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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 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSHA TAYSHA GENE THERAPIES INC Healthcare 20,000.0 $136K 0.02% NEW $6.81 -26.3%
162 APARTMENT INVT & MGMT CO 10,000.0 $30K 0.00% NEW $2.97
Page 9 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 38.9%
Technology 28.2%
Energy 8.1%
Consumer Cyclical 5.7%
Healthcare 4.9%
Industrials 4.9%
Consumer Defensive 4.3%
Basic Materials 2.4%
Communication Services 1.3%
Utilities 0.9%