Lipe & Dalton Top Holdings and 13F Report (2025) About Lipe & DaltonInvestment ActivityLipe & Dalton has $185.05 thousand in total holdings as of June 30, 2025.Lipe & Dalton owns shares of 90 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 5.18% of the portfolio was sold this quarter.This quarter, Lipe & Dalton has purchased 89 new stocks and bought additional shares in 11 stocks.Lipe & Dalton sold shares of 47 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $14,368The Goldman Sachs Group $11,220Alphabet $9,866Brookfield $7,446Te Connectivity Plc $5,971 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $3,813 Holding14040h105 - Capital One Financial $314 Holding718172109 - Philip Morris International $72 Holding007903107 - Advanced Micro Devices $67 Holding064149107 - Bank of Nova Scotia $7 Holding Largest Purchases this Quarter Thermo Fisher Scientific 9,404 shares (about $3.81K)Accenture 1,615 shares (about $482.60)Capital One Financial 1,474 shares (about $314.00)APA 6,300 shares (about $115.18)Philip Morris International 395 shares (about $72.00) Largest Sales this Quarter Bristol Myers Squibb 54,979 shares (about $2.56K)Apple 1,968 shares (about $403.77)Emerson Electric 2,680 shares (about $357.33)The Goldman Sachs Group 409 shares (about $289.47)Eaton 765 shares (about $273.13) 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$14,368$404 ▼-2.7%70,0307.8%Computer and TechnologyGSThe Goldman Sachs Group$11,220$289 ▼-2.5%15,8536.1%FinanceGOOGAlphabet$9,866$257 ▼-2.5%55,6165.3%Computer and TechnologyBNBrookfield$7,446$215 ▼-2.8%120,3924.0%FinanceTe Connectivity Plc$5,971$211 ▼-3.4%35,3983.2%csBABoeing$5,953$180 ▼-2.9%28,4113.2%AerospaceCMCanadian Imperial Bank of Commerce$5,825$246 ▼-4.0%82,2403.1%FinanceHSYHershey$5,309$38 ▼-0.7%31,9892.9%Consumer StaplesEMREmerson Electric$5,272$357 ▼-6.3%39,5402.8%IndustrialsSNASnap-On$5,068$145 ▼-2.8%16,2852.7%Consumer DiscretionaryABBVAbbVie$4,526$84 ▼-1.8%24,3852.4%MedicalMOSMosaic$4,345$16 ▼-0.4%119,1102.3%Basic MaterialsDHRDanaher$4,178$114 ▼-2.6%21,1482.3%MedicalYUMYum! Brands$4,149$197 ▼-4.5%28,0022.2%Retail/WholesaleRTXRTX$3,946$112 ▼-2.8%27,0242.1%AerospaceTMOThermo Fisher Scientific$3,813$3,813 ▲New Holding9,4042.1%MedicalDEDeere & Company$3,793$160 ▼-4.0%7,4602.0%IndustrialsETNEaton$3,630$273 ▼-7.0%10,1672.0%IndustrialsJKHYJack Henry & Associates$3,557$85 ▼-2.3%19,7401.9%Computer and TechnologyMASMasco$3,441$6 ▲0.2%53,4701.9%ConstructionMSMorgan Stanley$3,258$0 ▲0.0%23,1271.8%FinanceOKEONEOK$3,020$40 ▼-1.3%36,9921.6%EnergyMSFTMicrosoft$2,9740.0%5,9781.6%Computer and TechnologyBAMBrookfield Asset Management$2,654$26 ▼-1.0%48,0151.4%FinanceVVisa$2,637$18 ▼-0.7%7,4281.4%Business ServicesBALLBall$2,630$98 ▼-3.6%46,8831.4%IndustrialsBWABorgWarner$2,586$121 ▼-4.5%77,2551.4%Auto/Tires/TrucksTRPTC Energy$2,559$53 ▼-2.0%52,4571.4%EnergyAMGNAmgen$2,414$63 ▼-2.5%8,6461.3%MedicalMLMMartin Marietta Materials$2,203$221 ▼-9.1%4,0131.2%ConstructionLYBLyondellBasell Industries$2,131$25 ▼-1.2%36,8351.2%Basic MaterialsAMZNAmazon.com$2,086$15 ▼-0.7%9,5081.1%Retail/WholesaleLMTLockheed Martin$2,0730.0%4,4751.1%AerospaceMETAMeta Platforms$2,063$38 ▲1.9%2,7961.1%Computer and TechnologyINTCIntel$2,054$50 ▼-2.4%91,6831.1%Computer and TechnologyACNAccenture$1,986$483 ▲32.1%6,6461.1%Computer and TechnologyVRTXVertex Pharmaceuticals$1,917$122 ▼-6.0%4,3061.0%MedicalCVSCVS Health$1,890$50 ▼-2.6%27,3971.0%MedicalCICigna Group$1,719$5 ▼-0.3%5,1990.9%MedicalQCOMQUALCOMM$1,666$64 ▲4.0%10,4600.9%Computer and TechnologyORCLOracle$1,6490.0%7,5410.9%Computer and TechnologyJNJJohnson & Johnson$1,407$17 ▲1.2%9,2100.8%MedicalJJacobs Solutions$1,390$105 ▼-7.0%10,5740.8%Business ServicesWFCWells Fargo & Company$1,2790.0%15,9680.7%FinanceZTSZoetis$1,269$8 ▲0.6%8,1400.7%MedicalCARRCarrier Global$1,141$14 ▼-1.3%15,5870.6%ConstructionMDTMedtronic$984$74 ▼-7.0%11,2880.5%MedicalKVUEKenvue$960$61 ▼-6.0%45,8660.5%Consumer StaplesMRKMerck & Co., Inc.$844$16 ▼-1.8%10,6660.5%MedicalSiriusxm Holdings Inc Common S$791$1 ▼-0.1%34,4500.4%csGEHCGE HealthCare Technologies$735$30 ▼-3.9%9,9260.4%MedicalKRKroger$7170.0%10,0000.4%Retail/WholesaleNVDANVIDIA$711$36 ▲5.4%4,5000.4%Computer and TechnologyVZVerizon Communications$7090.0%16,3830.4%Computer and TechnologyVeralto Corp$705$18 ▼-2.4%6,9800.4%csAPAAPA$541$115 ▲27.1%29,5900.3%EnergyMCDMcDonald's$5090.0%1,7430.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4830.0%1,6650.3%FinanceFFIVF5$446$59 ▲15.2%1,5150.2%Computer and TechnologyPANWPalo Alto Networks$4090.0%2,0000.2%Computer and TechnologyHDHome Depot$3740.0%1,0200.2%Retail/WholesaleBAXBaxter International$3580.0%11,8350.2%MedicalFTVFortive$327$19 ▼-5.5%6,2660.2%Computer and TechnologyCOFCapital One Financial$314$314 ▲New Holding1,4740.2%FinancePEPPepsiCo$3100.0%2,3450.2%Consumer StaplesCSCOCisco Systems$3020.0%4,3590.2%Computer and TechnologyPGProcter & Gamble$2950.0%1,8500.2%Consumer StaplesBRK.BBerkshire Hathaway$2940.0%6050.2%FinanceKLACKLA$2690.0%3000.1%Computer and TechnologyAmentum Holdings Inc$264$4 ▼-1.5%11,2020.1%csXOMExxon Mobil$2530.0%2,3430.1%EnergyABTAbbott Laboratories$2350.0%1,7300.1%MedicalMAMastercard$2030.0%3610.1%Business ServicesSouth Bow Corp Com$195$4 ▼-2.1%10,2690.1%csNFLXNetflix$1870.0%1400.1%Consumer DiscretionaryDISWalt Disney$184$25 ▼-11.9%1,4800.1%Consumer DiscretionaryAVGOBroadcom$125$28 ▼-18.1%4540.1%Computer and TechnologyMDLZMondelez International$1160.0%1,7210.1%Consumer StaplesKOCocaCola$1130.0%1,6000.1%Consumer StaplesBMYBristol Myers Squibb$94$2,558 ▼-96.5%2,0200.1%MedicalPMPhilip Morris International$72$72 ▲New Holding3950.0%Consumer StaplesAMDAdvanced Micro Devices$67$67 ▲New Holding4700.0%Computer and TechnologyPFEPfizer$640.0%2,6590.0%MedicalWMTWalmart$400.0%4100.0%Retail/WholesaleGOOGLAlphabet$310.0%1780.0%Computer and TechnologyDUKDuke Energy$29$12 ▼-29.2%2430.0%UtilitiesIBMInternational Business Machines$290.0%1000.0%Computer and TechnologyUNPUnion Pacific$23$18 ▲354.5%1000.0%TransportationBNSBank of Nova Scotia$7$7 ▲New Holding1250.0%FinanceVertical Computer Systems Inc$00.0%20,0000.0%csCooper Cos Inc$0$1,020 ▼-100.0%00.0%csSTZConstellation Brands$0$769 ▼-100.0%00.0%Consumer StaplesEXASExact Sciences$0$317 ▼-100.0%00.0%MedicalDFSDiscover Financial Services$0$222 ▼-100.0%00.0%FinanceShowing 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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