Lee Financial CO Portfolio Holdings

Lee Financial CO

  • $650 Million
  • Q1 2025

Lee Financial CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $650 Million distributed in 206 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 $151M, Ishares Core S&P Mid Cap ETF with a value of $74.4M, Schwab Fundamental U S Large C with a value of $58.8M, Berkshire Hathaway Inc Class B with a value of $45.5M, and Ishares S&P 500 Growth ETF with a value of $33.2M.

Examining the 13F form we can see an decrease of $56.4M in the current position value, from $706M to 650M.

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 $650 Million
ETFs: $499 Million
Financial Services: $57.3 Million
Technology: $34.4 Million
Energy: $14.7 Million
Healthcare: $10.8 Million
Consumer Cyclical: $8.74 Million
Consumer Defensive: $7.55 Million
Industrials: $7.22 Million
Other: $9.11 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466M
$918,000 0.14% of portfolio
49,171
Q1 2025 Reduced 11.0%
$1.03B
$740,000 0.11% of portfolio
24,605
Q1 2025 Reduced 30.89%
$1.47B
$249,000 0.04% of portfolio
10,000
Q1 2025 Reduced 0.35%
$1.33B
$248,000 0.04% of portfolio
11,503
Q1 2025 New
$1.66B
$261,000 0.04% of portfolio
6,180
Q1 2025 Reduced 53.75%
$1.54B
$288,000 0.04% of portfolio
5,750
Q1 2025 Reduced 5.74%
$1.31B
$88,000 0.01% of portfolio
10,000
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $650 Million
  • Prior Value $706 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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