Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $149,426 (100.0% shares, 0.0% debt)

Holdings (57)

Hospira Inc 4.8%
Value ($000) $7,134 Shares 151,198 Est. Cost $37774.44 Unrealized
AIG American Intl Group Inc New 4.4%
Value ($000) $6,522 Shares 124,546 Est. Cost $32.72 Unrealized +15.7%
BDX Becton Dickinson & Co 4.0%
Value ($000) $6,034 Shares 51,795 Est. Cost $78.14 Unrealized +17.0%
BP BP Plc Sp ADR 3.9%
Value ($000) $5,900 Shares 116,182 Est. Cost $38695.06 Unrealized
Devon Energy Corp 3.7%
Value ($000) $5,545 Shares 78,110 Est. Cost $62.02 Unrealized
Medtronic Inc 3.6%
Value ($000) $5,419 Shares 91,189 Est. Cost $51536.59 Unrealized
RYN Rayonier Inc 3.6%
Value ($000) $5,310 Shares 116,150 Est. Cost $42.38 Unrealized
Freeport-McMoran Copper & Gold 3.4%
Value ($000) $5,137 Shares 151,795 Est. Cost $37.60 Unrealized
Du Pont E I de Nemours & Co 3.4%
Value ($000) $5,134 Shares 75,395 Est. Cost $52736.54 Unrealized
Transocean Ltd Reg 3.4%
Value ($000) $5,070 Shares 122,250 Est. Cost $41.47 Unrealized
TE Connectivity Ltd Reg 3.3%
Value ($000) $4,911 Shares 84,380 Est. Cost $55.11 Unrealized
Banco Santander SA ADR 3.3%
Value ($000) $4,899 Shares 484,613 Est. Cost $9.09 Unrealized
Potash Corp Saskatchewan Inc 3.3%
Value ($000) $4,866 Shares 134,210 Est. Cost $33.92 Unrealized
JPMorgan Chase & Co 3.3%
Value ($000) $4,861 Shares 89,424 Est. Cost $58.48 Unrealized
ArcelorMittal SA Luxembourg NY 3.2%
Value ($000) $4,815 Shares 294,505 Est. Cost $17.84 Unrealized
FFIV F5 Networks Inc 3.2%
Value ($000) $4,726 Shares 46,635 Est. Cost $77.68 Unrealized +36.2%
TELFY Telefonica SA Sp ADR 3.1%
Value ($000) $4,703 Shares 284,501 Est. Cost $13141.60 Unrealized
IBM International Business Machine 3.1%
Value ($000) $4,564 Shares 24,158 Est. Cost $108.16 Unrealized +1.0%
HSBC HSBC Holdings PLC Sp ADR 2.8%
Value ($000) $4,178 Shares 83,080 Est. Cost $51425.89 Unrealized
CIT Group Inc 2.8%
Value ($000) $4,153 Shares 99,215 Est. Cost $41661.63 Unrealized
EMC Corp MA 2.8%
Value ($000) $4,126 Shares 163,650 Est. Cost $19261.23 Unrealized
INTC Intel Corp 2.8%
Value ($000) $4,121 Shares 156,450 Est. Cost $17.19 Unrealized +8.6%
DE Deere & Co 2.7%
Value ($000) $4,023 Shares 42,671 Est. Cost $69.75 Unrealized +0.5%
Barrick Gold Corp 2.5%
Value ($000) $3,719 Shares 216,595 Est. Cost $17.56 Unrealized
Seadrill Ltd 2.3%
Value ($000) $3,363 Shares 93,481 Est. Cost $41.08 Unrealized
NXP Semiconductors NV 2.1%
Value ($000) $3,080 Shares 50,725 Est. Cost $46.61 Unrealized
IWM iShares Tr Russell 2000 1.9%
Value ($000) $2,872 Shares 26,342 Est. Cost $97125.98 Unrealized
Celgene Corp 1.5%
Value ($000) $2,195 Shares 15,227 Est. Cost $116980.00 Unrealized
TKC Turkcell 1.5%
Value ($000) $2,180 Shares 149,112 Est. Cost $14750.00 Unrealized
TKGBY Turkiye Garanti Bankasi 1.3%
Value ($000) $1,977 Shares 499,761 Est. Cost $3963.00 Unrealized
Exxon Mobil Corp 1.3%
Value ($000) $1,888 Shares 18,456 Est. Cost $101.24 Unrealized
National Grid PLC Sp ADR 1.0%
Value ($000) $1,457 Shares 20,354 Est. Cost $56075.02 Unrealized
BCE Inc 0.9%
Value ($000) $1,369 Shares 30,250 Est. Cost $43.46 Unrealized
Eaton Corp PLC 0.5%
Value ($000) $775 Shares 10,775 Est. Cost $76.16 Unrealized
General Electric Company 0.5%
Value ($000) $748 Shares 28,289 Est. Cost $12776.91 Unrealized
Oracle Corp 0.5%
Value ($000) $718 Shares 17,572 Est. Cost $38.25 Unrealized
SHW Sherwin Williams Co 0.4%
Value ($000) $562 Shares 2,846 Est. Cost $53.48 Unrealized +7.8%
MSFT Microsoft Corp 0.4%
Value ($000) $551 Shares 13,900 Est. Cost $26.83 Unrealized +16.5%
AAPL Apple Inc 0.3%
Value ($000) $465 Shares 791 Est. Cost $13.24 Unrealized +25.2%
JNJ Johnson & Johnson 0.3%
Value ($000) $450 Shares 4,479 Est. Cost $60.55 Unrealized +10.1%
Verizon Communications Inc 0.3%
Value ($000) $446 Shares 9,191 Est. Cost $48.92 Unrealized
AT&T Inc 0.3%
Value ($000) $441 Shares 12,127 Est. Cost $35.64 Unrealized
VWNDX Vanguard/Windsor Fund Inc 0.2%
Value ($000) $355 Shares 16,878 Est. Cost $17650.71 Unrealized
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $348 Shares 4,040 Est. Cost $72849.73 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $337 Shares 3,886 Est. Cost $56.13 Unrealized +1.3%
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $322 Shares 7,500 Est. Cost $31028.35 Unrealized
CVS CVS Caremark Corporation 0.2%
Value ($000) $301 Shares 3,971 Est. Cost $41.44 Unrealized +23.3%
EFA iShares Tr MSCI EAFE Index 0.2%
Value ($000) $282 Shares 4,130 Est. Cost $39485.68 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $265 Shares 3,230 Est. Cost $56.45 Unrealized +0.1%
Dominion Resources Inc VA 0.2%
Value ($000) $253 Shares 3,556 Est. Cost $64.67 Unrealized
Merck & Co Inc 0.2%
Value ($000) $243 Shares 4,424 Est. Cost $54.93 Unrealized
JPMorgan Chase & Co Alerian ML 0.2%
Value ($000) $238 Shares 4,849 Est. Cost $46.40 Unrealized
KR Kroger Co 0.2%
Value ($000) $233 Shares 5,061 Est. Cost $15.23 Unrealized +4.4%
Cytec Industries Inc 0.1%
Value ($000) $212 Shares 2,167 Est. Cost $93.22 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $212 Shares 2,083 Est. Cost $71.80 Unrealized -2.1%
United Technologies Corp 0.1%
Value ($000) $210 Shares 1,795 Est. Cost $95710.22 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $208 Shares 2,550 Est. Cost $69.69 Unrealized 0.0%