Institutions / Lee Financial Co
Lee Financial Co
CIK 1391166 · Institution · as of Mar 31, 2026
Portfolio value
$708.78M
Positions
145
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$708.78M-4.4%Positions
145+2.1%Top holdings
Mar 31, 2026View all 145 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $176.05M | 24.8% |
| iShares Tr | $94.53M | 13.3% |
| Schwab Strategic Tr | $60.82M | 8.6% |
| iShares Tr | $40.10M | 5.7% |
| Warren E. Buffett | $33.87M | 4.8% |
| SPDR Gold Tr | $32.06M | 4.5% |
| First Tr Exchange-Traded Fd | $30.05M | 4.2% |
| Invesco Qqq Tr | $16.94M | 2.4% |
| Apple Inc. | $16.54M | 2.3% |
| iShares Tr | $12.05M | 1.7% |
| Schwab Strategic Tr | $9.96M | 1.4% |
| Schwab Strategic Tr | $9.82M | 1.4% |
| Schwab Strategic Tr | $8.84M | 1.2% |
| iShares Tr | $7.58M | 1.1% |
| iShares Tr | $5.96M | 0.8% |
| iShares Tr | $5.65M | 0.8% |
| Microsoft Corp | $5.15M | 0.7% |
| Select Sector SPDR Tr | $5.04M | 0.7% |
| iShares Tr | $4.81M | 0.7% |
| Broadcom Inc. | $4.01M | 0.6% |
| Newmont Corp | $3.59M | 0.5% |
| NVIDIA Corp | $3.35M | 0.5% |
| Schwab Strategic Tr | $3.31M | 0.5% |
| Vanguard Index Fds | $3.23M | 0.5% |
| Schwab Strategic Tr | $3.22M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287887 Common stock | $-7.10M | -49K -88.09% | 6,632 0.14% of portfolio | medium |
| Q1 2026 as of | Trim | 464288679 Common stock | $-4.27M | -39K -26.18% | 109,121 1.70% of portfolio | low |
| Q1 2026 as of | Trim | 808524771 Common stock | $-3.91M | -140K -6.04% | 2,183,679 8.58% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-2.31M | -4K -1.29% | 269,520 24.84% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-2.30M | -5K -6.35% | 70,683 4.78% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-1.61M | -26K -24.20% | 82,335 0.71% of portfolio | low |
| Q1 2026 as of | Exit | Watsco, Inc. Common stock | $-1.23M | -4K -100.00% | 0 | low |
| Q1 2026 as of | New | Texas Instruments Inc Common stock | $1.22M | +6K | 6,308 0.17% of portfolio | low |
| Q1 2026 as of | Exit | Merck & Co., Inc. Common stock | $-1.12M | -11K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 92206C409 Common stock | $-1.08M | -13K -100.00% | 0 | low |