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 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
HCA | HCA Healthcare Inc | 400,419 | 138,364.8 | -0.55% | 11.190 | -0.05% | 0.170 | +8.07% | +25.99% | 90,595.3 | Healthcare Providers & Services | |
AAPL | Apple Inc | 242,613 | 53,891.6 | -3.07% | 4.360 | -0.15% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MSFT | Microsoft Corp | 97,065 | 36,437.2 | -4.75% | 2.950 | -0.16% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
ACN | Accenture PLC | 114,558 | 35,746.8 | +1.05% | 2.890 | +0.03% | 0.020 | +1.60% | -12.56% | 189,833.0 | Software | |
GOOG | Alphabet Inc | 211,774 | 33,085.4 | -2.38% | 2.680 | -0.08% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
AMZN | Amazon.com Inc | 153,658 | 29,235.0 | -0.34% | 2.360 | -0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
V | Visa Inc | 64,275 | 22,525.8 | -4.00% | 1.820 | -0.07% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
PNFP | Pinnacle Financial Partners Inc | 196,091 | 20,793.5 | -0.73% | 1.680 | -0.01% | 0.250 | +28.61% | +3.45% | 9,138.4 | Banks | |
URI | United Rentals Inc | 32,855 | 20,590.2 | +0.23% | 1.670 | 0% | 0.050 | +34.39% | +13.05% | 51,511.7 | 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 | $485.00 | -0.24% | Reduce -4.14% | 288,423 | -12,469 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.24% | 84.5 ($93.81) 105.05 | $98.36 | 4.85% | Reduce -20.59% | 129,831 | -33,656 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.16% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Reduce -4.75% | 97,065 | -4,841 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.15% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -3.07% | 242,613 | -7,684 | |
SRE | Sempra | 2025-03-31 | Add Add | +0.12% | 67.85 ($77.91) 87.67 | $75.12 | -3.58% | Add 80.98% | 46,277 | 20,707 | |
T | AT&T Inc | 2025-03-31 | Add Add | +0.11% | 21.56 ($25.15) 28.28 | $28.36 | 12.76% | Add 134.41% | 81,309 | 46,622 | |
DHR | Danaher Corp | 2025-03-31 | Add Add | +0.11% | 201.62 ($218.33) 250.59 | $203.20 | -6.93% | Add 80.82% | 14,724 | 6,581 | |
TGT | Target Corp | 2025-03-31 | Reduce Reduce | -0.08% | 103.65 ($124.98) 142.5 | $104.06 | -16.74% | Reduce -36.46% | 13,507 | -7,752 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.08% | 156.06 ($183.12) 207.71 | $180.55 | -1.40% | Reduce -2.38% | 211,774 | -5,173 | |
L | Loews Corp | 2025-03-31 | Reduce Reduce | -0.08% | 81.13 ($85.55) 91.91 | $92.39 | 8.00% | Reduce -6.75% | 160,145 | -11,589 |
LEE DANNER & BASS INC Total Holding History ($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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