BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Lee Financial Co

· CIK 0001391166
13F Portfolio $783M AUM 236 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 162 New
Page 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEE NEXTERA ENERGY INC Utilities 3,318.0 $291K 0.04% NEW $87.77 -2.1%
142 SCHG SCHWAB STRATEGIC TR 8,136.0 $275K 0.04% NEW $33.84 +4.8%
143 HESM HESS MIDSTREAM LP Energy 7,108.0 $267K 0.03% NEW $37.60 +5.7%
144 AIRR FIRST TR EXCHANGE TRADED FD 2,000.0 $266K 0.03% NEW $133.25 -11.3%
145 IGIB ISHARES TR 4,950.0 $263K 0.03% NEW $53.17 -1.5%
146 AMD ADVANCED MICRO DEVICES INC Technology 419.0 $243K 0.03% NEW $580.91 -19.7%
147 PFE PFIZER INC Healthcare 10,021.0 $241K 0.03% NEW $24.08 +17.3%
148 BA BOEING CO Industrials 1,101.0 $238K 0.03% NEW $216.47 +2.6%
149 CAT CATERPILLAR INC Industrials 222.0 $236K 0.03% NEW $1064.90 -23.4%
150 ACWV ISHARES INC 1,934.0 $233K 0.03% NEW $120.23 +5.6%
151 NSC NORFOLK SOUTHN CORP Industrials 736.0 $232K 0.03% NEW $314.59 +9.9%
152 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,600.0 $223K 0.03% NEW $139.09 -4.0%
153 GS GOLDMAN SACHS GROUP INC Financial Services 218.0 $220K 0.03% NEW $1010.87 +1.1%
154 CMI CUMMINS INC Industrials 303.0 $216K 0.03% NEW $713.21 -14.7%
155 IBB ISHARES TR 1,110.0 $211K 0.03% NEW $190.19 +14.1%
156 EFA ISHARES TR 2,031.0 $211K 0.03% NEW $103.89 +3.6%
157 T AT&T INC Communication Services 9,984.0 $207K 0.03% NEW $20.70 +21.4%
158 HYG ISHARES TR 2,572.0 $206K 0.03% NEW $79.97 -0.3%
159 KMI KINDER MORGAN INC DEL Energy 6,337.0 $203K 0.03% NEW $31.97 +0.3%
160 TAC TRANSALTA CORP Utilities 13,003.0 $180K 0.02% NEW $13.88 -10.8%
Page 8 of 9  ·  162 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
Financial Services 38.1%
Technology 27.6%
Energy 9.0%
Consumer Cyclical 5.6%
Healthcare 4.8%
Industrials 4.8%
Consumer Defensive 4.2%
Communication Services 2.3%
Basic Materials 2.3%
Utilities 0.9%