LEE FINANCIAL CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIV | 10K | $79.30K |
 | LUV | 9K | $290.27K |
 | HESM | 8K | $289.70K |
 | BR | 8K | $1.99M |
 | SM | 8K | $200.34K |
 | FERG | 7K | $1.61M |
 | HD | 7K | $2.71M |
 | ORCL | 7K | $1.88M |
 | STE | 7K | $1.61M |
 | GOOGL | 6K | $1.58M |
 | CSX | 6K | $219.49K |
 | CMG | 6K | $232.24K |
 | AMT | 6K | $1.14M |
 | GOOG | 6K | $1.41M |
 | TSLA | 5K | $2.22M |
 | NEE | 5K | $343.33K |
 | WSO | 4K | $1.67M |
 | AMGN | 4K | $1.08M |
 | LEN | 3K | $438.83K |
 | UNH | 3K | $1.17M |
Apartment Investment and Management Company
AIV
Shares Held
10K
Value
$79.30K
Southwest Airlines Co.
LUV
Shares Held
9K
Value
$290.27K
Hess Midstream LP
HESM
Shares Held
8K
Value
$289.70K
Broadridge Financial Solutions, Inc.
BR
Shares Held
8K
Value
$1.99M
SM Energy Company
SM
Shares Held
8K
Value
$200.34K
Ferguson plc
FERG
Shares Held
7K
Value
$1.61M
The Home Depot, Inc.
HD
Shares Held
7K
Value
$2.71M
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.88M
STERIS plc
STE
Shares Held
7K
Value
$1.61M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.58M
CSX Corporation
CSX
Shares Held
6K
Value
$219.49K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
6K
Value
$232.24K
American Tower Corporation
AMT
Shares Held
6K
Value
$1.14M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.41M
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.22M
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$343.33K
Watsco, Inc.
WSO
Shares Held
4K
Value
$1.67M
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.08M
Lennar Corporation
LEN
Shares Held
3K
Value
$438.83K
UnitedHealth Group Incorporated
UNH
Shares Held
3K
Value
$1.17M