Lipe & Dalton Portfolio Holdings
Lipe & Dalton
- $202 Million
- Q4 2025
Lipe & Dalton has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $202 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.2M, Alphabet Inc. with a value of $16.4M, Goldman Sachs Group Inc with a value of $13.2M, Te Connectivity PLC with a value of $7.94M, and Brookfield Corp Cl A with a value of $7.76M.
Examining the 13F form we can see an increase of $17.4M in the current position value, from $185M to 202M.
Below you can find more details about Lipe & Dalton portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
Technology: $36 Million
Industrials: $33.5 Million
Healthcare: $30.5 Million
Financial Services: $29.6 Million
Communication Services: $19.2 Million
Consumer Cyclical: $11.2 Million
Consumer Defensive: $7.03 Million
Basic Materials: $6.55 Million
Other: $6.44 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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