Lipe & Dalton — 13F holdings

Lipe & Dalton reported 94 holdings worth $216M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. AAPL APPLE INC — $21.4M (9.9%)
2. GOOG ALPHABET INC — $16.7M (7.7%)
3. GS GOLDMAN SACHS GROUP INC — $12.5M (5.8%)
4. CM CANADIAN IMPERIAL BANK OF CO — $8.18M (3.8%)
5. TEL TE CONNECTIVITY PLC — $6.95M (3.2%)
6. INTC INTEL CORP — $6.62M (3.1%)
7. BN Brookfield Corp — $6.03M (2.8%)
8. TMO THERMO FISHER SCIENTIFIC INC — $5.76M (2.7%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $5.67M (2.6%)
10. SNA SNAP ON INC — $5.50M (2.5%)