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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 12 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 2,019.0 $264K 0.02% $130.95 +5.7%
222 IEFA ISHARES CORE MSCI EAFE ETF 2,905.0 $263K 0.02% $90.53 +7.4%
223 NEM NEWMONT CORPORATION Basic Materials 2,390.0 $259K 0.02% $108.25 -0.6%
224 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 2,900.0 $251K 0.02% $86.64 +9.6%
225 C CITIGROUP INC. Financial Services 2,214.0 $251K 0.02% $113.41 +10.3%
226 COF CAPITAL ONE FINANCIAL CORP Financial Services 1,367.0 $249K 0.02% $182.43 +2.9%
227 ATO ATMOS ENERGY CORPORATION Utilities 1,304.0 $241K 0.01% $184.72 -3.7%
228 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1,473.0 $238K 0.01% -200.0 -11.9% $161.73 +6.2%
229 FLOT ISHARES FLOATING RATE BOND ETF 4,642.0 $237K 0.01% $50.95 +0.1%
230 DE DEERE & COMPANY Industrials 407.0 $229K 0.01% NEW $563.30 -6.1%
231 SCHX SCHWAB U.S. LARGE-CAP ETF 8,893.0 $228K 0.01% $25.64 +14.4%
232 GLW CORNING INC Technology 1,663.0 $226K 0.01% NEW $135.97 +42.7%
233 VNQ VANGUARD REAL ESTATE ETF 2,534.0 $225K 0.01% $88.68 +9.1%
234 WMB WILLIAMS COMPANIES, INC. Energy 3,023.0 $220K 0.01% NEW $72.78 +7.8%
235 TSLA TESLA, INC. Consumer Cyclical 587.0 $218K 0.01% $371.75 +14.6%
236 PYPL PAYPAL HOLDINGS, INC. Financial Services 4,818.0 $218K 0.01% -255.0 -5.0% $45.23 -2.2%
237 VIG VANGUARD DIVIDEND APPRECIATION ETF 995.0 $214K 0.01% $215.15 +8.3%
238 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2,634.0 $209K 0.01% $79.27 -0.5%
239 CORE SCIENTIFIC INC NEW WT EXP 012327 20,182.0 $176K 0.01% $8.74
240 NFE NEW FORTRESS ENERGY INC Utilities 293,909.0 $173K 0.01% NEW $0.59 +7.5%
Page 12 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%