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| Happy Holidays!! thanks for using AUM13F!! |
| Lipe & Dalton Inc
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| CRD # | 132737 |
| SEC # | 801-66472 |
| CIK # | 0001570396 |
| AUM | $690.5 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 315-428-8585 |
| Address | 103 E Water Street Syracuse, NY 13202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oneok Inc /New/ | 3.0 | ||
| Microsoft Corp | 3.0 | ||
| Brookfield Asset Management Ltd | 2.7 | ||
| VISA Inc | 2.6 | ||
| Ball Corp | 2.6 | ||
| BorgWarner Inc | 2.6 | ||
| Transcanada Corp | 2.6 | ||
| Amgen Inc | 2.4 | ||
| Martin Marietta Materials Inc | 2.2 | ||
| LyondellBasell Industries NV | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 352 | 654.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 35.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 358 | 690.5 |
| By Discretionary | ||
| Discretionary | 358 | 690.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 358 | 690.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 690.5 | |
| Total | 358 | 690.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001570396] |
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