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 $191.0M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.6M, 8.71%), GOOG ($14.5M, 7.61%), GS ($12.1M, 6.35%), CM ($7.2M, 3.76%), TEL ($7.0M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $16.6M | 8.71% | 65,579 | Trimmed |
| 2 | GOOG | Alphabet Inc Cap Stock Cl C | $14.5M | 7.61% | 50,692 | Trimmed |
| 3 | GS | Goldman Sachs Group Inc | $12.1M | 6.35% | 14,340 | Trimmed |
| 4 | CM | Canadian Imperial Bank Comm To | $7.2M | 3.76% | 75,740 | Trimmed |
| 5 | TEL | Te Connectivity Plc | $7.0M | 3.65% | 33,398 | Trimmed |
| 6 | BN | Brookfield Corp Cl A | $6.8M | 3.57% | 168,636 | Trimmed |
| 7 | SNA | Snap On Inc | $5.6M | 2.92% | 15,340 | Trimmed |
| 8 | HSY | Hershey Co | $5.5M | 2.90% | 26,656 | Trimmed |
| 9 | BA | Boeing Co | $5.5M | 2.88% | 27,616 | Trimmed |
| 10 | RTX | Rtx Corporation Com | $5.1M | 2.65% | 26,202 | Trimmed |
| 11 | AMZN | Amazon.com Inc | $4.4M | 2.29% | 21,008 | Added |
| 12 | TMO | Thermo Fisher Scientific Inc | $4.3M | 2.25% | 8,740 | Trimmed |
| 13 | EMR | Emerson Electric Co | $4.2M | 2.20% | 32,075 | Trimmed |
| 14 | DE | Deere & Co | $4.1M | 2.14% | 7,263 | Trimmed |
| 15 | YUM | Yum Brands Inc | $4.1M | 2.13% | 26,207 | Trimmed |
| 16 | ABBV | AbbVie Inc | $4.0M | 2.12% | 18,615 | Trimmed |
| 17 | INTC | Intel Corp | $4.0M | 2.11% | 91,333 | Hold |
| 18 | DHR | Danaher Corp | $3.9M | 2.03% | 20,458 | Trimmed |
| 19 | BWA | BorgWarner Inc | $3.8M | 1.98% | 69,550 | Trimmed |
| 20 | LYB | LyondellBasell Industries NV A | $3.4M | 1.79% | 42,520 | Added |
| 21 | MS | Morgan Stanley | $3.4M | 1.77% | 20,525 | Trimmed |
| 22 | OKE | Oneok Inc | $3.4M | 1.76% | 37,102 | Added |
| 23 | ETN | Eaton Corp PLC | $3.3M | 1.73% | 9,230 | Trimmed |
| 24 | TRP | TC Energy Corp | $3.2M | 1.68% | 51,172 | Hold |
| 25 | MAS | Masco Corp | $3.0M | 1.58% | 50,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31