Lee Financial Co - Q32026 Holdings

Lee Financial Co holds 154 stocks with a total portfolio value of $ 800.87M as of Q32026. In Q32026, Lee Financial Co added 5 new positions, increased stakes in 52 stocks, reduced 59 holdings, and fully exited 13 positions. The largest holding is Ishares Tr (IVV), representing 25.91% of the total portfolio.