Lee Financial CO Portfolio Holdings

Lee Financial CO

  • $786 Million
  • Q3 2025

Lee Financial CO has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $786 Million distributed in 259 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 $190M, Ishares Core S&P Mid Cap ETF with a value of $89M, Schwab Fundamental U S Large C with a value of $62.6M, Ishares S&P 500 Growth ETF with a value of $43.8M, and Berkshire Hathaway Inc Class B with a value of $41.4M.

Examining the 13F form we can see an increase of $98.5M in the current position value, from $688M to 786M.

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 $786 Million
ETFs: $578 Million
Financial Services: $60.2 Million
Technology: $59.8 Million
Energy: $27.3 Million
Consumer Cyclical: $14.1 Million
Healthcare: $13.9 Million
Industrials: $10.5 Million
Consumer Defensive: $8.34 Million
Other: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$190 Million 24.17% of portfolio
283,860
Q3 2025 Added 3.15%
$0
$89 Million 11.33% of portfolio
1,364,354
Q3 2025 Added 5.1%
$0
$62.6 Million 7.96% of portfolio
2,378,488
Q3 2025 Reduced 1.29%
$0
$43.8 Million 5.57% of portfolio
362,653
Q3 2025 Reduced 0.48%
$662B
$41.4 Million 5.27% of portfolio
82,423
Q3 2025 Reduced 2.25%
$4.3T
$29.3 Million 3.73% of portfolio
114,999
Q3 2025 Added 65.98%
$0
$27.9 Million 3.56% of portfolio
729,889
Q3 2025 Reduced 0.8%
$130B
$27.6 Million 3.51% of portfolio
77,641
Q3 2025 Reduced 0.29%
$0
$22.1 Million 2.82% of portfolio
200,307
Q3 2025 Added 16.57%
$0
$19 Million 2.42% of portfolio
31,683
Q3 2025 Added 2.53%
$0
$9.73 Million 1.24% of portfolio
328,212
Q3 2025 Reduced 0.66%
$3.78T
$9.5 Million 1.21% of portfolio
18,342
Q3 2025 Added 14.92%
$0
$9.36 Million 1.19% of portfolio
355,342
Q3 2025 Added 2.48%
$0
$8.79 Million 1.12% of portfolio
204,511
Q3 2025 Reduced 2.7%
$0
$7.84 Million 1.0% of portfolio
55,168
Q3 2025 Reduced 2.51%
$0
$6.8 Million 0.86% of portfolio
76,097
Q3 2025 Reduced 45.7%
$0
$6.03 Million 0.77% of portfolio
42,364
Q3 2025 Reduced 1.56%
$0
$5.88 Million 0.75% of portfolio
42,570
Q3 2025 Added 1.82%
$139B
$5.85 Million 0.74% of portfolio
17,734
Q3 2025 Reduced 24.37%
$0
$5.65 Million 0.72% of portfolio
47,588
Q3 2025 Added 2.35%
$881B
$3.68 Million 0.47% of portfolio
11,682
Q3 2025 Added 7.19%
$0
$3.37 Million 0.43% of portfolio
10,282
Q3 2025 Added 1.3%
$52.5B
$3.33 Million 0.42% of portfolio
193,817
Q3 2025 Added 359.72%
$0
$3.26 Million 0.41% of portfolio
97,723
Q3 2025 Added 0.02%
$0
$3.03 Million 0.39% of portfolio
108,725
Q3 2025 Added 4.87%
$2.39T
$2.97 Million 0.38% of portfolio
13,523
Q3 2025 Added 42.65%
$414B
$2.91 Million 0.37% of portfolio
12,552
Q3 2025 Added 1.85%
$367B
$2.71 Million 0.34% of portfolio
6,690
Q3 2025 Added 3.82%
$69.1B
$2.69 Million 0.34% of portfolio
31,915
Q3 2025 Added 2.42%
$237B
$2.7 Million 0.34% of portfolio
16,658
Q3 2025 Added 1.79%
$96.7B
$2.43 Million 0.31% of portfolio
48,170
Q3 2025 Added 16.8%
$490B
$2.27 Million 0.29% of portfolio
20,151
Q3 2025 Reduced 5.08%
$0
$2.28 Million 0.29% of portfolio
26,066
Q3 2025 Reduced 2.8%
$1.29T
$2.22 Million 0.28% of portfolio
4,999
Q3 2025 Added 255.55%
$228B
$2.21 Million 0.28% of portfolio
16,498
Q3 2025 Added 3.29%
$19.3B
$2.11 Million 0.27% of portfolio
22,672
Q3 2025 Reduced 1.75%
$258B
$2.07 Million 0.26% of portfolio
12,367
Q3 2025 Added 9.25%
$306B
$1.98 Million 0.25% of portfolio
29,840
Q3 2025 Added 5.23%
$31.5B
$1.98 Million 0.25% of portfolio
27,145
Q3 2025 Added 22.08%
$70.2B
$1.97 Million 0.25% of portfolio
63,043
Q3 2025 Added 22.29%
$34.9B
$1.99 Million 0.25% of portfolio
8,342
Q3 2025 Reduced 0.76%
$25.6B
$1.87 Million 0.24% of portfolio
35,243
Q3 2025 Reduced 0.99%
$593B
$1.88 Million 0.24% of portfolio
6,672
Q3 2025 Added 8.84%
$270B
$1.87 Million 0.24% of portfolio
11,792
Q3 2025 Added 2.39%
$0
$1.79 Million 0.23% of portfolio
77,051
Q3 2025 Reduced 2.6%
$971B
$1.83 Million 0.23% of portfolio
2,394
Q3 2025 Added 37.43%
$319B
$1.79 Million 0.23% of portfolio
26,207
Q3 2025 Added 3.01%
$25.8B
$1.61 Million 0.21% of portfolio
6,515
Q3 2025 Reduced 0.93%
$11.4B
$1.67 Million 0.21% of portfolio
4,128
Q3 2025 Reduced 0.98%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $786 Million
  • Prior Value $688 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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