Universe · entity
Lipe & Dalton
Institutional manager (13F) · CIK 1570396
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $181k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc | $17k | 65,579 |
| 2 | Alphabet Inc Cap Stock Cl C | $15k | 50,692 |
| 3 | Goldman Sachs Group Inc | $12k | 14,340 |
| 4 | Canadian Imperial Bank Comm To | $7k | 75,740 |
| 5 | Te Connectivity Plc | $7k | 33,398 |
| 6 | Brookfield Corp Cl A | $7k | 168,636 |
| 7 | Snap On Inc | $6k | 15,340 |
| 8 | Hershey Co | $6k | 26,656 |
| 9 | Boeing Co | $5k | 27,616 |
| 10 | Rtx Corporation Com | $5k | 26,202 |
| 11 | Amazon.com Inc | $4k | 21,008 |
| 12 | Thermo Fisher Scientific Inc | $4k | 8,740 |
| 13 | Emerson Electric Co | $4k | 32,075 |
| 14 | Deere & Co | $4k | 7,263 |
| 15 | Yum Brands Inc | $4k | 26,207 |
| 16 | AbbVie Inc | $4k | 18,615 |
| 17 | Intel Corp | $4k | 91,333 |
| 18 | Danaher Corp | $4k | 20,458 |
| 19 | BorgWarner Inc | $4k | 69,550 |
| 20 | LyondellBasell Industries NV A | $3k | 42,520 |
| 21 | Morgan Stanley | $3k | 20,525 |
| 22 | Oneok Inc | $3k | 37,102 |
| 23 | Eaton Corp PLC | $3k | 9,230 |
| 24 | TC Energy Corp | $3k | 51,172 |
| 25 | Henry Jack & Assoc Inc | $3k | 19,130 |
| 26 | Masco Corp | $3k | 50,025 |
| 27 | Amgen Inc | $3k | 7,592 |
| 28 | Baxter Intl Inc | $3k | 156,656 |
| 29 | Lockheed Martin Corp | $3k | 4,350 |
| 30 | Martin Marietta Materials Inc | $2k | 3,963 |
| 31 | Microsoft Corp | $2k | 5,583 |
| 32 | Johnson & Johnson | $2k | 8,341 |
| 33 | Visa Inc Cl A | $2k | 6,712 |
| 34 | Brookfield Asset Managmt Ltd C | $2k | 44,804 |
| 35 | Vertex Pharmaceuticals Inc | $2k | 3,996 |
| 36 | CVS Health Corp | $2k | 24,365 |
| 37 | Meta Platforms Inc Cl A | $2k | 2,629 |
| 38 | F5 Inc Com | $1k | 4,850 |
| 39 | Jacobs Solutions Inc | $1k | 10,279 |
| 40 | The Cigna Group | $1k | 4,710 |
| 41 | Merck & Co Inc | $1k | 10,028 |
| 42 | Wells Fargo & Co | $1k | 14,838 |
| 43 | Oracle Corp | $1k | 7,421 |
| 44 | Verizon Communications Inc | $837 | 16,683 |
| 45 | Carrier Global Corporation | $805 | 14,295 |
| 46 | Medtronic PLC | $802 | 9,250 |
| 47 | Kroger Co | $724 | 10,000 |
| 48 | NVIDIA Corp | $689 | 3,951 |
| 49 | GE Healthcare Technologies Inc | $678 | 9,530 |
| 50 | Veralto Corp | $576 | 6,511 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.