Lee Financial Co

Position in FAST — Fastenal Co

CIK 1391166 Dallas, TX

Position in FAST

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,445,510

+$44,185 QoQ

Shares Held

30,096

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#610

of 1,453 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Lee Financial Co holds $2,949,232 across 2 Industrial Distribution names. FAST ranks #2 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FERG	Ferguson Enterprises Inc. /DE/	6,336	$1,503,722
2	FAST	Fastenal Co This page	30,096	$1,445,510

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,445,510	30,096	-0.3%	Shares	Other	2026-07-22
2026-03-31	$1,401,325	30,201	-0.4%	Shares	Sole	2026-04-13
2025-12-31	$1,216,781	30,321	-11.6%	Shares	Other	2026-01-22
2025-09-30	$1,681,483	34,288	-0.6%	Shares	Other	2025-11-04
2025-06-30	$1,448,958	34,499	+156.9%	Shares	Sole	2025-07-24
2025-03-31	$1,041,341	13,428	-11.3%	Shares	Other	2025-05-13
2024-12-31	$1,088,933	15,143	-1.6%	Shares	Other	2025-01-30
2024-09-30	$1,098,653	15,383	+10.3%	Shares	Other	2024-11-14
2024-06-30	$876,366	13,946	-5.9%	Shares	Other	2024-08-14
2024-03-31	$1,143,677	14,826	-1.0%	Shares	Other	2024-05-15
2023-12-31	$969,671	14,971	+87.5%	Shares	Sole	2024-02-08
2023-09-30	$436,300	7,985	+31840.0%	Shares	Sole	2023-11-09
2021-12-31	$1,601	25	-95.0%	Shares	Sole	2022-02-08
2021-09-30	$25,805	500	0.0%	Shares	Sole	2021-11-12
2021-06-30	$26,000	500	0.0%	Shares	Sole	2021-08-04
2021-03-31	$25,140	500	0.0%	Shares	Sole	2021-05-13
2020-12-31	$24,415	500	-50.0%	Shares	Sole	2021-02-12
2020-09-30	$45,090	1,000	0.0%	Shares	Sole	2020-11-03
2020-06-30	$42,840	1,000	0.0%	Shares	Sole	2020-08-11
2020-03-31	$31,250	1,000	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.