Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $120,654 (100.0% shares, 0.0% debt)

Holdings (64)

AIG American Intl Group Inc New 5.3%
Value ($000) $6,444 Shares 113,410 Est. Cost $32.82 Unrealized +43.8%
Brookfield Asset Mgmt Inc Cl A 4.2%
Value ($000) $5,038 Shares 160,232 Est. Cost $47.92 Unrealized
CM Canadian Imperial Bank Of Comm 4.1%
Value ($000) $4,972 Shares 69,095 Est. Cost $22.77 Unrealized -5.1%
JPMorgan Chase & Co 4.0%
Value ($000) $4,871 Shares 79,884 Est. Cost $58.48 Unrealized
Medtronic PLC 4.0%
Value ($000) $4,826 Shares 72,087 Est. Cost $77.99 Unrealized
TSN Tyson Foods Inc Cl A 3.9%
Value ($000) $4,722 Shares 109,550 Est. Cost $31.11 Unrealized +7.0%
TE Connectivity Ltd Reg 3.6%
Value ($000) $4,399 Shares 73,458 Est. Cost $55.11 Unrealized
INTC Intel Corp 3.5%
Value ($000) $4,274 Shares 141,807 Est. Cost $17.23 Unrealized +31.3%
Sanofi Sp ADR 3.2%
Value ($000) $3,912 Shares 82,402 Est. Cost $47.93 Unrealized
CIT Group Inc 3.2%
Value ($000) $3,910 Shares 97,680 Est. Cost $39209.47 Unrealized
HMC Honda Motor Ltd American 3.1%
Value ($000) $3,767 Shares 125,993 Est. Cost $29.52 Unrealized
DHR Danaher Corp 3.1%
Value ($000) $3,751 Shares 44,018 Est. Cost $34.87 Unrealized +3.3%
NXP Semiconductors NV 3.0%
Value ($000) $3,599 Shares 41,335 Est. Cost $47.02 Unrealized
Zoetis Inc Cl A 2.8%
Value ($000) $3,415 Shares 82,940 Est. Cost $43.03 Unrealized
IBM International Business Machine 2.8%
Value ($000) $3,409 Shares 23,513 Est. Cost $107.80 Unrealized -11.5%
BP BP Plc Sp ADR 2.8%
Value ($000) $3,372 Shares 110,350 Est. Cost $36996.86 Unrealized
Macys Inc 2.6%
Value ($000) $3,134 Shares 61,075 Est. Cost $64.90 Unrealized
DE Deere & Co 2.6%
Value ($000) $3,116 Shares 42,112 Est. Cost $69.84 Unrealized +5.0%
IWM iShares Tr Russell 2000 2.5%
Value ($000) $3,025 Shares 27,702 Est. Cost $80177.90 Unrealized
Du Pont E I de Nemours & Co 2.5%
Value ($000) $2,982 Shares 61,869 Est. Cost $52736.54 Unrealized
BAX Baxter Intl Inc 2.4%
Value ($000) $2,875 Shares 87,505 Est. Cost $33.27 Unrealized -3.7%
Baxalta Inc 2.3%
Value ($000) $2,798 Shares 88,805 Est. Cost $31.51 Unrealized
Chicago Bridge & Iron Co NV NY 2.2%
Value ($000) $2,673 Shares 67,390 Est. Cost $45.20 Unrealized
Devon Energy Corp 2.1%
Value ($000) $2,578 Shares 69,495 Est. Cost $62.26 Unrealized
AAPL Apple Inc 2.1%
Value ($000) $2,570 Shares 23,298 Est. Cost $24.24 Unrealized +8.5%
Google Inc Cl C 1.8%
Value ($000) $2,128 Shares 3,497 Est. Cost $608.52 Unrealized
Halyard Health Inc 1.5%
Value ($000) $1,758 Shares 61,820 Est. Cost $49.20 Unrealized
TransCanada Corp 1.4%
Value ($000) $1,737 Shares 55,007 Est. Cost $36.26 Unrealized
AON PLC Cl A 1.4%
Value ($000) $1,644 Shares 18,557 Est. Cost $96.10 Unrealized
BCE Inc 1.4%
Value ($000) $1,636 Shares 39,940 Est. Cost $43.57 Unrealized
Hertz Global Holdings Inc 1.3%
Value ($000) $1,568 Shares 93,720 Est. Cost $16.73 Unrealized
Exxon Mobil Corp 1.1%
Value ($000) $1,321 Shares 17,767 Est. Cost $101.24 Unrealized
National Grid PLC Sp ADR 1.1%
Value ($000) $1,315 Shares 18,885 Est. Cost $54484.41 Unrealized
AT&T Inc 0.9%
Value ($000) $1,066 Shares 32,710 Est. Cost $34.88 Unrealized
EMR Emerson Electric Co 0.7%
Value ($000) $859 Shares 19,440 Est. Cost $41.92 Unrealized -10.9%
Tupperware Brands Corp 0.6%
Value ($000) $749 Shares 15,125 Est. Cost $66.63 Unrealized
EFA iShares Tr MSCI EAFE Index 0.6%
Value ($000) $691 Shares 12,060 Est. Cost $11858.77 Unrealized
EEM iShares Tr MSCI Emerg Mkt 0.5%
Value ($000) $617 Shares 18,832 Est. Cost $39.93 Unrealized
LyondellBasell Industries NV - 0.5%
Value ($000) $586 Shares 7,025 Est. Cost $92.45 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $579 Shares 13,084 Est. Cost $26.83 Unrealized +45.1%
Oracle Corp 0.5%
Value ($000) $560 Shares 15,510 Est. Cost $38.25 Unrealized
SHW Sherwin Williams Co 0.5%
Value ($000) $556 Shares 2,494 Est. Cost $53.48 Unrealized +48.9%
Eaton Corp PLC 0.4%
Value ($000) $464 Shares 9,040 Est. Cost $76.16 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $409 Shares 4,379 Est. Cost $60.55 Unrealized +19.7%
SLB Schlumberger Ltd 0.3%
Value ($000) $394 Shares 5,710 Est. Cost $67.15 Unrealized -12.3%
TKGBY Turkiye Garanti Bank 0.3%
Value ($000) $385 Shares 165,887 Est. Cost $3963.00 Unrealized
KR Kroger Co 0.3%
Value ($000) $361 Shares 10,000 Est. Cost $22.70 Unrealized +32.9%
VWNDX Vanguard/Windsor Fund Inc 0.3%
Value ($000) $355 Shares 18,043 Est. Cost $16764.67 Unrealized
NVO Novo-Nordisk AS ADR 0.3%
Value ($000) $353 Shares 6,500 Est. Cost $31028.35 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $335 Shares 3,551 Est. Cost $56.13 Unrealized +23.8%
CVS CVS Health Corporation 0.3%
Value ($000) $334 Shares 3,458 Est. Cost $41.44 Unrealized +87.7%
Cytec Industries Inc 0.3%
Value ($000) $320 Shares 4,334 Est. Cost $70.26 Unrealized
Keysight Technologies Inc 0.3%
Value ($000) $318 Shares 10,310 Est. Cost $31.21 Unrealized
BMO Bank Montreal Que 0.3%
Value ($000) $305 Shares 5,600 Est. Cost $40.79 Unrealized -11.5%
General Electric Company 0.3%
Value ($000) $303 Shares 12,017 Est. Cost $12776.91 Unrealized
Oneida Financial Corp Contra D 0.2%
Value ($000) $295 Shares 14,500 Est. Cost $19.66 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $285 Shares 2,785 Est. Cost $72.24 Unrealized +38.1%
Verizon Communications Inc 0.2%
Value ($000) $271 Shares 6,228 Est. Cost $48.92 Unrealized
Dominion Resources Inc VA 0.2%
Value ($000) $250 Shares 3,556 Est. Cost $64.67 Unrealized
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $240 Shares 2,580 Est. Cost $72849.73 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $227 Shares 3,160 Est. Cost $56.45 Unrealized -0.2%
GD General Dynamics Corp 0.2%
Value ($000) $225 Shares 1,634 Est. Cost $107.02 Unrealized +7.9%
WFC Wells Fargo & Co 0.2%
Value ($000) $218 Shares 4,245 Est. Cost $36.31 Unrealized +13.1%
MCD McDonalds Corp 0.2%
Value ($000) $205 Shares 2,083 Est. Cost $75.34 Unrealized 0.0%