Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 18, 2015

Total Value ($000): $149,697 (100.0% shares, 0.0% debt)

Holdings (66)

AIG American Intl Group Inc New 4.6%
Value ($000) $6,893 Shares 123,065 Est. Cost $32.82 Unrealized +25.3%
BAX Baxter Intl Inc 4.0%
Value ($000) $5,967 Shares 81,417 Est. Cost $33.43 Unrealized -3.4%
Medtronic Inc 3.9%
Value ($000) $5,887 Shares 81,539 Est. Cost $51536.59 Unrealized
QCOM Qualcomm Inc 3.8%
Value ($000) $5,762 Shares 77,520 Est. Cost $55.38 Unrealized -3.7%
INTC Intel Corp 3.8%
Value ($000) $5,641 Shares 155,437 Est. Cost $17.23 Unrealized +54.6%
Du Pont E I de Nemours & Co 3.6%
Value ($000) $5,394 Shares 72,952 Est. Cost $52736.54 Unrealized
JPMorgan Chase & Co 3.6%
Value ($000) $5,385 Shares 86,054 Est. Cost $58.48 Unrealized
CIT Group Inc 3.3%
Value ($000) $5,010 Shares 104,745 Est. Cost $39209.47 Unrealized
Potash Corp Saskatchewan Inc 3.3%
Value ($000) $4,971 Shares 140,755 Est. Cost $34.14 Unrealized
TE Connectivity Ltd Reg 3.3%
Value ($000) $4,959 Shares 78,410 Est. Cost $55.11 Unrealized
EMC Corp MA 3.3%
Value ($000) $4,915 Shares 165,270 Est. Cost $18785.52 Unrealized
Devon Energy Corp 3.1%
Value ($000) $4,619 Shares 75,465 Est. Cost $62.26 Unrealized
BP BP Plc Sp ADR 3.0%
Value ($000) $4,516 Shares 118,477 Est. Cost $36996.86 Unrealized
Hospira Inc 3.0%
Value ($000) $4,483 Shares 73,188 Est. Cost $37774.44 Unrealized
BAC Bank of America Corporation 2.9%
Value ($000) $4,379 Shares 244,750 Est. Cost $12.31 Unrealized +10.1%
Banco Santander SA ADR 2.9%
Value ($000) $4,320 Shares 518,620 Est. Cost $9.15 Unrealized
TELFY Telefonica SA Sp ADR 2.7%
Value ($000) $4,114 Shares 289,508 Est. Cost $12926.90 Unrealized
HSBC HSBC Holdings PLC Sp ADR 2.7%
Value ($000) $3,973 Shares 84,130 Est. Cost $50351.23 Unrealized
DE Deere & Co 2.6%
Value ($000) $3,887 Shares 43,940 Est. Cost $69.84 Unrealized +1.1%
HMC Honda Motor Ltd American 2.6%
Value ($000) $3,884 Shares 131,585 Est. Cost $29.52 Unrealized
IBM International Business Machine 2.6%
Value ($000) $3,876 Shares 24,158 Est. Cost $108.21 Unrealized -7.2%
NXP Semiconductors NV 2.6%
Value ($000) $3,872 Shares 50,675 Est. Cost $47.02 Unrealized
Zoetis Inc Cl A 2.5%
Value ($000) $3,756 Shares 87,280 Est. Cost $43.03 Unrealized
Freeport-Mcmoran, Inc. 2.4%
Value ($000) $3,574 Shares 152,995 Est. Cost $37.57 Unrealized
IWM iShares Tr Russell 2000 2.3%
Value ($000) $3,423 Shares 28,612 Est. Cost $81157.16 Unrealized
Celgene Corp 2.2%
Value ($000) $3,316 Shares 29,644 Est. Cost $58667.59 Unrealized
Chicago Bridge & Iron Co NV NY 2.1%
Value ($000) $3,089 Shares 73,575 Est. Cost $45.20 Unrealized
TKC Turkcell 1.5%
Value ($000) $2,292 Shares 151,567 Est. Cost $14005.94 Unrealized
TKGBY Turkiye Garanti Bank 1.3%
Value ($000) $1,900 Shares 471,581 Est. Cost $3963.00 Unrealized
Transocean Ltd Reg 1.1%
Value ($000) $1,713 Shares 93,450 Est. Cost $41.56 Unrealized
BCE Inc 1.1%
Value ($000) $1,699 Shares 37,050 Est. Cost $43.91 Unrealized
Exxon Mobil Corp 1.1%
Value ($000) $1,658 Shares 17,933 Est. Cost $101.24 Unrealized
Sanofi Sp ADR 1.0%
Value ($000) $1,550 Shares 33,985 Est. Cost $45.61 Unrealized
National Grid PLC Sp ADR 1.0%
Value ($000) $1,438 Shares 20,349 Est. Cost $54484.41 Unrealized
AT&T Inc 0.7%
Value ($000) $1,069 Shares 31,825 Est. Cost $35.13 Unrealized
Tupperware Brands Corp 0.7%
Value ($000) $1,030 Shares 16,350 Est. Cost $66.63 Unrealized
Oracle Corp 0.5%
Value ($000) $763 Shares 16,972 Est. Cost $38.25 Unrealized
SHW Sherwin Williams Co 0.5%
Value ($000) $749 Shares 2,846 Est. Cost $53.48 Unrealized +32.7%
Eaton Corp PLC 0.5%
Value ($000) $698 Shares 10,275 Est. Cost $76.16 Unrealized
AAPL Apple Inc 0.5%
Value ($000) $674 Shares 6,108 Est. Cost $18.23 Unrealized +32.1%
MSFT Microsoft Corp 0.4%
Value ($000) $625 Shares 13,461 Est. Cost $26.83 Unrealized +48.7%
TransCanada Corp 0.4%
Value ($000) $620 Shares 12,620 Est. Cost $49.13 Unrealized
General Electric Company 0.4%
Value ($000) $561 Shares 22,220 Est. Cost $12776.91 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $515 Shares 6,035 Est. Cost $67.34 Unrealized 0.0%
JNJ Johnson & Johnson 0.3%
Value ($000) $458 Shares 4,379 Est. Cost $60.55 Unrealized +27.7%
FLR Fluor Corp 0.3%
Value ($000) $453 Shares 7,468 Est. Cost $56.60 Unrealized 0.0%
VWNDX Vanguard/Windsor Fund Inc 0.3%
Value ($000) $384 Shares 17,887 Est. Cost $16764.67 Unrealized
CVS Cvs Health Corporation 0.3%
Value ($000) $382 Shares 3,971 Est. Cost $41.44 Unrealized +55.5%
Verizon Communications Inc 0.2%
Value ($000) $353 Shares 7,543 Est. Cost $48.92 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $336 Shares 3,551 Est. Cost $56.13 Unrealized +22.2%
KR Kroger Co 0.2%
Value ($000) $321 Shares 5,000 Est. Cost $15.23 Unrealized +53.4%
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $317 Shares 7,500 Est. Cost $31028.35 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $294 Shares 3,232 Est. Cost $56.45 Unrealized +14.4%
Dominion Resources Inc VA 0.2%
Value ($000) $273 Shares 3,556 Est. Cost $64.67 Unrealized
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $265 Shares 2,770 Est. Cost $72849.73 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $252 Shares 1,834 Est. Cost $107.02 Unrealized 0.0%
EFA iShares Tr MSCI EAFE Index 0.2%
Value ($000) $242 Shares 3,970 Est. Cost $37320.79 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $240 Shares 2,550 Est. Cost $69.69 Unrealized +16.7%
WFC Wells Fargo & Co 0.2%
Value ($000) $233 Shares 4,245 Est. Cost $36.31 Unrealized +6.8%
JPMorgan Chase & Co Alerian ML 0.1%
Value ($000) $223 Shares 4,849 Est. Cost $46.40 Unrealized
United Technologies Corp 0.1%
Value ($000) $218 Shares 1,895 Est. Cost $90665.12 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $215 Shares 1,430 Est. Cost $144.37 Unrealized 0.0%
Biogen IDEC Inc 0.1%
Value ($000) $213 Shares 627 Est. Cost $330.14 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $205 Shares 2,183 Est. Cost $70.55 Unrealized 0.0%
Kinder Morgan Inc 0.1%
Value ($000) $201 Shares 4,752 Est. Cost $42.30 Unrealized
Cytec Industries Inc 0.1%
Value ($000) $200 Shares 4,334 Est. Cost $70.26 Unrealized