account_balance

Investment manager · 13F filer · SEC CIK 1570396

Lipe & Dalton

Reported value$216Mas of Sep 30, 2026
Positions94 4 new, 4 sold out
Top 10 weight44.1%AAPL alone is 10%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 9.9% HeldGOOG Alphabet Inc. 7.7% HeldGS Goldman Sachs Group Inc 5.8% HeldCM Canadian Imperial Bank of Commerce 3.8% HeldTEL TE Connectivity PLC 3.2% HeldINTC Intel Corp 3.1% HeldBN Brookfield Corp 2.8% HeldTMO Thermo Fisher Scientific Inc. 2.7% HeldBRK-B Berkshire Hathaway Inc 2.6% Added +22%SNA Snap-on Inc 2.5% HeldAMZN Amazon.com Inc 2.3% HeldBA Boeing Co 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist