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Lipe & Dalton

Portfolio Manager
Lipe & Dalton
Performance
-2.72% (2026 Q1)
AUM (13F)
$191.04M
# of Holdings
92
Performance Rank
Allocation (Top 20)
49.15%

Lipe & Dalton Holdings Map

Top 50 Lipe & Dalton Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc
8.71%65.6K$16.6M
-1.99%(-1.33K)
2025-Q1: 72.0K shares2025-Q2: 70.0K shares2025-Q3: 69.4K shares2025-Q4: 66.9K shares2026-Q1: 65.6K shares
$33.12(+831.77%)
2026-03-31
CM
Canadian Imperial Bank Comm To
3.76%75.7K$7.2M
-6.10%(-4.92K)
2025-Q1: 85.7K shares2025-Q2: 82.2K shares2025-Q3: 81.8K shares2025-Q4: 80.7K shares2026-Q1: 75.7K shares
$37.22(+206.03%)
2026-03-31
SNA
Snap On Inc
2.92%15.3K$5.6M
-4.60%(-740)
2025-Q1: 16.8K shares2025-Q2: 16.3K shares2025-Q3: 16.2K shares2025-Q4: 16.1K shares2026-Q1: 15.3K shares
$275.55(+49.55%)
2026-03-31
HSY
Hershey Co
2.9%26.7K$5.5M
-14.08%(-4.37K)
2025-Q1: 32.2K shares2025-Q2: 32.0K shares2025-Q3: 31.7K shares2025-Q4: 31.0K shares2026-Q1: 26.7K shares
$157.88(+15.36%)
2026-03-31
BA
Boeing Co
2.88%27.6K$5.5M
-2.25%(-635)
2025-Q1: 29.3K shares2025-Q2: 28.4K shares2025-Q3: 28.3K shares2025-Q4: 28.3K shares2026-Q1: 27.6K shares
$170.86(+32.56%)
2026-03-31
AMZN
Amazon.com Inc
2.29%21.0K$4.4M
+131.80%(+11.95K)
2025-Q1: 9.6K shares2025-Q2: 9.5K shares2025-Q3: 9.3K shares2025-Q4: 9.1K shares2026-Q1: 21.0K shares
$174.34(+39.19%)
2026-03-31
TMO
Thermo Fisher Scientific Inc
2.25%8.7K$4.3M
-3.96%(-360)
2025-Q1: 0 shares2025-Q2: 9.4K shares2025-Q3: 9.3K shares2025-Q4: 9.1K shares2026-Q1: 8.7K shares
$452.81(+15.60%)
2026-03-31
EMR
Emerson Electric Co
2.2%32.1K$4.2M
-0.25%(-80)
2025-Q1: 42.2K shares2025-Q2: 39.5K shares2025-Q3: 32.7K shares2025-Q4: 32.2K shares2026-Q1: 32.1K shares
$55.37(+151.13%)
2026-03-31
DE
Deere & Co
2.14%7.3K$4.1M
-1.36%(-100)
2025-Q1: 7.8K shares2025-Q2: 7.5K shares2025-Q3: 7.4K shares2025-Q4: 7.4K shares2026-Q1: 7.3K shares
$91.24(+580.92%)
2026-03-31
YUM
Yum Brands Inc
2.13%26.2K$4.1M
-5.07%(-1.40K)
2025-Q1: 29.3K shares2025-Q2: 28.0K shares2025-Q3: 28.0K shares2025-Q4: 27.6K shares2026-Q1: 26.2K shares
$109.09(+51.01%)
2026-03-31

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