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Delaney Dennis R
Delaney Dennis R is an individual advisor and fiduciary, currently serving as Chief Operating Officer, Managing Director, and Chair of the Trust Committee at Hemenway Trust Company, a private fiduciary and trust company headquartered in Exeter, New Hampshire. He specializes in advising high net worth families and individuals, focusing on trust administration, wealth management, estate planning, tax strategies, and charitable giving. The Hemenway Trust Company is a boutique firm serving multigenerational family offices and charitable entities, employing experienced professionals in the trust and estate sector. The exact employee count for Delaney Dennis R independently is not available, but Hemenway Trust Company is estimated to have under 50 employees.
Investment Strategy
The firm specializes in comprehensive wealth and trust management for high net worth individuals and families, providing tailored solutions including complex estate planning, multi-generational trust administration, tax minimization, business succession planning, charitable giving, and cross-border strategies. With an integrated approach, the firm collaborates across legal, tax, and investment disciplines to deliver holistic advice and support long-term family wealth preservation and philanthropy goals.
Latest 13F Filing Activity
Delaney Dennis R filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $195M. The fund increased holdings in Nvidia Corp., Microsoft, Rockwell Automation among other positions. Delaney Dennis R reduced exposure to Unitedhealth Group, Fiserv, Ball Corp. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | 5.90% | $11.5M | 23,101 | $270.05 | $497.41 | +$2.9M |
N NVDA | NVIDIA CORP | 5.81% | $11.3M | 71,575 | $19.92 | $157.99 | +$3.4M |
M MA | MASTERCARD | 4.81% | $9.4M | 16,662 | $314.29 | $561.94 | +$14.9K |
A AAPL | APPLE | 4.69% | $9.1M | 44,539 | $152.40 | $205.17 | -$600.8K |
| ALPHABET INC CL A | 4.56% | $8.9M | 50,371 | $107.21 | $176.23 | +$1.2M |
Industry Allocation
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