LEE FINANCIAL CO
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOI | 81K | $249.78K |
 | BRK-B | 71K | $33.87M |
 | OWL | 67K | $610.11K |
 | AAPL | 65K | $16.54M |
 | EPD | 52K | $1.96M |
 | ALKT | 40K | $634.32K |
 | ET | 40K | $768.61K |
 | CNQ | 38K | $1.84M |
 | CFG | 36K | $2.14M |
 | ORI | 33K | $1.33M |
 | VNOM | 33K | $1.57M |
 | NEM | 33K | $3.59M |
 | FAST | 30K | $1.40M |
 | ALLY | 27K | $1.07M |
 | WTRG | 27K | $1.09M |
 | DMLP | 27K | $721.00K |
 | KO | 25K | $1.91M |
 | WMB | 23K | $1.67M |
 | PAA | 22K | $490.73K |
 | IP | 22K | $777.51K |
The Oncology Institute, Inc.
TOI
Shares Held
81K
Value
$249.78K
Berkshire Hathaway Inc.
BRK-B
Shares Held
71K
Value
$33.87M
Blue Owl Capital Inc.
OWL
Shares Held
67K
Value
$610.11K
Apple Inc.
AAPL
Shares Held
65K
Value
$16.54M
Enterprise Products Partners L.P.
EPD
Shares Held
52K
Value
$1.96M
Alkami Technology, Inc.
ALKT
Shares Held
40K
Value
$634.32K
Energy Transfer LP
ET
Shares Held
40K
Value
$768.61K
Canadian Natural Resources Limited
CNQ
Shares Held
38K
Value
$1.84M
Citizens Financial Group, Inc.
CFG
Shares Held
36K
Value
$2.14M
Old Republic International Corporation
ORI
Shares Held
33K
Value
$1.33M
Viper Energy, Inc.
VNOM
Shares Held
33K
Value
$1.57M
Newmont Corporation
NEM
Shares Held
33K
Value
$3.59M
Fastenal Company
FAST
Shares Held
30K
Value
$1.40M
Ally Financial Inc.
ALLY
Shares Held
27K
Value
$1.07M
Essential Utilities, Inc.
WTRG
Shares Held
27K
Value
$1.09M
Dorchester Minerals, L.P.
DMLP
Shares Held
27K
Value
$721.00K
The Coca-Cola Company
KO
Shares Held
25K
Value
$1.91M
The Williams Companies, Inc.
WMB
Shares Held
23K
Value
$1.67M
Plains All American Pipeline, L.P.
PAA
Shares Held
22K
Value
$490.73K
International Paper Company
IP
Shares Held
22K
Value
$777.51K