Lee Financial Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Patricia Stoll, Chief Compliance Officer, as the authorized signatory for the report.
The report details a portfolio consisting of 218 individual equity positions. The largest holding disclosed is NVIDIA Corporation, for which the firm holds 4,410,589 shares. Other significant positions include Microsoft Corporation with 4,427,592 shares and Apple Inc. with 21,176,193 shares.
The portfolio also includes substantial investments in energy and financial sectors. Exxon Mobil Holdings Corp is listed with 2,733,549 shares, while Johnson & Johnson holds 787,223 shares. In the financial sector, JPMorgan Chase & Co is held with 1,685,910 shares.
The filing includes a mix of exchange-traded funds (ETFs) and individual stocks. Notable ETF holdings include the SPDR Gold Trust with 28,150,932 shares and the Vanguard Index Funds Total Stock Market with 3,758,135 shares.
