Lee Financial Co
Lee Financial Co reported 162 positions worth $783.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (25.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $201.4M | 25.71% | 268,900 | — | — | |
| ▸ 2 | IJH | SH | $103.0M | 13.16% | 1,336,250 | — | — | |
| ▸ 3 | FNDX | SH | $67.7M | 8.65% | 2,177,038 | — | — | |
| ▸ 4 | IVW | SH | $48.8M | 6.23% | 354,953 | — | — | |
| ▸ 5 | BRK-B | SH | $32.8M | 4.19% | 65,559 | — | — | |
| ▸ 6 | EMLP | SH | $30.2M | 3.85% | 693,567 | — | — | |
| ▸ 7 | GLD | SH | $27.4M | 3.50% | 74,438 | — | — | |
| ▸ 8 | QQQ | SH | $21.2M | 2.71% | 28,746 | — | — | |
| ▸ 9 | AAPL | SH | $18.7M | 2.39% | 64,574 | — | — | |
| ▸ 10 | SHV | SH | $11.7M | 1.49% | 106,073 | — | — |
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Frequently Asked Questions
What stocks does Lee Financial Co hold as of Q2 2026?
Lee Financial Co reported 162 positions worth $783.1M in its Q2 2026 13F filing. Largest positions: IVV (25.7%), IJH (13.2%), FNDX (8.6%), IVW (6.2%) and BRK-B (4.2%).
What did Lee Financial Co buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lee Financial Co sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.