LIPE & DALTON
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 120K | $7.45M |
 | MOS | 119K | $4.34M |
 | INTC | 92K | $2.05M |
 | CM | 82K | $5.83M |
 | BWA | 77K | $2.59M |
 | AAPL | 70K | $14.37M |
 | GOOG | 56K | $9.87M |
 | MAS | 53K | $3.44M |
 | TRP | 52K | $2.56M |
 | BAM | 48K | $2.65M |
 | BALL | 47K | $2.63M |
 | KVUE | 46K | $960.00K |
 | EMR | 40K | $5.27M |
 | OKE | 37K | $3.02M |
 | LYB | 37K | $2.13M |
 | TEL | 35K | $5.97M |
 | SIRI | 34K | $791.00K |
 | HSY | 32K | $5.31M |
 | APA | 30K | $541.00K |
 | BA | 28K | $5.95M |
Brookfield Corporation
BN
Shares Held
120K
Value
$7.45M
The Mosaic Company
MOS
Shares Held
119K
Value
$4.34M
Intel Corporation
INTC
Shares Held
92K
Value
$2.05M
Canadian Imperial Bank of Commerce
CM
Shares Held
82K
Value
$5.83M
BorgWarner Inc.
BWA
Shares Held
77K
Value
$2.59M
Apple Inc.
AAPL
Shares Held
70K
Value
$14.37M
Alphabet Inc.
GOOG
Shares Held
56K
Value
$9.87M
Masco Corporation
MAS
Shares Held
53K
Value
$3.44M
TC Energy Corporation
TRP
Shares Held
52K
Value
$2.56M
Brookfield Asset Management Ltd.
BAM
Shares Held
48K
Value
$2.65M
Ball Corporation
BALL
Shares Held
47K
Value
$2.63M
Kenvue Inc.
KVUE
Shares Held
46K
Value
$960.00K
Emerson Electric Co.
EMR
Shares Held
40K
Value
$5.27M
ONEOK, Inc.
OKE
Shares Held
37K
Value
$3.02M
LyondellBasell Industries N.V.
LYB
Shares Held
37K
Value
$2.13M
TE Connectivity Ltd.
TEL
Shares Held
35K
Value
$5.97M
Sirius XM Holdings Inc.
SIRI
Shares Held
34K
Value
$791.00K
The Hershey Company
HSY
Shares Held
32K
Value
$5.31M
APA Corporation
APA
Shares Held
30K
Value
$541.00K
The Boeing Company
BA
Shares Held
28K
Value
$5.95M