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Home > Institutional Investor > Lipe & Dalton > Profile

Instuitional Investor - Lipe & Dalton

Fund Profile
Filing Period:
Fund Name: Lipe & Dalton
Portfolio Value $202,434
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,911 $18,190 8.99%
2.
Alphabet Inc.
 GOOGL 52,302 $16,412 8.11%
3.
Goldman Sachs Group Inc
 GS 15,029 $13,211 6.53%
4.
Te Connectivity Plc
 TEL 34,898 $7,940 3.92%
5.
Brookfield Corp
 BN 168,986 $7,755 3.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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