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CIK: 0001570396
Total reported value
$215.1M
$215.1M
89 檔
21.3%
At the close of Q1 2025, Lipe & Dalton disclosed equity holdings valued at approximately $215.1M, spread across 89 reported holdings.
In Q1 2025, Lipe & Dalton displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, , ) accounted for 21.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.95% | -0.04% | -4.14% | |
| 2 | ✓ | Stock-Other | 4.99% | +0.47% | -2.76% | ||
| 3 | ✓ | Stock-Other | 4.97% | +0.18% | -2.66% | ||
| 4 | ✓ | Stock-Other | 3.63% | -0.31% | -2.55% | ||
| 5 | SNA | Snap-on Inc | Stock-Industrials | 3.16% | -0.09% | -0.18% | |
| 6 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.08% | -0.76% | +390.63% | |
| 7 | ✓ | Stock-Other | 2.91% | +0.03% | -2.21% | ||
| 8 | ✓ | Stock-Other | 2.90% | -0.57% | -1.23% | ||
| 9 | BA | Boeing Co/the | Stock-Industrials | 2.79% | -0.15% | -1.28% | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.70% | +0.23% | -0.33% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 2.59% | -0.11% | -1.40% | |
| 12 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 2.58% | -0.21% | +0.41% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.49% | -0.14% | +0.93% | |
| 14 | OKE | Oneok Inc | Stock-Energy | 2.08% | -0.28% | -49.76% | |
| 15 | MAS | Masco CORP | Stock-Industrials | 2.08% | +0.27% | — | |
| 16 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 2.06% | -0.38% | +1.10% | |
| 17 | ✓ | Stock-Other | 2.06% | -0.38% | -1.92% | ||
| 18 | DE | Deere & Co | Stock-Industrials | 2.04% | — | -1.27% | |
| 19 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.95% | -0.01% | +0.41% | |
| 20 | ✓ | Stock-Other | 1.81% | — | -1.67% | ||
| 21 | ✓ | Stock-Other | 1.66% | +0.02% | -1.97% | ||
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.55% | -0.15% | +0.80% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.51% | +0.09% | -9.89% | |
| 24 | ✓ | Stock-Other | 1.47% | -0.78% | +1.72% | ||
| 25 | ✓ | Stock-Other | 1.47% | -0.03% | -7.14% | ||
| 26 | BALL | Ball CORP | Stock-Consumer Disc | 1.42% | — | +1.89% | |
| 27 | ✓ | Stock-Other | 1.41% | -0.14% | -0.20% | ||
| 28 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.31% | -0.20% | -2.59% | |
| 29 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.30% | +0.11% | +0.34% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.10% | -7.65% | |
| 31 | ✓ | Stock-Other | 1.24% | -0.06% | -8.03% | ||
| 32 | INTC | Intel CORP | Stock-Tech | 1.19% | +1.53% | +0.59% | |
| 33 | MLM | Martin Marietta Materials | Stock-Materials | 1.18% | -0.16% | — | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.12% | -0.39% | -0.78% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 1.07% | +0.23% | +3.38% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.03% | -7.17% | |
| 37 | CI | THE Cigna Group | Stock-Healthcare | 0.96% | -0.09% | -10.61% | |
| 38 | ✓ | Stock-Other | 0.89% | -0.12% | — | ||
| 39 | ✓ | Stock-Other | 0.88% | -0.22% | EXIT | ||
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | — | -9.28% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.11% | -5.79% | |
| 42 | ✓ | Stock-Other | 0.77% | -0.08% | — | ||
| 43 | ✓ | Stock-Other | 0.75% | -0.09% | -5.09% | ||
| 44 | ✓ | Stock-Other | 0.65% | — | -16.73% | ||
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.05% | -3.04% | |
| 46 | ✓ | Stock-Other | 0.61% | -0.42% | EXIT | ||
| 47 | ✓ | Stock-Other | 0.59% | -0.06% | — | ||
| 48 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.57% | — | -8.34% | |
| 49 | ✓ | Stock-Other | 0.56% | +0.06% | -16.19% | ||
| 50 | ✓ | Stock-Other | 0.55% | -0.04% | -6.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | ✓ | — | NEW | New buy | |
| 4 | ✓ | — | NEW | New buy | |
| 5 | SNA | Snap-on Inc | — | NEW | New buy |
| 6 | HSY | Hershey Co/the | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | BA | Boeing Co/the | — | NEW | New buy |
| 10 | CM | Can Imperial Bk Of Commerce | — | NEW | New buy |
| 11 | EMR | Emerson Electric Co | — | NEW | New buy |
| 12 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 13 | DHR | Danaher CORP | — | NEW | New buy |
| 14 | OKE | Oneok Inc | — | NEW | New buy |
| 15 | MAS | Masco CORP | — | NEW | New buy |
| 16 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 17 | ✓ | — | NEW | New buy | |
| 18 | DE | Deere & Co | — | NEW | New buy |
| 19 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 20 | ✓ | — | NEW | New buy | |
| 21 | ✓ | — | NEW | New buy | |
| 22 | AMGN | Amgen Inc | — | NEW | New buy |
| 23 | MS | Morgan Stanley | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | ✓ | — | NEW | New buy | |
| 26 | BALL | Ball CORP | — | NEW | New buy |
| 27 | ✓ | — | NEW | New buy | |
| 28 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 29 | BWA | Borgwarner Inc | — | NEW | New buy |
| 30 | MSFT | Microsoft CORP | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | INTC | Intel CORP | — | NEW | New buy |
| 33 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 34 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 35 | CVS | Cvs Health CORP | — | NEW | New buy |
| 36 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 37 | CI | THE Cigna Group | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | ✓ | — | NEW | New buy | |
| 40 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | — | NEW | New buy | |
| 44 | ✓ | — | NEW | New buy | |
| 45 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | ✓ | — | NEW | New buy | |
| 48 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 49 | ✓ | — | NEW | New buy | |
| 50 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Lipe & Dalton reported a total U.S. public equity portfolio value of $215.1M across 89 disclosed positions in Q1 2025.
During Q1 2025, Lipe & Dalton's top holdings by market value included AAPL (8.9%)、 (5.0%)、 (5.0%). The largest single position, AAPL, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $16.0M
In Q1 2025, Lipe & Dalton made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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