CIK 1391166
Lee Financial Co
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FAST | FASTENAL CO | 29K | $1M+ | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 50K | $1M+ | SH |
| SCI | SERVICE CORP INTL | 14K | $1M+ | SH |
| PAYX | PAYCHEX INC | 10K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| IWF | ISHARES TR | 2K | $1M+ | SH |
| IEMG | ISHARES INC | 16K | $1M+ | SH |
| LIN | LINDE PLC | 2K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC | 26K | $1M+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| SHY | ISHARES TR | 12K | $500K+ | SH |
| VNOM | VIPER ENERGY INC | 25K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 65K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| IGF | ISHARES TR | 15K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 21K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| RWR | SPDR SERIES TRUST | 8K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 9K | $500K+ | SH |
| DMLP | DORCHESTER MINERALS LP | 26K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 695 | $500K+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 9K | $500K+ | SH |
| ITM | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 10K | $100K–$500K | SH |
| IBDS | ISHARES TR | 19K | $100K–$500K | PRN |
| IBDR | ISHARES TR | 19K | $100K–$500K | PRN |
| SCHH | SCHWAB STRATEGIC TR | 22K | $100K–$500K | SH |
| DGRO | ISHARES TR | 6K | $100K–$500K | SH |
| IBDW | ISHARES TR | 20K | $100K–$500K | SH |
| MPLX | MPLX LP | 7K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 12K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 9K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 22K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 733 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 5K | $100K–$500K | SH |