Lipe & Dalton Portfolio Holdings
Lipe & Dalton
- $189 Million
- Q4 2024
Lipe & Dalton has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.8M, Alphabet Inc. with a value of $11.2M, Goldman Sachs Group Inc with a value of $9.57M, Oneok Inc with a value of $7.49M, and Brookfield Corp Cl A with a value of $7.3M.
Examining the 13F form we can see an decrease of $9.41M in the current position value, from $198M to 189M.
Below you can find more details about Lipe & Dalton portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
Technology: $32.2 Million
Industrials: $30.3 Million
Healthcare: $25.9 Million
Financial Services: $24.3 Million
Communication Services: $13.8 Million
Consumer Cyclical: $12.8 Million
Energy: $10.8 Million
Consumer Defensive: $8.4 Million
Other: $8.03 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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