HoldingsChannel.com
Lipe & Dalton Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Inc 30,323 -3,056 $7,711
     AAPL30,323-3,056$7,711
Intel Corp 108,777 -3,587 $5,887
     INTC108,777-3,587$5,887
Alphabet Inc Cap Stock Cl C 3,813 -92 $4,434
     GOOG3,813-92$4,434
Brookfield Asset Mgmt Inc Cl A 96,647 -2,108 $4,277
     BAM96,647-2,108$4,277
Bristol Myers Squibb Co 73,040 -1,404 $4,071
     BMY73,040-1,404$4,071
TC Energy Corp 84,013 -1,813 $3,722
     TRP84,013-1,813$3,722
Biogen Inc 11,575 -245 $3,662
     BIIB11,575-245$3,662
Danaher Corp 26,058 -1,040 $3,607
     DHR26,058-1,040$3,607
Gilead Sciences Inc 47,485 -4,650 $3,550
     GILD47,485-4,650$3,550
Baxter Intl Inc 43,635 -1,349 $3,543
     BAX43,635-1,349$3,543
United Technologies Corp 37,288 -869 $3,517
     UTX37,288-869$3,517
BCE Inc 85,732 +32,947 $3,503
     BCE85,732+32,947$3,503
CVS Health Corp 58,648 -937 $3,480
     CVS58,648-937$3,480
Goldman Sachs Group Inc 21,271 -266 $3,288
     GS21,271-266$3,288
McKesson Corp 24,020 +18,065 $3,249
     MCK24,020+18,065$3,249
TE Connectivity Ltd Reg 49,613 -990 $3,125
     TEL49,613-990$3,125
AbbVie Inc 39,299 +2,506 $2,994
     ABBV39,299+2,506$2,994
Canadian Imperial Bank Comm To 49,745 -985 $2,884
     CM49,745-985$2,884
Leidos Holdings Inc 30,210 +30,210 $2,769
     LDOS30,210+30,210$2,769
AT&T Inc 90,358 -2,184 $2,634
     T90,358-2,184$2,634
United Rentals Inc 24,101 -575 $2,480
     URI24,101-575$2,480
Emerson Electric Co 43,490 +295 $2,072
     EMR43,490+295$2,072
Deere & Co 14,430 +264 $1,994
     DE14,430+264$1,994
LyondellBasell Industries NV A 37,490 +1,750 $1,861
     LYB37,490+1,750$1,861
Visa Inc Cl A 10,756 -255 $1,733
     V10,756-255$1,733
Ecolab Inc 9,700 +235 $1,512
     ECL9,700+235$1,512
Eaton Corp PLC 19,077 -455 $1,482
     ETN19,077-455$1,482
Microsoft Corp 8,878 +500 $1,400
     MSFT8,878+500$1,400
Verizon Communications Inc 24,611 UNCH $1,322
     VZ24,611UNCH$1,322
Booking Holdings Inc 978 +327 $1,316
     BKNG978+327$1,316
Jacobs Engineering Group Inc 16,224 -3,613 $1,286
     JEC16,224-3,613$1,286
Stanley Black & Decker Inc 12,842 -378 $1,284
     SWK12,842-378$1,284
Cigna Corp New Com 7,150 -697 $1,267
     CI7,150-697$1,267
Ally Financial Inc 84,102 -890 $1,214
     ALLY84,102-890$1,214
Synchrony Financial 74,005 -2,623 $1,191
     SYF74,005-2,623$1,191
Morgan Stanley 33,630 -1,049 $1,143
     MS33,630-1,049$1,143
Medtronic PLC 12,296 -424 $1,109
     MDT12,296-424$1,109
Mondelez Intl Inc Cl A 20,941 -18,319 $1,049
     MDLZ20,941-18,319$1,049
NXP Semiconductors NV 11,804 -499 $979
     NXPI11,804-499$979
Hershey Co 6,729 -13,415 $892
     HSY6,729-13,415$892
Johnson & Johnson 6,678 -315 $876
     JNJ6,678-315$876
Constellation Brands Inc Cl A 5,717 -120 $820
     STZ5,717-120$820
Martin Marietta Materials Inc 4,170 -1,939 $789
     MLM4,170-1,939$789
International Flavors & Fragra 7,541 -325 $770
     IFF7,541-325$770
Kraft Heinz Co 29,609 +355 $733
     KHC29,609+355$733
Winnebago Industries Inc 23,500 +1,000 $654
     WGO23,500+1,000$654
Fortive Corp 11,669 -655 $644
     FTV11,669-655$644
Allison Transmission Holdings 16,930 +800 $552
     ALSN16,930+800$552
Oracle Corp 11,255 UNCH $544
     ORCL11,255UNCH$544
Exact Sciences Corp 6,470 +6,470 $375
     EXAS6,470+6,470$375

See Full List: All Stocks Held By Lipe & Dalton
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lipe & Dalton

Size ($ in 1000's)
At 03/31/2020: $118,210
At 12/31/2019: $150,856

Lipe & Dalton holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lipe & Dalton 13F filings. Link to 13F filings: SEC filings

Lipe & Dalton Top Holdings 13F Filings | www.HoldingsChannel.com

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