Fund HoldingsLipe & Dalton

Total Portfolio Value
$198.0K
Total Bought
$16.8K
Total Sold
$25.9K
Net Transaction
-$9.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Te Connectivity Plc(TEL)036,953+36,953062.82%+6
Snap On Inc(SNA)016,790+16,790052.46%+5
Apple Inc(AAPL)77,77476,633-1,14116189.02%+1
Brookfield Corp Cl A(BN)127,664127,394-270573.42%+1
Canadian Imperial Bank Comm To(CM)87,32086,060-1,260452.67%+1
Siriusxm Holdings Inc Common S(SIRI)044,452+44,452010.53%+1
Vector Group Ltd211,880210,980-900231.59%+1
Oneok Inc(OKE)75,11274,922-190673.45%+1
AbbVie Inc(ABBV)25,58525,485-100452.54%+1
Danaher Corp(DHR)21,64921,653+4563.04%+1
Goldman Sachs Group Inc(GS)17,22816,940-288884.24%+1
Rtx Corporation Com(RTX)28,33428,3340331.73%+1
Bristol Myers Squibb Co(BMY)056,561+56,561031.48%+3
Lockheed Martin Corp(LMT)4,6304,610-20231.36%+1
Brookfield Asset Managmt Ltd C(BAM)49,84450,144+300221.20%0
Kraft Heinz Co(KHC)0156,088+156,088052.77%+5
TC Energy Corp54,07752,677-1,400231.27%0
Amentum Holdings Inc011,374+11,374000.19%0
Ball Corp047,743+47,743031.64%+3
Deere & Co(DE)7,8747,8740331.66%0
Cooper Cos Inc(COO)13,48913,780+291120.77%0
Johnson & Johnson(JNJ)8,1439,455+1,312120.77%0
Carrier Global Corporation(CARR)19,10619,107+1120.78%0
BorgWarner Inc80,73580,7350331.48%0
Kenvue Inc61,05361,226+173110.72%0
Henry Jack & Assoc Inc(JKHY)19,74019,990+250341.78%0
Exact Sciences Corp9,0209,0200010.31%0
Hershey Co(HSY)5,5926,565+973110.64%0
F5 Inc Com(FFIV)01,040+1,040000.12%0
Blackstone Inc01,400+1,400000.11%0
Yum Brands Inc(YUM)29,58729,502-85442.08%0
Zoetis Inc Cl A(ZTS)8,4528,523+71120.84%0
Meta Platforms Inc Cl A(META)2,8202,8200120.82%0
GE Healthcare Technologies Inc11,40511,355-50110.54%0
Intercontinental Exchange Inc7,3667,367+1110.60%0
Morgan Stanley(MS)27,02026,722-298331.41%0
Medtronic PLC13,77013,720-50110.62%0
CVS Health Corp(CVS)027,150+27,150020.86%+2
Veralto Corp(VLTO)7,1887,155-33110.40%0
Eaton Corp PLC(ETN)11,91211,602-310441.94%0
Visa Inc Cl A(V)8,8628,837-25221.23%0
Stanley Black & Decker Inc(SWK)3,3823,384+2000.19%0
The Cigna Group(CI)6,0306,031+1221.06%0
Oracle Corp(ORCL)8,4417,541-900110.65%0
McDonalds Corp(MCD)1,8431,8430010.28%0
Kroger Co(KR)10,00010,0000010.29%0
Verizon Communications Inc17,08317,0830110.39%0
Home Depot Inc(HD)9709700000.20%0
Baxter Intl Inc12,78012,7800000.25%0
Amgen Inc(AMGN)9,0168,916-100331.45%0
MasterCard Incorporated Cl A(MA)9179170000.23%0
community bk sys inc com(CBU)4,3094,3090000.13%0
Fortive Corp(FTV)6,7906,7900110.27%0
Berkshire Hathaway Inc Cl B6056050000.14%0
Lowes Cos Inc(LOW)6006000000.08%0
Cisco Systems Inc(CSCO)4,7594,7590000.13%0
Intl Business Machines(IBM)0100+100000.01%0
Abbott Laboratories1,9801,9800000.11%0
JPMorgan Chase & Co(JPM)1,8001,8000000.19%0
Mondelez Intl Inc Cl A(MDLZ)1,8711,8710000.07%0
Coca-Cola Co(KO)1,8001,8000000.07%0
PepsiCo Inc(PEP)2,5152,5150000.22%0
BROADCOM INC COM(AVGO)1051,050+945000.09%0
Accenture PLC Ireland Class A2302300000.04%0
Wal-Mart Stores Inc(WMT)6606600000.03%0
Winnebago Industries Inc(WGO)2,0002,0000000.06%0
Bank N S Halifax0125+125000.00%0
Netflix Inc(NFLX)1901900000.07%0
Duke Energy Corp(DUK)3433430000.02%0
Exxon Mobil Corp2,4832,4830000.15%0
Palo Alto Networks Inc(PANW)1,0001,0000000.17%0
Pfizer Inc(PFE)2,2592,2590000.03%0
Advanced Micro Devices Inc(AMD)4704700000.04%0
Union Pacific Corp(UNP)75750000.01%0
NVIDIA Corp(NVDA)9,1709,330+160110.57%0
Regeneron Pharmaceuticals(REGN)2692690000.14%0
Vertical Computer Systems Inc20,00020,0000000
Chevron Corp(CVX)1501500000.01%-0
Lilly Eli & Co(LLY)5645-11000.02%-0
Adobe Inc Com4004000000.10%-0
KLA-Tencor Corp(KLAC)3003000000.12%-0
Alphabet Inc Cap Stock Cl A9789780000.08%-0
Martin Marietta Materials Inc(MLM)4,4154,4150221.20%-0
Constellation Brands Inc Cl A(STZ)5,2835,209-74110.68%-0
Disney Walt Co Disney(DIS)1,8411,680-161000.08%-0
Procter And Gamble Co(PG)2,2141,950-264000.17%-0
LyondellBasell Industries NV A38,47037,980-490441.84%-0
Vertex Pharmaceuticals Inc5,0414,991-50221.17%-0
Emerson Electric Co(EMR)43,13043,035-95552.38%-0
Wells Fargo & Co(WFC)16,46816,4680110.47%-0
Amazon.com Inc(AMZN)10,72310,845+122221.02%-0
Dennys Corp85,75685,7560110.28%-0
Jacobs Solutions Inc11,37411,3740210.75%-0
Apa Corporation Com22,31022,3100110.28%-0
Microsoft Corp(MSFT)6,9336,9330331.51%-0
Merck & Co Inc(MRK)11,92911,907-22110.68%-0
Mobileye Global Inc Common Cla(MBLY)4,6000-4,60000-0
Mosaic Co123,585123,315-270431.67%-0
Qualcomm Inc(QCOM)11,25711,318+61220.97%-0
Moderna Inc(MRNA)9,8428,147-1,695110.27%-1
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