§ 13F · FUND PROFILE
Lipe & Dalton.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185.0B (13F)Positions · 90Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$459M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 67K | $18.2B | 9.0% | −4% |
| 2 | GOOGL | Alphabet Inc Cap Stock Cl C | 52K | $16.4B | 8.1% | −5% |
| 3 | GS | Goldman Sachs Group Inc | 15K | $13.2B | 6.5% | −4% |
| 4 | TEL | Te Connectivity Plc | 35K | $7.9B | 3.9% | −3% |
| 5 | BN | Brookfield Corp Cl A | 169K | $7.8B | 3.8% | +47% |
| 6 | CM | Canadian Imperial Bank Comm To | 81K | $7.3B | 3.6% | −1% |
| 7 | BA | Boeing Co | 28K | $6.1B | 3.0% | ±0% |
| 8 | HSY | Hershey Co | 31K | $5.6B | 2.8% | −2% |
| 9 | SNA | Snap On Inc | 16K | $5.5B | 2.7% | −1% |
| 10 | TMO | Thermo Fisher Scientific Inc | 9K | $5.3B | 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 $185.0 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed