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Home > Institutional Investor > Lipe & Dalton > Profile

Instuitional Investor - Lipe & Dalton

Fund Profile
Filing Period:
Fund Name: Lipe & Dalton
Portfolio Value $185,049
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 70,030 $14,368 7.76%
2.
Goldman Sachs Group Inc
 GS 15,853 $11,220 6.06%
3.
Alphabet Inc.
 GOOGL 55,616 $9,866 5.33%
4.
Brookfield Corp
 BN 120,392 $7,446 4.02%
5.
Te Connectivity Plc
 35,398 $5,971 3.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)