Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 27, 2013

Total Value ($000): $120,510,171 (100.0% shares, 0.0% debt)

Holdings (50)

BDX BECTON DICKINSON & CO COM 4.6%
Value ($000) $5,579,702 Shares 56,457 Est. Cost $78.11 Unrealized 0.0%
HOSPIRA INC COM 4.5%
Value ($000) $5,478,138 Shares 142,995 Est. Cost $38310.00 Unrealized
AIG AMERICAN INTL GROUP INC COM 4.5%
Value ($000) $5,411,427 Shares 121,061 Est. Cost $32.51 Unrealized 0.0%
CELGENE CORP COM 4.3%
Value ($000) $5,141,856 Shares 43,955 Est. Cost $116980.00 Unrealized
ETN EATON CORP PLC ORD 4.2%
Value ($000) $5,049,667 Shares 76,731 Est. Cost $46.59 Unrealized 0.0%
MEDTRONIC INC COM 4.1%
Value ($000) $4,921,862 Shares 95,625 Est. Cost $51470.45 Unrealized
JPM JP MORGAN CHASE & CO COM 4.0%
Value ($000) $4,793,980 Shares 90,812 Est. Cost $36.24 Unrealized 0.0%
HSBC HSBC HLDG PLC SPON ADR 3.9%
Value ($000) $4,721,862 Shares 90,980 Est. Cost $51900.00 Unrealized
EXC EXELON CORPORATION COM 3.7%
Value ($000) $4,449,887 Shares 144,102 Est. Cost $15.41 Unrealized 0.0%
WESTPORT INNOVATIONS INC COM 3.6%
Value ($000) $4,307,431 Shares 128,465 Est. Cost $33530.00 Unrealized
VODAFONE GROUP PLC ADR 3.6%
Value ($000) $4,286,309 Shares 149,114 Est. Cost $28745.18 Unrealized
BP BP PLC SPONS ADR 3.5%
Value ($000) $4,174,009 Shares 100,000 Est. Cost $41740.09 Unrealized
TE CONNECTIVITY LTD COM 3.4%
Value ($000) $4,137,537 Shares 90,855 Est. Cost $45540.00 Unrealized
DU PONT E I DE NEMOURS & CO COM 3.4%
Value ($000) $4,052,759 Shares 77,195 Est. Cost $52500.28 Unrealized
POTASH CORP SASK INC COM 3.2%
Value ($000) $3,903,788 Shares 102,381 Est. Cost $38130.00 Unrealized
CIT GROUP INC COM 3.2%
Value ($000) $3,868,891 Shares 82,970 Est. Cost $46630.00 Unrealized
SEADRILL LTD COM 8FMN8 3.2%
Value ($000) $3,860,156 Shares 94,751 Est. Cost $40740.00 Unrealized
DVN DEVON ENERGY CORPORATION COMMON 3.0%
Value ($000) $3,650,321 Shares 70,360 Est. Cost $37.00 Unrealized 0.0%
INTC INTEL CORP COM 2.9%
Value ($000) $3,456,070 Shares 142,636 Est. Cost $17.18 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 2.7%
Value ($000) $3,273,625 Shares 33,748 Est. Cost $97002.05 Unrealized
TELFY TELEFONICA DE ESPANA SA SPONSRD ADR 2.7%
Value ($000) $3,237,758 Shares 252,752 Est. Cost $12810.02 Unrealized
FFIV F5 NETWORKS INC COM 2.6%
Value ($000) $3,085,336 Shares 44,845 Est. Cost $76.95 Unrealized 0.0%
E M C CORP MASS COM 2.4%
Value ($000) $2,881,404 Shares 121,990 Est. Cost $23620.00 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD COM 2.3%
Value ($000) $2,805,314 Shares 101,605 Est. Cost $24.45 Unrealized 0.0%
ARCELORMITTAL CL A ADR 2.3%
Value ($000) $2,783,188 Shares 248,498 Est. Cost $11200.04 Unrealized
LMT LOCKHEED MARTIN COM 2.2%
Value ($000) $2,677,010 Shares 24,682 Est. Cost $71.65 Unrealized 0.0%
SAN BANCO SANTANDER SA ADR 1.9%
Value ($000) $2,278,795 Shares 352,209 Est. Cost $6470.01 Unrealized
XOM EXXON MOBIL CORPORATION COM 1.4%
Value ($000) $1,683,763 Shares 18,636 Est. Cost $53.69 Unrealized 0.0%
NXPI NXP SEMICONDUCTOR NV COM 1.1%
Value ($000) $1,315,248 Shares 42,400 Est. Cost $26.01 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $1,158,706 Shares 15,929 Est. Cost $72741.91 Unrealized
NATIONAL GRID PLC SPON ADR 0.8%
Value ($000) $1,008,953 Shares 17,804 Est. Cost $56670.02 Unrealized
BCE BCE INC COM 0.8%
Value ($000) $953,715 Shares 23,250 Est. Cost $22.29 Unrealized 0.0%
ORCL ORACLE CORP COM 0.5%
Value ($000) $648,964 Shares 21,132 Est. Cost $27.58 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $502,604 Shares 2,846 Est. Cost $53.48 Unrealized 0.0%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $493,061 Shares 14,273 Est. Cost $26.70 Unrealized 0.0%
VFINX VANGUARD 500 INDEX FD INVESTOR CL 0.4%
Value ($000) $486,120 Shares 3,283 Est. Cost $148071.89 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $440,290 Shares 5,128 Est. Cost $59.66 Unrealized 0.0%
IBM INTL BUSINESS MACHINES COM 0.3%
Value ($000) $417,785 Shares 2,186 Est. Cost $118.94 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $363,900 Shares 4,343 Est. Cost $83790.01 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $339,643 Shares 4,152 Est. Cost $56.00 Unrealized 0.0%
AAPL APPLE INC COM 0.3%
Value ($000) $309,293 Shares 780 Est. Cost $13.16 Unrealized 0.0%
VWNDX VANGUARD WINDSOR FUND 0.2%
Value ($000) $296,126 Shares 16,777 Est. Cost $17650.71 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $266,908 Shares 5,302 Est. Cost $27.04 Unrealized 0.0%
UNITED TECH CORP COM 0.2%
Value ($000) $243,782 Shares 2,623 Est. Cost $92940.15 Unrealized
CVS CVS CAREMARK CORPORATION COM 0.2%
Value ($000) $233,466 Shares 4,083 Est. Cost $41.44 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $232,455 Shares 1,500 Est. Cost $154970.00 Unrealized
JP MORGAN CHASE & CO ALERIAN MLP INDEX ETN 0.2%
Value ($000) $226,157 Shares 4,849 Est. Cost $46639.93 Unrealized
T AT&T INC COM 0.2%
Value ($000) $209,497 Shares 5,917 Est. Cost $11.40 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $208,692 Shares 2,108 Est. Cost $71.80 Unrealized 0.0%
D DOMINION RESOURCES INC COM 0.2%
Value ($000) $202,961 Shares 3,572 Est. Cost $34.53 Unrealized 0.0%