Lipe & Dalton Diversified Active

Location: Syracuse, NY

CIK: 0001570396 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 7, 2019

Total Value: $137M (100.0% shares, 0.0% debt)

Holdings (105)

AAPL Apple Inc 5.5%
Value $7.469M Shares 33,347 Est. Cost $23.81 Unrealized +110.9%
INTC Intel Corp 4.2%
Value $5.816M Shares 112,862 Est. Cost $17.23 Unrealized +149.7%
Brookfield Asset Mgmt Inc Cl A 3.9%
Value $5.299M Shares 99,805 Est. Cost $47.77 Unrealized
United Technologies Corp 3.8%
Value $5.217M Shares 38,212 Est. Cost $102.56 Unrealized
Alphabet Inc Cap Stock Cl C 3.5%
Value $4.787M Shares 3,927 Est. Cost $773.47 Unrealized
TE Connectivity Ltd Reg 3.5%
Value $4.75M Shares 50,978 Est. Cost $55.11 Unrealized
Goldman Sachs Group Inc 3.3%
Value $4.49M Shares 21,665 Est. Cost $171.97 Unrealized
TC Energy Corp 3.1%
Value $4.307M Shares 83,165 Est. Cost $49.52 Unrealized
CM Canadian Imperial Bank Comm To 3.0%
Value $4.106M Shares 49,730 Est. Cost $22.85 Unrealized +27.0%
BAX Baxter Intl Inc 2.9%
Value $3.974M Shares 45,434 Est. Cost $33.27 Unrealized +127.0%
DHR Danaher Corp 2.9%
Value $3.918M Shares 27,128 Est. Cost $34.87 Unrealized +249.1%
CVS CVS Health Corp 2.7%
Value $3.649M Shares 57,854 Est. Cost $58.01 Unrealized -16.6%
BMY Bristol Myers Squibb Co 2.6%
Value $3.589M Shares 70,768 Est. Cost $39.76 Unrealized -7.5%
GILD Gilead Sciences Inc 2.5%
Value $3.462M Shares 54,622 Est. Cost $60.37 Unrealized -15.5%
AT&T Inc 2.5%
Value $3.433M Shares 90,736 Est. Cost $33.21 Unrealized
HSY Hershey Co 2.3%
Value $3.161M Shares 20,393 Est. Cost $77.94 Unrealized +67.0%
LyondellBasell Industries NV A 2.3%
Value $3.087M Shares 34,500 Est. Cost $87.75 Unrealized
URI United Rentals Inc 2.2%
Value $3.011M Shares 24,156 Est. Cost $122.45 Unrealized -4.1%
Ally Financial Inc 2.0%
Value $2.768M Shares 83,487 Est. Cost $26.82 Unrealized
AbbVie Inc 2.0%
Value $2.755M Shares 36,382 Est. Cost $81.59 Unrealized
Biogen Inc 2.0%
Value $2.731M Shares 11,730 Est. Cost $245.54 Unrealized
EMR Emerson Electric Co 1.9%
Value $2.646M Shares 39,575 Est. Cost $40.44 Unrealized +34.4%
Synchrony Financial 1.9%
Value $2.616M Shares 76,752 Est. Cost $32.55 Unrealized
DE Deere & Co 1.7%
Value $2.39M Shares 14,166 Est. Cost $74.18 Unrealized +96.8%
BCE Inc 1.7%
Value $2.379M Shares 49,135 Est. Cost $44.79 Unrealized
MDLZ Mondelez Intl Inc Cl A 1.6%
Value $2.175M Shares 39,309 Est. Cost $32.41 Unrealized +44.1%
Jacobs Engineering Group Inc 1.6%
Value $2.132M Shares 23,297 Est. Cost $61.14 Unrealized
Visa Inc Cl A 1.4%
Value $1.946M Shares 11,311 Est. Cost $77.69 Unrealized
SWK Stanley Black & Decker Inc 1.4%
Value $1.909M Shares 13,220 Est. Cost $101.65 Unrealized +14.8%
MLM Martin Marietta Materials Inc 1.3%
Value $1.847M Shares 6,739 Est. Cost $202.16 Unrealized +16.9%
ECL Ecolab Inc 1.3%
Value $1.756M Shares 8,865 Est. Cost $142.53 Unrealized +31.3%
MS Morgan Stanley 1.1%
Value $1.501M Shares 35,177 Est. Cost $21.33 Unrealized +64.2%
Verizon Communications Inc 1.1%
Value $1.486M Shares 24,611 Est. Cost $52.38 Unrealized
Eaton Corp PLC 1.1%
Value $1.459M Shares 17,547 Est. Cost $83.45 Unrealized
Medtronic PLC 1.0%
Value $1.406M Shares 12,944 Est. Cost $77.99 Unrealized
NXP Semiconductors NV 1.0%
Value $1.375M Shares 12,603 Est. Cost $107.26 Unrealized
Constellation Brands Inc Cl A 0.9%
Value $1.287M Shares 6,211 Est. Cost $175.33 Unrealized
CI Cigna Corp New Com 0.9%
Value $1.267M Shares 8,347 Est. Cost $190.77 Unrealized -22.0%
MSFT Microsoft Corp 0.9%
Value $1.225M Shares 8,808 Est. Cost $26.83 Unrealized +384.3%
Booking Holdings Inc 0.9%
Value $1.221M Shares 622 Est. Cost $1963.02 Unrealized
IFF International Flavors & Fragra 0.7%
Value $971K Shares 7,915 Est. Cost $107.39 Unrealized 0.0%
JNJ Johnson & Johnson 0.7%
Value $908K Shares 7,017 Est. Cost $93.00 Unrealized +18.3%
WGO Winnebago Industries Inc 0.6%
Value $859K Shares 22,400 Est. Cost $30.03 Unrealized +21.3%
Fortive Corp 0.6%
Value $845K Shares 12,324 Est. Cost $53.52 Unrealized
Allison Transmission Holdings 0.5%
Value $753K Shares 16,000 Est. Cost $45.35 Unrealized
Viacom Inc Cl B 0.5%
Value $718K Shares 29,860 Est. Cost $31.65 Unrealized
McKesson Corp 0.5%
Value $702K Shares 5,135 Est. Cost $153.04 Unrealized
TPR Tapestry Inc 0.5%
Value $679K Shares 26,055 Est. Cost $22.38 Unrealized 0.0%
DLX Deluxe Corp 0.5%
Value $649K Shares 13,200 Est. Cost $31.74 Unrealized +0.8%
Oracle Corp 0.5%
Value $619K Shares 11,255 Est. Cost $38.25 Unrealized
C Citigroup Inc 0.4%
Value $608K Shares 8,800 Est. Cost $53.00 Unrealized +2.2%
MCD McDonalds Corp 0.3%
Value $476K Shares 2,218 Est. Cost $85.50 Unrealized +116.1%
LEA Lear Corp 0.3%
Value $439K Shares 3,725 Est. Cost $159.20 Unrealized -33.0%
PEP PepsiCo Inc 0.3%
Value $373K Shares 2,717 Est. Cost $58.38 Unrealized +87.3%
CBU Community Bank Systems Inc 0.3%
Value $347K Shares 5,617 Est. Cost $30.10 Unrealized +73.0%
BRKR Bruker Corp 0.2%
Value $337K Shares 7,665 Est. Cost $43.88 Unrealized 0.0%
DIS Disney Walt Co Disney 0.2%
Value $330K Shares 2,530 Est. Cost $75.10 Unrealized +78.7%
AMZN Amazon.com Inc 0.2%
Value $328K Shares 189 Est. Cost $57.40 Unrealized +61.5%
IBM Intl Business Machines 0.2%
Value $327K Shares 2,247 Est. Cost $106.77 Unrealized -4.0%
Regeneron Pharmaceuticals 0.2%
Value $326K Shares 1,174 Est. Cost $374.93 Unrealized
PG Procter And Gamble Co 0.2%
Value $312K Shares 2,507 Est. Cost $61.46 Unrealized +64.3%
VFC VF Corp 0.2%
Value $311K Shares 3,497 Est. Cost $58.07 Unrealized +47.1%
GD General Dynamics Corp 0.2%
Value $297K Shares 1,625 Est. Cost $113.36 Unrealized +41.5%
Exxon Mobil Corp 0.2%
Value $290K Shares 4,106 Est. Cost $100.91 Unrealized
Merck & Co Inc 0.2%
Value $274K Shares 3,252 Est. Cost $62.53 Unrealized
KHC Kraft Heinz Co 0.2%
Value $265K Shares 9,500 Est. Cost $21.17 Unrealized 0.0%
KR Kroger Co 0.2%
Value $258K Shares 10,000 Est. Cost $22.70 Unrealized -10.6%
Cisco Systems Inc 0.2%
Value $253K Shares 5,129 Est. Cost $29.42 Unrealized
MasterCard Incorporated Cl A 0.2%
Value $244K Shares 900 Est. Cost $112.22 Unrealized
HD Home Depot Inc 0.2%
Value $240K Shares 1,036 Est. Cost $154.70 Unrealized +20.9%
BA Boeing Co 0.2%
Value $207K Shares 543 Est. Cost $263.19 Unrealized +33.9%
JPMorgan Chase & Co 0.1%
Value $198K Shares 1,683 Est. Cost $97.72 Unrealized
ABT Abbott Laboratories 0.1%
Value $178K Shares 2,130 Est. Cost $38.20 Unrealized +99.2%
Dominion Energy Inc 0.1%
Value $166K Shares 2,043 Est. Cost $65.34 Unrealized
PSX Phillips 66 0.1%
Value $157K Shares 1,532 Est. Cost $68.50 Unrealized +12.8%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $152K Shares 730 Est. Cost $176.72 Unrealized +16.6%
WFC Wells Fargo & Co 0.1%
Value $136K Shares 2,695 Est. Cost $39.79 Unrealized 0.0%
PFE Pfizer Inc 0.1%
Value $126K Shares 3,519 Est. Cost $22.85 Unrealized +18.2%
KO Coca-Cola Co 0.1%
Value $120K Shares 2,200 Est. Cost $31.92 Unrealized +37.7%
Facebook Inc Cl A 0.1%
Value $112K Shares 630 Est. Cost $193.65 Unrealized
ED Consolidated Edison Inc 0.1%
Value $111K Shares 1,179 Est. Cost $62.39 Unrealized +13.1%
CVX Chevron Corp 0.1%
Value $110K Shares 930 Est. Cost $74.32 Unrealized +23.2%
Netflix Inc 0.1%
Value $92,000 Shares 345 Est. Cost $368.12 Unrealized
Adobe Inc Com 0.1%
Value $83,000 Shares 300 Est. Cost $293.33 Unrealized
TD Toronto Dominion Bank Ont 0.1%
Value $76,000 Shares 1,300 Est. Cost $56.25 Unrealized +1.1%
Linde PLC 0.1%
Value $73,000 Shares 375 Est. Cost $200.00 Unrealized
AMGN Amgen Inc 0.1%
Value $71,000 Shares 366 Est. Cost $154.67 Unrealized +2.2%
ADP Automatic Data Processing Inc 0.0%
Value $66,000 Shares 409 Est. Cost $140.97 Unrealized +2.1%
OXY Occidental Petroleum Corp 0.0%
Value $66,000 Shares 1,485 Est. Cost $56.47 Unrealized -26.1%
Black Knight Inc 0.0%
Value $64,000 Shares 1,050 Est. Cost $60.95 Unrealized
Comcast Corp Cl A 0.0%
Value $58,000 Shares 1,292 Est. Cost $42.57 Unrealized
NKE Nike Inc Cl B 0.0%
Value $56,000 Shares 600 Est. Cost $77.09 Unrealized +2.2%
Alphabet Inc Cap Stock Cl A 0.0%
Value $55,000 Shares 45 Est. Cost $1088.89 Unrealized
ConocoPhillips 0.0%
Value $49,000 Shares 864 Est. Cost $61.34 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $44,000 Shares 370 Est. Cost $31.30 Unrealized +10.1%
Accenture PLC Ireland Class A 0.0%
Value $44,000 Shares 230 Est. Cost $182.61 Unrealized
CL Colgate Palmolive Co 0.0%
Value $29,000 Shares 400 Est. Cost $60.83 Unrealized +2.8%
GIS General Mills Inc 0.0%
Value $28,000 Shares 506 Est. Cost $42.53 Unrealized +2.0%
BDX Becton Dickinson & Co 0.0%
Value $28,000 Shares 111 Est. Cost $209.73 Unrealized +6.6%
Duke Energy Corp 0.0%
Value $23,000 Shares 243 Est. Cost $86.42 Unrealized
APD Air Prods & Chems Inc 0.0%
Value $22,000 Shares 100 Est. Cost $176.25 Unrealized +9.2%
3M Co 0.0%
Value $18,000 Shares 112 Est. Cost $175.57 Unrealized
UNP Union Pacific Corp 0.0%
Value $12,000 Shares 75 Est. Cost $138.09 Unrealized +5.6%
LLY Lilly Eli & Co 0.0%
Value $11,000 Shares 100 Est. Cost $110.95 Unrealized -7.4%
Vertical Computer Systems Inc 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized