Lipe & Dalton
- SEC CIK
- 0001570396
- Latest filing
- Jul 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 26, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 102
- 0 vs. Q1 2023
- Portfolio value
- $175.5M
- +$942.0K (+0.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 64,020 | $7.74M | 4.4% | −840−1.3% | Reduced | History |
| AAPLApple Inc. | Stock | 82,664 | $16.0M | 9.1% | −1,670−2.0% | Reduced | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.