LEE FINANCIAL CO
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOI | 81K | $289.65K |
 | BRK-B | 75K | $37.94M |
 | OWL | 67K | $1.00M |
 | AAPL | 67K | $18.15M |
 | EPD | 52K | $1.65M |
 | ALKT | 50K | $1.15M |
 | CNQ | 44K | $1.49M |
 | ET | 44K | $719.20K |
 | ENB | 36K | $1.75M |
 | CFG | 36K | $2.09M |
 | ORI | 34K | $1.53M |
 | VNOM | 33K | $1.29M |
 | NEM | 32K | $3.19M |
 | FAST | 30K | $1.22M |
 | ALLY | 27K | $1.25M |
 | WTRG | 27K | $1.04M |
 | KO | 26K | $1.80M |
 | DMLP | 26K | $572.53K |
 | CSCO | 23K | $1.76M |
 | PAA | 22K | $394.69K |
The Oncology Institute, Inc.
TOI
Shares Held
81K
Value
$289.65K
Berkshire Hathaway Inc.
BRK-B
Shares Held
75K
Value
$37.94M
Blue Owl Capital Inc.
OWL
Shares Held
67K
Value
$1.00M
Apple Inc.
AAPL
Shares Held
67K
Value
$18.15M
Enterprise Products Partners L.P.
EPD
Shares Held
52K
Value
$1.65M
Alkami Technology, Inc.
ALKT
Shares Held
50K
Value
$1.15M
Canadian Natural Resources Limited
CNQ
Shares Held
44K
Value
$1.49M
Energy Transfer LP
ET
Shares Held
44K
Value
$719.20K
Enbridge Inc.
ENB
Shares Held
36K
Value
$1.75M
Citizens Financial Group, Inc.
CFG
Shares Held
36K
Value
$2.09M
Old Republic International Corporation
ORI
Shares Held
34K
Value
$1.53M
Viper Energy, Inc.
VNOM
Shares Held
33K
Value
$1.29M
Newmont Corporation
NEM
Shares Held
32K
Value
$3.19M
Fastenal Company
FAST
Shares Held
30K
Value
$1.22M
Ally Financial Inc.
ALLY
Shares Held
27K
Value
$1.25M
Essential Utilities, Inc.
WTRG
Shares Held
27K
Value
$1.04M
The Coca-Cola Company
KO
Shares Held
26K
Value
$1.80M
Dorchester Minerals, L.P.
DMLP
Shares Held
26K
Value
$572.53K
Cisco Systems, Inc.
CSCO
Shares Held
23K
Value
$1.76M
Plains All American Pipeline, L.P.
PAA
Shares Held
22K
Value
$394.69K