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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 10 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KRE SPDR S&P REGIONAL BANKING ETF 6,700.0 $434K 0.03% NEW $64.81 +7.0%
182 TDY TELEDYNE TECHNOLOGIES INCORPORATED Technology 847.0 $433K 0.03% NEW $510.73 +21.5%
183 TEL TE CONNECTIVITY PLC Technology 1,894.0 $431K 0.03% NEW $227.51 -10.9%
184 SO SOUTHERN COMPANY Utilities 4,920.0 $429K 0.03% NEW $87.19 +8.4%
185 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4,965.0 $411K 0.03% NEW $82.82 -0.8%
186 CORZ CORE SCIENTIFIC INC Technology 27,849.0 $405K 0.03% NEW $14.56 +73.5%
187 QQQ INVESCO QQQ TRUST SERIES I Financial Services 657.0 $404K 0.03% NEW $614.31 +16.8%
188 AMAT APPLIED MATERIALS, INC. Technology 1,558.0 $400K 0.03% NEW $256.93 +68.2%
189 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 13,250.0 $400K 0.03% NEW $30.20 -0.7%
190 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 6,550.0 $393K 0.03% NEW $59.93 +0.0%
191 IUSG ISHARES CORE S&P U.S. GROWTH ETF 2,282.0 $383K 0.03% NEW $167.94 +11.1%
192 FOX FOX CORPORATION CLASS B Communication Services 5,715.0 $371K 0.03% NEW $64.93 -11.8%
193 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,543.0 $366K 0.03% NEW $48.58 +68.3%
194 VHT VANGUARD HEALTH CARE ETF 1,262.0 $363K 0.03% NEW $287.74 -2.9%
195 GD GENERAL DYNAMICS CORPORATION Industrials 1,054.0 $355K 0.03% NEW $336.58 +1.9%
196 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2,385.0 $343K 0.03% NEW $143.96 +25.3%
197 CI CIGNA GROUP Healthcare 1,241.0 $342K 0.02% NEW $275.23 +4.0%
198 B BARRICK MINING CORPORATION Basic Materials 7,789.0 $339K 0.02% NEW $43.55 -6.6%
199 XLV HEALTH CARE SELECT SECTOR SPDR FUND 2,182.0 $338K 0.02% NEW $154.80 -3.2%
200 ACWI ISHARES MSCI ACWI ETF 2,372.0 $336K 0.02% NEW $141.49 +10.2%
Page 10 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%