Fund HoldingsLipe & Dalton

Total Portfolio Value
$188.5K
Total Bought
$2.1K
Total Sold
$23.7K
Net Transaction
-$21.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Alphabet Inc Cap Stock Cl C058,686+58,6860115.93%+11
Goldman Sachs Group Inc(GS)16,94016,706-2348105.07%+1
Apple Inc(AAPL)76,63375,105-1,52818199.98%+1
Snap On Inc(SNA)16,79016,780-10563.02%+1
Oneok Inc(OKE)74,92274,602-320773.97%+1
Emerson Electric Co(EMR)43,03542,820-215552.81%+1
Brookfield Corp Cl A(BN)127,394127,102-292773.87%+1
Boeing Co(BA)029,651+29,651052.78%+5
Morgan Stanley(MS)26,72225,662-1,060331.71%0
Brookfield Asset Managmt Ltd C(BAM)50,14449,778-366231.43%0
Bristol Myers Squibb Co(BMY)56,56156,769+208331.70%0
Amazon.com Inc(AMZN)10,84510,318-527221.20%0
Wells Fargo & Co(WFC)16,46816,4680110.61%0
Discover Financial Services01,300+1,300000.12%0
South Bow Corp Com010,531+10,531000.09%0
Canadian Imperial Bank Comm To(CM)86,06085,990-70552.88%0
Visa Inc Cl A(V)8,8378,053-784231.35%0
F5 Inc Com(FFIV)1,0401,240+200000.17%0
JPMorgan Chase & Co(JPM)1,8001,8000000.23%0
Deere & Co(DE)7,8747,8740331.77%0
Kroger Co(KR)10,00010,0000110.32%0
Jacobs Solutions Inc11,37411,3740120.81%0
Disney Walt Co Disney(DIS)1,6801,6800000.10%0
Palo Alto Networks Inc(PANW)1,0002,000+1,000000.19%0
Pfizer Inc(PFE)2,2592,659+400000.04%0
Cisco Systems Inc(CSCO)4,7594,359-400000.14%0
Accenture PLC Ireland Class A2302300000.04%0
Bank N S Halifax1251250000.00%0
Intl Business Machines(IBM)1001000000.01%0
Vertical Computer Systems Inc20,00020,0000000
Duke Energy Corp(DUK)3433430000.02%-0
Berkshire Hathaway Inc Cl B6056050000.15%-0
Blackstone Inc1,4001,200-200000.11%-0
Meta Platforms Inc Cl A(META)2,8202,745-75220.85%-0
TC Energy Corp52,67753,657+980321.32%-0
Netflix Inc(NFLX)190140-50000.07%-0
Union Pacific Corp(UNP)7522-53000.00%-0
Advanced Micro Devices Inc(AMD)4704700000.03%-0
Chevron Corp(CVX)1500-15000-0
Henry Jack & Assoc Inc(JKHY)19,99019,9900441.86%-0
Apa Corporation Com22,31022,510+200110.28%-0
Fortive Corp(FTV)6,7906,7900110.27%-0
Oracle Corp(ORCL)7,5417,5410110.67%-0
Procter And Gamble Co(PG)1,9501,850-100000.16%-0
Coca-Cola Co(KO)1,8001,600-200000.05%-0
Wal-Mart Stores Inc(WMT)660210-450000.01%-0
Exxon Mobil Corp2,4832,383-100000.14%-0
Home Depot Inc(HD)970920-50000.19%-0
Mondelez Intl Inc Cl A(MDLZ)1,8711,721-150000.05%-0
Dennys Corp85,75684,756-1,000110.27%-0
Lilly Eli & Co(LLY)450-4500-0
BROADCOM INC COM(AVGO)1,050554-496000.07%-0
McDonalds Corp(MCD)1,8431,743-100110.27%-0
PepsiCo Inc(PEP)2,5152,345-170000.19%-0
Veralto Corp(VLTO)7,1557,1550110.39%-0
Regeneron Pharmaceuticals(REGN)2692690000.10%-0
Martin Marietta Materials Inc(MLM)4,4154,4150221.21%-0
Verizon Communications Inc17,08316,383-700110.35%-0
Intercontinental Exchange Inc7,3677,183-184110.57%-0
Winnebago Industries Inc(WGO)2,0000-2,00000-0
Alphabet Inc Cap Stock Cl A978178-800000.02%-0
Amentum Holdings Inc11,37411,3740000.13%-0
Stanley Black & Decker Inc(SWK)3,3843,036-348000.13%-0
Johnson & Johnson(JNJ)9,4559,657+202210.74%-0
Baxter Intl Inc12,78011,835-945000.18%-0
Eaton Corp PLC(ETN)11,60211,152-450441.96%-0
Hershey Co(HSY)6,5656,567+2110.59%-0
Rtx Corporation Com(RTX)28,33428,3340331.74%-0
Exact Sciences Corp9,0208,020-1,000100.24%-0
Lowes Cos Inc(LOW)6000-60000-0
Kenvue Inc61,22658,585-2,641110.66%-0
Medtronic PLC13,72013,248-472110.56%-0
Siriusxm Holdings Inc Common S(SIRI)44,45238,000-6,452110.46%-0
GE Healthcare Technologies Inc11,35511,155-200110.46%-0
Merck & Co Inc(MRK)11,90711,559-348110.61%-0
Yum Brands Inc(YUM)29,50229,212-290442.08%-0
Adobe Inc Com4000-40000-0
Qualcomm Inc(QCOM)11,31811,089-229220.90%-0
Abbott Laboratories1,9800-1,98000-0
KLA-Tencor Corp(KLAC)3000-30000-0
community bk sys inc com(CBU)4,3090-4,30900-0
Carrier Global Corporation(CARR)19,10718,834-273210.68%-0
Microsoft Corp(MSFT)6,9336,473-460331.45%-0
Constellation Brands Inc Cl A(STZ)5,2094,914-295110.58%-0
MasterCard Incorporated Cl A(MA)917361-556000.10%-0
Intel Corp(INTC)093,383+93,383020.99%+2
Te Connectivity Plc(TEL)36,95337,103+150652.81%-0
Zoetis Inc Cl A(ZTS)8,5238,5230210.74%-0
Cooper Cos Inc(COO)13,78013,196-584210.64%-0
Mosaic Co123,315121,580-1,735331.58%-0
Vertex Pharmaceuticals Inc4,9914,981-10221.06%-0
BorgWarner Inc80,73580,600-135331.36%-0
The Cigna Group(CI)6,0315,832-199220.85%-0
CVS Health Corp(CVS)27,15027,202+52210.65%-0
Lockheed Martin Corp(LMT)4,6104,510-100321.16%-1
AbbVie Inc(ABBV)25,48525,395-90552.39%-1
Moderna Inc(MRNA)8,1470-8,14710-1
NVIDIA Corp(NVDA)9,3304,270-5,060110.30%-1
Amgen Inc(AMGN)8,9168,801-115321.22%-1
Ball Corp47,74347,728-15331.40%-1
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