Lipe & Dalton as of March 31, 2015
Portfolio Holdings for Lipe & Dalton
Lipe & Dalton holds 65 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
American International (AIG) | 4.5 | $6.6M | 120k | 54.79 | |
Brookfield Asset Management | 4.2 | $6.2M | 115k | 53.61 | |
Medtronic (MDT) | 4.2 | $6.0M | 77k | 77.99 | |
Baxter International (BAX) | 3.8 | $5.5M | 81k | 68.50 | |
Te Connectivity Ltd for (TEL) | 3.8 | $5.5M | 76k | 71.62 | |
JPMorgan Chase & Co. (JPM) | 3.5 | $5.1M | 84k | 60.58 | |
E.I. du Pont de Nemours & Company | 3.4 | $4.9M | 69k | 71.46 | |
Nxp Semiconductors N V (NXPI) | 3.3 | $4.8M | 48k | 100.36 | |
Intel Corporation (INTC) | 3.2 | $4.7M | 149k | 31.27 | |
Cit | 3.2 | $4.6M | 102k | 45.12 | |
BP (BP) | 3.1 | $4.5M | 116k | 39.11 | |
Devon Energy Corporation (DVN) | 3.1 | $4.5M | 74k | 60.31 | |
Honda Motor (HMC) | 3.0 | $4.3M | 131k | 32.76 | |
Tyson Foods (TSN) | 3.0 | $4.3M | 112k | 38.30 | |
Sanofi-Aventis SA (SNY) | 2.9 | $4.3M | 86k | 49.44 | |
Macy's (M) | 2.9 | $4.3M | 66k | 64.90 | |
CIGNA Corporation | 2.9 | $4.2M | 33k | 129.43 | |
EMC Corporation | 2.8 | $4.1M | 161k | 25.56 | |
International Business Machines (IBM) | 2.8 | $4.0M | 25k | 160.50 | |
Zoetis Inc Cl A (ZTS) | 2.8 | $4.0M | 86k | 46.29 | |
Danaher Corporation (DHR) | 2.7 | $4.0M | 47k | 84.90 | |
Deere & Company (DE) | 2.6 | $3.8M | 44k | 87.70 | |
Bank of America Corporation (BAC) | 2.5 | $3.7M | 239k | 15.39 | |
Chicago Bridge & Iron Company | 2.5 | $3.6M | 73k | 49.27 | |
iShares Russell 2000 Index (IWM) | 2.5 | $3.6M | 29k | 124.37 | |
Celgene Corporation | 2.3 | $3.4M | 29k | 115.27 | |
Halyard Health | 2.2 | $3.2M | 65k | 49.20 | |
Freeport-McMoRan Copper & Gold (FCX) | 2.0 | $2.9M | 153k | 18.95 | |
Aon | 1.3 | $1.8M | 19k | 96.10 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.5M | 18k | 84.98 | |
Bce (BCE) | 1.0 | $1.5M | 35k | 42.35 | |
National Grid | 0.8 | $1.2M | 19k | 64.59 | |
Tupperware Brands Corporation | 0.7 | $1.1M | 16k | 69.03 | |
At&t (T) | 0.6 | $913k | 28k | 32.65 | |
Sherwin-Williams Company (SHW) | 0.6 | $810k | 2.8k | 284.61 | |
Apple (AAPL) | 0.5 | $763k | 6.1k | 124.51 | |
Turkiye Garanti Bankasi (TKGBY) | 0.5 | $745k | 226k | 3.29 | |
Oracle Corporation (ORCL) | 0.5 | $723k | 17k | 43.15 | |
Eaton (ETN) | 0.5 | $698k | 10k | 67.93 | |
Transcanada Corp | 0.5 | $661k | 16k | 42.73 | |
Microsoft Corporation (MSFT) | 0.4 | $532k | 13k | 40.66 | |
Schlumberger (SLB) | 0.4 | $520k | 6.2k | 83.40 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $440k | 11k | 40.18 | |
Johnson & Johnson (JNJ) | 0.3 | $441k | 4.4k | 100.71 | |
Fluor Corporation (FLR) | 0.3 | $427k | 7.5k | 57.18 | |
Novo Nordisk A/S (NVO) | 0.3 | $400k | 7.5k | 53.33 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $395k | 6.2k | 64.12 | |
Vanguard Windsor Fund Inc. mutual funds (VWNDX) | 0.3 | $390k | 18k | 21.80 | |
Kroger (KR) | 0.3 | $383k | 5.0k | 76.60 | |
CVS Caremark Corporation (CVS) | 0.2 | $367k | 3.6k | 103.23 | |
Pepsi (PEP) | 0.2 | $340k | 3.6k | 95.75 | |
Verizon Communications (VZ) | 0.2 | $323k | 6.6k | 48.67 | |
General Electric Company | 0.2 | $302k | 12k | 24.82 | |
Oneida Financial | 0.2 | $285k | 15k | 19.66 | |
Walt Disney Company (DIS) | 0.2 | $267k | 2.6k | 104.71 | |
Procter & Gamble Company (PG) | 0.2 | $259k | 3.2k | 81.96 | |
Biogen Idec (BIIB) | 0.2 | $265k | 627.00 | 422.65 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $265k | 2.7k | 98.88 | |
Dominion Resources (D) | 0.2 | $252k | 3.6k | 70.87 | |
General Dynamics Corporation (GD) | 0.2 | $249k | 1.8k | 135.77 | |
Wells Fargo & Company (WFC) | 0.2 | $231k | 4.2k | 54.42 | |
Cytec Industries | 0.2 | $234k | 4.3k | 53.99 | |
McDonald's Corporation (MCD) | 0.1 | $203k | 2.1k | 97.46 | |
United Technologies Corporation | 0.1 | $210k | 1.8k | 116.99 | |
Jp Morgan Alerian Mlp Index | 0.1 | $208k | 4.8k | 42.90 |