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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 12 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VZ VERIZON COMMUNICATIONS INC. Communication Services 5,932.0 $242K 0.02% NEW $40.73 +18.7%
222 SCHX SCHWAB U.S. LARGE-CAP ETF 8,893.0 $239K 0.02% NEW $26.91 +9.0%
223 NEM NEWMONT CORPORATION Basic Materials 2,390.0 $239K 0.02% NEW $99.85 +7.8%
224 FLOT ISHARES FLOATING RATE BOND ETF 4,642.0 $236K 0.02% NEW $50.86 +0.3%
225 VNQ VANGUARD REAL ESTATE ETF 2,534.0 $224K 0.02% NEW $88.47 +9.4%
226 VIG VANGUARD DIVIDEND APPRECIATION ETF 995.0 $219K 0.02% NEW $219.87 +6.0%
227 ATO ATMOS ENERGY CORPORATION Utilities 1,304.0 $219K 0.02% NEW $167.63 +6.1%
228 ZBH ZIMMER BIOMET HOLDINGS, INC. Healthcare 2,336.0 $210K 0.01% NEW $89.92 -4.9%
229 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2,634.0 $210K 0.01% NEW $79.73 -1.1%
230 CORE SCIENTIFIC INC NEW WT EXP 012327 20,182.0 $171K 0.01% NEW $8.46
231 SXC SUNCOKE ENERGY, INC. Energy 18,000.0 $130K 0.01% NEW $7.20 +16.7%
232 MPT MEDICAL PROPERTIES TRUST, INC. Financial Services 22,639.0 $113K 0.01% NEW $5.00 +1.6%
233 RMNI RIMINI STREET INC CLASS A Technology 20,000.0 $78K 0.01% NEW $3.88 -6.4%
234 MBOT MICROBOT MED INC COM NEW Healthcare 10,250.0 $20K 0.00% NEW $2.00 -14.5%
Page 12 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%