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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  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DOC HEALTHPEAK PROPERTIES, INC. Real Estate 16,732.0 $275K 0.02% -3K -17.0% $16.43 +20.1%
62 VHT VANGUARD HEALTH CARE ETF 999.0 $272K 0.02% -263.0 -20.8% $272.20 +2.6%
63 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1,473.0 $238K 0.01% -200.0 -11.9% $161.73 +6.2%
64 PYPL PAYPAL HOLDINGS, INC. Financial Services 4,818.0 $218K 0.01% -255.0 -5.0% $45.23 -2.2%
65 AAL AMERICAN AIRLINES GROUP INC. Industrials 14,454.0 $155K 0.01% -3K -19.4% $10.74 +29.0%
66 CUSHMAN AND WAKEFIELD LTD 11,000.0 $135K 0.01% -4K -26.7% $12.26
Page 4 of 4  ·  66 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%