |
—
|
1,740 | — |
NEW
|
1,740 | $1,314,744 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.20% | — |
#31
Prev: #—
|
3.6 |
—
|
27,810 | — |
NEW
|
27,810 | $1,254,509 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CZR
CAESARS ENTERTA...
|
Consumer Cyclical | 0.19% | — |
#32
Prev: #—
|
3.6 |
—
|
39,012 | — |
NEW
|
39,012 | $1,177,382 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.17% | — |
#33
Prev: #—
|
3.6 |
—
|
3,804 | — |
NEW
|
3,804 | $1,069,723 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.16% | — |
#34
Prev: #—
|
3.6 |
—
|
3,535 | — |
NEW
|
3,535 | $1,022,888 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRL
CHARLES RIV LAB...
|
Healthcare | 0.16% | — |
#35
Prev: #—
|
3.6 |
—
|
4,335 | — |
NEW
|
4,335 | $983,135 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GIL
GILDAN ACTIVEWE...
|
Consumer Cyclical | 0.14% | — |
#36
Prev: #—
|
3.6 |
—
|
17,323 | — |
NEW
|
17,323 | $891,385 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNOW
DNOW INC
|
Industrials | 0.12% | — |
#37
Prev: #—
|
3.5 |
—
|
59,221 | — |
NEW
|
59,221 | $768,096 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EPRX
EUPRAXIA PHARMA...
|
Healthcare | 0.12% | — |
#38
Prev: #—
|
3.5 |
—
|
117,200 | — |
NEW
|
117,200 | $767,862 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.11% | — |
#39
Prev: #—
|
3.5 |
—
|
4,372 | — |
NEW
|
4,372 | $684,918 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.10% | — |
#40
Prev: #—
|
3.5 |
—
|
2,255 | — |
NEW
|
2,255 | $655,280 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 0.09% | — |
#41
Prev: #—
|
3.5 |
—
|
12,725 | — |
NEW
|
12,725 | $587,625 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.07% | — |
#42
Prev: #—
|
3.5 |
—
|
600 | — |
NEW
|
600 | $457,884 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLSR
SOLARIS RES INC
|
Basic Materials | 0.06% | — |
#43
Prev: #—
|
3.5 |
—
|
48,900 | — |
NEW
|
48,900 | $410,540 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.06% | — |
#44
Prev: #—
|
3.5 |
—
|
1,084 | — |
NEW
|
1,084 | $404,354 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCE
BCE INC
|
Communication Services | 0.06% | — |
#45
Prev: #—
|
3.5 |
—
|
18,800 | — |
NEW
|
18,800 | $404,180 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 0.05% | — |
#46
Prev: #—
|
3.5 |
—
|
8,012 | — |
NEW
|
8,012 | $341,173 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.05% | — |
#47
Prev: #—
|
3.5 |
—
|
3,495 | — |
NEW
|
3,495 | $322,484 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TU
TELUS CORPORATI...
|
Communication Services | 0.05% | — |
#48
Prev: #—
|
3.5 |
—
|
27,600 | — |
NEW
|
27,600 | $291,344 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE I...
|
Consumer Cyclical | 0.05% | — |
#49
Prev: #—
|
3.5 |
—
|
168 | — |
NEW
|
168 | $285,162 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.04% | — |
#50
Prev: #—
|
3.5 |
—
|
850 | — |
NEW
|
850 | $229,764 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 53 holdings