Lee Financial Co - Q12026 Holdings

Lee Financial Co holds 145 stocks with a total portfolio value of $ 708.78M as of Q12026. In Q12026, Lee Financial Co added 13 new positions, increased stakes in 30 stocks, reduced 75 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IVV), representing 24.84% of the total portfolio.