Lee Financial Co - Q22026 Holdings

Lee Financial Co holds 162 stocks with a total portfolio value of $ 783.12M as of Q22026. In Q22026, Lee Financial Co added 23 new positions, increased stakes in 44 stocks, reduced 62 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 25.71% of the total portfolio.