Lipe & Dalton as of Dec. 31, 2016
Portfolio Holdings for Lipe & Dalton
Lipe & Dalton holds 75 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
JPMorgan Chase & Co. (JPM) | 4.6 | $6.5M | 75k | 86.30 | |
Mondelez Int (MDLZ) | 4.5 | $6.3M | 141k | 44.33 | |
American International (AIG) | 4.4 | $6.2M | 96k | 65.31 | |
Cibc Cad (CM) | 3.9 | $5.5M | 67k | 81.61 | |
Morgan Stanley (MS) | 3.8 | $5.3M | 125k | 42.25 | |
Nxp Semiconductors N V (NXPI) | 3.6 | $5.1M | 52k | 98.01 | |
Biogen Idec (BIIB) | 3.4 | $4.8M | 17k | 283.59 | |
Time Warner | 3.4 | $4.8M | 50k | 96.54 | |
United Technologies Corporation | 3.4 | $4.7M | 43k | 109.61 | |
Intel Corporation (INTC) | 3.4 | $4.7M | 130k | 36.27 | |
Te Connectivity Ltd for (TEL) | 3.2 | $4.5M | 65k | 69.28 | |
Apple (AAPL) | 3.1 | $4.4M | 38k | 115.82 | |
Deere & Company (DE) | 2.9 | $4.1M | 40k | 103.05 | |
iShares Russell 2000 Index (IWM) | 2.7 | $3.8M | 28k | 134.87 | |
Baxter International (BAX) | 2.6 | $3.6M | 82k | 44.34 | |
BP (BP) | 2.5 | $3.6M | 95k | 37.38 | |
International Business Machines (IBM) | 2.5 | $3.5M | 21k | 166.01 | |
Bristol Myers Squibb (BMY) | 2.5 | $3.5M | 59k | 58.44 | |
Brookfield Asset Management | 2.4 | $3.3M | 100k | 33.01 | |
Tupperware Brands Corporation | 2.3 | $3.3M | 62k | 52.62 | |
Transcanada Corp | 2.3 | $3.3M | 72k | 45.16 | |
Danaher Corporation (DHR) | 2.3 | $3.3M | 42k | 77.85 | |
Alphabet Inc Class C cs (GOOG) | 2.3 | $3.2M | 4.2k | 771.85 | |
Rayonier (RYN) | 2.0 | $2.8M | 107k | 26.60 | |
At&t (T) | 1.9 | $2.7M | 64k | 42.53 | |
Gilead Sciences (GILD) | 1.9 | $2.6M | 36k | 71.60 | |
Industries N shs - a - (LYB) | 1.8 | $2.5M | 29k | 85.77 | |
Emerson Electric (EMR) | 1.6 | $2.3M | 42k | 55.75 | |
Stericycle (SRCL) | 1.5 | $2.2M | 28k | 77.04 | |
CIGNA Corporation | 1.5 | $2.1M | 16k | 133.40 | |
Bce (BCE) | 1.3 | $1.9M | 44k | 43.24 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.6M | 17k | 90.28 | |
Medtronic (MDT) | 1.0 | $1.4M | 19k | 71.25 | |
Reynolds American | 1.0 | $1.4M | 24k | 56.03 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $1.2M | 22k | 57.72 | |
Visa (V) | 0.9 | $1.2M | 16k | 78.04 | |
Fortive (FTV) | 0.7 | $1.0M | 19k | 53.64 | |
Novo Nordisk A/S (NVO) | 0.6 | $871k | 24k | 35.85 | |
Allergan Plc pfd conv ser a | 0.6 | $850k | 1.1k | 760.97 | |
Stericycle, Inc. pfd cv | 0.6 | $823k | 13k | 63.31 | |
V.F. Corporation (VFC) | 0.6 | $820k | 15k | 53.38 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $729k | 21k | 35.03 | |
Microsoft Corporation (MSFT) | 0.5 | $723k | 12k | 62.15 | |
Schlumberger (SLB) | 0.5 | $697k | 8.3k | 83.98 | |
Sherwin-Williams Company (SHW) | 0.5 | $670k | 2.5k | 268.64 | |
Oracle Corporation (ORCL) | 0.3 | $490k | 13k | 38.46 | |
Eaton (ETN) | 0.3 | $392k | 5.8k | 67.07 | |
Johnson & Johnson (JNJ) | 0.3 | $371k | 3.2k | 115.11 | |
Kroger (KR) | 0.2 | $345k | 10k | 34.50 | |
Community Bank System (CBU) | 0.2 | $350k | 5.7k | 61.76 | |
Abbvie (ABBV) | 0.2 | $345k | 5.5k | 62.61 | |
General Electric Company | 0.2 | $296k | 9.4k | 31.60 | |
Pepsi (PEP) | 0.2 | $298k | 2.8k | 104.75 | |
Verizon Communications (VZ) | 0.2 | $276k | 5.2k | 53.47 | |
General Dynamics Corporation (GD) | 0.2 | $263k | 1.5k | 172.57 | |
Walt Disney Company (DIS) | 0.2 | $249k | 2.4k | 104.40 | |
Dominion Resources (D) | 0.2 | $258k | 3.4k | 76.65 | |
Procter & Gamble Company (PG) | 0.2 | $239k | 2.8k | 83.95 | |
McDonald's Corporation (MCD) | 0.2 | $224k | 1.8k | 121.54 | |
Cisco Systems (CSCO) | 0.2 | $219k | 7.3k | 30.17 | |
Chevron Corporation (CVX) | 0.1 | $217k | 1.8k | 117.93 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $214k | 2.0k | 104.90 | |
CVS Caremark Corporation (CVS) | 0.1 | $202k | 2.6k | 78.97 | |
Merck & Co (MRK) | 0.1 | $182k | 3.1k | 59.00 | |
Berkshire Hathaway (BRK.B) | 0.1 | $155k | 950.00 | 163.16 | |
Pfizer (PFE) | 0.1 | $141k | 4.3k | 32.60 | |
Coca-Cola Company (KO) | 0.1 | $124k | 3.0k | 41.32 | |
Philip Morris International (PM) | 0.1 | $121k | 1.3k | 91.39 | |
Maiden Holdings Ltd 6.625 Nt 2 cs (MHLA) | 0.1 | $109k | 4.3k | 25.35 | |
Frontier Communications | 0.1 | $99k | 29k | 3.39 | |
Consolidated Edison (ED) | 0.1 | $87k | 1.2k | 73.79 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $71k | 635.00 | 111.81 | |
General Mills (GIS) | 0.0 | $19k | 306.00 | 62.09 | |
Nextera Energy (NEE) | 0.0 | $21k | 175.00 | 120.00 | |
Vertical Computer Systems | 0.0 | $0 | 20k | 0.00 |