LEE DANNER & BASS INC Q1 2023 Filing

Filed May 2, 2023

Portfolio Value

$1.1T

Holdings

198

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
1
SHELShell PLC
17,230$991.0M0.09%
2
TGTTarget Corporation
5,870$972.0M0.09%
3
TRCTejon Ranch Co.
51,500$941.0M0.09%
4
PENNPenn National Gaming
31,609$938.0M0.09%
5
EPPiShares MSCI Pacific Rim
21,323$934.0M0.09%
6
BRK-BBerkshire Hathaway 'A'
2$931.0M0.09%
7
APAAPA Corporation
25,125$906.0M0.08%
8
IRMIron Mountain, Inc.
16,923$895.0M0.08%
9
DHRDanaher Corp.
3,429$864.0M0.08%
10
VVVanguard Large-Cap Exchanged T
4,586$857.0M0.08%
11
LHXL3Harris Technologies, Inc
4,292$842.0M0.08%
12
IWBiShares Russell 1000 Index ETF
3,735$841.0M0.08%
13
IWFiShares TR Russell 1000 Growth
3,388$828.0M0.08%
14
ALSAllState Corp.
7,405$821.0M0.08%
15
AIGAmerican Int'l Group
16,057$809.0M0.07%
16
DRIDarden Restaurants, Inc.
4,889$759.0M0.07%
17
NSCNorfolk Southern Corp.
3,539$750.0M0.07%
18
NVSNovartis AG
8,013$737.0M0.07%
19
VBVanguard Small-Cap VIPERs
3,815$723.0M0.07%
20
NEENextEra Energy, Inc.
9,104$702.0M0.06%
21
SPDR S&P Dividend ETF
5,295$655.0M0.06%
22
TSCOTractor Supply Co
2,745$645.0M0.06%
23
OCOwens Corning
6,473$620.0M0.06%
24
COPConocoPhillips
6,091$604.0M0.06%
25
IJHiShares Core S&P MidCap ETF
2,385$597.0M0.05%
26
VOVanguard Mid-Cap Exchange Trad
2,741$578.0M0.05%
27
DWDMorgan Stanley
6,475$569.0M0.05%
28
TSLATesla, Inc.
2,574$534.0M0.05%
29
AZOAutoZone
208$511.0M0.05%
30
ZBHZimmer Biomet Holdings, Inc.
3,781$489.0M0.04%
31
EWEdwards Lifesciences Corp
5,845$484.0M0.04%
32
RHHBYRoche Holdings
13,368$477.0M0.04%
33
IWRiShares Russell Mid-Cap Index
6,820$477.0M0.04%
34
AQLTiShares DJ Select Dividend Ind
4,020$471.0M0.04%
35
MPCMarathon Petroleum Corp.
3,314$447.0M0.04%
36
FOXAFox Corp. Cl A
12,202$415.0M0.04%
37
WBDWarner Bros. Discovery
26,553$401.0M0.04%
38
TELTE Connectivity Ltd
2,986$392.0M0.04%
39
AALAmerican Airlines Grp
26,532$391.0M0.04%
40
ADXAdams Diversified Equity Fund,
25,000$389.0M0.04%
41
TDYTeledyne Technologies Inc.
847$379.0M0.03%
42
HSTMHealthStream Inc.
13,600$369.0M0.03%
43
SOSouthern Co.
5,241$365.0M0.03%
44
MAMasterCard Inc.
987$359.0M0.03%
45
TMToyota Motor Corp.
2,500$354.0M0.03%
46
VLOValero Energy Corp.
2,537$354.0M0.03%
47
VBKVanguard Small-Cap Growth ETF
1,591$344.0M0.03%
48
COSTCostco Wholesale
686$341.0M0.03%
49
UNHUnitedHealth Group
709$335.0M0.03%
50
VTIVanguard Index Total Stock Fun
1,612$329.0M0.03%
51
Truxton Corp.
4,880$326.0M0.03%
52
CICIGNA Corp.
1,220$312.0M0.03%
53
IVViShares S&P 500 Core Index ETF
748$307.0M0.03%
54
NSRGYNestle SA Sponsored Reg
2,478$302.0M0.03%
55
IWMRussell 2000 Index Fund
1,682$300.0M0.03%
56
CRMSalesforce.com, Inc.
1,471$294.0M0.03%
57
NOCNorthrop Grumman
629$290.0M0.03%
58
VNQVanguard REIT ETF
3,331$277.0M0.03%
59
PAASPan American Silver
15,000$273.0M0.03%
60
MLB1MercadoLibre, Inc.
200$264.0M0.02%
61
AMATApplied Materials Inc.
2,143$263.0M0.02%
62
Prologis Inc.
2,102$262.0M0.02%
63
GEGeneral Electric Co.
2,658$254.0M0.02%
64
AGIAlamos Gold Cl A
20,000$245.0M0.02%
65
VIGVanguard Dividend Appreciation
1,510$232.0M0.02%
66
SXCSunCoke Energy
25,000$224.0M0.02%
67
ACWIiShares Tr MSCI ACWI ETF
2,272$207.0M0.02%
68
KGCKinross Gold Corp
21,466$101.0M0.01%
69
NBYBNorthwest Biotherapeutics, Inc
20,000$12.0M0.00%
70
Oncocyte Corporation
27,763$10.0M0.00%
71
PVCTProvectus Biophamaceuticals
50,000$8.0M0.00%
72
HCAHCA Healthcare, Inc.
430,498$113K0.00%
73
BRK/BBerkshire Hathaway 'B'
327,038$100K0.00%
74
FFHFairfax Financial Hld
113,068$75K0.00%
75
AAPLApple Inc.
322,635$53K0.00%
76
ACNAccenture Ltd
117,557$33K0.00%
77
MSFTMicrosoft Corp.
106,444$30K0.00%
78
Alphabet Inc. Class C
181,010$18K0.00%
79
LOWLowes Companies
91,227$18K0.00%
80
JNJJohnson & Johnson
113,860$17K0.00%
81
MDLZMondelez Int'l Inc
236,700$16K0.00%
82
AMZNAmazon.com
162,480$16K0.00%
83
PGProcter & Gamble Co.
103,139$15K0.00%
84
URIUnited Rentals, Inc.
37,086$14K0.00%
85
GSGoldman Sachs Group
41,385$13K0.00%
86
VVisa Inc
60,457$13K0.00%
87
XOMExxon Mobil Corp.
123,291$13K0.00%
88
DISWalt Disney Co.
131,332$13K0.00%
89
FDXFedEx Corp.
55,760$12K0.00%
90
Pinnacle Financial Partners
206,330$11K0.00%
91
VSATViaSat Inc
334,000$11K0.00%
92
LLoews Corp.
192,550$11K0.00%
93
WMTWal-Mart Stores Inc.
76,345$11K0.00%
94
CATCaterpillar Inc.
50,320$11K0.00%
95
FISVFiserv
94,133$10K0.00%
96
HDHome Depot Inc.
36,464$10K0.00%
97
MDTMedtronic PLC
133,599$10K0.00%
98
MRKMerck & Company Inc.
100,213$10K0.00%
99
UPSUnited Parcel Svc. Cl B
53,039$10K0.00%
100
RTXRaytheon Technologies Corp.
111,965$10K0.00%
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