The Analysis of Lipe & Dalton's Holdings
Currently, Lipe & Dalton holds 90 types of securities in its portfolio with a total value $185.0K. In the most recent quarter, they have increased their positions in TMO (+9.4K shares, valued at $3.8K), N/A (+1.6K shares, valued at $482.60457417995786), N/A (+1.5K shares, valued at $314); decreased their positions in BMY (-55.0K shares, valued at $2.6K), AAPL (-2.0K shares, valued at $403.7730115664715), EMR (-2.7K shares, valued at $357.3333333333333); initiated new positions in TMO (+9.4K shares, valued at $3.8K), N/A (+1.5K shares, valued at $314), PM (+395 shares, valued at $72). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc70.0K shares-2.73%2025-06-302025-08-01
BA Boeing Co28.4K shares-2.94%2025-06-302025-08-01 CM Canadian Imperial Bank Comm To82.2K shares-4.05%2025-06-302025-08-01 HSY Hershey Co32.0K shares-0.72%2025-06-302025-08-01 EMR Emerson Electric Co39.5K shares-6.35%2025-06-302025-08-01 SNA Snap On Inc16.3K shares-2.78%2025-06-302025-08-01 AbbVie Inc AbbVie Inc24.4K shares-1.81%2025-06-302025-08-01 Mosaic Co Mosaic Co119.1K shares-0.36%2025-06-302025-08-01 DHR Danaher Corp21.1K shares-2.65%2025-06-302025-08-01 YUM Yum Brands Inc28.0K shares-4.53%2025-06-302025-08-01 TMO Thermo Fisher Scientific Inc9.4K sharesnew addition2025-06-302025-08-01 DE Deere & Co7.5K shares-4.04%2025-06-302025-08-01 JKHY Henry Jack & Assoc Inc19.7K shares-2.33%2025-06-302025-08-01 MAS Masco Corp53.5K shares0.18%2025-06-302025-08-01 MS Morgan Stanley23.1K shares0.01%2025-06-302025-08-01 OKE Oneok Inc37.0K shares-1.31%2025-06-302025-08-01 MSFT Microsoft Corp6.0K shares0.00%2025-06-302025-08-01 BAM Brookfield Asset Managmt Ltd C48.0K shares-0.98%2025-06-302025-08-01 BALL Ball Corp46.9K shares-3.59%2025-06-302025-08-01 BWA BorgWarner Inc77.3K shares-4.48%2025-06-302025-08-01 AMGN Amgen Inc8.6K shares-2.54%2025-06-302025-08-01 MLM Martin Marietta Materials Inc4.0K shares-9.11%2025-06-302025-08-01 AMZN Amazon.com Inc9.5K shares-0.73%2025-06-302025-08-01 LMT Lockheed Martin Corp4.5K shares0.00%2025-06-302025-08-01 INTC Intel Corp91.7K shares-2.40%2025-06-302025-08-01 CVS CVS Health Corp27.4K shares-2.58%2025-06-302025-08-01 CI The Cigna Group5.2K shares-0.27%2025-06-302025-08-01 QCOM Qualcomm Inc10.5K shares3.98%2025-06-302025-08-01 Oracle Corp Oracle Corp7.5K shares0.00%2025-06-302025-08-01 JNJ Johnson & Johnson9.2K shares1.23%2025-06-302025-08-01 WFC Wells Fargo & Co16.0K shares0.00%2025-06-302025-08-01 Medtronic PLC Medtronic PLC11.3K shares-7.00%2025-06-302025-08-01 Kenvue Inc Kenvue Inc45.9K shares-5.98%2025-06-302025-08-01 SIRI Siriusxm Holdings Inc Common S34.5K shares-0.14%2025-06-302025-08-01 KR Kroger Co10.0K shares0.00%2025-06-302025-08-01 NVIDIA Corp NVIDIA Corp4.5K shares5.39%2025-06-302025-08-01 Veralto Corp Veralto Corp7.0K shares-2.45%2025-06-302025-08-01 MCD McDonalds Corp1.7K shares0.00%2025-06-302025-08-01 FFIV F5 Inc Com1.5K shares15.21%2025-06-302025-08-01 PANW Palo Alto Networks Inc2.0K shares0.00%2025-06-302025-08-01 HD Home Depot Inc1.0K shares0.00%2025-06-302025-08-01 BAX Baxter Intl Inc11.8K shares0.00%2025-06-302025-08-01 Fortive Corp Fortive Corp6.3K shares-5.46%2025-06-302025-08-01 PEP PepsiCo Inc2.3K shares0.00%2025-06-302025-08-01 PG Procter And Gamble Co1.9K shares0.00%2025-06-302025-08-01 BRK.B Berkshire Hathaway Inc Cl B605 shares0.00%2025-06-302025-08-01 KLAC KLA-Tencor Corp300 shares0.00%2025-06-302025-08-01 AMTM Amentum Holdings Inc11.2K shares-1.51%2025-06-302025-08-01 ABT Abbott Laboratories1.7K shares0.00%2025-06-302025-08-01 Netflix Inc Netflix Inc140 shares0.00%2025-06-302025-08-01 DIS Disney Walt Co Disney1.5K shares-11.90%2025-06-302025-08-01 MDLZ Mondelez Intl Inc Cl A1.7K shares0.00%2025-06-302025-08-01 KO Coca-Cola Co1.6K shares0.00%2025-06-302025-08-01 BMY Bristol Myers Squibb Co2.0K shares-96.46%2025-06-302025-08-01 PM Philip Morris Intl Inc395 sharesnew addition2025-06-302025-08-01 AMD Advanced Micro Devices Inc470 sharesnew addition2025-06-302025-08-01 PFE Pfizer Inc2.7K shares0.00%2025-06-302025-08-01 WMT Wal-Mart Stores Inc410 shares0.00%2025-06-302025-08-01 IBM Intl Business Machines100 shares0.00%2025-06-302025-08-01 UNP Union Pacific Corp100 shares354.55%2025-06-302025-08-01 BNS Bank N S Halifax125 sharesnew addition2025-06-302025-08-01 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available