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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TSHA Taysha Gene Therapies, Inc. Healthcare	$141M	$46,000 0.01% of portfolio	20,000	Q3 2023 New

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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