Lipe & Dalton: 13F holdings
CIK 15703962026Q2
| Positions | 94 |
|---|---|
| Reported value | $215.1m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL Apple Inc | 64,456 | $18.7m | 8.7% |
| GOOG Alphabet Inc Cap Stock Cl C | 49,227 | $17.4m | 8.1% |
| GS Goldman Sachs Group Inc | 13,887 | $14.0m | 6.5% |
| CM Canadian Imperial Bank Comm To | 74,660 | $8.6m | 4.0% |
| INTC Intel Corp | 56,094 | $7.8m | 3.6% |
| BN Brookfield Corp Cl A | 164,830 | $7.0m | 3.3% |
| Te Connectivity Plc | 32,908 | $6.6m | 3.1% |
| SNA Snap On Inc | 15,130 | $6.1m | 2.8% |
| BA Boeing Co | 27,116 | $5.9m | 2.7% |
| RTX Rtx Corporation Com | 25,782 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1570396")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.