LEE FINANCIAL CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COP | 3K | $311.30K |
 | V | 3K | $1.12M |
 | JNJ | 3K | $578.53K |
 | LNG | 3K | $723.03K |
 | LIN | 3K | $1.41M |
 | CVX | 3K | $441.49K |
 | TRGP | 3K | $471.12K |
 | PLTR | 3K | $498.92K |
 | CCI | 3K | $242.58K |
 | SUI | 3K | $323.32K |
 | TJX | 2K | $353.50K |
 | DE | 2K | $1.12M |
 | LLY | 2K | $1.83M |
 | MA | 2K | $1.28M |
 | DTM | 2K | $248.51K |
 | MPC | 2K | $409.77K |
 | PEP | 2K | $297.45K |
 | META | 2K | $1.54M |
 | PG | 2K | $294.16K |
 | BAC-PL | 2K | $2.34M |
ConocoPhillips
COP
Shares Held
3K
Value
$311.30K
Visa Inc.
V
Shares Held
3K
Value
$1.12M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$578.53K
Cheniere Energy, Inc.
LNG
Shares Held
3K
Value
$723.03K
Linde plc
LIN
Shares Held
3K
Value
$1.41M
Chevron Corporation
CVX
Shares Held
3K
Value
$441.49K
Targa Resources Corp.
TRGP
Shares Held
3K
Value
$471.12K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$498.92K
Crown Castle Inc.
CCI
Shares Held
3K
Value
$242.58K
Sun Communities, Inc.
SUI
Shares Held
3K
Value
$323.32K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$353.50K
Deere & Company
DE
Shares Held
2K
Value
$1.12M
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.83M
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.28M
DT Midstream, Inc.
DTM
Shares Held
2K
Value
$248.51K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$409.77K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$297.45K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.54M
The Procter & Gamble Company
PG
Shares Held
2K
Value
$294.16K
Bank of America Corporation
BAC-PL
Shares Held
2K
Value
$2.34M