Lipe & Dalton Top Holdings and 13F Report (2025) About Lipe & DaltonInvestment ActivityLipe & Dalton has $188.54 thousand in total holdings as of December 31, 2024.Lipe & Dalton owns shares of 94 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 0.42% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Lipe & Dalton has purchased 102 new stocks and bought additional shares in 11 stocks.Lipe & Dalton sold shares of 59 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $18,808Alphabet $11,176The Goldman Sachs Group $9,566ONEOK $7,490Brookfield $7,302 Largest New Holdings this Quarter Discover Financial Services $225 HoldingSouth Bow Corp Com $173 Holding Largest Purchases this Quarter Discover Financial Services 1,300 shares (about $225.00)Palo Alto Networks 1,000 shares (about $182.00)South Bow Corp Com 10,531 shares (about $173.00)F5 200 shares (about $50.32)TC Energy 980 shares (about $45.61) Largest Sales this Quarter NVIDIA 5,060 shares (about $679.01)Apple 1,528 shares (about $382.65)Boeing 1,905 shares (about $337.17)Mastercard 556 shares (about $292.63)Visa 784 shares (about $247.77) Sector Allocation Over TimeMap of 500 Largest Holdings ofLipe & Dalton Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,808$383 ▼-2.0%75,10510.0%Computer and TechnologyGOOGAlphabet$11,176$202 ▼-1.8%58,6865.9%Computer and TechnologyGSThe Goldman Sachs Group$9,566$134 ▼-1.4%16,7065.1%FinanceOKEONEOK$7,490$32 ▼-0.4%74,6024.0%Oils/EnergyBNBrookfield$7,302$17 ▼-0.2%127,1023.9%FinanceSNASnap-on$5,696$3 ▼-0.1%16,7803.0%Consumer DiscretionaryCMCanadian Imperial Bank of Commerce$5,437$4 ▼-0.1%85,9902.9%FinanceEMREmerson Electric$5,307$27 ▼-0.5%42,8202.8%Industrial ProductsTe Connectivity Plc$5,305$21 ▲0.4%37,1032.8%csBABoeing$5,248$337 ▼-6.0%29,6512.8%AerospaceDHRDanaher$4,941$30 ▼-0.6%21,5232.6%MedicalKHCKraft Heinz$4,697$96 ▼-2.0%152,9592.5%Consumer StaplesABBVAbbVie$4,513$16 ▼-0.4%25,3952.4%MedicalYUMYum! Brands$3,919$39 ▼-1.0%29,2122.1%Retail/WholesaleETNEaton$3,701$149 ▼-3.9%11,1522.0%Industrial ProductsJKHYJack Henry & Associates$3,5040.0%19,9901.9%Computer and TechnologyDEDeere & Company$3,3360.0%7,8741.8%Industrial ProductsRTXRTX$3,2790.0%28,3341.7%AerospaceMSMorgan Stanley$3,226$133 ▼-4.0%25,6621.7%FinanceBMYBristol-Myers Squibb$3,211$12 ▲0.4%56,7691.7%MedicalMOSMosaic$2,988$43 ▼-1.4%121,5801.6%Basic MaterialsMSFTMicrosoft$2,728$194 ▼-6.6%6,4731.4%Computer and TechnologyLYBLyondellBasell Industries$2,722$99 ▼-3.5%36,6451.4%Basic MaterialsBAMBrookfield Asset Management$2,697$20 ▼-0.7%49,7781.4%FinanceBALLBall$2,631$1 ▼0.0%47,7281.4%Industrial ProductsBWABorgWarner$2,562$4 ▼-0.2%80,6001.4%Auto/Tires/TrucksVVisa$2,545$248 ▼-8.9%8,0531.3%Business ServicesTRPTC Energy$2,497$46 ▲1.9%53,6571.3%Oils/EnergyAMGNAmgen$2,294$30 ▼-1.3%8,8011.2%MedicalMLMMartin Marietta Materials$2,2800.0%4,4151.2%ConstructionAMZNAmazon.com$2,264$116 ▼-4.9%10,3181.2%Retail/WholesaleLMTLockheed Martin$2,192$49 ▼-2.2%4,5101.2%AerospaceVRTXVertex Pharmaceuticals$2,006$4 ▼-0.2%4,9811.1%MedicalINTCIntel$1,872$42 ▲2.3%93,3831.0%Computer and TechnologyQCOMQUALCOMM$1,703$35 ▼-2.0%11,0890.9%Computer and TechnologyCIThe Cigna Group$1,611$55 ▼-3.3%5,8320.9%MedicalMETAMeta Platforms$1,607$44 ▼-2.7%2,7450.9%Computer and TechnologyJJacobs Solutions$1,5200.0%11,3740.8%Business ServicesJNJJohnson & Johnson$1,397$29 ▲2.1%9,6570.7%MedicalZTSZoetis$1,3890.0%8,5230.7%MedicalCARRCarrier Global$1,286$19 ▼-1.4%18,8340.7%Computer and TechnologyORCLOracle$1,2570.0%7,5410.7%Computer and TechnologyKVUEKenvue$1,251$56 ▼-4.3%58,5850.7%Consumer StaplesCVSCVS Health$1,221$2 ▲0.2%27,2020.6%MedicalCooper Cos Inc$1,213$54 ▼-4.2%13,1960.6%csWFCWells Fargo & Company$1,1570.0%16,4680.6%FinanceMRKMerck & Co., Inc.$1,150$35 ▼-2.9%11,5590.6%MedicalHSYHershey$1,112$0 ▲0.0%6,5670.6%Consumer StaplesSTZConstellation Brands$1,086$65 ▼-5.7%4,9140.6%Consumer StaplesICEIntercontinental Exchange$1,070$27 ▼-2.5%7,1830.6%FinanceMDTMedtronic$1,058$38 ▼-3.4%13,2480.6%MedicalGEHCGE HealthCare Technologies$872$16 ▼-1.8%11,1550.5%MedicalSiriusxm Holdings Inc Common S$866$147 ▼-14.5%38,0000.5%csVeralto Corp$7290.0%7,1550.4%csVZVerizon Communications$655$28 ▼-4.1%16,3830.3%Computer and TechnologyKRKroger$6110.0%10,0000.3%Retail/WholesaleNVDANVIDIA$573$679 ▼-54.2%4,2700.3%Computer and TechnologyAPAAPA$520$5 ▲0.9%22,5100.3%Oils/EnergyDENNDenny's$513$6 ▼-1.2%84,7560.3%Retail/WholesaleFTVFortive$5090.0%6,7900.3%Computer and TechnologyMCDMcDonald's$505$29 ▼-5.4%1,7430.3%Retail/WholesaleEXASExact Sciences$451$56 ▼-11.1%8,0200.2%MedicalJPMJPMorgan Chase & Co.$4320.0%1,8000.2%FinancePANWPalo Alto Networks$364$182 ▲100.0%2,0000.2%Computer and TechnologyHDHome Depot$358$19 ▼-5.2%9200.2%Retail/WholesalePEPPepsiCo$357$26 ▼-6.8%2,3450.2%Consumer StaplesBAXBaxter International$345$28 ▼-7.4%11,8350.2%MedicalFFIVF5$312$50 ▲19.2%1,2400.2%Computer and TechnologyPGProcter & Gamble$310$17 ▼-5.1%1,8500.2%Consumer StaplesBRK.BBerkshire Hathaway$2740.0%6050.1%FinanceCSCOCisco Systems$258$24 ▼-8.4%4,3590.1%Computer and TechnologyXOMExxon Mobil$256$11 ▼-4.0%2,3830.1%Oils/EnergySWKStanley Black & Decker$244$28 ▼-10.3%3,0360.1%Industrial ProductsAmentum Holdings Inc$2390.0%11,3740.1%csDFSDiscover Financial Services$225$225 ▲New Holding1,3000.1%FinanceBXBlackstone$207$35 ▼-14.3%1,2000.1%FinanceREGNRegeneron Pharmaceuticals$1920.0%2690.1%MedicalMAMastercard$190$293 ▼-60.6%3610.1%Business ServicesDISWalt Disney$1870.0%1,6800.1%Consumer DiscretionarySouth Bow Corp Com$173$173 ▲New Holding10,5310.1%csAVGOBroadcom$128$115 ▼-47.2%5540.1%Computer and TechnologyNFLXNetflix$125$45 ▼-26.3%1400.1%Consumer DiscretionaryMDLZMondelez International$103$9 ▼-8.0%1,7210.1%Consumer StaplesKOCoca-Cola$100$13 ▼-11.1%1,6000.1%Consumer StaplesACNAccenture$810.0%2300.0%Computer and TechnologyPFEPfizer$71$11 ▲17.7%2,6590.0%MedicalAMDAdvanced Micro Devices$570.0%4700.0%Computer and TechnologyDUKDuke Energy$370.0%3430.0%UtilitiesGOOGLAlphabet$34$153 ▼-81.8%1780.0%Computer and TechnologyIBMInternational Business Machines$220.0%1000.0%Computer and TechnologyWMTWalmart$19$41 ▼-68.2%2100.0%Retail/WholesaleBNSBank of Nova Scotia$70.0%1250.0%FinanceUNPUnion Pacific$5$12 ▼-70.7%220.0%TransportationVertical Computer Systems Inc$00.0%20,0000.0%csVGRVector Group$0$3,148 ▼-100.0%00.0%Multi-Sector ConglomeratesMRNAModerna$0$544 ▼-100.0%00.0%MedicalCBUCommunity Bank System$0$250 ▼-100.0%00.0%FinanceKLACKLA$0$232 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$226 ▼-100.0%00.0%MedicalADBEAdobe$0$207 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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