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 101–142 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | 11K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| TOI | THE ONCOLOGY INSTITUTE INC | 81K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 947 | $100K–$500K | SH |
| BUSE | FIRST BUSEY CORP | 12K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| STIP | ISHARES TR | 3K | $100K–$500K | SH |
| IGIB | ISHARES TR | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| HESM | HESS MIDSTREAM LP | 7K | $100K–$500K | SH |
| CQP | CHENIERE ENERGY PARTNERS LP | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 900 | $100K–$500K | SH |
| ACWV | ISHARES INC | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 817 | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 6K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 4K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 833 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 529 | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 785 | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 2K | $100K–$500K | SH |
| TSHA | TAYSHA GENE THERAPIES INC | 20K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 1K | $50K–$100K | SH |
| AIV | APARTMENT INVT & MGMT CO | 10K | $50K–$100K | SH |
| CNQ | CANADIAN NAT RES LTD | 2K | $50K–$100K | SH |
| META | META PLATFORMS INC | 79 | $50K–$100K | SH |
| TSLA | TESLA INC | 77 | $15K–$50K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 2K | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 74 | $15K–$50K | SH |
| WMT | WALMART INC | 159 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 111 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 93 | $1K–$15K | SH |
| ETN | EATON CORP PLC | 39 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC | 144 | $1K–$15K | SH |
| HCA | HCA HEALTHCARE INC | 23 | $1K–$15K | SH |
| NEM | NEWMONT CORP | 107 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP | 11 | $1K–$15K | SH |
| XOM | EXXON MOBIL CORP | 77 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 46 | $1K–$15K | SH |
| NSC | NORFOLK SOUTHN CORP | 8 | $1K–$15K | SH |