Lee Financial CO Portfolio Holdings

Lee Financial CO

  • $688 Million
  • Q2 2025

Lee Financial CO has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $688 Million distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $171M, Ishares Core S&P Mid Cap ETF with a value of $80.5M, Schwab Fundamental U S Large C with a value of $59.1M, Berkshire Hathaway Inc Class B with a value of $41M, and Ishares S&P 500 Growth ETF with a value of $40.1M.

Examining the 13F form we can see an increase of $38M in the current position value, from $650M to 688M.

Lee Financial CO is based out at Dallas, TX

Below you can find more details about Lee Financial CO portfolio as well as his latest detailed transactions.

Portfolio value $688 Million
ETFs: $532 Million
Financial Services: $55.1 Million
Technology: $40 Million
Energy: $13.3 Million
Healthcare: $10.6 Million
Consumer Cyclical: $9.73 Million
Consumer Defensive: $8.41 Million
Industrials: $7.86 Million
Other: $9.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$171 Million 24.85% of portfolio
275,190
Q2 2025 Added 2.18%
$0
$80.5 Million 11.71% of portfolio
1,298,138
Q2 2025 Added 1.83%
$0
$59.1 Million 8.6% of portfolio
2,409,524
Q2 2025 Reduced 3.31%
$622B
$41 Million 5.96% of portfolio
84,321
Q2 2025 Reduced 1.39%
$0
$40.1 Million 5.84% of portfolio
364,405
Q2 2025 Added 2.02%
$0
$27.6 Million 4.01% of portfolio
735,742
Q2 2025 Reduced 3.68%
$107B
$23.7 Million 3.45% of portfolio
77,869
Q2 2025 Reduced 0.15%
$0
$19 Million 2.76% of portfolio
171,837
Q2 2025 Reduced 4.21%
$0
$17 Million 2.48% of portfolio
30,901
Q2 2025 Reduced 0.71%
$3.44T
$14.2 Million 2.07% of portfolio
69,285
Q2 2025 Reduced 1.1%
$0
$11.9 Million 1.73% of portfolio
140,151
Q2 2025 Reduced 33.26%
$0
$9.27 Million 1.35% of portfolio
330,387
Q2 2025 Added 2.08%
$0
$8.47 Million 1.23% of portfolio
346,728
Q2 2025 Added 0.71%
$0
$8.41 Million 1.22% of portfolio
210,182
Q2 2025 Added 1.46%
$3.81T
$7.94 Million 1.15% of portfolio
15,961
Q2 2025 Added 7.87%
$0
$7.52 Million 1.09% of portfolio
56,586
Q2 2025 Reduced 1.9%
$0
$5.97 Million 0.87% of portfolio
43,037
Q2 2025 Reduced 2.53%
$0
$5.38 Million 0.78% of portfolio
41,810
Q2 2025 Added 1.81%
$0
$5.08 Million 0.74% of portfolio
46,494
Q2 2025 Added 3.16%
$870B
$3.16 Million 0.46% of portfolio
10,898
Q2 2025 Added 7.56%
$0
$3.08 Million 0.45% of portfolio
10,150
Q2 2025 Added 0.5%
$0
$2.94 Million 0.43% of portfolio
97,708
Q2 2025 Added 1.8%
$250B
$2.98 Million 0.43% of portfolio
16,365
Q2 2025 Added 9.47%
$433B
$2.94 Million 0.43% of portfolio
18,635
Q2 2025 Reduced 2.79%
$0
$2.62 Million 0.38% of portfolio
103,678
Q2 2025 Added 3.63%
$382B
$2.36 Million 0.34% of portfolio
6,444
Q2 2025 Added 10.29%
$462B
$2.29 Million 0.33% of portfolio
21,230
Q2 2025 Reduced 5.73%
$0
$2.24 Million 0.33% of portfolio
26,816
Q2 2025 Reduced 0.09%
$337B
$2.29 Million 0.33% of portfolio
12,324
Q2 2025 Added 3.91%
$220B
$2.17 Million 0.32% of portfolio
15,972
Q2 2025 Added 7.53%
$2.37T
$2.08 Million 0.3% of portfolio
9,480
Q2 2025 Added 0.14%
$39.1B
$2.04 Million 0.3% of portfolio
8,406
Q2 2025 Added 10.37%
$299B
$2.01 Million 0.29% of portfolio
28,356
Q2 2025 Added 5.97%
$17.9B
$1.92 Million 0.28% of portfolio
23,075
Q2 2025 Added 10.24%
$92B
$1.87 Million 0.27% of portfolio
41,241
Q2 2025 Added 30.01%
$16.1B
$1.84 Million 0.27% of portfolio
4,169
Q2 2025 Added 10.88%
$52.8B
$1.86 Million 0.27% of portfolio
12,787
Q2 2025 Added 1.68%
$48.8B
$1.82 Million 0.26% of portfolio
31,160
Q1 2025 Reduced 1.84%
$36.6B
$1.82 Million 0.26% of portfolio
22,235
Q2 2025 Reduced 11.18%
$280B
$1.77 Million 0.26% of portfolio
25,441
Q2 2025 Added 8.42%
$0
$1.75 Million 0.25% of portfolio
79,106
Q2 2025 Reduced 0.23%
$241B
$1.62 Million 0.24% of portfolio
11,517
Q2 2025 Added 11.71%
$228B
$1.65 Million 0.24% of portfolio
11,320
Q2 2025 Added 37.31%
$2.56B
$1.65 Million 0.24% of portfolio
54,900
Q1 2025 Reduced 12.17%
$69.2B
$1.6 Million 0.23% of portfolio
51,551
Q2 2025 Added 0.98%
$0
$1.61 Million 0.23% of portfolio
8,244
Q2 2025 Reduced 9.53%
$24.4B
$1.59 Million 0.23% of portfolio
35,597
Q2 2025 Added 43.47%
$36.5B
$1.57 Million 0.23% of portfolio
49,944
Q2 2025 Added 10.7%
$22.7B
$1.58 Million 0.23% of portfolio
6,576
Q2 2025 Added 10.0%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $688 Million
  • Prior Value $650 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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