Lipe & Dalton Diversified Active

Location: Syracuse, NY

CIK: 0001570396 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 7, 2020

Total Value: $138M (100.0% shares, 0.0% debt)

Holdings (95)

AAPL Apple Inc 7.8%
Value $10.77M Shares 29,519 Est. Cost $23.81 Unrealized +215.4%
INTC Intel Corp 4.7%
Value $6.455M Shares 107,886 Est. Cost $17.23 Unrealized +208.7%
Alphabet Inc Cap Stock Cl C 3.9%
Value $5.351M Shares 3,785 Est. Cost $773.47 Unrealized
Brookfield Asset Mgmt Inc Cl A 3.4%
Value $4.726M Shares 143,655 Est. Cost $42.91 Unrealized
DHR Danaher Corp 3.3%
Value $4.558M Shares 25,778 Est. Cost $34.87 Unrealized +301.6%
BMY Bristol Myers Squibb Co 3.1%
Value $4.22M Shares 71,761 Est. Cost $40.03 Unrealized +19.7%
Goldman Sachs Group Inc 3.0%
Value $4.189M Shares 21,199 Est. Cost $171.97 Unrealized
TE Connectivity Ltd Reg 2.9%
Value $4.042M Shares 49,563 Est. Cost $55.11 Unrealized
AbbVie Inc 2.8%
Value $3.809M Shares 38,796 Est. Cost $81.32 Unrealized
CVS CVS Health Corp 2.8%
Value $3.804M Shares 58,550 Est. Cost $58.00 Unrealized -9.3%
BAX Baxter Intl Inc 2.7%
Value $3.725M Shares 43,260 Est. Cost $33.27 Unrealized +133.4%
URI United Rentals Inc 2.7%
Value $3.667M Shares 24,603 Est. Cost $122.83 Unrealized +0.0%
McKesson Corp 2.7%
Value $3.653M Shares 23,810 Est. Cost $139.17 Unrealized
BCE Inc 2.5%
Value $3.504M Shares 83,879 Est. Cost $43.35 Unrealized
TC Energy Corp 2.5%
Value $3.443M Shares 80,340 Est. Cost $49.64 Unrealized
GILD Gilead Sciences Inc 2.4%
Value $3.334M Shares 43,335 Est. Cost $60.37 Unrealized +1.8%
CM Canadian Imperial Bank Comm To 2.4%
Value $3.304M Shares 49,330 Est. Cost $23.03 Unrealized +4.7%
Biogen Inc 2.2%
Value $3.088M Shares 11,540 Est. Cost $245.54 Unrealized
LDOS Leidos Holdings Inc 2.1%
Value $2.871M Shares 30,645 Est. Cost $93.20 Unrealized -2.0%
EMR Emerson Electric Co 2.0%
Value $2.772M Shares 44,680 Est. Cost $42.53 Unrealized +18.2%
OKE Oneok Inc 1.9%
Value $2.668M Shares 80,317 Est. Cost $22.69 Unrealized 0.0%
LyondellBasell Industries NV A 1.8%
Value $2.464M Shares 37,500 Est. Cost $86.19 Unrealized
Raytheon Technologies Corp 1.7%
Value $2.355M Shares 38,225 Est. Cost $61.61 Unrealized
DE Deere & Co 1.6%
Value $2.268M Shares 14,430 Est. Cost $75.49 Unrealized +77.8%
Visa Inc Cl A 1.5%
Value $2.058M Shares 10,656 Est. Cost $77.69 Unrealized
ECL Ecolab Inc 1.4%
Value $1.91M Shares 9,600 Est. Cost $145.52 Unrealized +25.2%
SWK Stanley Black & Decker Inc 1.3%
Value $1.79M Shares 12,842 Est. Cost $101.65 Unrealized -0.5%
Eaton Corp PLC 1.3%
Value $1.751M Shares 20,017 Est. Cost $84.73 Unrealized
MSFT Microsoft Corp 1.3%
Value $1.736M Shares 8,528 Est. Cost $34.12 Unrealized +407.2%
MS Morgan Stanley 1.2%
Value $1.6M Shares 33,132 Est. Cost $21.33 Unrealized +65.1%
Synchrony Financial 1.2%
Value $1.597M Shares 72,057 Est. Cost $32.55 Unrealized
WGO Winnebago Industries Inc 1.1%
Value $1.566M Shares 23,506 Est. Cost $30.80 Unrealized +65.8%
Ally Financial Inc 1.1%
Value $1.564M Shares 78,867 Est. Cost $26.89 Unrealized
Booking Holdings Inc 1.1%
Value $1.554M Shares 976 Est. Cost $1759.28 Unrealized
Jacobs Engineering Group Inc 1.0%
Value $1.376M Shares 16,224 Est. Cost $61.14 Unrealized
Verizon Communications Inc 1.0%
Value $1.335M Shares 24,211 Est. Cost $52.38 Unrealized
CI Cigna Corp New Com 0.9%
Value $1.304M Shares 6,950 Est. Cost $190.77 Unrealized -9.0%
NXP Semiconductors NV 0.8%
Value $1.17M Shares 10,258 Est. Cost $107.26 Unrealized
Medtronic PLC 0.8%
Value $1.118M Shares 12,197 Est. Cost $77.99 Unrealized
Carrier Global Corporation 0.8%
Value $1.081M Shares 48,653 Est. Cost $22.22 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.8%
Value $1.055M Shares 20,642 Est. Cost $32.41 Unrealized +37.5%
Constellation Brands Inc Cl A 0.7%
Value $1M Shares 5,717 Est. Cost $175.33 Unrealized
JNJ Johnson & Johnson 0.7%
Value $958K Shares 6,809 Est. Cost $93.60 Unrealized +32.7%
KHC Kraft Heinz Co 0.7%
Value $944K Shares 29,613 Est. Cost $22.14 Unrealized +4.2%
IFF International Flavors & Fragra 0.7%
Value $924K Shares 7,542 Est. Cost $107.39 Unrealized +1.0%
MLM Martin Marietta Materials Inc 0.6%
Value $861K Shares 4,170 Est. Cost $202.16 Unrealized -8.4%
HSY Hershey Co 0.6%
Value $859K Shares 6,630 Est. Cost $77.94 Unrealized +51.0%
AT&T Inc 0.6%
Value $857K Shares 28,363 Est. Cost $33.33 Unrealized
Fortive Corp 0.6%
Value $786K Shares 11,619 Est. Cost $53.52 Unrealized
Otis Worldwide Corp 0.6%
Value $786K Shares 13,821 Est. Cost $56.87 Unrealized
C Citigroup Inc 0.5%
Value $695K Shares 13,605 Est. Cost $47.93 Unrealized -19.3%
Allison Transmission Holdings 0.5%
Value $623K Shares 16,930 Est. Cost $44.75 Unrealized
Oracle Corp 0.4%
Value $594K Shares 10,755 Est. Cost $38.25 Unrealized
AMZN Amazon.com Inc 0.3%
Value $392K Shares 142 Est. Cost $57.40 Unrealized +110.4%
WFC Wells Fargo & Co 0.3%
Value $376K Shares 14,695 Est. Cost $23.98 Unrealized 0.0%
PEP PepsiCo Inc 0.3%
Value $373K Shares 2,817 Est. Cost $60.31 Unrealized +83.7%
MCD McDonalds Corp 0.3%
Value $358K Shares 1,943 Est. Cost $85.50 Unrealized +88.3%
BRKR Bruker Corp 0.2%
Value $344K Shares 8,466 Est. Cost $44.24 Unrealized -12.6%
KR Kroger Co 0.2%
Value $338K Shares 10,000 Est. Cost $22.70 Unrealized +26.7%
Cisco Systems Inc 0.2%
Value $325K Shares 6,959 Est. Cost $34.06 Unrealized
CBU Community Bank Systems Inc 0.2%
Value $320K Shares 5,617 Est. Cost $30.10 Unrealized +64.4%
HD Home Depot Inc 0.2%
Value $305K Shares 1,216 Est. Cost $161.37 Unrealized +23.8%
PG Procter And Gamble Co 0.2%
Value $293K Shares 2,447 Est. Cost $62.40 Unrealized +62.7%
MasterCard Incorporated Cl A 0.2%
Value $266K Shares 900 Est. Cost $112.22 Unrealized
DIS Disney Walt Co Disney 0.2%
Value $265K Shares 2,380 Est. Cost $75.10 Unrealized +43.6%
Merck & Co Inc 0.2%
Value $229K Shares 2,962 Est. Cost $63.46 Unrealized
Tesla Inc 0.2%
Value $208K Shares 193 Est. Cost $1077.72 Unrealized
GD General Dynamics Corp 0.1%
Value $198K Shares 1,325 Est. Cost $113.36 Unrealized +9.7%
ABT Abbott Laboratories 0.1%
Value $195K Shares 2,130 Est. Cost $38.20 Unrealized +114.5%
Adobe Inc Com 0.1%
Value $187K Shares 430 Est. Cost $300.97 Unrealized
Exxon Mobil Corp 0.1%
Value $184K Shares 4,116 Est. Cost $100.10 Unrealized
JPMorgan Chase & Co 0.1%
Value $180K Shares 1,915 Est. Cost $100.39 Unrealized
BA Boeing Co 0.1%
Value $174K Shares 947 Est. Cost $153.71 Unrealized 0.0%
NVIDIA Corp 0.1%
Value $160K Shares 420 Est. Cost $380.95 Unrealized
IBM Intl Business Machines 0.1%
Value $139K Shares 1,152 Est. Cost $106.77 Unrealized -14.4%
Dominion Energy Inc 0.1%
Value $133K Shares 1,643 Est. Cost $65.34 Unrealized
Black Knight Inc 0.1%
Value $131K Shares 1,800 Est. Cost $62.99 Unrealized
Comcast Corp Cl A 0.1%
Value $122K Shares 3,142 Est. Cost $38.51 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $116K Shares 650 Est. Cost $176.72 Unrealized +3.3%
Netflix Inc 0.1%
Value $111K Shares 245 Est. Cost $368.12 Unrealized
Facebook Inc Cl A 0.1%
Value $109K Shares 480 Est. Cost $193.65 Unrealized
PFE Pfizer Inc 0.1%
Value $100K Shares 3,069 Est. Cost $22.85 Unrealized +13.7%
KO Coca-Cola Co 0.1%
Value $98,000 Shares 2,200 Est. Cost $31.92 Unrealized +21.3%
AMGN Amgen Inc 0.1%
Value $85,000 Shares 360 Est. Cost $154.67 Unrealized +23.9%
CVX Chevron Corp 0.1%
Value $79,000 Shares 890 Est. Cost $74.32 Unrealized -6.0%
Alphabet Inc Cap Stock Cl A 0.0%
Value $64,000 Shares 45 Est. Cost $1088.89 Unrealized
NKE Nike Inc Cl B 0.0%
Value $59,000 Shares 600 Est. Cost $77.84 Unrealized +9.8%
Invesco QQQ Ser 1 0.0%
Value $50,000 Shares 202 Est. Cost $247.52 Unrealized
Accenture PLC Ireland Class A 0.0%
Value $49,000 Shares 230 Est. Cost $182.61 Unrealized
GIS General Mills Inc 0.0%
Value $31,000 Shares 506 Est. Cost $42.53 Unrealized +17.3%
Zoetis Inc Cl A 0.0%
Value $30,000 Shares 220 Est. Cost $136.36 Unrealized
BDX Becton Dickinson & Co 0.0%
Value $27,000 Shares 111 Est. Cost $209.73 Unrealized +5.0%
LLY Lilly Eli & Co 0.0%
Value $16,000 Shares 100 Est. Cost $110.95 Unrealized +29.7%
UNP Union Pacific Corp 0.0%
Value $13,000 Shares 75 Est. Cost $138.09 Unrealized +2.4%
Vertical Computer Systems Inc 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized