The Analysis of Lipe & Dalton's Holdings
Currently, Lipe & Dalton holds 95 types of securities in its portfolio with a total value $202.4K. In the most recent quarter, they have increased their positions in N/A (+53.8K shares, valued at $2.5K), N/A (+309 shares, valued at $239), N/A (+1.0K shares, valued at $154); decreased their positions in N/A (-2.6K shares, valued at $804.565179151849), AAPL (-2.5K shares, valued at $674.7407750594073), N/A (-604 shares, valued at $530.9364561847095); initiated new positions in N/A (+309 shares, valued at $239), N/A (+1.0K shares, valued at $154), CBU (+900 shares, valued at $52). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc66.9K shares-3.58%2025-12-312026-01-26
CM Canadian Imperial Bank Comm To80.7K shares-1.44%2025-12-312026-01-26 BA Boeing Co28.3K shares-0.07%2025-12-312026-01-26 HSY Hershey Co31.0K shares-2.11%2025-12-312026-01-26 SNA Snap On Inc16.1K shares-0.89%2025-12-312026-01-26 TMO Thermo Fisher Scientific Inc9.1K shares-1.66%2025-12-312026-01-26 DHR Danaher Corp21.6K shares2.72%2025-12-312026-01-26 AbbVie Inc AbbVie Inc19.2K shares-3.01%2025-12-312026-01-26 EMR Emerson Electric Co32.2K shares-1.53%2025-12-312026-01-26 YUM Yum Brands Inc27.6K shares-1.30%2025-12-312026-01-26 MS Morgan Stanley20.9K shares-8.05%2025-12-312026-01-26 JKHY Henry Jack & Assoc Inc20.4K shares-1.76%2025-12-312026-01-26 DE Deere & Co7.4K shares-0.74%2025-12-312026-01-26 BWA BorgWarner Inc74.9K shares-3.09%2025-12-312026-01-26 INTC Intel Corp91.3K shares0.00%2025-12-312026-01-26 MAS Masco Corp50.8K shares-2.65%2025-12-312026-01-26 Mosaic Co Mosaic Co115.1K shares-3.33%2025-12-312026-01-26 MSFT Microsoft Corp5.7K shares-2.51%2025-12-312026-01-26 AMGN Amgen Inc8.4K shares-2.44%2025-12-312026-01-26 OKE Oneok Inc36.5K shares-1.29%2025-12-312026-01-26 MLM Martin Marietta Materials Inc4.0K shares-1.25%2025-12-312026-01-26 BAX Baxter Intl Inc121.4K shares-8.66%2025-12-312026-01-26 CVS CVS Health Corp26.7K shares-2.34%2025-12-312026-01-26 LMT Lockheed Martin Corp4.3K shares-2.36%2025-12-312026-01-26 AMZN Amazon.com Inc9.1K shares-2.11%2025-12-312026-01-26 JNJ Johnson & Johnson8.9K shares-0.79%2025-12-312026-01-26 QCOM Qualcomm Inc9.3K shares-8.54%2025-12-312026-01-26 Oracle Corp Oracle Corp7.4K shares0.41%2025-12-312026-01-26 WFC Wells Fargo & Co14.8K shares-6.78%2025-12-312026-01-26 Medtronic PLC Medtronic PLC10.8K shares-2.17%2025-12-312026-01-26 FFIV F5 Inc Com3.5K shares6.49%2025-12-312026-01-26 NVIDIA Corp NVIDIA Corp4.0K shares-7.47%2025-12-312026-01-26 WHR Whirlpool Corp10.1K shares0.00%2025-12-312026-01-26 Veralto Corp Veralto Corp6.9K shares-0.48%2025-12-312026-01-26 UHAL.B U Haul Holding Company Com Ser14.7K shares0.00%2025-12-312026-01-26 KR Kroger Co10.0K shares0.00%2025-12-312026-01-26 MCD McDonalds Corp1.7K shares0.00%2025-12-312026-01-26 PANW Palo Alto Networks Inc2.0K shares0.00%2025-12-312026-01-26 KLAC KLA-Tencor Corp300 shares0.00%2025-12-312026-01-26 Fortive Corp Fortive Corp6.2K shares0.00%2025-12-312026-01-26 PEP PepsiCo Inc2.2K shares-4.26%2025-12-312026-01-26 AMTM Amentum Holdings Inc10.9K shares-1.91%2025-12-312026-01-26 HD Home Depot Inc820 shares-15.46%2025-12-312026-01-26 PG Procter And Gamble Co1.8K shares-5.41%2025-12-312026-01-26 DIS Disney Walt Co Disney1.5K shares0.00%2025-12-312026-01-26 Blackstone Inc Blackstone Inc1.0K sharesnew addition2025-12-312026-01-26 Netflix Inc Netflix Inc1.4K shares921.43%2025-12-312026-01-26 ABT Abbott Laboratories1.0K shares-28.67%2025-12-312026-01-26 PFE Pfizer Inc5.0K shares86.31%2025-12-312026-01-26 KO Coca-Cola Co1.6K shares0.00%2025-12-312026-01-26 AMD Advanced Micro Devices Inc380 shares-19.15%2025-12-312026-01-26 CBU community bk sys inc com900 sharesnew addition2025-12-312026-01-26 MDLZ Mondelez Intl Inc Cl A971 shares-43.58%2025-12-312026-01-26 BMY Bristol Myers Squibb Co800 shares-58.97%2025-12-312026-01-26 MU Micron Technology Inc120 shares0.00%2025-12-312026-01-26 IBM Intl Business Machines100 shares0.00%2025-12-312026-01-26 UNP Union Pacific Corp112 shares12.00%2025-12-312026-01-26 WMT Wal-Mart Stores Inc224 shares6.67%2025-12-312026-01-26 LLY Lilly Eli & Co13 sharesnew addition2025-12-312026-01-26 BNS Bank N S Halifax125 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available