Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 10, 2014

Total Value ($000): $146,403 (100.0% shares, 0.0% debt)

Holdings (61)

AIG American Intl Group Inc New 4.3%
Value ($000) $6,272 Shares 122,853 Est. Cost $32.65 Unrealized +16.0%
Hospira Inc 4.2%
Value ($000) $6,148 Shares 148,940 Est. Cost $38346.41 Unrealized
BDX Becton Dickinson & Co 4.1%
Value ($000) $6,054 Shares 54,793 Est. Cost $78.14 Unrealized +9.8%
Vodafone Group PLC Sp ADR 4.0%
Value ($000) $5,800 Shares 147,555 Est. Cost $39.31 Unrealized
Freeport-McMoran Copper & Gold 3.8%
Value ($000) $5,519 Shares 146,226 Est. Cost $37.74 Unrealized
BP BP Plc Sp ADR 3.7%
Value ($000) $5,427 Shares 111,648 Est. Cost $40264.39 Unrealized
Medtronic Inc 3.7%
Value ($000) $5,415 Shares 94,362 Est. Cost $51536.59 Unrealized
JPMorgan Chase & Co 3.6%
Value ($000) $5,331 Shares 91,152 Est. Cost $58.48 Unrealized
ArcelorMittal SA Luxembourg NY 3.6%
Value ($000) $5,209 Shares 292,012 Est. Cost $17.84 Unrealized
Du Pont E I de Nemours & Co 3.4%
Value ($000) $5,014 Shares 77,178 Est. Cost $52736.54 Unrealized
TE Connectivity Ltd Reg 3.3%
Value ($000) $4,824 Shares 87,537 Est. Cost $55.11 Unrealized
Devon Energy Corp 3.2%
Value ($000) $4,749 Shares 76,761 Est. Cost $61.87 Unrealized
TELFY Telefonica SA Sp ADR 3.2%
Value ($000) $4,682 Shares 286,518 Est. Cost $13141.60 Unrealized
CIT Group Inc 3.1%
Value ($000) $4,606 Shares 88,365 Est. Cost $46771.96 Unrealized
HSBC HSBC Holdings PLC Sp ADR 3.1%
Value ($000) $4,533 Shares 82,230 Est. Cost $51956.96 Unrealized
RYN Rayonier Inc 3.1%
Value ($000) $4,522 Shares 107,401 Est. Cost $42.10 Unrealized
FFIV F5 Networks Inc 3.1%
Value ($000) $4,478 Shares 49,280 Est. Cost $77.68 Unrealized +9.7%
Banco Santander SA ADR 2.9%
Value ($000) $4,295 Shares 473,508 Est. Cost $9.07 Unrealized
INTC Intel Corp 2.7%
Value ($000) $3,973 Shares 153,086 Est. Cost $17.16 Unrealized +4.5%
Seadrill Ltd 2.7%
Value ($000) $3,922 Shares 95,461 Est. Cost $41.08 Unrealized
LMT Lockheed Martin Corp 2.7%
Value ($000) $3,893 Shares 26,186 Est. Cost $72.78 Unrealized +33.5%
EMC Corp MA 2.6%
Value ($000) $3,836 Shares 152,535 Est. Cost $20662.93 Unrealized
IBM International Business Machine 2.5%
Value ($000) $3,728 Shares 19,876 Est. Cost $107.93 Unrealized -1.4%
IWM iShares Tr Russell 2000 2.3%
Value ($000) $3,371 Shares 29,220 Est. Cost $97125.98 Unrealized
Barrick Gold Corp 2.2%
Value ($000) $3,206 Shares 181,845 Est. Cost $17.63 Unrealized
Potash Corp Saskatchewan Inc 2.1%
Value ($000) $3,137 Shares 95,175 Est. Cost $32.96 Unrealized
Celgene Corp 1.8%
Value ($000) $2,689 Shares 15,915 Est. Cost $116980.00 Unrealized
NXP Semiconductors NV 1.5%
Value ($000) $2,224 Shares 48,415 Est. Cost $45.94 Unrealized
TKC Turkcell 1.5%
Value ($000) $2,127 Shares 159,303 Est. Cost $14750.00 Unrealized
Exxon Mobil Corp 1.2%
Value ($000) $1,827 Shares 18,051 Est. Cost $101.21 Unrealized
TKGBY Turkiye Garanti Bankasi 1.2%
Value ($000) $1,762 Shares 544,012 Est. Cost $3963.00 Unrealized
National Grid PLC Sp ADR 0.9%
Value ($000) $1,310 Shares 20,049 Est. Cost $56926.99 Unrealized
IWF iShares Tr Russell 1000 Growth 0.9%
Value ($000) $1,303 Shares 15,165 Est. Cost $72849.73 Unrealized
BCE Inc 0.8%
Value ($000) $1,188 Shares 27,450 Est. Cost $43.28 Unrealized
Eaton Corp PLC 0.6%
Value ($000) $864 Shares 11,345 Est. Cost $76.16 Unrealized
Oracle Corp 0.5%
Value ($000) $764 Shares 19,972 Est. Cost $38.25 Unrealized
VFINX Vanguard Index Funds 500 Portf 0.4%
Value ($000) $558 Shares 3,274 Est. Cost $148071.89 Unrealized
MSFT Microsoft Corp 0.4%
Value ($000) $555 Shares 14,823 Est. Cost $26.83 Unrealized +11.9%
JNJ Johnson & Johnson 0.4%
Value ($000) $534 Shares 5,835 Est. Cost $60.55 Unrealized +8.6%
SHW Sherwin Williams Co 0.4%
Value ($000) $522 Shares 2,846 Est. Cost $53.48 Unrealized +2.1%
DE Deere & Co 0.4%
Value ($000) $516 Shares 5,646 Est. Cost $67.46 Unrealized 0.0%
EFA iShares Tr MSCI EAFE Index 0.3%
Value ($000) $469 Shares 6,988 Est. Cost $39485.68 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $432 Shares 771 Est. Cost $13.16 Unrealized +24.4%
IWD iShares Tr Russell 1000 Value 0.3%
Value ($000) $430 Shares 4,563 Est. Cost $75627.70 Unrealized
General Electric Company 0.3%
Value ($000) $424 Shares 15,115 Est. Cost $23890.02 Unrealized
VWNDX Vanguard/Windsor Fund Inc 0.2%
Value ($000) $343 Shares 16,878 Est. Cost $17650.71 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $336 Shares 4,056 Est. Cost $56.13 Unrealized +2.9%
CVS CVS Caremark Corporation 0.2%
Value ($000) $284 Shares 3,971 Est. Cost $41.44 Unrealized +11.8%
Verizon Communications Inc 0.2%
Value ($000) $282 Shares 5,737 Est. Cost $49.15 Unrealized
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $277 Shares 1,500 Est. Cost $154970.00 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $274 Shares 3,360 Est. Cost $56.45 Unrealized +2.8%
United Technologies Corp 0.2%
Value ($000) $250 Shares 2,195 Est. Cost $95710.22 Unrealized
AT&T Inc 0.2%
Value ($000) $248 Shares 7,060 Est. Cost $35.13 Unrealized
Dominion Resources Inc VA 0.2%
Value ($000) $231 Shares 3,572 Est. Cost $64.67 Unrealized
JPMorgan Chase & Co Alerian ML 0.2%
Value ($000) $225 Shares 4,849 Est. Cost $46.40 Unrealized
NAESX Vanguard Index Funds Small Cap 0.2%
Value ($000) $222 Shares 4,209 Est. Cost $49004.13 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $202 Shares 2,083 Est. Cost $71.80 Unrealized -2.5%
Cytec Industries Inc 0.1%
Value ($000) $202 Shares 2,167 Est. Cost $93.22 Unrealized
VDIGX Vanguard Specialized Portfolio 0.1%
Value ($000) $201 Shares 9,421 Est. Cost $21.34 Unrealized
KR Kroger Co 0.1%
Value ($000) $200 Shares 5,061 Est. Cost $15.23 Unrealized +8.0%
Oneida Financial Corp MD 0.1%
Value ($000) $184 Shares 14,500 Est. Cost $12.69 Unrealized