Lipe & Dalton as of Dec. 31, 2014
Portfolio Holdings for Lipe & Dalton
Lipe & Dalton holds 66 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
American International (AIG) | 4.6 | $6.9M | 123k | 56.01 | |
Baxter International (BAX) | 4.0 | $6.0M | 81k | 73.29 | |
Medtronic | 3.9 | $5.9M | 82k | 72.20 | |
Qualcomm (QCOM) | 3.9 | $5.8M | 78k | 74.33 | |
Intel Corporation (INTC) | 3.8 | $5.6M | 155k | 36.29 | |
JPMorgan Chase & Co. (JPM) | 3.6 | $5.4M | 86k | 62.58 | |
E.I. du Pont de Nemours & Company | 3.6 | $5.4M | 73k | 73.94 | |
Cit | 3.4 | $5.0M | 105k | 47.83 | |
Potash Corp. Of Saskatchewan I | 3.3 | $5.0M | 141k | 35.32 | |
Te Connectivity Ltd for (TEL) | 3.3 | $5.0M | 78k | 63.24 | |
EMC Corporation | 3.3 | $4.9M | 165k | 29.74 | |
Devon Energy Corporation (DVN) | 3.1 | $4.6M | 76k | 61.21 | |
BP (BP) | 3.0 | $4.5M | 119k | 38.12 | |
Hospira | 3.0 | $4.5M | 73k | 61.25 | |
Bank of America Corporation (BAC) | 2.9 | $4.4M | 245k | 17.89 | |
Banco Santander (SAN) | 2.9 | $4.3M | 519k | 8.33 | |
Telefonica (TEF) | 2.8 | $4.1M | 290k | 14.21 | |
HSBC Holdings (HSBC) | 2.6 | $4.0M | 84k | 47.22 | |
Deere & Company (DE) | 2.6 | $3.9M | 44k | 88.46 | |
Honda Motor (HMC) | 2.6 | $3.9M | 132k | 29.52 | |
International Business Machines (IBM) | 2.6 | $3.9M | 24k | 160.44 | |
Nxp Semiconductors N V (NXPI) | 2.6 | $3.9M | 51k | 76.41 | |
Zoetis Inc Cl A (ZTS) | 2.5 | $3.8M | 87k | 43.03 | |
Freeport-McMoRan Copper & Gold (FCX) | 2.4 | $3.6M | 153k | 23.36 | |
iShares Russell 2000 Index (IWM) | 2.3 | $3.4M | 29k | 119.64 | |
Celgene Corporation | 2.2 | $3.3M | 30k | 111.86 | |
Chicago Bridge & Iron Company | 2.1 | $3.1M | 74k | 41.98 | |
Turkcell Iletisim Hizmetleri A.S. (TKC) | 1.5 | $2.3M | 152k | 15.12 | |
Turkiye Garanti Bankasi (TKGBY) | 1.3 | $1.9M | 472k | 4.03 | |
Transocean (RIG) | 1.1 | $1.7M | 94k | 18.33 | |
Bce (BCE) | 1.1 | $1.7M | 37k | 45.86 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.7M | 18k | 92.46 | |
Sanofi-Aventis SA (SNY) | 1.0 | $1.6M | 34k | 45.61 | |
National Grid | 1.0 | $1.4M | 20k | 70.67 | |
At&t (T) | 0.7 | $1.1M | 32k | 33.59 | |
Tupperware Brands Corporation | 0.7 | $1.0M | 16k | 63.00 | |
Oracle Corporation (ORCL) | 0.5 | $763k | 17k | 44.96 | |
Sherwin-Williams Company (SHW) | 0.5 | $749k | 2.8k | 263.18 | |
Eaton (ETN) | 0.5 | $698k | 10k | 67.93 | |
Apple (AAPL) | 0.5 | $674k | 6.1k | 110.35 | |
Microsoft Corporation (MSFT) | 0.4 | $625k | 14k | 46.43 | |
Transcanada Corp | 0.4 | $620k | 13k | 49.13 | |
General Electric Company | 0.4 | $561k | 22k | 25.25 | |
Schlumberger (SLB) | 0.3 | $515k | 6.0k | 85.34 | |
Johnson & Johnson (JNJ) | 0.3 | $458k | 4.4k | 104.59 | |
Fluor Corporation (FLR) | 0.3 | $453k | 7.5k | 60.66 | |
CVS Caremark Corporation (CVS) | 0.3 | $382k | 4.0k | 96.20 | |
Vanguard Windsor Fund Inc. mutual funds (VWNDX) | 0.3 | $384k | 18k | 21.47 | |
Verizon Communications (VZ) | 0.2 | $353k | 7.5k | 46.80 | |
Pepsi (PEP) | 0.2 | $336k | 3.6k | 94.62 | |
Kroger (KR) | 0.2 | $321k | 5.0k | 64.20 | |
Novo Nordisk A/S (NVO) | 0.2 | $317k | 7.5k | 42.27 | |
Procter & Gamble Company (PG) | 0.2 | $294k | 3.2k | 90.97 | |
Dominion Resources (D) | 0.2 | $273k | 3.6k | 76.77 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $265k | 2.8k | 95.67 | |
General Dynamics Corporation (GD) | 0.2 | $252k | 1.8k | 137.40 | |
Walt Disney Company (DIS) | 0.2 | $240k | 2.6k | 94.12 | |
Wells Fargo & Company (WFC) | 0.2 | $233k | 4.2k | 54.89 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $242k | 4.0k | 60.96 | |
United Technologies Corporation | 0.1 | $218k | 1.9k | 115.04 | |
Jp Morgan Alerian Mlp Index | 0.1 | $223k | 4.8k | 45.99 | |
Berkshire Hathaway (BRK.B) | 0.1 | $215k | 1.4k | 150.35 | |
McDonald's Corporation (MCD) | 0.1 | $205k | 2.2k | 93.91 | |
Biogen Idec (BIIB) | 0.1 | $213k | 627.00 | 339.71 | |
Cytec Industries | 0.1 | $200k | 4.3k | 46.15 | |
Kinder Morgan (KMI) | 0.1 | $201k | 4.8k | 42.30 |