Institutions / Lipe & Dalton
Lipe & Dalton
CIK 1570396 · Institution · as of Dec 31, 2025
Portfolio value
$202.4K
Positions
95
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$202.4K+0.3%Positions
95+2.2%Top holdings
Dec 31, 2025View all 95 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $18.2K | 9.0% |
| Alphabet Inc Cap Stock Cl C | $16.4K | 8.1% |
| Goldman Sachs Group Inc | $13.2K | 6.5% |
| Te Connectivity Plc | $7.9K | 3.9% |
| Brookfield Corp Cl A | $7.8K | 3.8% |
| Canadian Imperial Bank of Commerce /Can | $7.3K | 3.6% |
| The Boeing Company | $6.1K | 3.0% |
| Hershey Co | $5.6K | 2.8% |
| Snap-on Inc | $5.5K | 2.7% |
| Thermo Fisher Scientific Inc. | $5.3K | 2.6% |
| Danaher Corp /De | $5.0K | 2.4% |
| Rtx Corporation Com | $4.9K | 2.4% |
| AbbVie Inc | $4.4K | 2.2% |
| Emerson Electric Co | $4.3K | 2.1% |
| Yum! Brands Inc | $4.2K | 2.1% |
| Morgan Stanley | $3.7K | 1.8% |
| Jack Henry & Associates Inc | $3.7K | 1.8% |
| Deere & Co | $3.4K | 1.7% |
| Borgwarner Inc | $3.4K | 1.7% |
| Intel Corp | $3.4K | 1.7% |
| Masco Corp /De | $3.2K | 1.6% |
| Eaton Corp PLC | $3.0K | 1.5% |
| TC Energy Corp | $2.8K | 1.4% |
| Mosaic Co | $2.8K | 1.4% |
| Microsoft Corp | $2.8K | 1.4% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 11271j107 Common stock | $2.5K | +54K +46.65% | 168,986 3.83% of portfolio | low |
| Q4 2025 as of | Exit | Fiserv Inc Common stock | $-904 | -7K -100.00% | 0 | low |
| Q4 2025 as of | Trim | 02079k107 Common stock | $-805 | -3K -4.67% | 52,302 8.11% of portfolio | low |
| Q4 2025 as of | Trim | Apple Inc. Common stock | $-675 | -2K -3.58% | 66,911 8.99% of portfolio | low |
| Q4 2025 as of | Trim | 38141g104 Common stock | $-531 | -604 -3.86% | 15,029 6.53% of portfolio | low |
| Q4 2025 as of | Trim | 98978v103 Common stock | $-352 | -3K -37.82% | 4,596 0.29% of portfolio | low |
| Q4 2025 as of | Trim | Morgan Stanley Common stock | $-325 | -2K -8.05% | 20,923 1.83% of portfolio | low |
| Q4 2025 as of | Trim | n53745100 Common stock | $-270 | -6K -17.09% | 30,240 0.65% of portfolio | low |
| Q4 2025 as of | Trim | Sirius XM Holdings Inc Common stock | $-260 | -13K -39.97% | 19,525 0.19% of portfolio | low |
| Q4 2025 as of | Trim | g87052109 Common stock | $-254 | -1K -3.10% | 34,898 3.92% of portfolio | low |