§ 13F · FUND PROFILE
Lipe & Dalton.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202K (13F)Positions · 93Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 66K | $17K | 8.7% | −2% |
| 2 | GOOGL | Alphabet Inc Cap Stock Cl C | 51K | $15K | 7.6% | −3% |
| 3 | GS | Goldman Sachs Group Inc | 14K | $12K | 6.4% | −5% |
| 4 | CM | Canadian Imperial Bank Comm To | 76K | $7K | 3.8% | −6% |
| 5 | TEL | Te Connectivity Plc | 33K | $7K | 3.7% | −4% |
| 6 | BN | Brookfield Corp Cl A | 169K | $7K | 3.6% | ±0% |
| 7 | SNA | Snap On Inc | 15K | $6K | 2.9% | −5% |
| 8 | HSY | Hershey Co | 27K | $6K | 2.9% | −14% |
| 9 | BA | Boeing Co | 28K | $5K | 2.9% | −2% |
| 10 | RTX | Rtx Corporation Com | 26K | $5K | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIPE SIGNAL
AC read
Lipe & Dalton is a Other fund managing $202 thousand in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed