Delaney Capital Management Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Delaney Capital Management Ltd. reported 53 stock positions worth $632.2 million. Its top holding was Wheaton Precious Metals (WPM) at 10.8% of the portfolio, followed by Toronto-Dominion Bank (TD, 10.2%) and Bank of Montreal (BMO, 10.1%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 16 and reduced 28. The biggest buy was JPMorgan Chase (JPM, shares +3%) and the biggest sale Bce (BCE, shares −97%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0002140766
Portfolio Value
$632.2M (Q2 2026)
SEC Filing
0000891836-26-000057 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2025: $603.3M Q4 2025 Q1 2026: $622.4M Q1 2026 Q2 2026: $632.2M $632.2M Q2 2026

Holdings 53 stocks · $632.2M

WPM Wheaton Precious Metals Corp. 10.78% 606,752 $68.1M Reduce -0.4%
TD Toronto-Dominion Bank 10.16% 529,495 $64.3M Reduce -7.3%
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 10.07% 360,775 $63.6M Reduce -6.6%
JPM JPMorgan Chase & Co. 7.91% 152,800 $50.0M Add +2.5%
GOOGL Alphabet Inc. Class A 7.77% 137,459 $49.1M Reduce -6.5%
CNQ Canadian Natural Resources 7.18% 1,148,627 $45.4M Reduce -0.2%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 5.70% 415,388 $36.0M Reduce -2.9%
RY Royal Bank of Canada 5.06% 154,799 $32.0M Reduce -1.9%
CP Canadian Pacific Kansas City 4.06% 296,922 $25.7M Add +0.7%
GIB Cgi Inc. 3.10% 303,513 $19.6M Add +1.1%
ENB Enbridge Inc. 2.99% 349,039 $18.9M Reduce -0.7%
FDX FedEx Corp. 2.92% 59,025 $18.5M Reduce -3.2%
MFC Manulife Financial Corp. 2.91% 454,736 $18.4M Reduce -2.4%
TECK Teck Resources Ltd.-CLS B 2.64% 281,119 $16.7M Reduce -3.7%
ORCL Oracle Corp. 2.43% 104,627 $15.3M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.96% 128,813 $12.4M Add +2.2%
JNJ Johnson & Johnson 1.71% 42,477 $10.8M Add +0.5%
TMUS T-Mobile US Inc. 1.69% 63,719 $10.7M Reduce -2.7%
ACM Aecom 1.56% 141,526 $9.9M Add +1.8%
AAUC Allied Gold Corp. 1.02% 270,830 $6.4M Reduce -1.5%
ATS Ats Corp. 0.73% 160,392 $4.6M Add +4.1%
FDXF FedEx Freight Holding Co. 0.69% 28,993 $4.4M Reduce -4.9%
TFPM Triple Flag Precious Met 0.69% 145,699 $4.4M Reduce -0.7%
GFL GFL Environmental Inc.-Sub VT 0.45% 76,976 $2.8M Reduce -0.9%
SARO Standardaero Inc. 0.37% 78,920 $2.4M Add +8.2%
AMZN Amazon.com Inc. 0.32% 8,476 $2.0M Add +0.9%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.30% 16,346 $1.9M Reduce -1.2%
GM General Motors Co. 0.26% 21,350 $1.6M Add +10.2%
ARMK Aramark 0.21% 23,159 $1.3M Reduce -0.1%
MCK McKesson Corp. 0.21% 1,740 $1.3M Add +11.6%
HPE Hewlett Packard Enterprise 0.20% 27,810 $1.3M Reduce -28.3%
CZR Caesars Entertainment Inc. 0.19% 39,012 $1.2M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 3,804 $1.1M Add +2.2%
AAPL Apple Inc. 0.16% 3,535 $1.0M Reduce -2.8%
CRL Charles River Laboratories 0.16% 4,335 $983K Reduce -63.9%
GIL Gildan Activewear Inc. 0.14% 17,323 $891K Add +14.1%
DNOW Dnow Inc. 0.12% 59,221 $768K Add +8.4%
EPRX Eupraxia Pharmaceuticals Inc. 0.12% 117,200 $768K Reduce -1.8%
CRM Salesforce Inc. 0.11% 4,372 $685K New
LHX L3HARRIS Technologies Inc. 0.10% 2,255 $655K Add +9.7%
PBA Pembina Pipeline Corp. 0.09% 12,725 $588K No change
CRWD CrowdStrike Holdings Inc. Class A 0.07% 600 $458K No change
SLSR Solaris Resources Inc. 0.06% 48,900 $411K Reduce -9.4%
MSFT Microsoft Corp. 0.06% 1,084 $404K Reduce -1.9%
BCE Bce Inc. 0.06% 18,800 $404K Reduce -97.1%
BN Brookfield Corp. 0.05% 8,012 $341K Reduce -14.5%
SCHW Schwab (charles) Corp. 0.05% 3,495 $322K No change
TU Telus Corp. 0.05% 27,600 $291K Reduce -3.9%
MELI MercadoLibre Inc. 0.05% 168 $285K No change
MCD McDonald's Corp. 0.04% 850 $230K No change
DHR Danaher Corp. 0.04% 1,160 $221K No change
SBLK Star Bulk Carriers Corp. 0.03% 8,800 $220K No change
KNSL Kinsale Capital Group Inc. 0.03% 660 $218K No change

Portfolio Sells Q1 2026 → Q2 2026

BCE Bce Inc. Reduce -97.1% 0.06% −2.54
WPM Wheaton Precious Metals Corp. Reduce -0.4% 10.78% −2.04
CNQ Canadian Natural Resources Reduce -0.2% 7.18% −1.83
FDX FedEx Corp. Reduce -3.2% 2.92% −0.56
TMUS T-Mobile US Inc. Reduce -2.7% 1.69% −0.52
AAUC Allied Gold Corp. Reduce -1.5% 1.02% −0.35
CRL Charles River Laboratories Reduce -63.9% 0.16% −0.18
TFPM Triple Flag Precious Met Reduce -0.7% 0.69% −0.13
GFL GFL Environmental Inc.-Sub VT Reduce -0.9% 0.45% −0.07
ORCL Oracle Corp. Reduce -0.8% 2.43% −0.07
ENB Enbridge Inc. Reduce -0.7% 2.99% −0.07
FDXF FedEx Freight Holding Co. Reduce -4.9% 0.69% −0.05
TRI Thomson Reuters Corp. Sold out 0.00% −0.04
NXE Nexgen Energy Ltd. Sold out 0.00% −0.04
EPRX Eupraxia Pharmaceuticals Inc. Reduce -1.8% 0.12% −0.02
TU Telus Corp. Reduce -3.9% 0.05% −0.01
SLSR Solaris Resources Inc. Reduce -9.4% 0.06% −0.01
BN Brookfield Corp. Reduce -14.5% 0.05% −0.01
MSFT Microsoft Corp. Reduce -1.9% 0.06% −0.00
AAPL Apple Inc. Reduce -2.8% 0.16% +0.01
CM Can Imperial BK of Commerce Reduce -1.2% 0.30% +0.05
HPE Hewlett Packard Enterprise Reduce -28.3% 0.20% +0.05
ARMK Aramark Reduce -0.1% 0.21% +0.06
TECK Teck Resources Ltd.-CLS B Reduce -3.7% 2.64% +0.22
MFC Manulife Financial Corp. Reduce -2.4% 2.91% +0.34
BNS Bank of Nova Scotia Reduce -2.9% 5.70% +0.95
RY Royal Bank of Canada Reduce -1.9% 5.06% +0.97
GOOGL Alphabet Inc. Class A Reduce -6.5% 7.77% +0.98
TD Toronto-Dominion Bank Reduce -7.3% 10.16% +1.61
BMO Bank of Montreal Reduce -6.6% 10.07% +1.68

Portfolio Buys Q1 2026 → Q2 2026

JPM JPMorgan Chase & Co. Add +2.5% 7.91% +0.87
CP Canadian Pacific Kansas City Add +0.7% 4.06% +0.34
CRM Salesforce Inc. New 0.11% +0.11
SARO Standardaero Inc. Add +8.2% 0.37% +0.07
JNJ Johnson & Johnson Add +0.5% 1.71% +0.05
AMZN Amazon.com Inc. Add +0.9% 0.32% +0.04
ATS Ats Corp. Add +4.1% 0.73% +0.03
GM General Motors Co. Add +10.2% 0.26% +0.03
IBM Intl Business Machines Corp. Add +2.2% 0.17% +0.02
CZR Caesars Entertainment Inc. Add +0.1% 0.19% +0.02
DNOW Dnow Inc. Add +8.4% 0.12% +0.02
DIS The Walt Disney Co. Add +2.2% 1.96% +0.01
GIL Gildan Activewear Inc. Add +14.1% 0.14% +0.01
MCK McKesson Corp. Add +11.6% 0.21% −0.01
LHX L3HARRIS Technologies Inc. Add +9.7% 0.10% −0.01
ACM Aecom Add +1.8% 1.56% −0.33
GIB Cgi Inc. Add +1.1% 3.10% −0.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 53$632.2MWPM, TD, BMO, JPM, GOOGL
Q1 2026 53$622.4MWPM, CNQ, TD, BMO, JPM
Q4 2025 54$603.3MWPM, TD, GOOGL, BMO, JPM