StockDriftsStockDriftsTop 50 Lipe & Dalton Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 9.9% | 64.2K | $21.4M | -0.34%(-217) | $33.12(+935.35%) | 2026-09-30 | |
| CM | Canadian Imperial Bank Comm To | 3.78% | 74.2K | $8.2M | -0.60%(-450) | $37.22(+200.39%) | 2026-09-30 | |
| INTC | Intel Corp | 3.06% | 55.1K | $6.6M | -1.78%(-1.00K) | $27.11(+239.46%) | 2026-09-30 | |
| TMO | Thermo Fisher Scientific Inc | 2.66% | 8.5K | $5.8M | +0.00%(+0) | $452.81(+50.04%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.62% | 11.4K | $5.7M | +22.28%(+2.08K) | $474.03(+12.28%) | 2026-09-30 | |
| SNA | Snap On Inc | 2.54% | 15.1K | $5.5M | +0.00%(+0) | $275.55(+32.42%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 2.34% | 20.3K | $5.1M | -0.49%(-100) | $174.34(+50.54%) | 2026-09-30 | |
| BA | Boeing Co | 2.33% | 27.1K | $5.0M | +0.00%(+0) | $170.86(+12.03%) | 2026-09-30 | |
| EMR | Emerson Electric Co | 2.25% | 31.4K | $4.9M | +0.00%(+0) | $55.37(+189.95%) | 2026-09-30 | |
| DHR | Danaher Corp | 2.22% | 21.7K | $4.8M | +1.40%(+300) | $77.16(+190.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.59% | +75.35% | +11.56% | +72.78% |
| Top 20 Holdings Unweighted | +19.75% | +71.74% | +10.84% | +67.33% |
Lipe & Dalton reports $216.16M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.9%), CM (3.8%) and INTC (3.1%). The top 20 holdings account for 50.65% of reported assets. Its disclosed equity book has returned +75.35% on a three-year cumulative basis. Figures reflect the Q3 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