Top 50 Lipe & Dalton Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.71% | 65.6K | $16.6M | -1.99%(-1.33K) | $33.12(+831.77%) | 2026-03-31 | |
| CM | Canadian Imperial Bank Comm To | 3.76% | 75.7K | $7.2M | -6.10%(-4.92K) | $37.22(+206.03%) | 2026-03-31 | |
| SNA | Snap On Inc | 2.92% | 15.3K | $5.6M | -4.60%(-740) | $275.55(+49.55%) | 2026-03-31 | |
| HSY | Hershey Co | 2.9% | 26.7K | $5.5M | -14.08%(-4.37K) | $157.88(+15.36%) | 2026-03-31 | |
| BA | Boeing Co | 2.88% | 27.6K | $5.5M | -2.25%(-635) | $170.86(+32.56%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 2.29% | 21.0K | $4.4M | +131.80%(+11.95K) | $174.34(+39.19%) | 2026-03-31 | |
| TMO | Thermo Fisher Scientific Inc | 2.25% | 8.7K | $4.3M | -3.96%(-360) | $452.81(+15.60%) | 2026-03-31 | |
| EMR | Emerson Electric Co | 2.2% | 32.1K | $4.2M | -0.25%(-80) | $55.37(+151.13%) | 2026-03-31 | |
| DE | Deere & Co | 2.14% | 7.3K | $4.1M | -1.36%(-100) | $91.24(+580.92%) | 2026-03-31 | |
| YUM | Yum Brands Inc | 2.13% | 26.2K | $4.1M | -5.07%(-1.40K) | $109.09(+51.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.99% | +48.13% |
| Top 20 Holdings Unweighted | +12.03% | +40.61% |
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