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Lipe & Dalton
Lipe & Dalton is a Syracuse-based investment counseling and money management firm founded by two Chartered Financial Analysts (CFA). They specialize in separately managed portfolios and provide expert financial advice and services to clients.
Investment Strategy
Lipe & Dalton specializes in separately managed portfolios where the client holds individual stocks and bonds rather than comingled investments such as mutual funds. They focus on research and risk management to achieve above-average returns with lower risk.
Latest 13F Filing Activity
Lipe & Dalton filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $185M. The fund increased holdings in Thermo Fisher Scientific Inc., Goldman Sachs Group Inc., Mosaic Co. among other positions. Lipe & Dalton reduced exposure to Bristol Myers Squibb Co., Apple Inc., Cooper Cos Inc. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 7.76% | $14.4M | 70,030 | $27.23 | $205.17 | -$1.6M |
G GS | Goldman Sachs Group Inc | 6.06% | $11.2M | 15,853 | $172.14 | $707.75 | +$2.3M |
G GOOG | Alphabet Inc Cap Stock Cl C | 5.33% | $9.9M | 55,616 | $39.92 | $177.39 | +$951.0K |
B BN | Brookfield Corp Cl A | 4.02% | $7.4M | 120,392 | $31.47 | $61.85 | +$954.0K |
T TEL | Te Connectivity Plc | 3.23% | $6.0M | 35,398 | $150.96 | $168.67 | +$792.0K |
Industry Allocation
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