Notify me when Lipe & Dalton files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 95 | $202,434,000 | +$3,346,109 | -$7,558,249 | -$4,212,140 | AAPL, GOOG, GS, TEL, BN | 13F-HR | 26 Jan 2026, 15:38 |
| Q3 2025 | 93 | $201,849,000 | +$6,693,791 | -$8,293,063 | -$1,599,272 | AAPL, GOOG, GS, TEL, BN | 13F-HR | 26 Jan 2026, 15:52 |
| Q2 2025 | 89 | $185,049,000 | +$5,116,743 | -$9,586,087 | -$4,469,344 | AAPL, GS, GOOG, BN, TEL | 13F-HR | 01 Aug 2025, 13:08 |
| Q1 2025 | 88 | $178,701,000 | +$10,431,373 | -$15,303,091 | -$4,871,718 | AAPL, GOOG, GS, BN, SNA | 13F-HR | 05 May 2025, 09:29 |
| Q4 2024 | 93 | $188,371,000 | +$625,433 | -$9,610,961 | -$8,985,528 | AAPL, GOOG, GS, OKE, BN | 13F-HR | 03 Feb 2025, 16:54 |
| Q3 2024 | 101 | $197,955,000 | +$13,077,689 | -$13,305,337 | -$227,648 | AAPL, GOOG, GS, OKE, BN | 13F-HR | 04 Nov 2024, 09:26 |
| Q2 2024 | 97 | $185,935,000 | +$6,802,909 | -$12,413,410 | -$5,610,501 | AAPL, GOOG, GS, OKE, BA | 13F-HR | 02 Aug 2024, 11:49 |
| Q1 2024 | 105 | $193,976,000 | +$7,878,123 | -$6,591,614 | +$1,286,509 | AAPL, GOOG, GS, BA, OKE | 13F-HR | 07 May 2024, 10:24 |
| Q4 2023 | 103 | $184,283,000 | +$1,397,350 | -$2,541,555 | -$1,144,205 | AAPL, GOOG, BA, GS, KHC | 13F-HR | 30 Jan 2024, 11:18 |
| Q3 2023 | 99 | $166,155,000 | +$1,396,129 | -$1,915,200 | -$519,071 | AAPL, GOOG, BA, GS, DHR | 13F-HR | 03 Nov 2023, 14:47 |
| Q2 2023 | 101 | $175,500,000 | +$2,816,097 | -$8,282,440 | -$5,466,343 | AAPL, GOOG, BA, ROK, GS | 13F-HR | 26 Jul 2023, 14:14 |
| Q1 2023 | 101 | $174,558,000 | +$5,358,827 | -$10,163,953 | -$4,805,126 | AAPL, BA, GOOG, ABBV, GS | 13F-HR | 02 May 2023, 15:26 |
| Q4 2022 | 99 | $173,806,000 | +$8,615,783 | -$11,182,370 | -$2,566,587 | AAPL, ABBV, GS, BA, DHR | 13F-HR | 03 Feb 2023, 13:24 |
| Q3 2022 | 101 | $159,447,000 | +$10,743,480 | -$4,156,857 | +$6,586,623 | AAPL, GOOG, DHR, ABBV, BAM | 13F-HR | 07 Nov 2022, 10:56 |
| Q2 2022 | 97 | $170,890,000 | +$11,504,545 | -$12,871,488 | -$1,366,943 | AAPL, GOOG, ABBV, BAM, DHR | 13F-HR | 01 Aug 2022, 13:12 |
| Q1 2022 | 104 | $204,852,000 | +$17,793,112 | -$21,536,332 | -$3,743,220 | AAPL, GOOG, BAM, ABBV, DHR | 13F-HR | 26 Apr 2022, 12:49 |
| Q4 2021 | 109 | $211,408,000 | +$5,774,312 | -$4,310,287 | +$1,464,025 | AAPL, GOOG, BAM, DHR, GS | 13F-HR | 01 Feb 2022, 13:08 |
| Q3 2021 | 103 | $194,655,000 | +$4,623,583 | -$1,792,546 | +$2,831,037 | AAPL, GOOG, GS, DHR, BAM | 13F-HR | 01 Nov 2021, 15:23 |
| Q2 2021 | 106 | $192,358,000 | +$10,959,561 | -$11,047,107 | -$87,546 | AAPL, GOOG, GS, BAM, INTC | 13F-HR | 02 Aug 2021, 11:57 |
| Q1 2021 | 100 | $180,227,000 | +$11,243,742 | -$11,486,092 | -$242,350 | AAPL, URI, INTC, GOOG, GS | 13F-HR | 30 Apr 2021, 12:50 |
| Q4 2020 | 99 | $162,646,000 | +$2,614,351 | -$4,944,023 | -$2,329,672 | AAPL, GOOG, BAM, TEL, INTC | 13F-HR | 29 Jan 2021, 11:10 |
| Q3 2020 | 95 | $143,869,000 | +$15,715,871 | -$6,643,435 | +$9,072,436 | AAPL, INTC, GOOG, DHR, TEL | 13F-HR | 30 Oct 2020, 12:55 |
| Q2 2020 | 94 | $137,723,000 | +$10,048,276 | -$8,851,889 | +$1,196,387 | AAPL, INTC, GOOG, BAM, DHR | 13F-HR | 07 Aug 2020, 18:22 |
| Q1 2020 | 97 | $118,210,000 | +$8,008,743 | -$8,682,116 | -$673,373 | AAPL, INTC, GOOG, BAM, BMY | 13F-HR | 01 May 2020, 10:58 |
| Q4 2019 | 104 | $150,856,000 | +$3,475,639 | -$2,549,483 | +$926,156 | AAPL, INTC, UTX, BAM, GOOG | 13F-HR | 21 Jan 2020, 10:30 |
| Q3 2019 | 104 | $136,981,000 | +$5,925,627 | -$14,909,494 | -$8,983,867 | AAPL, INTC, BAM, UTX, GOOG | 13F-HR | 07 Nov 2019, 11:06 |
| Q2 2019 | 99 | $139,891,000 | +$8,808,563 | -$9,798,010 | -$989,447 | AAPL, INTC, HSY, TEL, UTX | 13F-HR | 24 Jul 2019, 15:33 |
| Q1 2019 | 78 | $135,952,000 | +$7,120,242 | -$7,371,528 | -$251,286 | AAPL, INTC, MDLZ, UTX, HSY | 13F-HR | 30 Apr 2019, 15:16 |
| Q4 2018 | 68 | $122,746,000 | +$8,651,704 | -$11,637,285 | -$2,985,581 | INTC, AAPL, HSY, MDLZ, BIIB | 13F-HR | 08 Feb 2019, 13:56 |
| Q3 2018 | 69 | $146,530,000 | +$5,514,390 | -$3,522,676 | +$1,991,714 | AAPL, UTX, CM, BIIB, INTC | 13F-HR | 05 Nov 2018, 12:09 |
| Q2 2018 | 70 | $135,951,000 | +$14,889,624 | -$19,218,853 | -$4,329,229 | AAPL, INTC, CM, UTX, MDLZ | 13F-HR | 06 Aug 2018, 14:27 |
| Q1 2018 | 79 | $139,810,000 | +$8,264,978 | -$7,595,466 | +$669,512 | INTC, AAPL, TEL, CM, UTX | 13F-HR | 04 May 2018, 15:27 |
| Q4 2017 | 77 | $144,689,000 | +$8,227,104 | -$16,132,443 | -$7,905,339 | CM, AAPL, INTC, TEL, KORS | 13F-HR | 13 Feb 2018, 12:44 |
| Q3 2017 | 77 | $142,249,000 | +$10,153,865 | -$28,291,041 | -$18,137,176 | NXPI, AAPL, CM, MDLZ, BIIB | 13F-HR | 03 Nov 2017, 14:44 |
| Q2 2017 | 81 | $154,380,000 | +$14,249,800 | -$1,716,004 | +$12,533,796 | NXPI, MDLZ, AIG, AAPL, MS | 13F-HR | 08 Aug 2017, 14:04 |
| Q1 2017 | 79 | $138,181,000 | +$8,497,754 | -$16,231,366 | -$7,733,612 | MDLZ, NXPI, AIG, CM, AAPL | 13F-HR | 08 May 2017, 13:28 |
| Q4 2016 | 74 | $140,582,000 | +$8,490,455 | -$20,781,035 | -$12,290,580 | JPM, MDLZ, AIG, CM, MS | 13F-HR | 10 Feb 2017, 11:52 |
| Q3 2016 | 81 | $149,425,000 | +$6,756,416 | -$8,098,633 | -$1,342,217 | MDLZ, AIG, BIIB, CM, NXPI | 13F-HR | 10 Nov 2016, 10:44 |
| Q2 2016 | 106 | $141,550,000 | +$32,130,620 | -$17,122,769 | +$15,007,851 | MDLZ, MDT, AIG, CM, JPM | 13F-HR | 12 Aug 2016, 10:53 |
| Q1 2016 | 70 | $127,200,000 | +$17,265,298 | -$13,307,916 | +$3,957,382 | MDLZ, AIG, BAM, MDT, CM | 13F-HR | 12 May 2016, 10:06 |
| Q4 2015 | 70 | $123,502,000 | +$16,581,314 | -$19,154,976 | -$2,573,662 | AIG, TSN, MDT, JPM, BAM | 13F-HR | 10 Feb 2016, 09:37 |
| Q3 2015 | 64 | $120,654,000 | +$12,842,162 | -$13,500,476 | -$658,314 | AIG, BAM, CM, JPM, MDT | 13F-HR | 13 Nov 2015, 10:50 |
| Q2 2015 | 65 | $139,462,000 | +$7,813,480 | -$12,330,197 | -$4,516,717 | AIG, BAM, JPM, MDT, BAX | 13F-HR | 13 Aug 2015, 14:15 |
| Q1 2015 | 65 | $145,158,000 | +$37,745,400 | -$41,349,534 | -$3,604,134 | AIG, BAM, MDT, BAX, TEL | 13F-HR | 08 May 2015, 14:16 |
| Q4 2014 | 66 | $149,697,000 | +$16,158,919 | -$19,554,493 | -$3,395,574 | AIG, BAX, MDT, QCOM, INTC | 13F-HR | 18 Feb 2015, 11:14 |
| Q3 2014 | 61 | $152,875,000 | +$14,471,752 | -$13,198,223 | +$1,273,529 | HSP, AIG, BAX, QCOM, MDT | 13F-HR | 14 Nov 2014, 14:06 |
| Q2 2014 | 59 | $159,146,000 | +$9,855,288 | -$4,088,313 | +$5,766,975 | HSP, AIG, BP, DVN, BDX | 13F-HR | 06 Aug 2014, 14:41 |
| Q1 2014 | 57 | $149,426,000 | +$15,260,845 | -$14,873,192 | +$387,653 | HSP, AIG, BDX, BP, DVN | 13F-HR | 14 May 2014, 16:22 |
| Q4 2013 | 61 | $146,403,000 | $0 | $0 | $0 | AIG, HSP, BDX, VOD, FCX | 13F-HR | 10 Feb 2014, 14:17 |