Lee Danner & Bass Inc Incresed Positions in Q3 2025

Lee Danner & Bass Inc

  • $1.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
59.5K
+ 95.51%
$82.58 - $105.54 $4.91M - $6.28M
122K $10.2M
FISV
Fiserv Inc

Technology
21.3K
+ 20.06%
N/A
127K $15.9M
TGNA
Tegna Inc

Communication Services
68.5K
+ 25.73%
$15.04 - $21.28 $1.03M - $1.46M
335K $6.81M
NVDA
Nvidia Corp

Technology
742
+ 0.99%
$153.3 - $186.58 $114K - $138K
76K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
3.02K
+ 11.69%
$282.78 - $316.06 $855K - $956K
28.9K $9.11M
GOOGL
Alphabet Inc.

Communication Services
853
+ 4.52%
$174.36 - $254.72 $149K - $217K
19.7K $4.79M
ADBE
Adobe Inc.

Technology
4.09K
+ 226.33%
$333.65 - $392.1 $1.37M - $1.6M
5.9K $2.08M
SRE
Sempra Energy

Utilities
1.07K
+ 1.69%
$74.14 - $89.98 $79.5K - $96.5K
64.5K $5.8M
UNH
Unitedhealth Group Inc

Healthcare
923
+ 4.82%
$237.77 - $353.61 $219K - $326K
20.1K $6.93M
CRM
Salesforce, Inc.

Technology
6.67K
+ 33.81%
$231.66 - $273.65 $1.54M - $1.82M
26.4K $6.25M
IVV
Ishares Core S&P 500 ETF

ETFs
637
+ 27.61%
$620.67 - $670.08 $395K - $427K
2.94K $1.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.23K
+ 2.58%
$49.43 - $54.52 $110K - $121K
88.7K $4.8M
CXW
Core Civic, Inc.

Real Estate
40K
+ 9.0%
$19.6 - $22.53 $785K - $902K
485K $9.87M
APA
Apa Corp

Energy
7.7K
+ 15.24%
$18.06 - $24.69 $139K - $190K
58.2K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
75
+ 0.21%
$108.46 - $120.63 $8.13K - $9.05K
36.1K $4.29M
PINK
Simplify Exchange Traded Fds S

ETFs
3.24K
+ 2.2%
$28.44 - $31.71 $92.1K - $103K
151K $4.78M
TJX
Tjx Companies Inc

Consumer Cyclical
747
+ 8.94%
$121.35 - $144.54 $90.6K - $108K
9.11K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13
+ 0.24%
$420.11 - $472.68 $5.46K - $6.14K
5.44K $2.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
307
+ 77.14%
$567.77 - $614.76 $174K - $189K
705 $431K
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 2.93%
$617.65 - $666.84 $49.4K - $53.3K
2.81K $1.87M
AZO
Autozone Inc

Consumer Cyclical
16
+ 11.35%
$3649.42 - $4354.54 $58.4K - $69.7K
157 $673K
PEP
Pepsico Inc

Consumer Defensive
120
+ 0.78%
$133.81 - $152.16 $16.1K - $18.3K
15.5K $2.18M
GE
General Electric CO

Industrials
18
+ 0.56%
$244.75 - $305.63 $4.41K - $5.5K
3.21K $965K
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 45.84%
$546.99 - $602.2 $112K - $123K
649 $389K
COST
Costco Wholesale Corp

Consumer Defensive
321
+ 13.46%
$915.95 - $994.57 $294K - $319K
2.71K $2.5M
OC
Owens Corning

Industrials
697
+ 6.52%
$136.56 - $157.69 $95.2K - $110K
11.4K $1.61M
IWM
Ishares Russell 2000 ETF

ETFs
258
+ 9.45%
$214.92 - $244.84 $55.4K - $63.2K
2.99K $722K
VV
Vanguard Large Cap ETF

ETFs
57
+ 1.4%
$285.05 - $309.14 $16.2K - $17.6K
4.14K $1.27M
XLK
Technology Sector Spdr

ETFs
297
+ 33.18%
$250.97 - $282.66 $74.5K - $84K
1.19K $335K
IWR
Ishares Russell Mid Cap ETF

ETFs
521
+ 6.57%
$92.26 - $97.51 $48.1K - $50.8K
8.45K $815K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 1.77%
$303.93 - $329.86 $15.2K - $16.5K
2.88K $944K
PANW
Palo Alto Networks Inc

Technology
490
+ 3.54%
$167.06 - $208.19 $81.9K - $102K
14.3K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
858
+ 8.32%
$56.02 - $60.3 $48.1K - $51.7K
11.2K $669K
XLV
Select Sector Spdr Fund Health

ETFs
492
+ 27.95%
$129.01 - $139.72 $63.5K - $68.7K
2.25K $313K
IRM
Iron Mountain Inc

Real Estate
883
+ 2.12%
$89.46 - $104.46 $79K - $92.2K
42.6K $4.34M
UNP
Union Pacific Corp

Industrials
213
+ 21.62%
$214.91 - $237.16 $45.8K - $50.5K
1.2K $283K
DVY
Ishares Tr

ETFs
175
+ 5.94%
$133.88 - $142.57 $23.4K - $24.9K
3.12K $443K
VBK
Vanguard Small Cap Growth ETF

ETFs
17
+ 0.82%
$276.51 - $305.12 $4.7K - $5.19K
2.09K $622K
AIG
American International Group, Inc.

Financial Services
2K
+ 12.04%
$76.34 - $85.87 $153K - $172K
18.6K $1.46M
T
At&T Inc.

Communication Services
3.36K
+ 4.06%
$26.94 - $29.62 $90.5K - $99.5K
86.2K $2.43M
ACWI
Ishares Msci Acwi ETF

ETFs
100
+ 4.4%
$128.32 - $138.41 $12.8K - $13.8K
2.37K $327K
XLB
Select Sector Spdr Fd Material

ETFs
44
+ 0.26%
$86.72 - $92.61 $3.82K - $4.07K
17K $1.52M
BMY
Bristol Myers Squibb CO

Healthcare
1.56K
+ 4.92%
$43.31 - $48.98 $67.6K - $76.5K
33.3K $1.5M
SHEL
Shell PLC

Energy
100
+ 0.74%
$69.82 - $73.93 $6.98K - $7.39K
13.7K $980K
LLY
Eli Lilly & CO

Healthcare
31
+ 5.21%
$625.65 - $812.69 $19.4K - $25.2K
626 $477K
Core Scientific Inc
7.75K
+ 38.56%
N/A
27.8K $0
Ge Vernova Inc.
4
+ 0.51%
N/A
792 $0
DEO
Diageo PLC

Consumer Defensive
1.18K
+ 4.63%
$93.64 - $115.33 $111K - $136K
26.7K $2.55M
NKE
Nike, Inc.

Consumer Cyclical
408
+ 0.65%
$69.24 - $79.24 $28.2K - $32.3K
62.9K $4.39M
Activity Summary
Buys All Purchases 66 New Holdings 11 Increased Positions 55 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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