Lipe & Dalton as of Dec. 31, 2015
Portfolio Holdings for Lipe & Dalton
Lipe & Dalton holds 72 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
American International (AIG) | 5.4 | $6.7M | 108k | 61.97 | |
Tyson Foods (TSN) | 4.7 | $5.8M | 109k | 53.33 | |
Medtronic (MDT) | 4.3 | $5.4M | 69k | 77.93 | |
JPMorgan Chase & Co. (JPM) | 4.2 | $5.2M | 79k | 66.03 | |
Brookfield Asset Management | 4.0 | $5.0M | 158k | 31.53 | |
Intel Corporation (INTC) | 3.9 | $4.8M | 140k | 34.45 | |
Te Connectivity Ltd for (TEL) | 3.8 | $4.6M | 72k | 64.61 | |
Cibc Cad (CM) | 3.5 | $4.4M | 66k | 65.88 | |
Danaher Corporation (DHR) | 3.3 | $4.1M | 44k | 92.88 | |
Honda Motor (HMC) | 3.2 | $4.0M | 124k | 31.93 | |
Zoetis Inc Cl A (ZTS) | 3.2 | $3.9M | 82k | 47.92 | |
Tupperware Brands Corporation | 3.1 | $3.9M | 70k | 55.66 | |
Baxalta Incorporated | 3.0 | $3.6M | 93k | 39.03 | |
BP (BP) | 2.8 | $3.4M | 109k | 31.26 | |
Sanofi-Aventis SA (SNY) | 2.8 | $3.4M | 80k | 42.65 | |
Nxp Semiconductors N V (NXPI) | 2.8 | $3.4M | 40k | 84.25 | |
Baxter International (BAX) | 2.7 | $3.3M | 86k | 38.16 | |
Deere & Company (DE) | 2.6 | $3.2M | 42k | 76.27 | |
iShares Russell 2000 Index (IWM) | 2.5 | $3.1M | 28k | 112.63 | |
International Business Machines (IBM) | 2.5 | $3.1M | 23k | 137.64 | |
Alphabet Inc Class C cs (GOOG) | 2.4 | $3.0M | 3.9k | 758.80 | |
Apple (AAPL) | 2.2 | $2.8M | 26k | 105.25 | |
Chicago Bridge & Iron Company | 1.9 | $2.3M | 59k | 38.98 | |
Gilead Sciences (GILD) | 1.8 | $2.2M | 22k | 101.18 | |
Emerson Electric (EMR) | 1.6 | $2.0M | 43k | 47.82 | |
Transcanada Corp | 1.6 | $2.0M | 61k | 32.59 | |
Devon Energy Corporation (DVN) | 1.5 | $1.9M | 59k | 32.00 | |
CIGNA Corporation | 1.4 | $1.8M | 12k | 146.31 | |
Industries N shs - a - (LYB) | 1.3 | $1.6M | 19k | 86.88 | |
Bce (BCE) | 1.3 | $1.6M | 41k | 38.63 | |
Hertz Global Holdings | 1.2 | $1.5M | 105k | 14.23 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.4M | 18k | 77.93 | |
National Grid | 1.1 | $1.3M | 19k | 69.53 | |
Visa (V) | 1.0 | $1.3M | 17k | 77.53 | |
At&t (T) | 0.9 | $1.2M | 34k | 34.42 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $999k | 17k | 58.73 | |
Microsoft Corporation (MSFT) | 0.6 | $726k | 13k | 55.49 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $704k | 22k | 32.20 | |
Sherwin-Williams Company (SHW) | 0.5 | $647k | 2.5k | 259.42 | |
Schlumberger (SLB) | 0.5 | $613k | 8.8k | 69.74 | |
Oracle Corporation (ORCL) | 0.4 | $479k | 13k | 36.54 | |
General Electric Company | 0.3 | $424k | 14k | 31.14 | |
Kroger (KR) | 0.3 | $418k | 10k | 41.80 | |
Johnson & Johnson (JNJ) | 0.3 | $393k | 3.8k | 102.80 | |
Novo Nordisk A/S (NVO) | 0.3 | $378k | 6.5k | 58.15 | |
Vanguard Windsor Fund Inc. mutual funds (VWNDX) | 0.3 | $371k | 19k | 19.14 | |
CVS Caremark Corporation (CVS) | 0.3 | $338k | 3.5k | 97.74 | |
Pepsi (PEP) | 0.3 | $334k | 3.3k | 99.85 | |
Eaton (ETN) | 0.3 | $334k | 6.4k | 52.02 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $316k | 5.6k | 56.43 | |
Walt Disney Company (DIS) | 0.2 | $293k | 2.8k | 105.21 | |
Verizon Communications (VZ) | 0.2 | $272k | 5.9k | 46.18 | |
Keysight Technologies (KEYS) | 0.2 | $276k | 9.8k | 28.31 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $257k | 2.6k | 99.61 | |
Dominion Resources (D) | 0.2 | $241k | 3.6k | 67.77 | |
Community Bank System (CBU) | 0.2 | $235k | 5.9k | 39.95 | |
Procter & Gamble Company (PG) | 0.2 | $218k | 2.7k | 79.36 | |
General Dynamics Corporation (GD) | 0.2 | $225k | 1.6k | 137.70 | |
Turkiye Garanti Bankasi (TKGBY) | 0.2 | $220k | 90k | 2.44 | |
McDonald's Corporation (MCD) | 0.2 | $206k | 1.7k | 118.19 | |
Wells Fargo & Company (WFC) | 0.2 | $201k | 3.7k | 54.40 | |
Cisco Systems (CSCO) | 0.1 | $186k | 6.9k | 27.12 | |
Abbvie (ABBV) | 0.1 | $184k | 3.1k | 59.16 | |
Bristol Myers Squibb (BMY) | 0.1 | $169k | 2.5k | 68.84 | |
Merck & Co (MRK) | 0.1 | $152k | 2.9k | 52.70 | |
Philip Morris International (PM) | 0.1 | $152k | 1.7k | 88.17 | |
Frontier Communications | 0.1 | $145k | 31k | 4.68 | |
Coca-Cola Company (KO) | 0.1 | $129k | 3.0k | 42.99 | |
Federated Kaufmann Fund A (KAUAX) | 0.1 | $70k | 13k | 5.25 | |
Stag Industrial 9.0% Pfd Series A | 0.1 | $68k | 2.6k | 26.15 | |
Vertical Computer Systems | 0.0 | $0 | 20k | 0.00 | |
Data Race | 0.0 | $0 | 10k | 0.00 |