Lipe & Dalton Reduced Holdings in Q2 2025

Lipe & Dalton

  • $185 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-55K
- 96.46%
$44.12 - $59.6 $2.43M - $3.28M
2.02K $94K
AAPL
Apple Inc.

Technology
-1.97K
- 2.73%
$172.42 - $223.89 $339K - $441K
70K $14.4M
OKE
Oneok Inc

Energy
-490
- 1.31%
$78.71 - $100.37 $38.6K - $49.2K
37K $3.02M
ABBV
Abb Vie Inc.

Healthcare
-450
- 1.81%
$170.16 - $206.27 $76.6K - $92.8K
24.4K $4.53M
SNA
Snap On Inc

Industrials
-465
- 2.78%
$292.36 - $342.2 $136K - $159K
16.3K $5.07M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-440
- 1.18%
$53.23 - $70.65 $23.4K - $31.1K
36.8K $2.13M
YUM
Yum Brands Inc

Consumer Cyclical
-1.33K
- 4.53%
$138.36 - $161.45 $184K - $215K
28K $4.15M
AMGN
Amgen Inc

Healthcare
-225
- 2.54%
$262.28 - $309.85 $59K - $69.7K
8.65K $2.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-275
- 6.0%
$421.16 - $509.5 $116K - $140K
4.31K $1.92M
DHR
Danaher Corp

Healthcare
-575
- 2.65%
$174.64 - $205.16 $100K - $118K
21.1K $4.18M
HSY
Hershey CO

Consumer Defensive
-231
- 0.72%
$151.29 - $173.13 $34.9K - $40K
32K $5.31M
FTV
Fortive Corp

Technology
-362
- 5.46%
$52.13 - $74.29 $18.9K - $26.9K
6.27K $327K
JKHY
Henry Jack & Associates Inc

Technology
-470
- 2.33%
$163.54 - $186.02 $76.9K - $87.4K
19.7K $3.56M
MRK
Merck & Co., Inc.

Healthcare
-196
- 1.8%
$73.47 - $87.12 $14.4K - $17.1K
10.7K $844K
MDT
Medtronic PLC

Healthcare
-850
- 7.0%
$80.68 - $88.86 $68.6K - $75.5K
11.3K $984K
Ge Healthcare Technologies Inc
-399
- 3.86%
N/A
9.93K $735K
INTC
Intel Corp

Technology
-2.25K
- 2.4%
$18.13 - $22.69 $40.8K - $51.1K
91.7K $2.05M
CVS
Cvs Health Corp

Healthcare
-725
- 2.58%
$60.04 - $70.18 $43.5K - $50.9K
27.4K $1.89M
DUK
Duke Energy Corp

Utilities
-100
- 29.15%
$112.46 - $124.05 $11.2K - $12.4K
243 $29K
CI
Cigna Corp

Healthcare
-14
- 0.27%
$301.89 - $340.04 $4.23K - $4.76K
5.2K $1.72M
Veralto Corp
-175
- 2.45%
N/A
6.98K $705K
South Bow Corp Com
-218
- 2.08%
N/A
10.3K $195K
Siriusxm Holdings Inc Common S
-50
- 0.14%
N/A
34.5K $791K
Jacobs Solutions Inc
-800
- 7.03%
N/A
10.6K $1.39M
V
Visa Inc.

Financial Services
-50
- 0.67%
$308.27 - $373.31 $15.4K - $18.7K
7.43K $2.64M
DIS
Walt Disney CO

Communication Services
-200
- 11.9%
$81.72 - $124.01 $16.3K - $24.8K
1.48K $184K
TRP
Tc Energy Corp

Energy
-1.09K
- 2.04%
$44.48 - $51.4 $48.5K - $56K
52.5K $2.56M
AVGO
Broadcom Inc.

Technology
-100
- 18.05%
$146.29 - $275.65 $14.6K - $27.6K
454 $125K
Amentum Holdings Inc
-172
- 1.51%
N/A
11.2K $264K
MLM
Martin Marietta Materials Inc

Basic Materials
-402
- 9.11%
$452.51 - $568.19 $182K - $228K
4.01K $2.2M
BALL
Ball Corp

Consumer Cyclical
-1.75K
- 3.59%
$44.94 - $56.99 $78.4K - $99.4K
46.9K $2.63M
CARR
Carrier Global Corp

Industrials
-198
- 1.25%
$55.55 - $75.83 $11K - $15K
15.6K $1.14M
DE
Deere & CO

Industrials
-314
- 4.04%
$412.99 - $531.48 $130K - $167K
7.46K $3.79M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 0.73%
$167.32 - $223.3 $11.7K - $15.6K
9.51K $2.09M
RTX
Raytheon Technologies Corp

Industrials
-765
- 2.75%
$113.75 - $148.48 $87K - $114K
27K $3.95M
BWA
Borgwarner Inc

Consumer Cyclical
-3.62K
- 4.48%
$24.84 - $33.92 $89.9K - $123K
77.3K $2.59M
Brookfield Asset Managmt LTD C
-476
- 0.98%
N/A
48K $2.65M
EMR
Emerson Electric CO

Industrials
-2.68K
- 6.35%
$94.15 - $133.33 $252K - $357K
39.5K $5.27M
ETN
Eaton Corp PLC

Industrials
-765
- 7.0%
$246.52 - $356.99 $189K - $273K
10.2K $3.63M
Te Connectivity PLC
-1.25K
- 3.41%
N/A
35.4K $5.97M
GOOG
Alphabet Inc.

Communication Services
-1.45K
- 2.54%
$146.58 - $180.01 $213K - $261K
55.6K $9.87M
Brookfield Corp Cl A
-3.47K
- 2.8%
N/A
120K $7.45M
BA
Boeing CO

Industrials
-860
- 2.94%
$136.59 - $217.51 $117K - $187K
28.4K $5.95M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-3.47K
- 4.05%
$54.6 - $70.83 $189K - $246K
82.2K $5.83M
MOS
Mosaic CO

Basic Materials
-435
- 0.36%
$22.76 - $36.95 $9.9K - $16.1K
119K $4.35M
GS
Goldman Sachs Group Inc

Financial Services
-409
- 2.52%
$462.22 - $707.75 $189K - $289K
15.9K $11.2M
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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