StockDriftsStockDriftsTop 50 Lee Financial Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.71% | 268.9K | $201.4M | -0.23%(-620) | $342.91(+127.15%) | 2026-06-30 | |
| IJH | ISHARES TR | 13.16% | 1.34M | $103.0M | -4.55%(-63.63K) | $39.00(+101.41%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 8.65% | 2.18M | $67.7M | -0.30%(-6.64K) | $18.28(+78.07%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.23% | 355.0K | $48.8M | +0.12%(+440) | $65.78(+115.29%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.19% | 65.6K | $32.8M | -7.25%(-5.12K) | $209.58(+139.21%) | 2026-06-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 3.85% | 693.6K | $30.2M | +0.76%(+5.21K) | $24.05(+85.13%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.5% | 74.4K | $27.4M | -0.08%(-59) | $159.25(+153.82%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.71% | 28.7K | $21.2M | -2.08%(-610) | $321.00(+128.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.39% | 64.6K | $18.7M | -0.90%(-585) | $174.14(+75.37%) | 2026-06-30 | |
| SHV | ISHARES TR | 1.49% | 106.1K | $11.7M | -2.79%(-3.05K) | $110.27(-0.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.30% | +10.06% | +61.47% |
| Top 20 Holdings Unweighted | +17.69% | +63.01% | +10.50% | +64.75% |
Lee Financial Co reports $783.12M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.7%), IJH (13.2%) and FNDX (8.7%). The top 20 holdings account for 81.24% of reported assets. Its disclosed equity book has returned +60.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lee Financial Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1391166). View Lee Financial Co’s 13F filings on SEC