| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 45 | Q2 2024 | 9.1% |
| INTEL CORP COM | 45 | Q2 2024 | 5.0% |
| TE Connectivity Ltd Reg | 45 | Q2 2024 | 4.1% |
| CVS Health Corporation | 45 | Q2 2024 | 3.0% |
| EATON CORP PLC ORD | 45 | Q2 2024 | 4.2% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 1.7% |
| EXXON MOBIL CORPORATION COM | 45 | Q2 2024 | 1.4% |
| Verizon Communications Inc | 45 | Q2 2024 | 2.1% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 0.8% |
| ORACLE CORP COM | 45 | Q2 2024 | 0.6% |
View Lipe & Dalton's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-26 |
View Lipe & Dalton's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.