Lipe & Dalton - Portfolio overview
Lipe & Dalton has 57 reported holdings in this dataset, with the latest filing dated 2026-04-30.
Its largest classified asset exposures are stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- AAPL - Apple Inc, 14.70%
- CM - Canadian Imperial Bank Comm To, 6.34%
- SNA - Snap On Inc, 4.92%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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