LEE DANNER & BASS INC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$1.3T
Holdings
223
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (223 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC COM | 396,896 | $152.1B | 11.83% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 286,007 | $138.9B | 10.81% | |
| 3 | MSFTMICROSOFT CORP COM | 96,327 | $47.9B | 3.73% | |
| 4 | AAPLAPPLE INC COM | 232,422 | $47.7B | 3.71% | |
| 5 | GOOGALPHABET INC CAP STK CL C | 210,035 | $37.3B | 2.90% | |
| 6 | AMZNAMAZON COM INC COM | 157,342 | $34.5B | 2.69% | |
| 7 | ACNACCENTURE PLC IRELAND SHS CLASS A | 109,574 | $32.8B | 2.55% | |
| 8 | GSGOLDMAN SACHS GROUP INC COM | 37,043 | $26.2B | 2.04% | |
| 9 | URIUNITED RENTALS INC COM | 32,839 | $24.7B | 1.92% | |
| 10 | VVISA INC COM CL A | 64,900 | $23.0B | 1.79% | |
| 11 | PNFPPINNACLE FINL PARTNERS INC COM | 195,598 | $21.6B | 1.68% | |
| 12 | RTXRTX CORPORATION COM | 141,944 | $20.7B | 1.61% | |
| 13 | FISVFISERV INC COM | 106,031 | $18.3B | 1.42% | |
| 14 | XOMEXXON MOBIL CORP COM | 155,207 | $16.7B | 1.30% | |
| 15 | JNJJOHNSON & JOHNSON COM | 109,082 | $16.7B | 1.30% | |
| 16 | LOWLOWES COS INC COM | 72,513 | $16.1B | 1.25% | |
| 17 | AEMAGNICO EAGLE MINES LTD COM | 130,202 | $15.5B | 1.20% | |
| 18 | DISDISNEY WALT CO COM | 122,728 | $15.2B | 1.18% | |
| 19 | CATCATERPILLAR INC COM | 38,285 | $14.9B | 1.16% | |
| 20 | FDXFEDEX CORP COM | 63,863 | $14.5B | 1.13% | |
| 21 | LLOEWS CORP COM | 158,095 | $14.5B | 1.13% | |
| 22 | METAMETA PLATFORMS INC CL A | 19,275 | $14.2B | 1.11% | |
| 23 | SYYSYSCO CORP COM | 185,927 | $14.1B | 1.10% | |
| 24 | PGPROCTER AND GAMBLE CO COM | 85,403 | $13.6B | 1.06% | |
| 25 | RSGREPUBLIC SVCS INC COM | 54,567 | $13.5B | 1.05% | |
| 26 | MDLZMONDELEZ INTL INC CL A | 196,010 | $13.2B | 1.03% | |
| 27 | 4I1PHILIP MORRIS INTL INC COM | 69,392 | $12.6B | 0.98% | |
| 28 | WMTWALMART INC COM | 128,011 | $12.5B | 0.97% | |
| 29 | NVDANVIDIA CORPORATION COM | 75,208 | $11.9B | 0.92% | |
| 30 | MDTMEDTRONIC PLC SHS | 121,456 | $10.6B | 0.82% | |
| 31 | HDHOME DEPOT INC COM | 27,751 | $10.2B | 0.79% | |
| 32 | ORCLORACLE CORP COM | 44,431 | $9.7B | 0.76% | |
| 33 | CXWCORECIVIC INC COM | 445,106 | $9.4B | 0.73% | |
| 34 | BACBANK AMERICA CORP COM | 175,709 | $8.3B | 0.65% | |
| 35 | HONHONEYWELL INTL INC COM | 32,922 | $7.7B | 0.60% | |
| 36 | JPMJPMORGAN CHASE & CO. COM | 25,865 | $7.5B | 0.58% | |
| 37 | MRKMERCK & CO INC COM | 93,492 | $7.4B | 0.58% | |
| 38 | CMPCOMPASS MINERALS INTL INC COM | 340,000 | $6.8B | 0.53% | |
| 39 | BNBROOKFIELD CORP CL A LTD VT SH | 110,284 | $6.8B | 0.53% | |
| 40 | AMGNAMGEN INC COM | 22,929 | $6.4B | 0.50% | |
| 41 | GEGGEO GROUP INC NEW COM | 265,500 | $6.4B | 0.49% | |
| 42 | UPSUNITED PARCEL SERVICE INC CL B | 62,261 | $6.3B | 0.49% | |
| 43 | RFREGIONS FINANCIAL CORP NEW COM | 259,300 | $6.1B | 0.47% | |
| 44 | BABOEING CO COM | 28,723 | $6.0B | 0.47% | |
| 45 | UNHUNITEDHEALTH GROUP INC COM | 19,158 | $6.0B | 0.46% | |
| 46 | CSCOCISCO SYS INC COM | 85,927 | $6.0B | 0.46% | |
| 47 | WTMWHITE MTNS INS GROUP LTD COM | 3,148 | $5.7B | 0.44% | |
| 48 | SYKSTRYKER CORPORATION COM | 14,261 | $5.6B | 0.44% | |
| 49 | INTCINTEL CORP COM | 248,113 | $5.6B | 0.43% | |
| 50 | MMM3M CO COM | 36,184 | $5.5B | 0.43% | |
| 51 | KOCOCA COLA CO COM | 77,462 | $5.5B | 0.43% | |
| 52 | HALHALLIBURTON CO COM | 265,801 | $5.4B | 0.42% | |
| 53 | CRMSALESFORCE INC COM | 19,720 | $5.4B | 0.42% | |
| 54 | JEFJEFFERIES FINL GROUP INC COM | 97,690 | $5.3B | 0.42% | |
| 55 | CVXCHEVRON CORP NEW COM | 37,041 | $5.3B | 0.41% | |
| 56 | IAKISHARES U.S. INSURANCE ETF | 38,338 | $5.2B | 0.40% | |
| 57 | SRESEMPRA COM | 63,405 | $4.8B | 0.37% | |
| 58 | SLBSCHLUMBERGER LTD COM STK | 138,849 | $4.7B | 0.37% | |
| 59 | TRVTRAVELERS COMPANIES INC COM | 17,433 | $4.7B | 0.36% | |
| 60 | ADTADT INC DEL COM | 550,416 | $4.7B | 0.36% | |
| 61 | WFCWELLS FARGO CO NEW COM | 57,406 | $4.6B | 0.36% | |
| 62 | TGNATEGNA INC COM | 266,295 | $4.5B | 0.35% | |
| 63 | NKENIKE INC CL B | 62,526 | $4.4B | 0.35% | |
| 64 | PINKSIMPLIFY HEALTH CARE ETF | 147,562 | $4.4B | 0.34% | |
| 65 | NHINATIONAL HEALTH INVS INC COM | 62,431 | $4.4B | 0.34% | |
| 66 | SBUXSTARBUCKS CORP COM | 47,371 | $4.3B | 0.34% | |
| 67 | ABTABBOTT LABS COM | 31,828 | $4.3B | 0.34% | |
| 68 | ZTSZOETIS INC CL A | 27,589 | $4.3B | 0.33% | |
| 69 | IRMIRON MTN INC DEL COM | 41,700 | $4.3B | 0.33% | |
| 70 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 86,434 | $4.3B | 0.33% | |
| 71 | GHCGRAHAM HLDGS CO COM CL B | 4,500 | $4.3B | 0.33% | |
| 72 | VSATVIASAT INC COM | 278,500 | $4.1B | 0.32% | |
| 73 | MCDMCDONALDS CORP COM | 13,837 | $4.0B | 0.31% | |
| 74 | MTBM & T BK CORP COM | 20,410 | $4.0B | 0.31% | |
| 75 | IJRISHARES CORE S&P SMALL CAP ETF | 36,049 | $3.9B | 0.31% | |
| 76 | HSICHENRY SCHEIN INC COM | 52,335 | $3.8B | 0.30% | |
| 77 | BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 68,383 | $3.8B | 0.29% | |
| 78 | IBMINTERNATIONAL BUSINESS MACHS COM | 12,565 | $3.7B | 0.29% | |
| 79 | ABBVABBVIE INC COM | 19,566 | $3.6B | 0.28% | |
| 80 | CVSCVS HEALTH CORP COM | 51,685 | $3.6B | 0.28% | |
| 81 | GOOGLALPHABET INC CAP STK CL A | 18,858 | $3.3B | 0.26% | |
| 82 | CMCSACOMCAST CORP NEW CL A | 90,674 | $3.2B | 0.25% | |
| 83 | DHRDANAHER CORPORATION COM | 16,326 | $3.2B | 0.25% | |
| 84 | VTSVITESSE ENERGY INC COMMON STOCK | 128,480 | $2.8B | 0.22% | |
| 85 | PANWPALO ALTO NETWORKS INC COM | 13,844 | $2.8B | 0.22% | |
| 86 | B7SBROOKDALE SR LIVING INC COM | 406,995 | $2.8B | 0.22% | |
| 87 | KKRKKR & CO INC COM | 19,871 | $2.6B | 0.21% | |
| 88 | STZCONSTELLATION BRANDS INC CL A | 15,985 | $2.6B | 0.20% | |
| 89 | NOVNOV INC COM | 209,000 | $2.6B | 0.20% | |
| 90 | PFEPFIZER INC COM | 106,283 | $2.6B | 0.20% | |
| 91 | DEODIAGEO PLC SPON ADR NEW | 25,503 | $2.6B | 0.20% | |
| 92 | DUKDUKE ENERGY CORP NEW COM NEW | 21,712 | $2.6B | 0.20% | |
| 93 | TFCTRUIST FINL CORP COM | 58,952 | $2.5B | 0.20% | |
| 94 | CARRCARRIER GLOBAL CORPORATION COM | 34,593 | $2.5B | 0.20% | |
| 95 | TPRTAPESTRY INC COM | 28,229 | $2.5B | 0.19% | |
| 96 | TAT&T INC COM | 82,859 | $2.4B | 0.19% | |
| 97 | BPBP PLC SPONSORED ADR | 79,723 | $2.4B | 0.19% | |
| 98 | COSTCOSTCO WHSL CORP NEW COM | 2,384 | $2.4B | 0.18% | |
| 99 | USBUS BANCORP DEL COM NEW | 51,134 | $2.3B | 0.18% | |
| 100 | IWFISHARES RUSSELL 1000 GROWTH ETF | 5,424 | $2.3B | 0.18% |
Page 1 of 3Next