Lipe & Dalton Portfolio Holdings
Lipe & Dalton
- $185 Million
- Q2 2025
Lipe & Dalton has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $185 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4M, Goldman Sachs Group Inc with a value of $11.2M, Alphabet Inc. with a value of $9.87M, Brookfield Corp Cl A with a value of $7.45M, and Te Connectivity PLC with a value of $5.97M.
Examining the 13F form we can see an increase of $6.35M in the current position value, from $179M to 185M.
Below you can find more details about Lipe & Dalton portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
Industrials: $34.3 Million
Technology: $30.9 Million
Healthcare: $25.7 Million
Financial Services: $25.5 Million
Communication Services: $13 Million
Consumer Cyclical: $12.3 Million
Basic Materials: $8.68 Million
Consumer Defensive: $6.97 Million
Other: $6.4 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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