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 ETFs Only

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%
$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%
$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%
$0
$5.65 Million 0.72% of portfolio
47,588
Q3 2025 Added 2.35%
$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%
$0
$2.28 Million 0.29% of portfolio
26,066
Q3 2025 Reduced 2.8%
$0
$1.79 Million 0.23% of portfolio
77,051
Q3 2025 Reduced 2.6%
$0
$1.64 Million 0.21% of portfolio
7,939
Q3 2025 Reduced 3.7%
$0
$1.6 Million 0.2% of portfolio
6,292
Q3 2025 Added 0.03%
$0
$1.57 Million 0.2% of portfolio
20,520
Q3 2025 Reduced 1.25%
$0
$1.19 Million 0.15% of portfolio
14,316
Q3 2025 Reduced 11.2%
$0
$1.1 Million 0.14% of portfolio
1,801
Q3 2025 Added 5.88%
$0
$993,000 0.13% of portfolio
1,491
Q3 2025 Added 58.79%
$0
$1.04 Million 0.13% of portfolio
2,219
Q3 2024 Reduced 1.11%
$0
$919,000 0.12% of portfolio
25,420
Q3 2025 Added 2.99%
$0
$910,000 0.12% of portfolio
3,552
Q2 2025 Reduced 7.79%
$0
$874,000 0.11% of portfolio
16,298
Q3 2025 Added 0.19%
$0
$779,000 0.1% of portfolio
3,000
Q3 2025 New
$0
$726,000 0.09% of portfolio
7,246
Q3 2025 Reduced 43.54%
$0
$740,000 0.09% of portfolio
14,602
Q3 2025 Added 54.37%
$0
$728,000 0.09% of portfolio
11,915
Q3 2025 New
$0
$737,000 0.09% of portfolio
28,900
Q2 2021 Added 604.88%
$0
$665,000 0.08% of portfolio
6,640
Q3 2025 Added 105.26%
$0
$589,000 0.07% of portfolio
3,110
Q2 2025 Reduced 0.32%
$0
$518,000 0.07% of portfolio
695
Q4 2024 New
$0
$459,000 0.06% of portfolio
19,330
Q3 2023 New
$0
$466,000 0.06% of portfolio
21,641
Q3 2025 Reduced 5.69%
$0
$472,000 0.06% of portfolio
19,430
Q3 2023 New
$0
$489,000 0.06% of portfolio
10,500
Q4 2018 New
$0
$384,000 0.05% of portfolio
802
Q3 2025 New
$11.9B
$381,000 0.05% of portfolio
4,988
Q3 2025 Reduced 19.39%
$0
$374,000 0.05% of portfolio
5,495
Q3 2025 Added 69.6%
$0
$424,000 0.05% of portfolio
20,000
Q1 2024 New
$24.1B
$383,000 0.05% of portfolio
9,041
Q3 2025 Added 21.52%
$0
$341,000 0.04% of portfolio
14,550
Q1 2023 New
$0
$349,000 0.04% of portfolio
5,338
Q2 2025 Added 20.55%

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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