Lipe & Dalton Top Holdings and 13F Report (2024) → Top 5 Tech Stocks to Buy for 2024 (From Daily Market Alerts) (Ad) About Lipe & DaltonInvestment ActivityLipe & Dalton has $193.98 thousand in total holdings as of March 31, 2024.Lipe & Dalton owns shares of 106 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Lipe & Dalton has purchased 104 new stocks and bought additional shares in 29 stocks.Lipe & Dalton sold shares of 23 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $13,882Alphabet $9,636The Goldman Sachs Group $7,419Boeing $6,550ONEOK $6,260 Largest New Holdings this Quarter BorgWarner $2,458 HoldingCooper Cos Inc $1,364 HoldingThe Liberty SiriusXM Group $1,290 HoldingAPA $861 HoldingKLA $210 Holding Largest Purchases this Quarter BorgWarner 70,745 shares (about $2.46K)Cooper Cos Inc 13,440 shares (about $1.36K)The Liberty SiriusXM Group 43,450 shares (about $1.29K)APA 25,030 shares (about $861.00)Boeing 2,210 shares (about $426.49) Largest Sales this Quarter Moderna 3,865 shares (about $412.02)Leidos 2,915 shares (about $382.14)Deere & Company 500 shares (about $205.38)NVIDIA 170 shares (about $153.57)Apple 806 shares (about $138.21) 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$13,882$138 ▼-1.0%80,9557.2%Computer and TechnologyGOOGAlphabet$9,636$45 ▼-0.5%63,2855.0%Computer and TechnologyGSThe Goldman Sachs Group$7,419$12 ▼-0.2%17,7613.8%FinanceBABoeing$6,550$426 ▲7.0%33,9413.4%AerospaceOKEONEOK$6,2600.0%78,0873.2%Oils/EnergyLDOSLeidos$6,240$382 ▼-5.8%47,5993.2%AerospaceKHCKraft Heinz$5,790$60 ▲1.0%156,9193.0%Consumer StaplesDHRDanaher$5,587$9 ▼-0.2%22,3752.9%Multi-Sector ConglomeratesTELTE Connectivity$5,581$44 ▼-0.8%38,4232.9%Computer and TechnologyBNBrookfield$5,517$4 ▲0.1%131,7772.8%FinanceROKRockwell Automation$5,275$44 ▼-0.8%18,1082.7%Industrial ProductsEMREmerson Electric$4,995$45 ▼-0.9%44,0402.6%Industrial ProductsABBVAbbVie$4,810$29 ▼-0.6%26,4162.5%MedicalCMCanadian Imperial Bank of Commerce$4,597$9 ▲0.2%90,6402.4%FinanceINTCIntel$4,382$9 ▲0.2%99,2022.3%Computer and TechnologyYUMYum! Brands$4,2980.0%30,9972.2%Retail/WholesaleLYBLyondellBasell Industries$4,053$7 ▲0.2%39,6252.1%Basic MaterialsETNEaton$3,762$19 ▼-0.5%12,0321.9%Industrial ProductsJKHYJack Henry & Associates$3,545$9 ▲0.2%20,4051.8%Computer and TechnologyDEDeere & Company$3,427$205 ▼-5.7%8,3431.8%Industrial ProductsBALLBall$3,402$7 ▲0.2%50,5081.8%Industrial ProductsBMYBristol-Myers Squibb$3,182$24 ▲0.8%58,6811.6%MedicalMSFTMicrosoft$2,938$4 ▲0.1%6,9831.5%Computer and TechnologyRTXRTX$2,9230.0%29,9731.5%AerospaceMLMMartin Marietta Materials$2,9130.0%4,7451.5%ConstructionAMGNAmgen$2,660$20 ▼-0.7%9,3561.4%MedicalMSMorgan Stanley$2,563$0 ▲0.0%27,2181.3%FinanceVVisa$2,513$7 ▼-0.3%9,0031.3%Business ServicesBWABorgWarner$2,458$2,458 ▲New Holding70,7451.3%Auto/Tires/TrucksVGRVector Group$2,431$9 ▲0.4%221,8301.3%Multi-Sector ConglomeratesCVSCVS Health$2,254$20 ▲0.9%28,2651.2%Retail/WholesaleLMTLockheed Martin$2,2080.0%4,8551.1%AerospaceCIThe Cigna Group$2,201$0 ▲0.0%6,0611.1%MedicalVRTXVertex Pharmaceuticals$2,1460.0%5,1351.1%MedicalBAMBrookfield Asset Management$2,1270.0%50,6231.1%FinanceAMZNAmazon.com$1,920$4 ▲0.2%10,6451.0%Retail/WholesaleQCOMQUALCOMM$1,906$40 ▼-2.1%11,2571.0%Computer and TechnologyJJacobs Solutions$1,9000.0%12,3591.0%Business ServicesTRPTC Energy$1,7740.0%44,1170.9%Oils/EnergyMRKMerck & Co., Inc.$1,574$13 ▲0.9%11,9270.8%MedicalSTZConstellation Brands$1,470$7 ▼-0.5%5,4080.8%Consumer StaplesCooper Cos Inc$1,364$1,364 ▲New Holding13,4400.7%csLSXMAThe Liberty SiriusXM Group$1,290$1,290 ▲New Holding43,4500.7%Consumer DiscretionaryMETAMeta Platforms$1,260$27 ▼-2.1%2,5950.6%Computer and TechnologyJNJJohnson & Johnson$1,2410.0%7,8420.6%MedicalORCLOracle$1,1410.0%9,0810.6%Computer and TechnologyMDTMedtronic$1,138$17 ▲1.6%13,0600.6%MedicalMRNAModerna$1,119$412 ▼-26.9%10,4970.6%MedicalCARRCarrier Global$1,115$0 ▲0.0%19,1800.6%Computer and TechnologyHSYHershey$1,087$0 ▲0.0%5,5900.6%Consumer StaplesGEHCGE HealthCare Technologies$1,033$50 ▼-4.6%11,3640.5%MedicalWFCWells Fargo & Company$945$58 ▼-5.8%16,3000.5%FinanceZTSZoetis$938$178 ▲23.4%5,5420.5%MedicalAPAAPA$861$861 ▲New Holding25,0300.4%Oils/EnergyICEIntercontinental Exchange$843$354 ▲72.4%6,1360.4%FinanceKVUEKenvue$836$141 ▲20.3%38,9330.4%Consumer StaplesDENNDenny's$832$6 ▲0.8%92,8360.4%Retail/WholesaleNVDANVIDIA$813$154 ▼-15.9%9000.4%Computer and TechnologyVZVerizon Communications$7170.0%17,0830.4%Computer and TechnologyVeralto Corp$658$1 ▼-0.2%7,4260.3%csFTVFortive$610$11 ▲1.9%7,0960.3%Computer and TechnologyKRKroger$5710.0%10,0000.3%Retail/WholesaleBAXBaxter International$5630.0%13,1800.3%MedicalMCDMcDonald's$5200.0%1,8430.3%Retail/WholesaleEXASExact Sciences$502$124 ▲32.9%7,2700.3%MedicalPEPPepsiCo$4670.0%2,6670.2%Consumer StaplesMAMastercard$4330.0%9000.2%Business ServicesHDHome Depot$3720.0%9700.2%Retail/WholesaleJPMJPMorgan Chase & Co.$361$54 ▲17.6%1,8000.2%FinanceSWKStanley Black & Decker$360$0 ▲0.0%3,6800.2%Industrial ProductsPGProcter & Gamble$3590.0%2,2140.2%Consumer StaplesBCEBCE$358$48 ▼-11.7%10,5500.2%UtilitiesDISWalt Disney$3110.0%2,5410.2%Consumer DiscretionaryPANWPalo Alto Networks$2840.0%1,0000.1%Computer and TechnologyREGNRegeneron Pharmaceuticals$2590.0%2690.1%MedicalBRK.BBerkshire Hathaway$2540.0%6050.1%FinanceCSCOCisco Systems$2380.0%4,7590.1%Computer and TechnologyABTAbbott Laboratories$2290.0%2,0140.1%MedicalKLACKLA$210$210 ▲New Holding3000.1%Computer and TechnologyCBUCommunity Bank System$2070.0%4,3090.1%FinanceADBEAdobe$2020.0%4000.1%Computer and TechnologyXOMExxon Mobil$1890.0%1,6300.1%Oils/EnergyGOOGLAlphabet$1570.0%1,0400.1%Computer and TechnologyLOWLowe's Companies$1530.0%6000.1%Retail/WholesaleWGOWinnebago Industries$1480.0%2,0000.1%ConstructionAVGOBroadcom$1390.0%1050.1%Computer and TechnologyMBLYMobileye Global$138$48 ▲53.6%4,3000.1%Auto/Tires/TrucksMDLZMondelez International$1370.0%1,9550.1%Consumer StaplesNFLXNetflix$1150.0%1900.1%Consumer DiscretionaryKOCoca-Cola$1100.0%1,8000.1%Consumer StaplesCOPConocoPhillips$1100.0%8640.1%Oils/EnergyPSXPhillips 66$87$87 ▲New Holding5320.0%Oils/EnergyAMDAdvanced Micro Devices$85$5 ▼-5.1%4700.0%Computer and TechnologyACNAccenture$800.0%2300.0%Business ServicesPFEPfizer$770.0%2,7590.0%MedicalGISGeneral Mills$560.0%8060.0%Consumer StaplesLLYEli Lilly and Company$44$9 ▲24.4%560.0%MedicalWMTWalmart$40$40 ▲New Holding6600.0%Retail/WholesaleDUKDuke Energy$330.0%3430.0%UtilitiesCVXChevron$310.0%1970.0%Oils/EnergyShowing largest 100 holdings. 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