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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 10 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OTIS OTIS WORLDWIDE CORPORATION Industrials 7,335.0 $565K 0.04% -75.0 -1.0% $77.08 -5.6%
182 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,352.0 $560K 0.04% -191.0 -2.5% $76.16 +7.4%
183 LLY ELI LILLY AND COMPANY Healthcare 596.0 $548K 0.03% $919.77 +15.8%
184 ADX ADAMS DIVERSIFIED EQUITY FUND INC SHS Financial Services 25,000.0 $547K 0.03% $21.89 +14.3%
185 AZO AUTOZONE, INC. Consumer Cyclical 162.0 $547K 0.03% $3377.78 +0.9%
186 AMAT APPLIED MATERIALS, INC. Technology 1,558.0 $532K 0.03% $341.71 +26.5%
187 TM TOYOTA MOTOR CORP. SPONSORED ADR Consumer Cyclical 2,517.0 $519K 0.03% $206.09 -8.3%
188 VOO VANGUARD S&P 500 ETF 862.0 $515K 0.03% $597.55 +14.7%
189 TDY TELEDYNE TECHNOLOGIES INCORPORATED Technology 847.0 $512K 0.03% $605.01 +2.6%
190 GIS GENERAL MILLS, INC. Consumer Defensive 13,127.0 $489K 0.03% $37.22 -9.5%
191 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 10,745.0 $487K 0.03% -3K -21.8% $45.30 -30.2%
192 SO SOUTHERN COMPANY Utilities 4,920.0 $475K 0.03% $96.51 -2.0%
193 DVY ISHARES SELECT DIVIDEND ETF 3,120.0 $472K 0.03% $151.41 +2.9%
194 CARS CARS.COM INC Consumer Cyclical 53,333.0 $433K 0.03% NEW $8.12 +18.8%
195 PLD PROLOGIS, INC. Real Estate 3,235.0 $428K 0.03% -300.0 -8.5% $132.18 +10.4%
196 CORZ CORE SCIENTIFIC INC Technology 27,849.0 $417K 0.03% $14.96 +68.9%
197 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4,865.0 $402K 0.03% -100.0 -2.0% $82.57 -0.5%
198 GD GENERAL DYNAMICS CORPORATION Industrials 1,169.0 $401K 0.03% +115.0 +10.9% $343.15 -0.1%
199 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 13,250.0 $398K 0.03% $30.07 -0.3%
200 TEL TE CONNECTIVITY PLC Technology 1,894.0 $396K 0.03% $209.02 -3.0%
Page 10 of 13  ·  246 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%