LEE FINANCIAL CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 18K | $1.11M |
 | TRP | 17K | $915.47K |
 | KMI | 17K | $475.41K |
 | MPLX | 17K | $833.12K |
 | PM | 17K | $2.70M |
 | ABT | 16K | $2.21M |
 | SCI | 16K | $1.36M |
 | WMT | 16K | $1.64M |
 | AMZN | 14K | $2.97M |
 | MRK | 13K | $1.11M |
 | PAYX | 13K | $1.60M |
 | ABBV | 13K | $2.91M |
 | PFE | 12K | $317.98K |
 | RTX | 12K | $2.07M |
 | MS | 12K | $1.87M |
 | JPM | 12K | $3.68M |
 | BUSE | 12K | $266.30K |
 | KRP | 10K | $140.53K |
 | ATEC | 10K | $148.53K |
 | VBTX | 10K | $335.30K |
The Williams Companies, Inc.
WMB
Shares Held
18K
Value
$1.11M
TC Energy Corporation
TRP
Shares Held
17K
Value
$915.47K
Kinder Morgan, Inc.
KMI
Shares Held
17K
Value
$475.41K
MPLX Lp
MPLX
Shares Held
17K
Value
$833.12K
Philip Morris International Inc.
PM
Shares Held
17K
Value
$2.70M
Abbott Laboratories
ABT
Shares Held
16K
Value
$2.21M
Service Corporation International
SCI
Shares Held
16K
Value
$1.36M
Walmart Inc.
WMT
Shares Held
16K
Value
$1.64M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.97M
Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.11M
Paychex, Inc.
PAYX
Shares Held
13K
Value
$1.60M
AbbVie Inc.
ABBV
Shares Held
13K
Value
$2.91M
Pfizer Inc.
PFE
Shares Held
12K
Value
$317.98K
RTX Corporation
RTX
Shares Held
12K
Value
$2.07M
Morgan Stanley
MS
Shares Held
12K
Value
$1.87M
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.68M
First Busey Corporation
BUSE
Shares Held
12K
Value
$266.30K
Kimbell Royalty Partners, LP
KRP
Shares Held
10K
Value
$140.53K
Alphatec Holdings, Inc.
ATEC
Shares Held
10K
Value
$148.53K
Veritex Holdings, Inc.
VBTX
Shares Held
10K
Value
$335.30K