Lee Financial Co - Q42025 Holdings

Lee Financial Co holds 142 stocks with a total portfolio value of $ 741.18M as of Q42025. In Q42025, Lee Financial Co added 3 new positions, increased stakes in 13 stocks, reduced 112 holdings, and fully exited 43 positions. The largest holding is Ishares Tr (IVV), representing 25.23% of the total portfolio.