LEE FINANCIAL CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTI | 32K | $184.00K |
 | NEM | 32K | $2.69M |
 | ALLY | 32K | $1.24M |
 | WTRG | 31K | $1.22M |
 | KO | 30K | $1.98M |
 | PAA | 28K | $470.60K |
 | OKE | 27K | $1.98M |
 | CSCO | 26K | $1.79M |
 | SUN | 26K | $1.29M |
 | IP | 25K | $1.15M |
 | ETR | 23K | $2.11M |
 | BSM | 22K | $293.68K |
 | QSR | 22K | $1.42M |
 | XOM | 20K | $2.27M |
 | TSHA | 20K | $65.40K |
 | FNF | 20K | $1.19M |
 | GLP | 19K | $902.40K |
 | MSFT | 18K | $9.50M |
 | CAPL | 18K | $378.54K |
 | AVGO | 18K | $5.85M |
TETRA Technologies, Inc.
TTI
Shares Held
32K
Value
$184.00K
Newmont Corporation
NEM
Shares Held
32K
Value
$2.69M
Ally Financial Inc.
ALLY
Shares Held
32K
Value
$1.24M
Essential Utilities, Inc.
WTRG
Shares Held
31K
Value
$1.22M
The Coca-Cola Company
KO
Shares Held
30K
Value
$1.98M
Plains All American Pipeline, L.P.
PAA
Shares Held
28K
Value
$470.60K
ONEOK, Inc.
OKE
Shares Held
27K
Value
$1.98M
Cisco Systems, Inc.
CSCO
Shares Held
26K
Value
$1.79M
Sunoco LP
SUN
Shares Held
26K
Value
$1.29M
International Paper Company
IP
Shares Held
25K
Value
$1.15M
Entergy Corporation
ETR
Shares Held
23K
Value
$2.11M
Black Stone Minerals, L.P.
BSM
Shares Held
22K
Value
$293.68K
Restaurant Brands International Inc.
QSR
Shares Held
22K
Value
$1.42M
Exxon Mobil Corporation
XOM
Shares Held
20K
Value
$2.27M
Taysha Gene Therapies, Inc.
TSHA
Shares Held
20K
Value
$65.40K
Fidelity National Financial, Inc.
FNF
Shares Held
20K
Value
$1.19M
Global Partners LP
GLP
Shares Held
19K
Value
$902.40K
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.50M
CrossAmerica Partners LP
CAPL
Shares Held
18K
Value
$378.54K
Broadcom Inc.
AVGO
Shares Held
18K
Value
$5.85M