LEE DANNER & BASS INC Q2 2023 Filing

Filed July 31, 2023

Portfolio Value

$1.2T

Holdings

206

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
1
VVVanguard Large-Cap Exchanged T
4,836$980.0M0.08%
2
TJXTJX Companies, Inc.
11,559$980.0M0.08%
3
IRMIron Mountain, Inc.
16,688$948.0M0.08%
4
IWFiShares TR Russell 1000 Growth
3,395$934.0M0.08%
5
AIGAmerican Int'l Group
16,107$927.0M0.08%
6
IWBiShares Russell 1000 Index ETF
3,765$918.0M0.08%
7
EPPiShares MSCI Pacific Rim
21,323$901.0M0.08%
8
TRCTejon Ranch Co.
51,500$886.0M0.08%
9
APAAPA Corporation
25,190$861.0M0.07%
10
LHXL3Harris Technologies, Inc
4,301$842.0M0.07%
11
DHRDanaher Corp.
3,444$827.0M0.07%
12
OCOwens Corning
6,238$814.0M0.07%
13
ALSAllState Corp.
7,413$808.0M0.07%
14
NVSNovartis AG
7,980$805.0M0.07%
15
NSCNorfolk Southern Corp.
3,544$804.0M0.07%
16
TGTTarget Corporation
5,889$777.0M0.07%
17
VBVanguard Small-Cap VIPERs
3,870$770.0M0.07%
18
PENNPenn National Gaming
31,609$760.0M0.07%
19
DRIDarden Restaurants, Inc.
4,292$717.0M0.06%
20
TSLATesla, Inc.
2,641$691.0M0.06%
21
NEENextEra Energy, Inc.
9,125$677.0M0.06%
22
COPConocoPhillips
6,146$637.0M0.05%
23
IJHiShares Core S&P MidCap ETF
2,385$624.0M0.05%
24
VOVanguard Mid-Cap Exchange Trad
2,766$609.0M0.05%
25
TSCOTractor Supply Co
2,749$608.0M0.05%
26
WBDWarner Bros. Discovery
46,068$578.0M0.05%
27
EWEdwards Lifesciences Corp
5,876$554.0M0.05%
28
DWDMorgan Stanley
6,488$554.0M0.05%
29
AZOAutoZone
208$519.0M0.04%
30
RHHBYRoche Holdings
13,539$517.0M0.04%
31
IWRiShares Russell Mid-Cap Index
6,820$498.0M0.04%
32
AQLTiShares DJ Select Dividend Ind
4,195$475.0M0.04%
33
TELTE Connectivity Ltd
3,011$422.0M0.04%
34
MAMasterCard Inc.
1,070$421.0M0.04%
35
ADXAdams Diversified Equity Fund,
25,000$420.0M0.04%
36
AALAmerican Airlines Grp
23,127$415.0M0.04%
37
FOXAFox Corp. Cl A
12,002$408.0M0.04%
38
TMToyota Motor Corp.
2,517$405.0M0.03%
39
IVViShares S&P 500 Core Index ETF
902$402.0M0.03%
40
ZBHZimmer Biomet Holdings, Inc.
2,751$401.0M0.03%
41
MPCMarathon Petroleum Corp.
3,360$392.0M0.03%
42
COSTCostco Wholesale
712$383.0M0.03%
43
SOSouthern Co.
5,279$371.0M0.03%
44
VBKVanguard Small-Cap Growth ETF
1,591$366.0M0.03%
45
ITA*iShares U.S. Aerospace & Defen
3,063$357.0M0.03%
46
VTIVanguard Index Total Stock Fun
1,612$355.0M0.03%
47
UNHUnitedHealth Group
730$351.0M0.03%
48
TDYTeledyne Technologies Inc.
847$348.0M0.03%
49
CICIGNA Corp.
1,241$348.0M0.03%
50
HSTMHealthStream Inc.
13,600$334.0M0.03%
51
CRMSalesforce.com, Inc.
1,515$320.0M0.03%
52
IWMRussell 2000 Index Fund
1,682$315.0M0.03%
53
AMATApplied Materials Inc.
2,171$314.0M0.03%
54
NSRGYNestle SA Sponsored Reg
2,542$306.0M0.03%
55
VLOValero Energy Corp.
2,569$301.0M0.03%
56
Truxton Corp.
4,880$294.0M0.03%
57
GEGeneral Electric Co.
2,680$294.0M0.03%
58
NOCNorthrop Grumman
639$291.0M0.03%
59
Prologis Inc.
2,118$260.0M0.02%
60
AGIAlamos Gold Cl A
20,000$238.0M0.02%
61
MLB1MercadoLibre, Inc.
200$237.0M0.02%
62
AVGOBroadcom, Inc.
269$233.0M0.02%
63
VNQVanguard REIT ETF
2,736$229.0M0.02%
64
LLYEli Lilly & Co.
483$227.0M0.02%
65
JCIJohnson Controls International
3,325$227.0M0.02%
66
PAASPan American Silver
15,036$219.0M0.02%
67
DFSEURDiscover Financial Service
1,871$219.0M0.02%
68
CMGChipotle Mexican Grill, Inc. C
102$218.0M0.02%
69
ACWIiShares Tr MSCI ACWI ETF
2,272$218.0M0.02%
70
GMGeneral Motors Corp.
5,302$204.0M0.02%
71
FOXFox Corp. Cl B
6,380$203.0M0.02%
72
UNPUnion Pacific Corp.
980$201.0M0.02%
73
SXCSunCoke Energy
25,000$197.0M0.02%
74
KGCKinross Gold Corp
21,466$102.0M0.01%
75
NBYBNorthwest Biotherapeutics, Inc
20,000$11.0M0.00%
76
PVCTProvectus Biophamaceuticals
50,000$6.0M0.00%
77
Oncocyte Corporation
27,763$6.0M0.00%
78
HCAHCA Healthcare, Inc.
426,346$129K0.00%
79
BRK/BBerkshire Hathaway 'B'
325,363$110K0.00%
80
FFHFairfax Financial Hld
112,318$84K0.00%
81
AAPLApple Inc.
314,655$61K0.00%
82
ACNAccenture Ltd
115,945$35K0.00%
83
MSFTMicrosoft Corp.
101,753$34K0.00%
84
Alphabet Inc. Class C
180,964$21K0.00%
85
AMZNAmazon.com
158,157$20K0.00%
86
LOWLowes Companies
87,338$19K0.00%
87
JNJJohnson & Johnson
112,066$18K0.00%
88
MDLZMondelez Int'l Inc
229,873$16K0.00%
89
PGProcter & Gamble Co.
101,218$15K0.00%
90
URIUnited Rentals, Inc.
35,240$15K0.00%
91
VVisa Inc
59,245$14K0.00%
92
FDXFedEx Corp.
55,845$13K0.00%
93
XOMExxon Mobil Corp.
123,546$13K0.00%
94
VSATViaSat Inc
333,000$13K0.00%
95
MDTMedtronic PLC
136,754$12K0.00%
96
GSGoldman Sachs Group
39,826$12K0.00%
97
WMTWal-Mart Stores Inc.
75,603$11K0.00%
98
Pinnacle Financial Partners
204,882$11K0.00%
99
HDHome Depot Inc.
36,383$11K0.00%
100
FISVFiserv
93,161$11K0.00%
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