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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 9 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OTIS OTIS WORLDWIDE CORPORATION Industrials 7,410.0 $647K 0.05% NEW $87.35 -16.7%
162 LLY ELI LILLY AND COMPANY Healthcare 596.0 $641K 0.05% NEW $1074.68 -0.9%
163 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,181.0 $640K 0.05% NEW $293.57 +6.3%
164 VBK VANGUARD SMALL-CAP GROWTH ETF 2,092.0 $632K 0.04% NEW $302.12 +14.9%
165 GIS GENERAL MILLS, INC. Consumer Defensive 13,127.0 $610K 0.04% NEW $46.50 -27.5%
166 COP CONOCOPHILLIPS Energy 6,291.0 $589K 0.04% NEW $93.61 +28.7%
167 ADX ADAMS DIVERSIFIED EQUITY FUND INC SHS Financial Services 25,000.0 $583K 0.04% NEW $23.32 +7.3%
168 LUMN LUMEN TECHNOLOGIES, INC. Communication Services 74,535.0 $579K 0.04% NEW $7.77 +21.1%
169 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 925.0 $558K 0.04% NEW $603.28 +11.2%
170 KGC KINROSS GOLD CORPORATION Basic Materials 19,780.0 $557K 0.04% NEW $28.16 +0.5%
171 MA MASTERCARD INCORPORATED CLASS A Financial Services 973.0 $555K 0.04% NEW $570.72 -12.6%
172 AZO AUTOZONE, INC. Consumer Cyclical 162.0 $549K 0.04% NEW $3391.50 +0.4%
173 VOO VANGUARD S&P 500 ETF 862.0 $541K 0.04% NEW $627.13 +9.3%
174 TM TOYOTA MOTOR CORP. SPONSORED ADR Consumer Cyclical 2,517.0 $539K 0.04% NEW $214.06 -11.7%
175 GEV GE VERNOVA INC. Utilities 792.0 $518K 0.04% NEW $653.57 +58.9%
176 MPC MARATHON PETROLEUM CORPORATION Energy 3,125.0 $508K 0.04% NEW $162.63 +56.6%
177 EMR EMERSON ELECTRIC CO. Industrials 3,598.0 $478K 0.03% NEW $132.72 +2.8%
178 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 5,576.0 $475K 0.03% NEW $85.25 +0.6%
179 PLD PROLOGIS, INC. Real Estate 3,535.0 $451K 0.03% NEW $127.66 +14.3%
180 DVY ISHARES SELECT DIVIDEND ETF 3,120.0 $440K 0.03% NEW $141.14 +10.4%
Page 9 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%