Lipe & Dalton Portfolio Holdings
Lipe & Dalton
- $179 Million
- Q1 2025
Lipe & Dalton has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16M, Alphabet Inc. with a value of $8.92M, Goldman Sachs Group Inc with a value of $8.88M, Brookfield Corp Cl A with a value of $6.49M, and Snap On Inc with a value of $5.65M.
Examining the 13F form we can see an decrease of $9.84M in the current position value, from $189M to 179M.
Below you can find more details about Lipe & Dalton portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
Industrials: $32.3 Million
Technology: $30.5 Million
Healthcare: $27.7 Million
Financial Services: $21.3 Million
Consumer Cyclical: $12.2 Million
Communication Services: $11.6 Million
Basic Materials: $7.96 Million
Consumer Defensive: $7.89 Million
Other: $7.06 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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