Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 30, 2013

Total Value ($000): $136,373,641 (100.0% shares, 0.0% debt)

Holdings (60)

AIG AMERICAN INTL GROUP INC COM 4.5%
Value ($000) $6,134,284 Shares 126,142 Est. Cost $32.65 Unrealized +10.4%
HOSPIRA INC COM 4.3%
Value ($000) $5,842,015 Shares 148,955 Est. Cost $38346.41 Unrealized
BDX BECTON DICKINSON & CO COM 4.2%
Value ($000) $5,705,898 Shares 57,048 Est. Cost $78.14 Unrealized +3.1%
CELGENE CORP COM 4.1%
Value ($000) $5,594,865 Shares 36,298 Est. Cost $116980.00 Unrealized
VODAFONE GROUP PLC ADR 4.0%
Value ($000) $5,496,530 Shares 156,240 Est. Cost $29038.67 Unrealized
MEDTRONIC INC COM 3.9%
Value ($000) $5,288,597 Shares 99,316 Est. Cost $51536.59 Unrealized
HSBC HSBC HLDG PLC SPON ADR 3.7%
Value ($000) $5,058,660 Shares 93,230 Est. Cost $51956.96 Unrealized
JPM JP MORGAN CHASE & CO COM 3.6%
Value ($000) $4,948,145 Shares 95,727 Est. Cost $36.36 Unrealized +5.9%
TE CONNECTIVITY LTD COM 3.6%
Value ($000) $4,864,472 Shares 93,945 Est. Cost $45745.25 Unrealized
DU PONT E I DE NEMOURS & CO COM 3.4%
Value ($000) $4,703,927 Shares 80,327 Est. Cost $52736.54 Unrealized
FCX FREEPORT MCMORAN COPPER & GOLD COM 3.4%
Value ($000) $4,658,987 Shares 140,840 Est. Cost $24.79 Unrealized +3.5%
BP BP PLC SPONS ADR 3.3%
Value ($000) $4,524,235 Shares 107,643 Est. Cost $41760.68 Unrealized
POTASH CORP SASK INC COM 3.3%
Value ($000) $4,483,550 Shares 143,336 Est. Cost $36172.77 Unrealized
TELFY TELEFONICA DE ESPANA SA SPONSRD ADR 3.3%
Value ($000) $4,467,410 Shares 288,592 Est. Cost $13141.60 Unrealized
SEADRILL LTD ORD 3.3%
Value ($000) $4,462,965 Shares 99,001 Est. Cost $40926.31 Unrealized
DVN DEVON ENERGY CORPORATION COMMON 3.2%
Value ($000) $4,376,813 Shares 75,776 Est. Cost $37.08 Unrealized +2.8%
CIT GROUP INC COM 3.2%
Value ($000) $4,333,946 Shares 88,865 Est. Cost $46771.96 Unrealized
FFIV F5 NETWORKS INC COM 3.1%
Value ($000) $4,184,856 Shares 48,770 Est. Cost $77.60 Unrealized +9.5%
ARCELORMITTAL CL A ADR 2.9%
Value ($000) $3,955,719 Shares 289,372 Est. Cost $11548.93 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.7%
Value ($000) $3,644,910 Shares 34,189 Est. Cost $97125.98 Unrealized
SAN BANCO SANTANDER SA ADR 2.6%
Value ($000) $3,568,652 Shares 436,800 Est. Cost $6799.23 Unrealized
INTC INTEL CORP COM 2.6%
Value ($000) $3,480,462 Shares 151,846 Est. Cost $17.16 Unrealized -1.5%
LMT LOCKHEED MARTIN COM 2.5%
Value ($000) $3,418,595 Shares 26,802 Est. Cost $72.78 Unrealized +18.2%
E M C CORP MASS COM 2.5%
Value ($000) $3,387,978 Shares 132,550 Est. Cost $23774.56 Unrealized
WESTPORT INNOVATIONS INC COM 2.4%
Value ($000) $3,265,650 Shares 135,000 Est. Cost $33077.87 Unrealized
TKC TURKCELL ILETISM HIZMETLERI ADR 1.8%
Value ($000) $2,406,905 Shares 163,180 Est. Cost $14750.00 Unrealized
TKGBY TURKIYE GARANTI BANKASI SPONSORED ADR 1.6%
Value ($000) $2,242,408 Shares 565,836 Est. Cost $3963.00 Unrealized
ETN EATON CORP PLC ORD 1.4%
Value ($000) $1,892,136 Shares 27,486 Est. Cost $46.59 Unrealized +7.2%
NXPI NXP SEMICONDUCTOR NV COM 1.3%
Value ($000) $1,785,150 Shares 47,975 Est. Cost $26.64 Unrealized +18.0%
XOM EXXON MOBIL CORPORATION COM 1.3%
Value ($000) $1,734,394 Shares 20,158 Est. Cost $53.73 Unrealized +0.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $1,270,751 Shares 16,250 Est. Cost $72849.73 Unrealized
NATIONAL GRID PLC SPON ADR 0.9%
Value ($000) $1,178,579 Shares 19,959 Est. Cost $56926.99 Unrealized
BCE BCE INC COM 0.8%
Value ($000) $1,122,156 Shares 26,280 Est. Cost $22.10 Unrealized -6.4%
ORCL ORACLE CORP COM 0.5%
Value ($000) $667,778 Shares 20,132 Est. Cost $27.58 Unrealized -1.9%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $576,749 Shares 6,653 Est. Cost $60.55 Unrealized +4.9%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $518,484 Shares 2,846 Est. Cost $53.48 Unrealized -2.3%
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $517,781 Shares 2,796 Est. Cost $117.33 Unrealized -4.9%
VFINX VANGUARD 500 INDEX FD INVESTOR CL 0.4%
Value ($000) $508,635 Shares 3,281 Est. Cost $148071.89 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $475,005 Shares 14,273 Est. Cost $26.70 Unrealized +1.1%
AAPL APPLE INC COM 0.3%
Value ($000) $371,865 Shares 780 Est. Cost $13.16 Unrealized +8.5%
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $365,374 Shares 15,294 Est. Cost $23890.02 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $354,972 Shares 4,118 Est. Cost $83790.01 Unrealized
UNITED TECH CORP COM 0.3%
Value ($000) $347,504 Shares 3,223 Est. Cost $95710.22 Unrealized
VWNDX VANGUARD WINDSOR FUND 0.2%
Value ($000) $313,407 Shares 16,778 Est. Cost $17650.71 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $298,333 Shares 3,753 Est. Cost $56.00 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $289,450 Shares 2,550 Est. Cost $115.36 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $275,747 Shares 4,322 Est. Cost $63800.79 Unrealized
ENTERGY LOUISIANA LLC COM 0.2%
Value ($000) $270,256 Shares 11,200 Est. Cost $24130.00 Unrealized
COP CONOCOPHILLIPS CORP COM 0.2%
Value ($000) $261,358 Shares 3,760 Est. Cost $44.49 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNERS CM LP 0.2%
Value ($000) $259,447 Shares 3,250 Est. Cost $79829.84 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $253,830 Shares 1,500 Est. Cost $154970.00 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $236,974 Shares 5,077 Est. Cost $27.04 Unrealized -3.4%
CVS CVS CAREMARK CORPORATION COM 0.2%
Value ($000) $226,035 Shares 3,983 Est. Cost $41.44 Unrealized +3.2%
D DOMINION RESOURCES INC COM 0.2%
Value ($000) $223,179 Shares 3,572 Est. Cost $34.53 Unrealized +2.3%
PG PROCTER GAMBLE CO COM 0.2%
Value ($000) $222,926 Shares 2,949 Est. Cost $56.23 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $217,057 Shares 6,418 Est. Cost $11.36 Unrealized -3.6%
JP MORGAN CHASE & CO ALERIAN MLP INDEX ETN 0.2%
Value ($000) $216,265 Shares 4,849 Est. Cost $46639.93 Unrealized
NAESX VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $213,658 Shares 4,360 Est. Cost $49004.13 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $204,161 Shares 5,061 Est. Cost $15.23 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $202,811 Shares 2,108 Est. Cost $71.80 Unrealized -1.7%