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Lee Financial Co - Portfolio Stock Holdings

Lee Financial Co disclosed 168 stock positions in a recent SEC 13F filing. $783,080,945 of stock holdings were filed, with the largest holdings including IVV, IJH, and FNDX. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.

Report Period:

June 30, 2026

No. of Stocks:

168

Est. Stock Holding Value:

$783,080,945

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lee Financial Co

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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