Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lipe & Dalton (CIK 1570396) reported $215.1M across 94 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($18.7M, 8.67%), GOOG ($17.4M, 8.08%), GS ($14.0M, 6.53%), CM ($8.6M, 3.99%), INTC ($7.8M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $18.7M | 8.67% | 64,456 | Trimmed |
| 2 | GOOG | Alphabet Inc Cap Stock Cl C | $17.4M | 8.08% | 49,227 | Trimmed |
| 3 | GS | Goldman Sachs Group Inc | $14.0M | 6.53% | 13,887 | Trimmed |
| 4 | CM | Canadian Imperial Bank Comm To | $8.6M | 3.99% | 74,660 | Trimmed |
| 5 | INTC | Intel Corp | $7.8M | 3.64% | 56,094 | Trimmed |
| 6 | BN | Brookfield Corp Cl A | $7.0M | 3.26% | 164,830 | Trimmed |
| 7 | TEL | Te Connectivity Plc | $6.6M | 3.08% | 32,908 | Trimmed |
| 8 | SNA | Snap On Inc | $6.1M | 2.83% | 15,130 | Trimmed |
| 9 | BA | Boeing Co | $5.9M | 2.73% | 27,116 | Trimmed |
| 10 | RTX | Rtx Corporation Com | $4.9M | 2.27% | 25,782 | Trimmed |
| 11 | AMZN | Amazon.com Inc | $4.9M | 2.26% | 20,403 | Trimmed |
| 12 | BRKB | Berkshire Hathaway Inc Cl B | $4.7M | 2.17% | 9,315 | Added |
| 13 | ABBV | AbbVie Inc | $4.6M | 2.15% | 18,365 | Trimmed |
| 14 | HSY | Hershey Co | $4.6M | 2.14% | 26,212 | Trimmed |
| 15 | DE | Deere & Co | $4.6M | 2.14% | 7,243 | Trimmed |
| 16 | EMR | Emerson Electric Co | $4.5M | 2.09% | 31,375 | Trimmed |
| 17 | BWA | BorgWarner Inc | $4.5M | 2.09% | 67,775 | Trimmed |
| 18 | TMO | Thermo Fisher Scientific Inc | $4.3M | 1.99% | 8,533 | Trimmed |
| 19 | YUM | Yum Brands Inc | $4.1M | 1.92% | 25,832 | Trimmed |
| 20 | DHR | Danaher Corp | $4.1M | 1.89% | 21,358 | Added |
| 21 | MS | Morgan Stanley | $4.0M | 1.86% | 19,101 | Trimmed |
| 22 | MAS | Masco Corp | $4.0M | 1.85% | 48,955 | Trimmed |
| 23 | ETN | Eaton Corp PLC | $3.8M | 1.75% | 8,840 | Trimmed |
| 24 | BAX | Baxter Intl Inc | $3.5M | 1.65% | 165,983 | Added |
| 25 | TRP | TC Energy Corp | $3.3M | 1.54% | 50,022 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30