Lipe & Dalton Diversified Active

Location: Syracuse, NY

CIK: 0001570396 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value: $123M (100.0% shares, 0.0% debt)

Holdings (68)

INTC Intel Corp 4.6%
Value $5.647M Shares 120,324 Est. Cost $17.23 Unrealized +133.3%
AAPL Apple Inc 4.5%
Value $5.486M Shares 34,778 Est. Cost $23.81 Unrealized +93.3%
HSY Hershey Co 4.2%
Value $5.095M Shares 47,536 Est. Cost $77.94 Unrealized +15.5%
MDLZ Mondelez Intl Inc Cl A 4.1%
Value $4.982M Shares 124,466 Est. Cost $32.41 Unrealized +10.4%
Biogen Inc 4.0%
Value $4.858M Shares 16,144 Est. Cost $245.54 Unrealized
CM Canadian Imperial Bank Comm To 3.8%
Value $4.706M Shares 63,131 Est. Cost $22.85 Unrealized +32.2%
United Technologies Corp 3.7%
Value $4.511M Shares 42,363 Est. Cost $102.56 Unrealized
TE Connectivity Ltd Reg 3.4%
Value $4.15M Shares 54,868 Est. Cost $55.11 Unrealized
Alphabet Inc Cap Stock Cl C 3.3%
Value $4.02M Shares 3,882 Est. Cost $757.50 Unrealized
Brookfield Asset Mgmt Inc Cl A 3.2%
Value $3.95M Shares 103,000 Est. Cost $47.77 Unrealized
BMY Bristol-Myers Squibb Co 3.1%
Value $3.851M Shares 74,078 Est. Cost $39.76 Unrealized +3.0%
DHR Danaher Corp 3.1%
Value $3.778M Shares 36,636 Est. Cost $34.87 Unrealized +152.1%
GILD Gilead Sciences Inc 2.9%
Value $3.598M Shares 57,528 Est. Cost $60.37 Unrealized -12.2%
CVS CVS Health Corp 2.8%
Value $3.453M Shares 52,700 Est. Cost $58.84 Unrealized +0.9%
BAX Baxter Intl Inc 2.7%
Value $3.341M Shares 50,758 Est. Cost $33.27 Unrealized +77.2%
Goldman Sachs Group Inc 2.6%
Value $3.135M Shares 18,768 Est. Cost $167.04 Unrealized
TransCanada Corp 2.5%
Value $3.098M Shares 86,785 Est. Cost $38.46 Unrealized
LyondellBasell Industries NV A 2.4%
Value $2.939M Shares 35,340 Est. Cost $87.79 Unrealized
Verizon Communications Inc 2.1%
Value $2.569M Shares 45,697 Est. Cost $52.38 Unrealized
EMR Emerson Electric Co 2.0%
Value $2.488M Shares 41,645 Est. Cost $40.44 Unrealized +40.9%
AT&T Inc 2.0%
Value $2.428M Shares 85,069 Est. Cost $32.99 Unrealized
Jacobs Engineering Group Inc 2.0%
Value $2.425M Shares 41,478 Est. Cost $61.14 Unrealized
CI Cigna Corp New Com 1.9%
Value $2.274M Shares 11,975 Est. Cost $190.77 Unrealized 0.0%
BCE Inc 1.8%
Value $2.164M Shares 54,755 Est. Cost $43.60 Unrealized
DE Deere & Co 1.7%
Value $2.053M Shares 13,766 Est. Cost $70.27 Unrealized +87.5%
Synchrony Financial 1.6%
Value $1.969M Shares 83,932 Est. Cost $32.55 Unrealized
Ally Financial Inc 1.5%
Value $1.849M Shares 81,617 Est. Cost $26.79 Unrealized
Visa Inc Cl A 1.4%
Value $1.728M Shares 13,100 Est. Cost $77.69 Unrealized
SWK Stanley Black & Decker Inc 1.3%
Value $1.615M Shares 13,490 Est. Cost $101.52 Unrealized 0.0%
MS Morgan Stanley 1.3%
Value $1.539M Shares 38,823 Est. Cost $21.33 Unrealized +64.1%
Viacom Inc Cl B 1.2%
Value $1.511M Shares 58,779 Est. Cost $31.85 Unrealized
MLM Martin Marietta Materials Inc 1.2%
Value $1.464M Shares 8,516 Est. Cost $202.16 Unrealized -16.6%
AbbVie Inc 1.2%
Value $1.413M Shares 15,330 Est. Cost $82.95 Unrealized
Medtronic PLC 1.1%
Value $1.401M Shares 15,402 Est. Cost $77.99 Unrealized
Eaton Corp PLC 1.0%
Value $1.195M Shares 17,404 Est. Cost $83.46 Unrealized
Exxon Mobil Corp 1.0%
Value $1.184M Shares 17,369 Est. Cost $100.91 Unrealized
Fortive Corp 0.9%
Value $1.163M Shares 17,190 Est. Cost $50.89 Unrealized
MSFT Microsoft Corp 0.9%
Value $1.146M Shares 11,279 Est. Cost $26.83 Unrealized +272.8%
ECL Ecolab Inc 0.9%
Value $1.139M Shares 7,730 Est. Cost $138.03 Unrealized +2.5%
QCOM Qualcomm Inc 0.9%
Value $1.095M Shares 19,240 Est. Cost $44.85 Unrealized +13.4%
SHW Sherwin Williams Co 0.8%
Value $981K Shares 2,494 Est. Cost $53.48 Unrealized +136.7%
VFC VF Corp 0.8%
Value $938K Shares 13,154 Est. Cost $58.07 Unrealized +31.7%
NXP Semiconductors NV 0.7%
Value $911K Shares 12,425 Est. Cost $109.24 Unrealized
McKesson Corp 0.7%
Value $810K Shares 7,330 Est. Cost $153.04 Unrealized
JNJ Johnson & Johnson 0.6%
Value $676K Shares 5,240 Est. Cost $84.72 Unrealized +34.7%
Oracle Corp 0.4%
Value $531K Shares 11,755 Est. Cost $38.25 Unrealized
C Citigroup Inc 0.4%
Value $483K Shares 9,270 Est. Cost $53.16 Unrealized -7.1%
LEA Lear Corp 0.3%
Value $407K Shares 3,310 Est. Cost $165.10 Unrealized -30.2%
MCD McDonalds Corp 0.3%
Value $394K Shares 2,218 Est. Cost $85.50 Unrealized +75.5%
CBU Community Bank Systems Inc 0.3%
Value $327K Shares 5,617 Est. Cost $30.10 Unrealized +62.4%
PEP PepsiCo Inc 0.3%
Value $314K Shares 2,845 Est. Cost $58.38 Unrealized +55.3%
Dominion Resources Inc VA New 0.2%
Value $298K Shares 4,166 Est. Cost $65.34 Unrealized
KR Kroger Co 0.2%
Value $275K Shares 10,000 Est. Cost $22.70 Unrealized +9.6%
DIS Disney Walt Co Disney 0.2%
Value $263K Shares 2,400 Est. Cost $72.24 Unrealized +51.0%
GD General Dynamics Corp 0.2%
Value $255K Shares 1,625 Est. Cost $113.36 Unrealized +34.1%
Merck & Co Inc 0.2%
Value $248K Shares 3,252 Est. Cost $62.53 Unrealized
PG Procter And Gamble Co 0.2%
Value $240K Shares 2,607 Est. Cost $56.81 Unrealized +31.6%
AMZN Amazon.com Inc 0.2%
Value $228K Shares 152 Est. Cost $47.98 Unrealized +73.3%
IBM Intl Business Machines 0.2%
Value $227K Shares 1,997 Est. Cost $107.61 Unrealized -18.3%
Cisco Systems Inc 0.2%
Value $224K Shares 5,159 Est. Cost $28.74 Unrealized
CVX Chevron Corp 0.2%
Value $210K Shares 1,930 Est. Cost $74.32 Unrealized +14.0%
PFE Pfizer Inc 0.2%
Value $197K Shares 4,519 Est. Cost $22.85 Unrealized +31.4%
JPMorgan Chase & Co 0.1%
Value $184K Shares 1,883 Est. Cost $97.72 Unrealized
MasterCard Incorporated Cl A 0.1%
Value $170K Shares 900 Est. Cost $112.22 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $163K Shares 800 Est. Cost $176.72 Unrealized +18.2%
ABT Abbott Laboratories 0.1%
Value $156K Shares 2,150 Est. Cost $38.20 Unrealized +62.7%
BA Boeing Co 0.1%
Value $127K Shares 393 Est. Cost $220.44 Unrealized +52.0%
KO Coca-Cola Co 0.1%
Value $99,000 Shares 2,100 Est. Cost $31.35 Unrealized +22.5%