Lipe & Dalton as of March 31, 2016
Portfolio Holdings for Lipe & Dalton
Lipe & Dalton holds 72 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mondelez Int (MDLZ) | 5.0 | $6.4M | 159k | 40.12 | |
American International (AIG) | 4.5 | $5.7M | 106k | 54.05 | |
Brookfield Asset Management | 4.2 | $5.4M | 155k | 34.79 | |
Medtronic (MDT) | 4.0 | $5.1M | 69k | 75.00 | |
Cibc Cad (CM) | 3.8 | $4.8M | 65k | 74.71 | |
Nxp Semiconductors N V (NXPI) | 3.6 | $4.6M | 57k | 81.08 | |
JPMorgan Chase & Co. (JPM) | 3.6 | $4.6M | 78k | 59.21 | |
Intel Corporation (INTC) | 3.5 | $4.5M | 139k | 32.35 | |
Te Connectivity Ltd for (TEL) | 3.4 | $4.3M | 69k | 61.92 | |
Danaher Corporation (DHR) | 3.2 | $4.1M | 43k | 94.87 | |
Tupperware Brands Corporation | 3.1 | $4.0M | 69k | 57.98 | |
Apple (AAPL) | 3.1 | $4.0M | 36k | 109.00 | |
Baxalta Incorporated | 3.1 | $3.9M | 97k | 40.40 | |
Zoetis Inc Cl A (ZTS) | 2.8 | $3.6M | 81k | 44.33 | |
Time Warner | 2.8 | $3.6M | 49k | 72.55 | |
Baxter International (BAX) | 2.8 | $3.5M | 86k | 41.08 | |
BP (BP) | 2.6 | $3.3M | 111k | 30.18 | |
International Business Machines (IBM) | 2.6 | $3.3M | 22k | 151.46 | |
Deere & Company (DE) | 2.5 | $3.2M | 41k | 76.98 | |
Alphabet Inc Class C cs (GOOG) | 2.4 | $3.1M | 4.1k | 744.85 | |
iShares Russell 2000 Index (IWM) | 2.4 | $3.0M | 28k | 110.63 | |
Honda Motor (HMC) | 2.0 | $2.5M | 93k | 27.33 | |
Gilead Sciences (GILD) | 2.0 | $2.5M | 28k | 91.85 | |
At&t (T) | 1.9 | $2.4M | 62k | 39.16 | |
Transcanada Corp | 1.9 | $2.4M | 62k | 39.30 | |
Emerson Electric (EMR) | 1.8 | $2.3M | 43k | 54.39 | |
CIGNA Corporation | 1.6 | $2.0M | 15k | 137.21 | |
Chicago Bridge & Iron Company | 1.6 | $2.0M | 55k | 36.60 | |
Bce (BCE) | 1.5 | $2.0M | 43k | 45.54 | |
Devon Energy Corporation (DVN) | 1.3 | $1.7M | 60k | 27.45 | |
Industries N shs - a - (LYB) | 1.3 | $1.6M | 19k | 85.56 | |
Exxon Mobil Corporation (XOM) | 1.2 | $1.5M | 18k | 83.59 | |
National Grid | 1.0 | $1.3M | 18k | 71.44 | |
Visa (V) | 1.0 | $1.2M | 16k | 76.47 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $1.2M | 21k | 57.14 | |
Reynolds American | 0.9 | $1.1M | 22k | 50.32 | |
V.F. Corporation (VFC) | 0.8 | $991k | 15k | 64.74 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $749k | 22k | 34.26 | |
Microsoft Corporation (MSFT) | 0.6 | $723k | 13k | 55.26 | |
Sherwin-Williams Company (SHW) | 0.6 | $710k | 2.5k | 284.68 | |
Schlumberger (SLB) | 0.5 | $648k | 8.8k | 73.72 | |
Oracle Corporation (ORCL) | 0.4 | $536k | 13k | 40.88 | |
Kroger (KR) | 0.3 | $382k | 10k | 38.20 | |
Vanguard Windsor Fund Inc. mutual funds (VWNDX) | 0.3 | $364k | 19k | 18.78 | |
Johnson & Johnson (JNJ) | 0.3 | $360k | 3.3k | 108.34 | |
General Electric Company | 0.3 | $361k | 11k | 31.76 | |
Novo Nordisk A/S (NVO) | 0.3 | $352k | 6.5k | 54.15 | |
CVS Caremark Corporation (CVS) | 0.3 | $338k | 3.3k | 103.74 | |
Pepsi (PEP) | 0.3 | $343k | 3.3k | 102.54 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $340k | 5.6k | 60.71 | |
Verizon Communications (VZ) | 0.2 | $321k | 5.9k | 54.06 | |
Walt Disney Company (DIS) | 0.2 | $277k | 2.8k | 99.46 | |
Dominion Resources (D) | 0.2 | $253k | 3.4k | 75.16 | |
Turkiye Garanti Bankasi (TKGBY) | 0.2 | $258k | 88k | 2.92 | |
Eaton (ETN) | 0.2 | $259k | 4.1k | 62.48 | |
McDonald's Corporation (MCD) | 0.2 | $232k | 1.8k | 125.88 | |
Procter & Gamble Company (PG) | 0.2 | $226k | 2.7k | 82.27 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $232k | 2.3k | 99.57 | |
Community Bank System (CBU) | 0.2 | $217k | 5.7k | 38.29 | |
General Dynamics Corporation (GD) | 0.2 | $200k | 1.5k | 131.23 | |
Cisco Systems (CSCO) | 0.1 | $195k | 6.9k | 28.43 | |
Abbvie (ABBV) | 0.1 | $189k | 3.3k | 57.10 | |
Wells Fargo & Company (WFC) | 0.1 | $179k | 3.7k | 48.44 | |
Merck & Co (MRK) | 0.1 | $163k | 3.1k | 52.85 | |
Philip Morris International (PM) | 0.1 | $169k | 1.7k | 98.03 | |
Frontier Communications | 0.1 | $163k | 29k | 5.59 | |
Bristol Myers Squibb (BMY) | 0.1 | $157k | 2.5k | 63.95 | |
Coca-Cola Company (KO) | 0.1 | $139k | 3.0k | 46.32 | |
Federated Kaufmann Fund A (KAUAX) | 0.1 | $64k | 13k | 4.80 | |
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 |