Lee Financial Co
Top Portfolio Positions
96 positions ·
$197,823,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
70,683 | $33,871,293 | 17.12% | |
| GLD |
Spdr Gold Trust
|
74,497 | $32,055,314 | 16.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
29,356 | $16,943,696 | 8.57% | |
| AAPL |
Apple Inc.
Technology
|
65,159 | $16,536,702 | 8.36% | |
| MSFT |
Microsoft Corp
Technology
|
13,918 | $5,152,025 | 2.60% | |
| AVGO |
Broadcom Inc.
Technology
|
12,951 | $4,008,463 | 2.03% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
33,135 | $3,586,863 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
19,200 | $3,348,479 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,085 | $2,966,603 | 1.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,920 | $2,870,646 | 1.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TOI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,781 | 81,362 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $289,648 | 81,362 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $283,953 | 81,362 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $166,792 | 81,362 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $92,752 | 81,362 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,140 | 81,362 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,605 | 81,362 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,870 | 27,980 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,208 | 27,980 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||