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Portfolio (Quarterly) Guide ↗

LEE DANNER & BASS INC

· CIK 0000939219
13F Portfolio $1.6B AUM 246 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 64 Added 66 Reduced 7 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,251.0 $777K 0.05% +70.0 +3.2% $345.15 -9.6%
62 IWM ISHARES RUSSELL 2000 ETF 3,089.0 $766K 0.05% +21.0 +0.7% $248.00 +15.0%
63 GD GENERAL DYNAMICS CORPORATION Industrials 1,169.0 $401K 0.03% +115.0 +10.9% $343.15 -0.1%
64 B BARRICK MINING CORPORATION Basic Materials 8,289.0 $338K 0.02% +500.0 +6.4% $40.79 -0.3%
Page 4 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 22.8%
Technology 15.1%
Industrials 13.1%
Financial Services 10.5%
Communication Services 8.9%
Consumer Defensive 6.6%
Energy 6.6%
Consumer Cyclical 6.0%
Basic Materials 5.6%
Real Estate 3.9%