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Home > Institutional Investor > Lipe & Dalton > 13F Holdings

Instuitional Investor - Lipe & Dalton

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,456 $18,651 8.67%
2.
Alphabet Inc.
 GOOGL 49,227 $17,393 8.08%
3.
Goldman Sachs Group Inc
 GS 13,887 $14,045 6.53%
4.
Canadian Imperial Bank Commerce
 CM 74,660 $8,586 3.99%
5.
Intel Corp
 INTC 56,094 $7,832 3.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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