Lipe & Dalton Top Holdings and 13F Report (2026) About Lipe & DaltonInvestment ActivityLipe & Dalton has $215.13 thousand in total holdings as of June 30, 2026.Lipe & Dalton owns shares of 94 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Lipe & Dalton has purchased 92 new stocks and bought additional shares in 9 stocks.Lipe & Dalton sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $18,651Alphabet $17,393The Goldman Sachs Group $14,045Canadian Imperial Bank of Commerce $8,586Intel $7,832 Largest New Holdings this Quarter 40434l105 - HP $2,358 Holding209115104 - Consolidated Edison $697 Holding189054109 - Clorox $565 Holding101137107 - Boston Scientific $482 Holding902973304 - U.S. Bancorp $198 Holding Largest Purchases this Quarter Berkshire Hathaway 8,765 shares (about $4.39K)HP 107,477 shares (about $2.36K)KLA 2,700 shares (about $814.50)Booking 4,515 shares (about $804.93)Consolidated Edison 6,303 shares (about $697.00) Largest Sales this Quarter Intel 35,239 shares (about $4.92K)Alphabet 1,465 shares (about $517.62)The Goldman Sachs Group 453 shares (about $458.15)Apple 1,123 shares (about $324.95)Morgan Stanley 1,424 shares (about $297.68) 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$18,651$325 â–¼-1.7%64,4568.7%TechnologyGOOGAlphabet$17,393$518 â–¼-2.9%49,2278.1%Communication ServicesGSThe Goldman Sachs Group$14,045$458 â–¼-3.2%13,8876.5%FinanceCMCanadian Imperial Bank of Commerce$8,586$124 â–¼-1.4%74,6604.0%FinanceINTCIntel$7,832$4,920 â–¼-38.6%56,0943.6%TechnologyBNBrookfield$7,020$162 â–¼-2.3%164,8303.3%FinanceTe Connectivity Plc$6,635$99 â–¼-1.5%32,9083.1%csSNASnap-On$6,088$84 â–¼-1.4%15,1302.8%IndustrialsBABoeing$5,870$108 â–¼-1.8%27,1162.7%IndustrialsRTXRTX$4,892$80 â–¼-1.6%25,7822.3%IndustrialsAMZNAmazon.com$4,863$144 â–¼-2.9%20,4032.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$4,661$4,386 â–²1,593.6%9,3152.2%FinanceABBVAbbVie$4,621$63 â–¼-1.3%18,3652.1%HealthcareHSYHershey$4,599$78 â–¼-1.7%26,2122.1%Consumer StaplesDEDeere & Company$4,594$13 â–¼-0.3%7,2432.1%IndustrialsBWABorgWarner$4,500$118 â–¼-2.6%67,7752.1%Consumer DiscretionaryEMREmerson Electric$4,491$100 â–¼-2.2%31,3752.1%IndustrialsTMOThermo Fisher Scientific$4,278$104 â–¼-2.4%8,5332.0%HealthcareYUMYum! Brands$4,130$60 â–¼-1.4%25,8321.9%Consumer DiscretionaryDHRDanaher$4,068$171 â–²4.4%21,3581.9%HealthcareMSMorgan Stanley$3,993$298 â–¼-6.9%19,1011.9%FinanceMASMasco$3,983$87 â–¼-2.1%48,9551.9%IndustrialsETNEaton$3,767$166 â–¼-4.2%8,8401.8%IndustrialsBAXBaxter International$3,539$199 â–²6.0%165,9831.6%HealthcareTRPTC Energy$3,316$76 â–¼-2.2%50,0221.5%EnergyOKEONEOK$3,176$50 â–¼-1.5%36,5301.5%EnergyAMGNAmgen$2,689$60 â–¼-2.2%7,4271.2%HealthcareJKHYJack Henry & Associates$2,583$52 â–¼-2.0%18,7551.2%FinanceCVSCVS Health$2,469$51 â–¼-2.0%23,8701.1%HealthcareHPQHP$2,358$2,358 â–²New Holding107,4771.1%TechnologyMLMMartin Marietta Materials$2,2850.0%3,9631.1%MaterialsVVisa$2,217$85 â–¼-3.7%6,4631.0%FinanceLYBLyondellBasell Industries$2,183$55 â–¼-2.5%41,4701.0%MaterialsLMTLockheed Martin$2,130$87 â–¼-3.9%4,1801.0%IndustrialsMSFTMicrosoft$2,109$26 â–²1.3%5,6531.0%TechnologyJNJJohnson & Johnson$2,055$63 â–¼-3.0%8,0921.0%HealthcareFFIVF5$1,905$112 â–¼-5.6%4,5800.9%TechnologyVRTXVertex Pharmaceuticals$1,868$117 â–¼-5.9%3,7610.9%HealthcareBAMBrookfield Asset Management$1,798$211 â–¼-10.5%40,0910.8%FinanceMETAMeta Platforms$1,439$42 â–¼-2.9%2,5540.7%Communication ServicesJJacobs Solutions$1,2950.0%10,2790.6%IndustrialsMRKMerck & Co., Inc.$1,270$19 â–¼-1.4%9,8830.6%HealthcareWFCWells Fargo & Company$1,2260.0%14,8380.6%FinanceCICigna Group$1,223$75 â–¼-5.8%4,4370.6%HealthcareORCLOracle$1,0880.0%7,4210.5%TechnologyCARRCarrier Global$1,024$24 â–¼-2.3%13,9620.5%IndustrialsKLACKLA$905$815 â–²900.0%3,0000.4%TechnologyBKNGBooking$829$805 â–²3,344.4%4,6500.4%Consumer DiscretionaryNVDANVIDIA$7910.0%3,9510.4%TechnologyVZVerizon Communications$7060.0%16,6830.3%Communication ServicesEDConsolidated Edison$697$697 â–²New Holding6,3030.3%UtilitiesU Haul Holding Company Com Ser$642$61 â–¼-8.7%11,1350.3%csPANWPalo Alto Networks$631$34 â–¼-5.1%1,8500.3%TechnologyVeralto Corp$570$7 â–¼-1.3%6,4280.3%csCLXClorox$565$565 â–²New Holding5,9250.3%Consumer StaplesKRKroger$5550.0%10,0000.3%Consumer StaplesJPMJPMorgan Chase & Co.$5190.0%1,5850.2%FinanceBSXBoston Scientific$482$482 â–²New Holding11,3000.2%HealthcareCSCOCisco Systems$480$21 â–¼-4.1%4,0840.2%TechnologyMCDMcDonald's$4710.0%1,7430.2%Consumer DiscretionaryZTSZoetis$427$89 â–²26.5%5,9410.2%HealthcareIDXXIDEXX Laboratories$4160.0%7900.2%HealthcareFTVFortive$365$8 â–¼-2.1%5,9710.2%IndustrialsWHRWhirlpool$3110.0%7,8800.1%Consumer DiscretionaryPEPPepsiCo$3040.0%2,2450.1%Consumer StaplesCOFCapital One Financial$2870.0%1,4300.1%FinanceXOMExxonMobil$2710.0%1,9830.1%EnergyPGProcter & Gamble$2570.0%1,7500.1%Consumer StaplesHDHome Depot$2540.0%7200.1%Consumer DiscretionarySouth Bow Corp Com$245$6 â–¼-2.3%9,8440.1%csAmentum Holdings Inc$2260.0%10,9160.1%csAMDAdvanced Micro Devices$2210.0%3800.1%TechnologyUSBU.S. Bancorp$198$198 â–²New Holding3,2750.1%FinanceMAMastercard$1880.0%3660.1%FinanceABTAbbott Laboratories$143$14 â–²11.3%1,5800.1%HealthcareDISWalt Disney$1420.0%1,4800.1%Communication ServicesLam Research Corp New$130$130 â–²New Holding3000.1%csGEGE Aerospace$124$0 â–²0.3%3330.1%IndustrialsKOCocaCola$1220.0%1,5000.1%Consumer StaplesPFEPfizer$1190.0%4,9540.1%HealthcareAVGOBroadcom$1150.0%3040.1%TechnologyNFLXNetflix$1000.0%1,4000.0%Communication ServicesGOOGLAlphabet$920.0%2570.0%Communication ServicesGE Vernova Inc$86$86 â–²New Holding730.0%csMOAltria Group$810.0%1,1250.0%Consumer StaplesMDLZMondelez International$560.0%9710.0%Consumer StaplesBMYBristol Myers Squibb$460.0%8000.0%HealthcareDUKDuke Energy$310.0%2430.0%UtilitiesIBMInternational Business Machines$280.0%1000.0%TechnologyUNPUnion Pacific$270.0%1000.0%IndustrialsWal-Mart Stores Inc$250.0%2240.0%csCATCaterpillar$200.0%190.0%IndustrialsLLYEli Lilly and Company$160.0%130.0%HealthcareBNSBank of Nova Scotia$110.0%1250.0%FinanceMDTMedtronic$0$802 â–¼-100.0%00.0%HealthcareGEHCGE HealthCare Technologies$0$678 â–¼-100.0%00.0%HealthcareACNAccenture$0$412 â–¼-100.0%00.0%TechnologyAPAAPA$0$267 â–¼-100.0%00.0%EnergyREGNRegeneron Pharmaceuticals$0$223 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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