Lipe & Dalton has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports that the firm holds positions in 94 separate companies.
The largest position disclosed in the filing is Baxter International Inc, with 4,092 shares valued at approximately $170,483. The firm also holds significant stakes in Brookfield Corp Cl A (6,030 shares, valued at $165,381) and Goldman Sachs Group Inc (12,459 shares, valued at $138,383). Other major holdings include Apple Inc (21,393 shares, valued at $64,239) and IBM (6,624 shares, valued at $55,094).
The filing lists a diverse range of industries represented in the portfolio, including healthcare, technology, finance, and consumer goods. Specific names mentioned in the filing include Abbott Laboratories, Amgen, Amazon.com Inc, Berkshire Hathaway Inc Cl B, and Microsoft Corp. The report indicates that all positions are held for investment purposes.
