List of top 200 securities held by Lipe & Dalton:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2026Q3
Report Date Time: 2026-10-14 18:26:20
Total Holdings: 94
Assets Under Management (AUM) :
$216,158,000 ($216.16M)
Reporting Manager: Willard Lipe
Address:
103 EAST WATER STREET
SUITE 305
SYRACUSE, NY 13202
Since : total money flow = , gains and losses =
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