StockDriftsStockDriftsTop 50 Lipe & Dalton Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.67% | 64.5K | $18.7M | -1.71%(-1.12K) | $33.12(+821.96%) | 2026-06-30 | |
| CM | Canadian Imperial Bank Comm To | 3.99% | 74.7K | $8.6M | -1.43%(-1.08K) | $37.22(+229.78%) | 2026-06-30 | |
| INTC | Intel Corp | 3.64% | 56.1K | $7.8M | -38.58%(-35.24K) | $27.11(+281.47%) | 2026-06-30 | |
| SNA | Snap On Inc | 2.83% | 15.1K | $6.1M | -1.37%(-210) | $275.55(+46.46%) | 2026-06-30 | |
| BA | Boeing Co | 2.73% | 27.1K | $5.9M | -1.81%(-500) | $170.86(+33.29%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 2.26% | 20.4K | $4.9M | -2.88%(-605) | $174.34(+50.59%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.17% | 9.3K | $4.7M | +1593.64%(+8.77K) | $468.43(+7.02%) | 2026-06-30 | |
| HSY | Hershey Co | 2.14% | 26.2K | $4.6M | -1.67%(-444) | $157.88(+15.88%) | 2026-06-30 | |
| DE | Deere & Co | 2.14% | 7.2K | $4.6M | -0.28%(-20) | $91.24(+565.14%) | 2026-06-30 | |
| BWA | BorgWarner Inc | 2.09% | 67.8K | $4.5M | -2.55%(-1.77K) | $35.06(+99.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.62% | +75.47% | +11.94% | +75.79% |
| Top 20 Holdings Unweighted | +18.95% | +68.29% | +11.04% | +68.79% |
Lipe & Dalton reports $215.13M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.7%), CM (4.0%) and INTC (3.6%). The top 20 holdings account for 49.84% of reported assets. Its disclosed equity book has returned +75.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lipe & Dalton’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1570396). View Lipe & Dalton’s 13F filings on SEC