Lipe & Dalton
- SEC CIK
- 0001570396
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 100
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.80 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 89,198 | $1,090 萬 | 6.0% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 23,153 | $762.5 萬 | 4.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 118,596 | $759.0 萬 | 4.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,543 | $732.9 萬 | 4.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 20,635 | $674.8 萬 | 3.7% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 140,112 | $623.5 萬 | 3.5% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 47,483 | $613.1 萬 | 3.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 24,318 | $547.3 萬 | 3.0% | – | – | 歷史 |
| DEDeere & Co | Stock | 13,622 | $509.7 萬 | 2.8% | – | – | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 49,220 | $481.7 萬 | 2.7% | – | – | 歷史 |
| OKEONEOK Inc | COM | 93,652 | $474.4 萬 | 2.6% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 14,060 | $472.2 萬 | 2.6% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 59,965 | $451.1 萬 | 2.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 71,290 | $450.1 萬 | 2.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,117 | $434.1 萬 | 2.4% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 93,757 | $423.9 萬 | 2.4% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 40,210 | $418.4 萬 | 2.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 44,490 | $401.4 萬 | 2.2% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 12,925 | $361.6 萬 | 2.0% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 41,986 | $354.1 萬 | 2.0% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 17,910 | $349.3 萬 | 1.9% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 30,772 | $332.9 萬 | 1.8% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 33,255 | $320.2 萬 | 1.8% | – | – | 歷史 |
| VGRVector Group Ltd | COM | 221,490 | $309.0 萬 | 1.7% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 19,530 | $296.3 萬 | 1.6% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 18,442 | $255.0 萬 | 1.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 32,571 | $252.9 萬 | 1.4% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 12,592 | $251.4 萬 | 1.4% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 29,795 | $235.7 萬 | 1.3% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 57,587 | $234.1 萬 | 1.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 972 | $226.5 萬 | 1.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 28,329 | $218.9 萬 | 1.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,106 | $214.0 萬 | 1.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 9,640 | $206.4 萬 | 1.1% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 15,894 | $205.5 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,328 | $196.3 萬 | 1.1% | – | – | 歷史 |
| WGOWinnebago Industries Inc | COM | 23,506 | $180.3 萬 | 1.0% | – | – | 歷史 |
| CICigna Group | Stock | 6,585 | $159.2 萬 | 0.9% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 36,954 | $147.8 萬 | 0.8% | – | – | 歷史 |
| CCitigroup Inc | Stock | 19,133 | $139.2 萬 | 0.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 11,674 | $137.9 萬 | 0.8% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,529 | $126.1 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,256 | $119.3 萬 | 0.7% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 18,821 | $110.2 萬 | 0.6% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 12,055 | $109.8 萬 | 0.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 35,893 | $108.6 萬 | 0.6% | – | – | 歷史 |
| HSYHershey Co | COM | 6,202 | $98.1 萬 | 0.5% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 21,010 | $94.8 萬 | 0.5% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,155 | $89.3 萬 | 0.5% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6,279 | $87.7 萬 | 0.5% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 20,447 | $86.3 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 13,480 | $78.4 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 10,825 | $76.0 萬 | 0.4% | – | – | 歷史 |
| FTVFortive Corp | Stock | 8,983 | $63.5 萬 | 0.4% | – | – | 歷史 |
| BRKRBruker Corp | COM | 8,166 | $52.5 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,500 | $46.1 萬 | 0.3% | – | – | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 5,617 | $43.1 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,843 | $41.3 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,667 | $37.7 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,216 | $37.1 萬 | 0.2% | – | – | 歷史 |
| KRKroger Co | Stock | 10,000 | $36.0 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 8,550 | $33.4 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 107 | $33.1 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,404 | $32.6 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 900 | $32.0 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,759 | $29.8 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,430 | $29.1 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,755 | $26.7 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,345 | $25.8 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 947 | $24.1 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 430 | $23.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 3,992 | $21.6 萬 | 0.1% | – | – | 歷史 |
| TRPTC Energy Corp | COM | 4,669 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 5,110 | $20.9 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 430 | $20.4 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 655 | $19.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,876 | $16.1 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 550 | $14.1 萬 | 0.1% | – | – | 歷史 |
| BKIBlack Knight, Inc. | COM | 1,900 | $14.1 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 245 | $12.8 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,364 | $12.5 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 2,200 | $11.6 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 2,839 | $10.3 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 45 | $9.30 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 200 | $9.30 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 890 | $9.30 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 360 | $9.00 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 450 | $8.60 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 600 | $8.00 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 1,043 | $7.90 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 230 | $6.40 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 806 | $4.90 萬 | <0.1% | – | – | 歷史 |
| BNSBank of Nova Scotia | COM | 575 | $3.60 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 220 | $3.50 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 220 | $3.00 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 111 | $2.70 萬 | <0.1% | – | – | 歷史 |
| KEYKeycorp | COM | 1,200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 243 | $2.30 萬 | <0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 75 | $1.70 萬 | <0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4 | $1,000 | <0.1% | – | – | 歷史 |