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Portfolio (Quarterly) Guide ↗

LEE DANNER & BASS INC

· CIK 0000939219
13F Portfolio $1.4B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New
Page 7 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APA APA CORPORATION Energy 57,591.0 $1.4M 0.10% NEW $24.46 +58.6%
122 OI O-I GLASS INC Consumer Cyclical 94,556.0 $1.4M 0.10% NEW $14.76 -40.2%
123 ALL ALLSTATE CORPORATION Financial Services 6,466.0 $1.3M 0.10% NEW $208.15 +4.1%
124 D DOMINION ENERGY INC Utilities 22,187.0 $1.3M 0.09% NEW $58.59 +15.5%
125 XLU UTILITIES SELECT SECTOR SPDR FUND 30,170.0 $1.3M 0.09% NEW $42.69 +6.2%
126 TGT TARGET CORPORATION Consumer Defensive 13,171.0 $1.3M 0.09% NEW $97.75 +28.5%
127 VV VANGUARD LARGE-CAP ETF 4,089.0 $1.3M 0.09% NEW $314.76 +9.0%
128 OC OWENS CORNING Industrials 11,348.0 $1.3M 0.09% NEW $111.91 +4.9%
129 AVGO BROADCOM INC. Technology 3,605.0 $1.2M 0.09% NEW $346.10 +19.7%
130 MO ALTRIA GROUP, INC. Consumer Defensive 21,027.0 $1.2M 0.09% NEW $57.66 +28.2%
131 HPE HEWLETT PACKARD ENTERPRISE CO. Technology 48,584.0 $1.2M 0.08% NEW $24.02 +56.5%
132 PSX PHILLIPS 66 Energy 9,023.0 $1.2M 0.08% NEW $129.04 +37.7%
133 EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 21,025.0 $1.1M 0.08% NEW $50.47 +8.9%
134 MS MORGAN STANLEY Financial Services 5,814.0 $1.0M 0.07% NEW $177.53 +13.2%
135 VB VANGUARD SMALL-CAP ETF 3,960.0 $1.0M 0.07% NEW $257.95 +12.1%
136 SHEL SHELL PLC SPONSORED ADR Energy 13,703.0 $1.0M 0.07% NEW $73.48 +16.6%
137 STZ CONSTELLATION BRANDS, INC. CLASS A Consumer Defensive 7,256.0 $1.0M 0.07% NEW $137.96 +8.4%
138 GE GE AEROSPACE Industrials 3,209.0 $988K 0.07% NEW $308.03 -1.7%
139 AIG AMERICAN INTERNATIONAL GROUP, INC. Financial Services 11,481.0 $982K 0.07% NEW $85.55 -9.9%
140 VTI VANGUARD TOTAL STOCK MARKET ETF 2,878.0 $965K 0.07% NEW $335.27 +9.4%
Page 7 of 12  ·  234 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 23.7%
Technology 17.7%
Industrials 13.1%
Financial Services 12.7%
Communication Services 8.9%
Consumer Cyclical 7.0%
Consumer Defensive 6.9%
Energy 4.3%
Basic Materials 2.9%
Real Estate 1.8%