Stock Taper

LIPE & DALTON

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Advanced Micro Devices, Inc.AMD380$221K
Mastercard IncorporatedMA366$188K
GE AerospaceGE333$124K
Broadcom Inc.AVGO304$115K
Lam Research CorporationLRCX300$130K
Alphabet Inc.GOOGL257$92K
Duke Energy CorporationDUK243$31K
Walmart Inc.WMT224$25K
The Bank of Nova ScotiaBNS125$11K
Union Pacific CorporationUNP100$27K
International Business Machines CorporationIBM100$28K
GE Vernova Inc.GEV73$86K
Caterpillar Inc.CAT19$20K
Eli Lilly and CompanyLLY13$16K