Lipe & Dalton - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Lipe & Dalton held in its portfolio 95 assets valued at $202,434 (i.e. $202.43K).
The most valuable assets in the portfolio included: Apple Inc ($18.19K), Alphabet Inc Cap Stock Cl C ($16.41K), and Goldman Sachs Group Inc ($13.21K).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lipe & Dalton - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Apple Inc | 66911 | 18190 | cs |
| Alphabet Inc Cap Stock Cl C | 52302 | 16412 | cs |
| Goldman Sachs Group Inc | 15029 | 13211 | cs |
| Te Connectivity Plc | 34898 | 7940 | cs |
| Brookfield Corp Cl A | 168986 | 7755 | cs |
| Canadian Imperial Bank Comm To | 80660 | 7309 | cs |
| Boeing Co | 28251 | 6134 | cs |
| Hershey Co | 31023 | 5646 | cs |
| Snap On Inc | 16080 | 5541 | cs |
| Thermo Fisher Scientific Inc | 9100 | 5273 | cs |
| Danaher Corp | 21641 | 4954 | cs |
| Rtx Corporation Com | 26709 | 4898 | cs |
| AbbVie Inc | 19205 | 4388 | cs |
| Emerson Electric Co | 32155 | 4268 | cs |
| Yum Brands Inc | 27607 | 4176 | cs |
| Morgan Stanley | 20923 | 3714 | cs |
| Henry Jack & Assoc Inc | 20350 | 3713 | cs |
| Deere & Co | 7363 | 3428 | cs |
| BorgWarner Inc | 74870 | 3374 | cs |
| Intel Corp | 91333 | 3370 | cs |
| Masco Corp | 50825 | 3225 | cs |
| Eaton Corp PLC | 9370 | 2984 | cs |
| TC Energy Corp | 51172 | 2815 | cs |
| Mosaic Co | 115145 | 2774 | cs |
| Microsoft Corp | 5721 | 2767 | cs |
| Amgen Inc | 8386 | 2745 | cs |
| Oneok Inc | 36452 | 2679 | cs |
| Martin Marietta Materials Inc | 3963 | 2468 | cs |
| Visa Inc Cl A | 6811 | 2389 | cs |
| Brookfield Asset Managmt Ltd C | 44591 | 2336 | cs |
| Baxter Intl Inc | 121415 | 2320 | cs |
| CVS Health Corp | 26657 | 2115 | cs |
| Lockheed Martin Corp | 4350 | 2104 | cs |
| Amazon.com Inc | 9063 | 2092 | cs |
| Johnson & Johnson | 8940 | 1850 | cs |
| Vertex Pharmaceuticals Inc | 3996 | 1812 | cs |
| Meta Platforms Inc Cl A | 2629 | 1735 | cs |
| Accenture PLC Ireland Class A | 6005 | 1611 | cs |
| Qualcomm Inc | 9316 | 1594 | cs |
| Oracle Corp | 7421 | 1446 | cs |
| Jacobs Solutions Inc | 10504 | 1391 | cs |
| Wells Fargo & Co | 14838 | 1383 | cs |
| LyondellBasell Industries NV A | 30240 | 1309 | cs |
| The Cigna Group | 4708 | 1296 | cs |
| Merck & Co Inc | 10023 | 1055 | cs |
| Medtronic PLC | 10750 | 1033 | cs |
| F5 Inc Com | 3530 | 901 | cs |
| GE Healthcare Technologies Inc | 9529 | 782 | cs |
| Carrier Global Corporation | 14293 | 755 | cs |
| NVIDIA Corp | 3951 | 737 | cs |
| Whirlpool Corp | 10090 | 728 | cs |
| Veralto Corp | 6910 | 689 | cs |
| U Haul Holding Company Com Ser | 14665 | 685 | cs |
| Verizon Communications Inc | 16783 | 684 | cs |
| Apa Corporation Com | 27540 | 674 | cs |
| Kroger Co | 10000 | 625 | cs |
| Zoetis Inc Cl A | 4596 | 578 | cs |
| Idexx Laboratories Inc | 790 | 534 | cs |
| McDonalds Corp | 1743 | 533 | cs |
| JPMorgan Chase & Co | 1585 | 511 | cs |
| Siriusxm Holdings Inc Common S | 19525 | 390 | cs |
| Palo Alto Networks Inc | 2000 | 368 | cs |
| KLA-Tencor Corp | 300 | 365 | cs |
| Capital One Financial Corp | 1430 | 347 | cs |
| Cisco Systems Inc | 4484 | 345 | cs |
| Fortive Corp | 6226 | 344 | cs |
| PepsiCo Inc | 2245 | 322 | cs |
| Amentum Holdings Inc | 10916 | 317 | cs |
| Home Depot Inc | 820 | 282 | cs |
| Berkshire Hathaway Inc Cl B | 550 | 276 | cs |
| Procter And Gamble Co | 1750 | 251 | cs |
| Exxon Mobil Corp | 1983 | 239 | cs |
| Regeneron Pharmaceuticals | 309 | 239 | cs |
| MasterCard Incorporated Cl A | 366 | 209 | cs |
| South Bow Corp Com | 10074 | 202 | cs |
| Disney Walt Co Disney | 1480 | 168 | cs |
| Blackstone Inc | 1000 | 154 | cs |
| Netflix Inc | 1430 | 134 | cs |
| Abbott Laboratories | 1020 | 128 | cs |
| Pfizer Inc | 4954 | 123 | cs |
| Coca-Cola Co | 1600 | 112 | cs |
| BROADCOM INC COM | 304 | 105 | cs |
| General Electric Co New | 332 | 102 | cs |
| Advanced Micro Devices Inc | 380 | 81 | cs |
| Alphabet Inc Cap Stock Cl A | 257 | 80 | cs |
| community bk sys inc com | 900 | 52 | cs |
| Mondelez Intl Inc Cl A | 971 | 52 | cs |
| Bristol Myers Squibb Co | 800 | 43 | cs |
| Micron Technology Inc | 120 | 34 | cs |
| Intl Business Machines | 100 | 30 | cs |
| Duke Energy Corp | 243 | 28 | cs |
| Union Pacific Corp | 112 | 26 | cs |
| Wal-Mart Stores Inc | 224 | 25 | cs |
| Lilly Eli & Co | 13 | 14 | cs |
| Bank N S Halifax | 125 | 9 | cs |
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