LD
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LEE DANNER & BASS INC13F | |
LEE DANNER & BASS INC | |
Last update 2025-04-29 | 220 Stocks (1 new) |
Value $1.24 Bil | Turnover 1 % |
LEE DANNER & BASS INC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 288,423 | 153,608.3 | -4.14% | 12.420 | -0.45% | 0.010 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
HCA | HCA Healthcare Inc | 400,419 | 138,364.8 | -0.55% | 11.190 | -0.05% | 0.170 | +8.33% | +17.42% | 84,434.2 | Healthcare Providers & Services | |
AAPL | Apple Inc | 242,613 | 53,891.6 | -3.07% | 4.360 | -0.15% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 97,065 | 36,437.2 | -4.75% | 2.950 | -0.16% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
ACN | Accenture PLC | 114,558 | 35,746.8 | +1.05% | 2.890 | +0.03% | 0.020 | +1.56% | -17.26% | 178,733.8 | Software | |
GOOG | Alphabet Inc | 211,774 | 33,085.4 | -2.38% | 2.680 | -0.08% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
AMZN | Amazon.com Inc | 153,658 | 29,235.0 | -0.34% | 2.360 | -0.01% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
V | Visa Inc | 64,275 | 22,525.8 | -4.00% | 1.820 | -0.07% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
PNFP | Pinnacle Financial Partners Inc | 196,091 | 20,793.5 | -0.73% | 1.680 | -0.01% | 0.250 | +15.54% | -1.85% | 8,664.5 | Banks | |
URI | United Rentals Inc | 32,855 | 20,590.2 | +0.23% | 1.670 | 0% | 0.050 | +37.97% | +12.84% | 51,416.8 | Business Services |
LEE DANNER & BASS INC's Historical Top Holdings Breakdowns
LEE DANNER & BASS INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.45% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | Reduce -4.14% | 288,423 | -12,469 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.24% | 84.5 ($93.81) 105.05 | $95.85 | 2.17% | Reduce -20.59% | 129,831 | -33,656 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.16% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -4.75% | 97,065 | -4,841 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.15% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -3.07% | 242,613 | -7,684 | |
SRE | Sempra | 2025-03-31 | Add Add | +0.12% | 67.85 ($77.91) 87.67 | $79.80 | 2.43% | Add 80.98% | 46,277 | 20,707 | |
T | AT&T Inc | 2025-03-31 | Add Add | +0.11% | 21.56 ($25.15) 28.28 | $27.42 | 9.03% | Add 134.41% | 81,309 | 46,622 | |
DHR | Danaher Corp | 2025-03-31 | Add Add | +0.11% | 201.62 ($218.33) 250.59 | $189.91 | -13.02% | Add 80.82% | 14,724 | 6,581 | |
TGT | Target Corp | 2025-03-31 | Reduce Reduce | -0.08% | 103.65 ($124.98) 142.5 | $106.54 | -14.75% | Reduce -36.46% | 13,507 | -7,752 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.08% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | Reduce -2.38% | 211,774 | -5,173 | |
L | Loews Corp | 2025-03-31 | Reduce Reduce | -0.08% | 81.13 ($85.55) 91.91 | $92.02 | 7.56% | Reduce -6.75% | 160,145 | -11,589 |
LEE DANNER & BASS INC Total Holding History ($B)
LEE DANNER & BASS INC's Asset Allocation
LEE DANNER & BASS INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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LEE DANNER & BASS INC's Hypothetical Growth since 2025-03-31
LEE DANNER & BASS INC's Yearly Returns
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LEE DANNER & BASS INC's Holdings Heat Map
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LEE DANNER & BASS INC's Holdings Bubble Chart
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