Lipe & Dalton Top Holdings and 13F Report (2026) About Lipe & DaltonInvestment ActivityLipe & Dalton has $191.04 thousand in total holdings as of March 31, 2026.Lipe & Dalton owns shares of 92 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 6.76% of the portfolio was sold this quarter.This quarter, Lipe & Dalton has purchased 95 new stocks and bought additional shares in 12 stocks.Lipe & Dalton sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $16,643Alphabet $14,541The Goldman Sachs Group $12,132Canadian Imperial Bank of Commerce $7,176Te Connectivity Plc $6,981 Largest New Holdings this Quarter 09857l108 - Booking $568 Holding02209s103 - Altria Group $74 Holding149123101 - Caterpillar $13 Holding Largest Purchases this Quarter Amazon.com 11,945 shares (about $2.49K)LyondellBasell Industries 12,280 shares (about $989.16)Baxter International 35,241 shares (about $592.09)Booking 135 shares (about $568.00)F5 1,320 shares (about $381.85) Largest Sales this Quarter Hershey 4,367 shares (about $907.93)APA 21,240 shares (about $900.17)Accenture 3,928 shares (about $779.17)The Goldman Sachs Group 689 shares (about $582.91)Canadian Imperial Bank of Commerce 4,920 shares (about $466.15) 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$16,643$338 ▼-2.0%65,5798.7%Computer and TechnologyGOOGAlphabet$14,541$462 ▼-3.1%50,6927.6%Computer and TechnologyGSThe Goldman Sachs Group$12,132$583 ▼-4.6%14,3406.4%FinanceCMCanadian Imperial Bank of Commerce$7,176$466 ▼-6.1%75,7403.8%FinanceTe Connectivity Plc$6,981$314 ▼-4.3%33,3983.7%csBNBrookfield$6,825$14 ▼-0.2%168,6363.6%FinanceSNASnap-On$5,572$269 ▼-4.6%15,3402.9%Consumer DiscretionaryHSYHershey$5,542$908 ▼-14.1%26,6562.9%Consumer StaplesBABoeing$5,496$126 ▼-2.2%27,6162.9%AerospaceRTXRTX$5,054$98 ▼-1.9%26,2022.6%AerospaceAMZNAmazon.com$4,375$2,488 ▲131.8%21,0082.3%Retail/WholesaleTMOThermo Fisher Scientific$4,296$177 ▼-4.0%8,7402.2%MedicalEMREmerson Electric$4,202$10 ▼-0.2%32,0752.2%IndustrialsDEDeere & Company$4,091$56 ▼-1.4%7,2632.1%IndustrialsYUMYum! Brands$4,075$218 ▼-5.1%26,2072.1%Retail/WholesaleABBVAbbVie$4,049$128 ▼-3.1%18,6152.1%MedicalINTCIntel$4,0310.0%91,3332.1%Computer and TechnologyDHRDanaher$3,879$224 ▼-5.5%20,4582.0%MedicalBWABorgWarner$3,774$289 ▼-7.1%69,5502.0%Auto/Tires/TrucksLYBLyondellBasell Industries$3,425$989 ▲40.6%42,5201.8%Basic MaterialsMSMorgan Stanley$3,378$66 ▼-1.9%20,5251.8%FinanceOKEONEOK$3,354$59 ▲1.8%37,1021.8%EnergyETNEaton$3,301$50 ▼-1.5%9,2301.7%IndustrialsTRPTC Energy$3,2030.0%51,1721.7%EnergyJKHYJack Henry & Associates$3,023$193 ▼-6.0%19,1301.6%Computer and TechnologyMASMasco$3,020$48 ▼-1.6%50,0251.6%ConstructionAMGNAmgen$2,671$279 ▼-9.5%7,5921.4%MedicalBAXBaxter International$2,632$592 ▲29.0%156,6561.4%MedicalLMTLockheed Martin$2,6290.0%4,3501.4%AerospaceMLMMartin Marietta Materials$2,3330.0%3,9631.2%ConstructionMSFTMicrosoft$2,067$51 ▼-2.4%5,5831.1%Computer and TechnologyJNJJohnson & Johnson$2,039$146 ▼-6.7%8,3411.1%MedicalVVisa$2,029$30 ▼-1.5%6,7121.1%Business ServicesBAMBrookfield Asset Management$1,992$9 ▲0.5%44,8041.0%FinanceVRTXVertex Pharmaceuticals$1,7840.0%3,9960.9%MedicalCVSCVS Health$1,750$165 ▼-8.6%24,3650.9%MedicalMETAMeta Platforms$1,5040.0%2,6290.8%Computer and TechnologyFFIVF5$1,403$382 ▲37.4%4,8500.7%Computer and TechnologyJJacobs Solutions$1,308$29 ▼-2.1%10,2790.7%Business ServicesCICigna Group$1,256$1 ▲0.0%4,7100.7%MedicalMRKMerck & Co., Inc.$1,206$1 ▲0.0%10,0280.6%MedicalWFCWells Fargo & Company$1,1810.0%14,8380.6%FinanceORCLOracle$1,0920.0%7,4210.6%Computer and TechnologyVZVerizon Communications$837$5 ▼-0.6%16,6830.4%Computer and TechnologyCARRCarrier Global$805$0 ▲0.0%14,2950.4%ConstructionMDTMedtronic$802$130 ▼-14.0%9,2500.4%MedicalKRKroger$7240.0%10,0000.4%Retail/WholesaleNVDANVIDIA$6890.0%3,9510.4%Computer and TechnologyGEHCGE HealthCare Technologies$678$0 ▲0.0%9,5300.4%MedicalVeralto Corp$576$35 ▼-5.8%6,5110.3%csBKNGBooking$568$568 ▲New Holding1350.3%Retail/WholesaleZTSZoetis$555$12 ▲2.2%4,6980.3%MedicalU Haul Holding Company Com Ser$545$111 ▼-16.9%12,1900.3%csMCDMcDonald's$5420.0%1,7430.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4660.0%1,5850.2%FinanceIDXXIDEXX Laboratories$4440.0%7900.2%MedicalKLACKLA$4420.0%3000.2%Computer and TechnologyWHRWhirlpool$425$119 ▼-21.9%7,8800.2%Consumer DiscretionaryACNAccenture$412$779 ▼-65.4%2,0770.2%Computer and TechnologyPEPPepsiCo$3490.0%2,2450.2%Consumer StaplesFTVFortive$337$7 ▼-2.1%6,0960.2%Computer and TechnologyXOMExxonMobil$3360.0%1,9830.2%EnergyCSCOCisco Systems$330$17 ▼-5.0%4,2590.2%Computer and TechnologyPANWPalo Alto Networks$313$8 ▼-2.5%1,9500.2%Computer and TechnologyAmentum Holdings Inc$2850.0%10,9160.1%csAPAAPA$267$900 ▼-77.1%6,3000.1%EnergyBRK.BBerkshire Hathaway$2640.0%5500.1%FinanceCOFCapital One Financial$2610.0%1,4300.1%FinancePGProcter & Gamble$2530.0%1,7500.1%Consumer StaplesSouth Bow Corp Com$2410.0%10,0740.1%csHDHome Depot$237$33 ▼-12.2%7200.1%Retail/WholesaleREGNRegeneron Pharmaceuticals$223$15 ▼-6.5%2890.1%MedicalMAMastercard$1830.0%3660.1%Business ServicesABTAbbott Laboratories$146$41 ▲39.2%1,4200.1%MedicalDISWalt Disney$1430.0%1,4800.1%Consumer DiscretionaryPFEPfizer$1390.0%4,9540.1%MedicalNFLXNetflix$135$3 ▼-2.1%1,4000.1%Consumer DiscretionaryKOCocaCola$114$8 ▼-6.3%1,5000.1%Consumer StaplesAVGOBroadcom$940.0%3040.0%Computer and TechnologyGEGE Aerospace$940.0%3320.0%AerospaceAMDAdvanced Micro Devices$770.0%3800.0%Computer and TechnologyGOOGLAlphabet$740.0%2570.0%Computer and TechnologyMOAltria Group$74$74 ▲New Holding1,1250.0%Consumer StaplesMDLZMondelez International$560.0%9710.0%Consumer StaplesBMYBristol Myers Squibb$490.0%8000.0%MedicalDUKDuke Energy$320.0%2430.0%UtilitiesWal-Mart Stores Inc$280.0%2240.0%csUNPUnion Pacific$24$3 ▼-10.7%1000.0%TransportationIBMInternational Business Machines$240.0%1000.0%Computer and TechnologyCATCaterpillar$13$13 ▲New Holding190.0%IndustrialsLLYEli Lilly and Company$120.0%130.0%MedicalBNSBank of Nova Scotia$90.0%1250.0%FinanceMOSMosaic$0$2,774 ▼-100.0%00.0%Basic MaterialsQCOMQualcomm$0$1,594 ▼-100.0%00.0%Computer and TechnologySiriusxm Holdings Inc Common S$0$390 ▼-100.0%00.0%csBXBlackstone$0$154 ▼-100.0%00.0%FinanceCBUCommunity Financial System$0$52 ▼-100.0%00.0%FinanceMUMicron Technology$0$34 ▼-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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