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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lipe & Dalton

Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001570396-24-000004

Total Value
$197,955
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (102)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL76,633$17,8559.02%
2Alphabet Inc Cap Stock Cl CGOOG59,745$9,9895.05%
3Goldman Sachs Group IncGSCE16,940$8,3874.24%
4Oneok IncOKE74,922$6,8283.45%
5Brookfield Corp Cl A11271j107127,394$6,7713.42%
6Danaher Corp23585110221,653$6,0203.04%
7Te Connectivity PlcTEL36,953$5,5802.82%
8Kraft Heinz CoKHC156,088$5,4802.77%
9Canadian Imperial Bank Comm ToCNDIF86,060$5,2792.67%
10AbbVie IncABBV25,485$5,0332.54%
11Snap On IncSNA16,790$4,8642.46%
12Boeing CoBA-PA31,556$4,7982.42%
13Emerson Electric CoEMR43,035$4,7072.38%
14Yum Brands IncYUM29,502$4,1222.08%
15Eaton Corp PLCETN11,602$3,8451.94%
16LyondellBasell Industries NV ALYB37,980$3,6421.84%
17Henry Jack & Assoc Inc42628110119,990$3,5291.78%
18Rtx Corporation ComRTX28,334$3,4331.73%
19Mosaic CoMOS123,315$3,3021.67%
20Deere & CoDE7,874$3,2861.66%
21Ball CorpBALL47,743$3,2421.64%
22Vector Group Ltd92240m108210,980$3,1481.59%
23Microsoft CorpMSFT6,933$2,9831.51%
24BorgWarner IncBWA80,735$2,9301.48%
25Bristol Myers Squibb CoCELG-RI56,561$2,9261.48%
26Amgen IncAMGN8,916$2,8731.45%
27Morgan StanleyMS-PQ26,722$2,7851.41%
28Lockheed Martin CorpLMT4,610$2,6951.36%
29TC Energy CorpTRPRF52,677$2,5051.27%
30Visa Inc Cl AV8,837$2,4301.23%
31Martin Marietta Materials Inc5732841064,415$2,3761.20%
32Brookfield Asset Managmt Ltd C11300410550,144$2,3711.20%
33Vertex Pharmaceuticals Inc92532f1004,991$2,3211.17%
34Intel CorpINTC91,283$2,1411.08%
35The Cigna Group1255231006,031$2,0891.06%
36Amazon.com IncAMZN10,845$2,0211.02%
37Qualcomm IncQCOM11,318$1,9250.97%
38CVS Health CorpCVS27,150$1,7070.86%
39Zoetis Inc Cl AZTS8,523$1,6650.84%
40Meta Platforms Inc Cl AMETA2,820$1,6140.82%
41Carrier Global CorporationCARR19,107$1,5380.78%
42Johnson & JohnsonJNJ9,455$1,5320.77%
43Cooper Cos Inc21664850113,780$1,5200.77%
44Jacobs Solutions IncJ11,374$1,4890.75%
45Kenvue IncKVUE61,226$1,4160.72%
46Merck & Co IncMRK11,907$1,3520.68%
47Constellation Brands Inc Cl ASTZ5,209$1,3420.68%
48Oracle CorpORCL-PD7,541$1,2850.65%
49Hershey CoHSY6,565$1,2590.64%
50Medtronic PLCMDT13,720$1,2350.62%
51Intercontinental Exchange IncICE7,367$1,1830.60%
52NVIDIA CorpNVDA9,330$1,1330.57%
53GE Healthcare Technologies IncGEHC11,355$1,0660.54%
54Siriusxm Holdings Inc Common S82993310044,452$1,0510.53%
55Wells Fargo & Co94974610116,468$9300.47%
56Veralto CorpVLTO7,155$8000.40%
57Verizon Communications IncVZ17,083$7670.39%
58Exact Sciences Corp30063p1059,020$6140.31%
59Kroger CoKR10,000$5730.29%
60McDonalds CorpMCD1,843$5610.28%
61Dennys Corp24869p10485,756$5530.28%
62Apa Corporation ComAPA22,310$5460.28%
63Moderna IncMRNA8,147$5440.27%
64Fortive CorpFTV6,790$5360.27%
65Baxter Intl Inc07181310912,780$4850.25%
66MasterCard Incorporated Cl AMA917$4530.23%
67PepsiCo IncPEP2,515$4280.22%
68Home Depot IncHD970$3930.20%
69JPMorgan Chase & CoVYLD1,800$3800.19%
70Stanley Black & Decker IncSWK3,384$3730.19%
71Amentum Holdings IncAMTM11,374$3670.19%
72Palo Alto Networks IncPANW1,000$3420.17%
73Procter And Gamble Co7427181091,950$3380.17%
74Exxon Mobil CorpXOM2,483$2910.15%
75Regeneron PharmaceuticalsREGN269$2830.14%
76Berkshire Hathaway Inc Cl BBRK-A605$2780.14%
77Cisco Systems IncCSCO4,759$2530.13%
78community bk sys inc comCBU4,309$2500.13%
79KLA-Tencor CorpKLAC300$2320.12%
80F5 Inc ComFFIV1,040$2290.12%
81Abbott LaboratoriesABLZF1,980$2260.11%
82Blackstone IncBX1,400$2140.11%
83Adobe Inc ComADBE400$2070.10%
84BROADCOM INC COMAVGO1,050$1810.09%
85Lowes Cos Inc548661107600$1630.08%
86Alphabet Inc Cap Stock Cl AGOOG978$1620.08%
87Disney Walt Co Disney2546871061,680$1620.08%
88Mondelez Intl Inc Cl A6092071051,871$1380.07%
89Netflix IncNFLX190$1350.07%
90Coca-Cola CoKO1,800$1290.07%
91Winnebago Industries Inc9746371002,000$1160.06%
92Accenture PLC Ireland Class AACN230$810.04%
93Advanced Micro Devices IncAMD470$770.04%
94Pfizer IncPFE2,259$650.03%
95Wal-Mart Stores IncWMT660$530.03%
96Duke Energy CorpDUKB343$400.02%
97Lilly Eli & CoLLY45$400.02%
98Chevron CorpCVX150$220.01%
99Intl Business MachinesINTR100$220.01%
100Union Pacific CorpUNP75$180.01%
101Bank N S Halifax064149107125$70.00%
102Vertical Computer Systems Inc92532r20320,000$00.00%