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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$3.78T
$9.5 Million 1.21% of portfolio
18,342
Q3 2025 Added 14.92%
$465B
$6.51 Million 0.83% of portfolio
34,916
Q3 2025 Added 87.37%
$139B
$5.85 Million 0.74% of portfolio
17,734
Q3 2025 Reduced 24.37%
$881B
$3.68 Million 0.47% of portfolio
11,682
Q3 2025 Added 7.19%
$52.5B
$3.33 Million 0.42% of portfolio
193,817
Q3 2025 Added 359.72%
$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%
$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%
$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%
$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%
$279B
$1.64 Million 0.21% of portfolio
15,917
Q3 2025 Added 7.7%
$23.2B
$1.68 Million 0.21% of portfolio
34,288
Q3 2025 Reduced 0.61%
$1.37T
$1.54 Million 0.2% of portfolio
2,094
Q3 2025 Added 44.41%
$13.7B
$1.6 Million 0.2% of portfolio
37,697
Q3 2025 Reduced 1.25%
$1.65T
$1.58 Million 0.2% of portfolio
6,492
Q3 2025 Added 70.48%
$40.4B
$1.6 Million 0.2% of portfolio
12,637
Q3 2025 Reduced 1.17%
$38.8B
$1.58 Million 0.2% of portfolio
49,449
Q3 2025 Reduced 0.99%
$453B
$1.51 Million 0.19% of portfolio
2
Q3 2025 Added 100.0%
$21B
$1.42 Million 0.18% of portfolio
22,109
Q3 2025 Reduced 1.39%
$1.74T
$1.41 Million 0.18% of portfolio
5,797
Q3 2025 Added 7.93%
$12.6B
$1.36 Million 0.17% of portfolio
16,401
Q3 2025 Reduced 1.32%
$512B
$1.28 Million 0.16% of portfolio
2,258
Q3 2025 Added 9.99%
$1.86B
$1.24 Million 0.16% of portfolio
49,900
Q3 2025 Reduced 9.11%
$1.96B
$1.24 Million 0.16% of portfolio
73,923
Q3 2025 New
$11.8B
$1.24 Million 0.16% of portfolio
31,579
Q3 2025 Added 30.35%
$4.4B
$1.29 Million 0.16% of portfolio
25,705
Q3 2025 Added 573.08%
$16.1B
$1.19 Million 0.15% of portfolio
19,612
Q3 2025 Reduced 0.83%
$13.3B
$1.15 Million 0.15% of portfolio
24,866
Q3 2025 Reduced 1.15%
$10.4B
$1.22 Million 0.15% of portfolio
30,504
Q3 2025 Added 14.39%
$404B
$1.22 Million 0.15% of portfolio
1,314
Q3 2025 Added 6.57%
$300B
$1.17 Million 0.15% of portfolio
3,390
Q3 2025 New

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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