Lee Financial Co

data from 30/09/2025

Capitalization

$ 797.434 M 14.37 %

Average holding period

19 ans

Performance

$ 326.210 M 76.51 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lee Financial Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 23.82% 189.987 M $ 283860 2016/12/31 13.319 M $ 7.80 %
2025/09/30 IJH ISHARES TR 11.17% 89.038 M $ 1364354 2016/12/31 4.206 M $ 5.22 %
2025/09/30 FNDX SCHWAB STRATEGIC TR 7.84% 62.554 M $ 2378488 2020/12/31 4.241 M $ 7.17 %
2025/09/30 IVW ISHARES TR 5.49% 43.780 M $ 362653 2016/12/31 3.870 M $ 9.65 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 5.20% 41.437 M $ 82423 2016/12/31 1.431 M $ 3.49 %
2025/09/30 AAPL APPLE INC 3.67% 29.282 M $ 114999 2016/12/31 3.427 M $ 24.11 %
2025/09/30 EMLP FIRST TR EXCHANGE-TRADED FD 3.50% 27.947 M $ 729889 2020/03/31 573.878 K $ 2.08 %
2025/09/30 GLD SPDR GOLD TR 3.46% 27.599 M $ 77641 2016/12/31 3.943 M $ 16.61 %
2025/09/30 SHV ISHARES TR 2.78% 22.132 M $ 200307 2022/12/31 12.028 K $ 0.06 %
2025/09/30 QQQ INVESCO QQQ TR 2.39% 19.037 M $ 31683 2018/06/30 1.506 M $ 8.83 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 1.22% 9.728 M $ 328212 2016/12/31 525.315 K $ 5.67 %
2025/09/30 MSFT MICROSOFT CORP 1.19% 9.500 M $ 18342 2016/12/31 327.838 K $ 4.13 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 1.17% 9.360 M $ 355342 2016/12/31 658.783 K $ 7.77 %
2025/09/30 FNDF SCHWAB STRATEGIC TR 1.10% 8.786 M $ 204511 2022/03/31 617.935 K $ 7.35 %
2025/09/30 DVY ISHARES TR 0.98% 7.839 M $ 55168 2016/12/31 525.683 K $ 7.00 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.85% 6.798 M $ 76097 2018/06/30 634.884 K $ 5.34 %
2025/09/30 NVDA NVIDIA CORPORATION 0.82% 6.515 M $ 34916 2017/12/31 532.774 K $ 18.10 %
2025/09/30 IWP ISHARES TR 0.76% 6.033 M $ 42364 2021/09/30 160.528 K $ 2.69 %
2025/09/30 ACWI ISHARES TR 0.74% 5.885 M $ 42570 2016/12/31 403.048 K $ 7.50 %
2025/09/30 AVGO BROADCOM INC 0.73% 5.851 M $ 17734 2018/06/30 1.272 M $ 19.68 %
2025/09/30 IJR ISHARES TR 0.71% 5.655 M $ 47588 2016/12/31 443.552 K $ 8.73 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.46% 3.685 M $ 11682 2016/12/31 278.116 K $ 8.80 %
2025/09/30 VTI VANGUARD INDEX FDS 0.42% 3.380 M $ 10282 2016/12/31 246.036 K $ 7.96 %
2025/09/30 ET ENERGY TRANSFER L P 0.42% 3.326 M $ 193817 2016/12/31 -40.895 K $ -5.35 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.41% 3.261 M $ 97723 2016/12/31 315.596 K $ 10.72 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.38% 3.033 M $ 108725 2016/12/31 269.562 K $ 10.28 %
2025/09/30 AMZN AMAZON COM INC 0.37% 2.969 M $ 13523 2016/12/31 1.706 K $ 0.08 %
2025/09/30 ABBV ABBVIE INC 0.36% 2.906 M $ 12552 2016/12/31 565.918 K $ 24.74 %
2025/09/30 HD HOME DEPOT INC 0.34% 2.711 M $ 6690 2016/12/31 248.416 K $ 10.51 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.34% 2.702 M $ 16658 2016/12/31 -326.154 K $ -10.93 %
2025/09/30 NEM NEWMONT CORP 0.34% 2.691 M $ 31915 2016/12/31 811.718 K $ 44.71 %
2025/09/30 ENB ENBRIDGE INC 0.30% 2.431 M $ 48170 2016/12/31 211.978 K $ 11.34 %
2025/09/30 BAC-PL BANK AMERICA CORP 0.29% 2.340 M $ 1828 2025/09/30 0.000 $ 0.00 %
2025/09/30 TORTOISE CAPITAL SERIES TRUS 0.29% 2.294 M $ 252963 2025/06/30 -39.083 K $ -1.09 %
2025/09/30 IEFA ISHARES TR 0.29% 2.276 M $ 26066 2016/12/31 102.705 K $ 4.59 %
2025/09/30 XOM EXXON MOBIL CORP 0.28% 2.272 M $ 20151 2016/12/31 105.088 K $ 4.59 %
2025/09/30 TSLA TESLA INC 0.28% 2.223 M $ 4999 2024/09/30 178.646 K $ 40.00 %
2025/09/30 ABT ABBOTT LABS 0.28% 2.210 M $ 16498 2016/12/31 -33.062 K $ -1.52 %
2025/09/30 ETR ENTERGY CORP NEW 0.27% 2.113 M $ 22672 2016/12/31 232.365 K $ 12.12 %
2025/09/30 RTX RTX CORPORATION 0.26% 2.069 M $ 12367 2025/03/31 241.229 K $ 14.59 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.25% 1.988 M $ 8342 2019/03/31 -40.853 K $ -2.00 %
2025/09/30 KO COCA COLA CO 0.25% 1.984 M $ 29840 2016/12/31 -125.617 K $ -6.25 %
2025/09/30 OKE ONEOK INC NEW 0.25% 1.981 M $ 27145 2016/12/31 -192.555 K $ -10.61 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.25% 1.971 M $ 63043 2016/12/31 13.403 K $ 0.84 %
2025/09/30 ORCL ORACLE CORP 0.24% 1.876 M $ 6672 2016/12/31 383.799 K $ 28.64 %
2025/09/30 MS MORGAN STANLEY 0.24% 1.874 M $ 11792 2021/12/31 208.457 K $ 12.85 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.23% 1.874 M $ 35243 2025/03/31 299.370 K $ 18.79 %
2025/09/30 LLY ELI LILLY & CO 0.23% 1.827 M $ 2394 2016/12/31 -28.795 K $ -2.12 %
2025/09/30 BLK BLACKROCK INC 0.23% 1.808 M $ 1551 2024/12/31 175.396 K $ 11.11 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.22% 1.794 M $ 77051 2016/12/31 93.345 K $ 5.34 %
2025/09/30 CSCO CISCO SYS INC 0.22% 1.793 M $ 26207 2016/12/31 -24.423 K $ -1.38 %
2025/09/30 FAST FASTENAL CO 0.21% 1.681 M $ 34288 2023/09/30 242.872 K $ 16.76 %
2025/09/30 WSO WATSCO INC 0.21% 1.669 M $ 4128 2017/06/30 -155.587 K $ -8.45 %
2025/09/30 WMT WALMART INC 0.21% 1.640 M $ 15917 2016/12/31 78.033 K $ 5.40 %
2025/09/30 IVE ISHARES TR 0.21% 1.639 M $ 7939 2019/03/31 91.425 K $ 5.68 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.20% 1.613 M $ 7180 2024/09/30 49.592 K $ 3.13 %
2025/09/30 STE STERIS PLC 0.20% 1.612 M $ 6515 2019/03/31 47.478 K $ 3.01 %
2025/09/30 PAYX PAYCHEX INC 0.20% 1.602 M $ 12637 2016/12/31 -239.116 K $ -12.86 %
2025/09/30 VB VANGUARD INDEX FDS 0.20% 1.601 M $ 6292 2021/03/31 108.817 K $ 7.29 %
2025/09/30 ORI OLD REP INTL CORP 0.20% 1.601 M $ 37697 2023/06/30 153.837 K $ 10.48 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.20% 1.583 M $ 49449 2021/06/30 27.968 K $ 1.78 %
2025/09/30 GOOGL ALPHABET INC 0.20% 1.578 M $ 6492 2017/06/30 254.640 K $ 37.94 %
2025/09/30 SCZ ISHARES TR 0.20% 1.574 M $ 20520 2019/03/31 83.951 K $ 5.56 %
2025/09/30 META META PLATFORMS INC 0.19% 1.538 M $ 2094 2016/12/31 -5.379 K $ -0.50 %
2025/09/30 VNOM VIPER ENERGY INC 0.19% 1.516 M $ 39673 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.19% 1.508 M $ 2 2024/09/30 25.400 K $ 3.49 %
2025/09/30 QSR RESTAURANT BRANDS INTL INC 0.18% 1.420 M $ 22109 2018/06/30 -48.205 K $ -3.24 %
2025/09/30 LIN LINDE PLC 0.18% 1.414 M $ 2976 2023/03/31 16.779 K $ 1.24 %
2025/09/30 GOOG ALPHABET INC 0.18% 1.412 M $ 5797 2016/12/31 355.345 K $ 37.30 %
2025/09/30 SCI SERVICE CORP INTL 0.17% 1.365 M $ 16401 2022/06/30 30.248 K $ 2.24 %
2025/09/30 SUN SUNOCO LP/SUNOCO FIN CORP 0.16% 1.286 M $ 25705 2024/09/30 -13.672 K $ -6.68 %
2025/09/30 MA MASTERCARD INCORPORATED 0.16% 1.284 M $ 2258 2016/12/31 14.104 K $ 1.22 %
2025/09/30 ALKT ALKAMI TECHNOLOGY INC 0.16% 1.240 M $ 49900 2024/12/31 -290.970 K $ -17.58 %
2025/09/30 ALLY ALLY FINL INC 0.16% 1.238 M $ 31579 2024/06/30 6.056 K $ 0.64 %
2025/09/30 GEL GENESIS ENERGY L P 0.15% 1.235 M $ 73923 2025/09/30 0.000 $ 0.00 %
2025/09/30 WTRG ESSENTIAL UTILS INC 0.15% 1.217 M $ 30504 2024/03/31 73.598 K $ 7.43 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.15% 1.216 M $ 1314 2016/12/31 -79.294 K $ -6.49 %
2025/09/30 SHY ISHARES TR 0.15% 1.188 M $ 14316 2017/09/30 1.612 K $ 0.12 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.15% 1.186 M $ 19612 2023/06/30 87.612 K $ 7.90 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.15% 1.170 M $ 3390 2025/09/30 0.000 $ 0.00 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.14% 1.154 M $ 24866 2024/09/30 -10.816 K $ -0.92 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.14% 1.136 M $ 5897 2016/12/31 -169.703 K $ -12.97 %
2025/09/30 V VISA INC 0.14% 1.123 M $ 3290 2016/12/31 -38.043 K $ -3.85 %
2025/09/30 DE DEERE & CO 0.14% 1.115 M $ 2439 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMB WILLIAMS COS INC 0.14% 1.114 M $ 17586 2018/03/31 4.685 K $ 0.86 %
2025/09/30 MRK MERCK & CO INC 0.14% 1.113 M $ 13222 2016/12/31 60.192 K $ 6.01 %
2025/09/30 VOO VANGUARD INDEX FDS 0.14% 1.105 M $ 1801 2020/12/31 75.439 K $ 7.79 %
2025/09/30 AMGN AMGEN INC 0.14% 1.077 M $ 3818 2016/12/31 10.916 K $ 1.07 %
2025/09/30 IEMG ISHARES INC 0.13% 1.074 M $ 16298 2016/12/31 95.812 K $ 9.81 %
2025/09/30 IWF ISHARES TR 0.13% 1.039 M $ 2219 2018/03/31 97.258 K $ 10.32 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 993.040 K $ 1491 2024/09/30 45.381 K $ 7.82 %
2025/09/30 OWL BLUE OWL CAPITAL INC 0.12% 956.208 K $ 56480 2025/06/30 -69.984 K $ -11.87 %
2025/09/30 DMLP DORCHESTER MINERALS LP 0.12% 921.814 K $ 35605 2016/12/31 -48.471 K $ -7.07 %
2025/09/30 FNDE SCHWAB STRATEGIC TR 0.12% 919.180 K $ 25420 2019/03/31 77.745 K $ 9.54 %
2025/09/30 TRP TC ENERGY CORP 0.11% 915.467 K $ 16814 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTUM ISHARES TR 0.11% 910.911 K $ 3552 2020/03/31 57.293 K $ 6.71 %
2025/09/30 GLP GLOBAL PARTNERS LP 0.11% 902.400 K $ 18800 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARKO ARKO CORP 0.11% 891.150 K $ 195000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPLX MPLX LP 0.10% 833.117 K $ 16679 2016/12/31 -11.500 K $ -3.03 %
2025/09/30 MMLP MARTIN MIDSTREAM PRTNRS L P 0.10% 830.390 K $ 271369 2025/09/30 0.000 $ 0.00 %