Long-term investor
Lipe & Dalton @lipedalton
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001570396).
Record
- Tracked since 2025-06-30 (448 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +19.7% · all +19.7%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.7% · long · since 2025-06-30
- 02079K107 · 8.1% · long · since 2025-06-30
- GS · 6.5% · long · since 2025-06-30
- 136069101 · 4.0% · long · since 2025-06-30
- INTC · 3.6% · long · since 2025-06-30
- 11271J107 · 3.3% · long · since 2025-06-30
- G87052109 · 3.1% · long · since 2025-06-30
- SNA · 2.8% · long · since 2025-06-30
- 097023105 · 2.7% · long · since 2025-06-30
- RTX · 2.3% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30