Lipe & Dalton Diversified Active

Location: Syracuse, NY

CIK: 0001570396 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 30, 2020

Total Value: $144M (100.0% shares, 0.0% debt)

Holdings (96)

AAPL Apple Inc 7.7%
Value $11.05M Shares 95,378 Est. Cost $80.54 Unrealized +31.6%
INTC Intel Corp 4.2%
Value $6.005M Shares 115,974 Est. Cost $19.27 Unrealized +141.4%
Alphabet Inc Cap Stock Cl C 3.8%
Value $5.49M Shares 3,736 Est. Cost $773.47 Unrealized
DHR Danaher Corp 3.8%
Value $5.487M Shares 25,483 Est. Cost $34.87 Unrealized +398.2%
TE Connectivity Ltd Reg 3.3%
Value $4.79M Shares 49,008 Est. Cost $55.11 Unrealized
Brookfield Asset Mgmt Inc Cl A 3.3%
Value $4.746M Shares 143,557 Est. Cost $42.91 Unrealized
BMY Bristol Myers Squibb Co 3.0%
Value $4.313M Shares 71,538 Est. Cost $40.03 Unrealized +21.4%
Goldman Sachs Group Inc 3.0%
Value $4.257M Shares 21,185 Est. Cost $171.97 Unrealized
URI United Rentals Inc 2.9%
Value $4.236M Shares 24,273 Est. Cost $122.83 Unrealized +32.6%
BCE Inc 2.6%
Value $3.775M Shares 91,034 Est. Cost $43.20 Unrealized
CM Canadian Imperial Bank Comm To 2.6%
Value $3.691M Shares 49,395 Est. Cost $23.03 Unrealized +24.8%
Biogen Inc 2.5%
Value $3.567M Shares 12,575 Est. Cost $248.67 Unrealized
McKesson Corp 2.4%
Value $3.521M Shares 23,640 Est. Cost $139.17 Unrealized
AbbVie Inc 2.4%
Value $3.458M Shares 39,478 Est. Cost $81.43 Unrealized
BAX Baxter Intl Inc 2.4%
Value $3.449M Shares 42,886 Est. Cost $33.27 Unrealized +126.0%
CVS CVS Health Corp 2.4%
Value $3.438M Shares 58,866 Est. Cost $58.00 Unrealized -9.7%
TC Energy Corp 2.3%
Value $3.343M Shares 79,556 Est. Cost $49.64 Unrealized
DE Deere & Co 2.2%
Value $3.204M Shares 14,457 Est. Cost $75.49 Unrealized +138.1%
MLM Martin Marietta Materials Inc 2.2%
Value $3.168M Shares 13,460 Est. Cost $206.77 Unrealized +1.0%
LDOS Leidos Holdings Inc 2.1%
Value $2.98M Shares 33,425 Est. Cost $92.44 Unrealized -9.0%
EMR Emerson Electric Co 2.0%
Value $2.937M Shares 44,790 Est. Cost $42.53 Unrealized +38.2%
JKHY Henry Jack & Assoc Inc 2.0%
Value $2.914M Shares 17,925 Est. Cost $162.44 Unrealized 0.0%
LyondellBasell Industries NV A 2.0%
Value $2.829M Shares 40,130 Est. Cost $85.17 Unrealized
OKE Oneok Inc 1.7%
Value $2.432M Shares 93,627 Est. Cost $22.30 Unrealized -10.6%
Ally Financial Inc 1.6%
Value $2.292M Shares 91,432 Est. Cost $26.64 Unrealized
Visa Inc Cl A 1.5%
Value $2.111M Shares 10,556 Est. Cost $77.69 Unrealized
SWK Stanley Black & Decker Inc 1.4%
Value $2.051M Shares 12,642 Est. Cost $101.65 Unrealized +29.0%
ECL Ecolab Inc 1.3%
Value $1.926M Shares 9,640 Est. Cost $145.52 Unrealized +29.5%
Eaton Corp PLC 1.3%
Value $1.917M Shares 18,787 Est. Cost $84.73 Unrealized
MSFT Microsoft Corp 1.3%
Value $1.804M Shares 8,578 Est. Cost $34.12 Unrealized +488.4%
Booking Holdings Inc 1.2%
Value $1.678M Shares 981 Est. Cost $1759.28 Unrealized
Raytheon Technologies Corp 1.2%
Value $1.661M Shares 28,869 Est. Cost $61.61 Unrealized
MS Morgan Stanley 1.1%
Value $1.589M Shares 32,858 Est. Cost $21.33 Unrealized +99.4%
Synchrony Financial 1.1%
Value $1.516M Shares 57,927 Est. Cost $32.55 Unrealized
Carrier Global Corporation 1.0%
Value $1.499M Shares 49,078 Est. Cost $22.22 Unrealized
Jacobs Engineering Group Inc 1.0%
Value $1.487M Shares 16,024 Est. Cost $61.14 Unrealized
Verizon Communications Inc 1.0%
Value $1.458M Shares 24,511 Est. Cost $52.46 Unrealized
Medtronic PLC 0.9%
Value $1.226M Shares 11,797 Est. Cost $77.99 Unrealized
WGO Winnebago Industries Inc 0.8%
Value $1.215M Shares 23,506 Est. Cost $30.80 Unrealized +87.0%
MDLZ Mondelez Intl Inc Cl A 0.8%
Value $1.195M Shares 20,793 Est. Cost $32.41 Unrealized +49.8%
CI Cigna Corp New Com 0.8%
Value $1.163M Shares 6,865 Est. Cost $190.77 Unrealized -15.6%
Constellation Brands Inc Cl A 0.7%
Value $1.074M Shares 5,668 Est. Cost $175.33 Unrealized
Allison Transmission Holdings 0.7%
Value $1.017M Shares 28,930 Est. Cost $40.77 Unrealized
JNJ Johnson & Johnson 0.7%
Value $995K Shares 6,685 Est. Cost $93.60 Unrealized +35.7%
HSY Hershey Co 0.7%
Value $939K Shares 6,550 Est. Cost $77.94 Unrealized +60.2%
IFF International Flavors & Fragra 0.6%
Value $924K Shares 7,542 Est. Cost $107.39 Unrealized +0.1%
KHC Kraft Heinz Co 0.6%
Value $884K Shares 29,517 Est. Cost $22.14 Unrealized +16.9%
Fortive Corp 0.6%
Value $869K Shares 11,407 Est. Cost $53.52 Unrealized
Otis Worldwide Corp 0.6%
Value $824K Shares 13,202 Est. Cost $56.87 Unrealized
AT&T Inc 0.6%
Value $801K Shares 28,087 Est. Cost $33.33 Unrealized
Oracle Corp 0.4%
Value $642K Shares 10,755 Est. Cost $38.25 Unrealized
C Citigroup Inc 0.4%
Value $565K Shares 13,105 Est. Cost $47.93 Unrealized -14.4%
AMZN Amazon.com Inc 0.4%
Value $542K Shares 172 Est. Cost $74.88 Unrealized +110.5%
MCD McDonalds Corp 0.3%
Value $426K Shares 1,943 Est. Cost $85.50 Unrealized +112.1%
PEP PepsiCo Inc 0.3%
Value $390K Shares 2,817 Est. Cost $60.31 Unrealized +91.0%
PG Procter And Gamble Co 0.2%
Value $354K Shares 2,547 Est. Cost $64.52 Unrealized +80.3%
WFC Wells Fargo & Co 0.2%
Value $345K Shares 14,695 Est. Cost $23.98 Unrealized -9.0%
KR Kroger Co 0.2%
Value $339K Shares 10,000 Est. Cost $22.70 Unrealized +35.7%
HD Home Depot Inc 0.2%
Value $338K Shares 1,216 Est. Cost $161.37 Unrealized +47.3%
CBU Community Bank Systems Inc 0.2%
Value $306K Shares 5,617 Est. Cost $30.10 Unrealized +62.2%
MasterCard Incorporated Cl A 0.2%
Value $304K Shares 900 Est. Cost $112.22 Unrealized
DIS Disney Walt Co Disney 0.2%
Value $295K Shares 2,380 Est. Cost $75.10 Unrealized +62.6%
BRKR Bruker Corp 0.2%
Value $289K Shares 7,266 Est. Cost $44.24 Unrealized -7.4%
Cisco Systems Inc 0.2%
Value $262K Shares 6,659 Est. Cost $34.06 Unrealized
Merck & Co Inc 0.2%
Value $246K Shares 2,962 Est. Cost $63.46 Unrealized
NVIDIA Corp 0.2%
Value $233K Shares 430 Est. Cost $384.69 Unrealized
ABT Abbott Laboratories 0.2%
Value $232K Shares 2,130 Est. Cost $38.20 Unrealized +141.7%
Adobe Inc Com 0.1%
Value $211K Shares 430 Est. Cost $300.97 Unrealized
JPMorgan Chase & Co 0.1%
Value $184K Shares 1,915 Est. Cost $100.39 Unrealized
Comcast Corp Cl A 0.1%
Value $159K Shares 3,442 Est. Cost $39.18 Unrealized
BA Boeing Co 0.1%
Value $157K Shares 947 Est. Cost $153.71 Unrealized +10.9%
Black Knight Inc 0.1%
Value $157K Shares 1,800 Est. Cost $62.99 Unrealized
Exxon Mobil Corp 0.1%
Value $141K Shares 4,116 Est. Cost $100.10 Unrealized
IBM Intl Business Machines 0.1%
Value $140K Shares 1,152 Est. Cost $106.77 Unrealized -12.1%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $128K Shares 600 Est. Cost $176.72 Unrealized +15.7%
Facebook Inc Cl A 0.1%
Value $126K Shares 480 Est. Cost $193.65 Unrealized
Netflix Inc 0.1%
Value $123K Shares 245 Est. Cost $368.12 Unrealized
Dominion Energy Inc 0.1%
Value $122K Shares 1,543 Est. Cost $65.34 Unrealized
PFE Pfizer Inc 0.1%
Value $113K Shares 3,069 Est. Cost $22.85 Unrealized +18.6%
KO Coca-Cola Co 0.1%
Value $109K Shares 2,200 Est. Cost $31.92 Unrealized +27.8%
AMGN Amgen Inc 0.1%
Value $91,000 Shares 360 Est. Cost $154.67 Unrealized +35.5%
NKE Nike Inc Cl B 0.1%
Value $75,000 Shares 600 Est. Cost $77.84 Unrealized +28.0%
LOW Lowes Cos Inc 0.1%
Value $75,000 Shares 450 Est. Cost $139.87 Unrealized 0.0%
Alphabet Inc Cap Stock Cl A 0.0%
Value $66,000 Shares 45 Est. Cost $1088.89 Unrealized
CVX Chevron Corp 0.0%
Value $64,000 Shares 890 Est. Cost $74.32 Unrealized -10.5%
Invesco QQQ Ser 1 0.0%
Value $56,000 Shares 202 Est. Cost $247.52 Unrealized
Accenture PLC Ireland Class A 0.0%
Value $52,000 Shares 230 Est. Cost $182.61 Unrealized
GIS General Mills Inc 0.0%
Value $50,000 Shares 806 Est. Cost $46.10 Unrealized +13.1%
Zoetis Inc Cl A 0.0%
Value $36,000 Shares 220 Est. Cost $136.36 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $31,000 Shares 220 Est. Cost $41.31 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value $26,000 Shares 111 Est. Cost $209.73 Unrealized +7.4%
Altria Group Inc 0.0%
Value $26,000 Shares 675 Est. Cost $38.52 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value $22,000 Shares 120 Est. Cost $91.53 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value $15,000 Shares 75 Est. Cost $138.09 Unrealized +19.4%
LLY Lilly Eli & Co 0.0%
Value $15,000 Shares 100 Est. Cost $110.95 Unrealized +31.4%
Vertical Computer Systems Inc 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized