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 Market Cap. of $200 Billions or more
