Lipe & Dalton 13F Holdings

CIK 0001570396 · SYRACUSE, NY

As of Jun 30, 2025, Lipe & Dalton reported 90 positions worth 85.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology70,030 4.4K7.76%
GOLDMAN SACHS GROUP INCGSFinancial Services15,853 1.2K6.06%
ALPHABET INCGOOGCommunication Services55,616$9.9K5.33%
BROOKFIELD CORPBNFinancial Services120,392$7.4K4.02%
TE CONNECTIVITY PLCTELTechnology35,398$6.0K3.23%
BOEING COBAIndustrials28,411$6.0K3.22%
CANADIAN IMPERIAL BANK OF COMMERCECMFinancial Services82,240$5.8K3.15%
HERSHEY COHSYConsumer Defensive31,989$5.3K2.87%
EMERSON ELECTRIC COEMRIndustrials39,540$5.3K2.85%
SNAP-ON INCSNAIndustrials16,285$5.1K2.74%
ABBVIE INCABBVHealthcare24,385$4.5K2.45%
The Mosaic CompanyMOS—119,110$4.3K2.35%
DANAHER CORPDHRHealthcare21,148$4.2K2.26%
YUM BRANDS INCYUMConsumer Cyclical28,002$4.1K2.24%
RTX Corp.RTX—27,024$3.9K2.13%
THERMO FISHER SCIENTIFIC INCTMOHealthcare9,404$3.8K2.06%
DEERE & CODEIndustrials7,460$3.8K2.05%
EATON CORP PLCETNIndustrials10,167$3.6K1.96%
JACK HENRY & ASSOCIATES INCJKHYTechnology19,740$3.6K1.92%
MASCO CORPMASBasic Materials53,470$3.4K1.86%
MORGAN STANLEYMSFinancial Services23,127$3.3K1.76%
ONEOK INCOKEEnergy36,992$3.0K1.63%
MICROSOFT CORPMSFTTechnology5,978$3.0K1.61%
BROOKFIELD ASSET MANAGEMENT LTDBAMFinancial Services48,015$2.7K1.43%
VISA INC CLASS AVFinancial Services7,428$2.6K1.43%