Lipe & Dalton
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,132
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 94 | 215,132 | 13F-HR | Lipe & Dalton |
| Q1 2026 | 4/29/2026 | 92 | 191,040 | 13F-HR | Lipe & Dalton |
| Q4 2025 | 1/26/2026 | 95 | 202,434 | 13F-HR | Lipe & Dalton |
| Q3 2025 | 1/26/2026 | 93 | 201,849 | 13F-HR | Lipe & Dalton |
| Q2 2025 | 8/1/2025 | 90 | 185,049 | 13F-HR | Lipe & Dalton |
| Q2 2014 | 8/6/2014 | 59 | 159,146 | 13F-HR | Lipe & Dalton |
| Q1 2014 | 5/14/2014 | 57 | 149,426 | 13F-HR | Lipe & Dalton |
| Q4 2013 | 2/10/2014 | 61 | 146,403 | 13F-HR | Lipe & Dalton |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 215.1 K | 100.0% | 24.09 K | 0 | 24.09 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
215,132
Holdings
94
QoQ value change ($000)
24,092
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.