Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 6, 2014

Total Value ($000): $159,146 (100.0% shares, 0.0% debt)

Holdings (59)

Hospira Inc 4.9%
Value ($000) $7,764 Shares 151,148 Est. Cost $37774.44 Unrealized
AIG American Intl Group 4.3%
Value ($000) $6,889 Shares 126,226 Est. Cost $32.82 Unrealized +23.1%
BP BP Plc Sp ADR 4.0%
Value ($000) $6,298 Shares 119,402 Est. Cost $37652.96 Unrealized
Devon Energy Corp 3.9%
Value ($000) $6,286 Shares 79,175 Est. Cost $62.26 Unrealized
BDX Becton Dickinson & Co 3.9%
Value ($000) $6,149 Shares 51,975 Est. Cost $78.14 Unrealized +21.2%
Medtronic Inc 3.7%
Value ($000) $5,872 Shares 92,089 Est. Cost $51536.59 Unrealized
Freeport-Mcmoran, Inc. 3.6%
Value ($000) $5,675 Shares 155,485 Est. Cost $37.57 Unrealized
Transocean Ltd Reg 3.6%
Value ($000) $5,650 Shares 125,475 Est. Cost $41.56 Unrealized
Potash Corp Saskatchewan 3.4%
Value ($000) $5,388 Shares 141,940 Est. Cost $34.14 Unrealized
FFIV F5 Networks Inc 3.3%
Value ($000) $5,214 Shares 46,785 Est. Cost $77.68 Unrealized +38.5%
Banco Santander 3.3%
Value ($000) $5,214 Shares 500,342 Est. Cost $9.14 Unrealized
TE Connectivity Ltd Reg 3.2%
Value ($000) $5,099 Shares 82,460 Est. Cost $55.11 Unrealized
JPMorgan Chase & Co 3.2%
Value ($000) $5,072 Shares 88,019 Est. Cost $58.48 Unrealized
Du Pont E I de Nemours & Co 3.1%
Value ($000) $4,961 Shares 75,815 Est. Cost $52736.54 Unrealized
TELFY Telefonica SA Sp ADR 3.1%
Value ($000) $4,915 Shares 286,424 Est. Cost $13141.60 Unrealized
INTC Intel Corp 3.1%
Value ($000) $4,885 Shares 158,100 Est. Cost $17.23 Unrealized +20.1%
CIT Group Inc 3.0%
Value ($000) $4,738 Shares 103,535 Est. Cost $39925.20 Unrealized
IBM International Business Machine 2.8%
Value ($000) $4,426 Shares 24,418 Est. Cost $108.21 Unrealized +3.8%
EMC Corp MA 2.8%
Value ($000) $4,420 Shares 167,800 Est. Cost $18785.52 Unrealized
ArcelorMittal SA Luxembourg 2.8%
Value ($000) $4,402 Shares 294,815 Est. Cost $17.84 Unrealized
HSBC HSBC Holdings PLC Sp ADR 2.7%
Value ($000) $4,311 Shares 84,855 Est. Cost $50351.23 Unrealized
RYN Rayonier Inc 2.7%
Value ($000) $4,297 Shares 120,875 Est. Cost $42.11 Unrealized
Seadrill Ltd 2.5%
Value ($000) $4,024 Shares 100,716 Est. Cost $41.00 Unrealized
DE Deere & Co 2.5%
Value ($000) $3,936 Shares 43,466 Est. Cost $69.83 Unrealized +6.1%
BAC Bank of America Corporation 2.2%
Value ($000) $3,468 Shares 225,625 Est. Cost $12.24 Unrealized 0.0%
NXP Semiconductors 2.2%
Value ($000) $3,430 Shares 51,825 Est. Cost $47.02 Unrealized
IWM iShares Tr Russell 2000 1.9%
Value ($000) $3,067 Shares 25,812 Est. Cost $97125.98 Unrealized
Celgene Corp 1.6%
Value ($000) $2,609 Shares 30,384 Est. Cost $58667.59 Unrealized
TKC Turkcell 1.5%
Value ($000) $2,422 Shares 155,272 Est. Cost $14165.45 Unrealized
TKGBY Turkiye Garanti Bankasi 1.2%
Value ($000) $1,951 Shares 498,961 Est. Cost $3963.00 Unrealized
Exxon Mobil Corp 1.2%
Value ($000) $1,858 Shares 18,456 Est. Cost $101.24 Unrealized
Rayonier Advanced Materials 1.0%
Value ($000) $1,583 Shares 40,845 Est. Cost $38.76 Unrealized
National Grid PLC Sp ADR 1.0%
Value ($000) $1,514 Shares 20,354 Est. Cost $56075.02 Unrealized
BCE Inc 0.9%
Value ($000) $1,366 Shares 30,125 Est. Cost $43.46 Unrealized
Eaton Corp PLC 0.5%
Value ($000) $832 Shares 10,775 Est. Cost $76.16 Unrealized
AT&T Inc 0.5%
Value ($000) $814 Shares 23,027 Est. Cost $35.51 Unrealized
General Electric Company 0.5%
Value ($000) $743 Shares 28,289 Est. Cost $12776.91 Unrealized
Oracle Corp 0.4%
Value ($000) $688 Shares 16,972 Est. Cost $38.25 Unrealized
SHW Sherwin Williams Co 0.4%
Value ($000) $589 Shares 2,846 Est. Cost $53.48 Unrealized +11.9%
MSFT Microsoft Corp 0.4%
Value ($000) $563 Shares 13,500 Est. Cost $26.83 Unrealized +26.6%
AAPL Apple Inc 0.3%
Value ($000) $515 Shares 5,538 Est. Cost $17.88 Unrealized +4.3%
JNJ Johnson & Johnson 0.3%
Value ($000) $469 Shares 4,479 Est. Cost $60.55 Unrealized +20.8%
Verizon Communications Inc 0.2%
Value ($000) $396 Shares 8,083 Est. Cost $48.92 Unrealized
VWNDX Vanguard/Windsor Fund Inc 0.2%
Value ($000) $374 Shares 16,988 Est. Cost $17650.71 Unrealized
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $367 Shares 4,040 Est. Cost $72849.73 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $347 Shares 3,886 Est. Cost $56.13 Unrealized +8.5%
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $346 Shares 7,500 Est. Cost $31028.35 Unrealized
CVS CVS Caremark Corporation 0.2%
Value ($000) $299 Shares 3,971 Est. Cost $41.44 Unrealized +32.5%
EFA iShares Tr MSCI EAFE Index 0.2%
Value ($000) $292 Shares 4,270 Est. Cost $38193.31 Unrealized
Merck & Co Inc 0.2%
Value ($000) $256 Shares 4,424 Est. Cost $54.93 Unrealized
JPMorgan Chase & Co Alerian 0.2%
Value ($000) $254 Shares 4,849 Est. Cost $46.40 Unrealized
Dominion Resources 0.2%
Value ($000) $254 Shares 3,556 Est. Cost $64.67 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $254 Shares 3,230 Est. Cost $56.45 Unrealized +3.2%
KR Kroger Co 0.2%
Value ($000) $250 Shares 5,061 Est. Cost $15.23 Unrealized +22.7%
Cytec Industries Inc 0.1%
Value ($000) $228 Shares 2,167 Est. Cost $93.22 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $227 Shares 4,310 Est. Cost $36.31 Unrealized 0.0%
DIS Disney Walt Co Disney 0.1%
Value ($000) $219 Shares 2,550 Est. Cost $69.69 Unrealized +5.4%
MCD McDonalds Corp 0.1%
Value ($000) $210 Shares 2,083 Est. Cost $71.80 Unrealized +4.2%
United Technologies Corp 0.1%
Value ($000) $207 Shares 1,795 Est. Cost $95710.22 Unrealized