LEE DANNER & BASS INC Q3 2021 Filing

Filed November 1, 2021

Portfolio Value

$1.1T

Holdings

202

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (202 positions)

#StockSharesValue% PortfolioType
101
MOAltria Group, Inc.
38,151$1.7B0.16%
102
Alphabet Inc. Class A
644$1.7B0.16%
103
XLFISelect Basic Materials Sector
21,234$1.7B0.15%
104
NKENike
10,788$1.6B0.14%
105
XLFIEnergy Select Sector - SPDR
28,859$1.5B0.14%
106
TPRTapestry, Inc.
40,338$1.5B0.14%
107
SPYS & P 500 Index Depository Rec
3,402$1.5B0.13%
108
VMCVulcan Materials
8,542$1.4B0.13%
109
IWDiShares Russell Value Index
9,155$1.4B0.13%
110
OTISOtis Worldwide Corp.
16,833$1.4B0.13%
111
VanEck Vectors Oil Services ET
6,735$1.3B0.12%
112
KKRKKR & Co., Inc. Cl A
21,600$1.3B0.12%
113
AXPAmerican Express Co.
6,793$1.1B0.10%
114
SPYVSPDR S&P 500 Value ETF
29,025$1.1B0.10%
115
EFAiShares MSCI EAFE Index Fund
14,450$1.1B0.10%
116
PSXPhillips 66
15,806$1.1B0.10%
117
GHCGraham Holdings Co
1,853$1.1B0.10%
118
XLUSPDR Utilities Select
16,340$1.0B0.10%
119
EPPiShares MSCI Pacific Rim
21,323$1.0B0.10%
120
VVVanguard Large-Cap Exchanged T
4,836$972.0M0.09%
121
IWBiShares Russell 1000 Index ETF
3,955$956.0M0.09%
122
ALSAllState Corp.
7,225$920.0M0.08%
123
VBVanguard Small-Cap VIPERs
4,122$901.0M0.08%
124
TGTTarget Corporation
3,935$900.0M0.08%
125
DHRDanaher Corp.
2,954$899.0M0.08%
126
LHXL3Harris Technologies, Inc
4,069$896.0M0.08%
127
VLOValero Energy Corp.
12,519$883.0M0.08%
128
STZConstellation Brands Inc. Clas
4,170$879.0M0.08%
129
GISGeneral Mills Inc.
14,415$862.0M0.08%
130
RHHBYRoche Holdings
18,593$852.0M0.08%
131
SPDR S&P Dividend ETF
7,200$846.0M0.08%
132
TRCTejon Ranch Co.
47,000$835.0M0.08%
133
TJXTJX Companies, Inc.
12,646$834.0M0.08%
134
BRK-BBerkshire Hathaway 'A'
2$823.0M0.08%
135
NSCNorfolk Southern Corp.
3,253$778.0M0.07%
136
AIGAmerican Int'l Group
13,615$747.0M0.07%
137
DRIDarden Restaurants, Inc.
4,926$746.0M0.07%
138
APAAPA Corporation
34,150$732.0M0.07%
139
NVSNovartis AG
8,714$713.0M0.07%
140
VOVanguard Mid-Cap Exchange Trad
2,798$662.0M0.06%
141
NEENextEra Energy, Inc.
8,176$642.0M0.06%
142
AALAmerican Airlines Grp
31,035$637.0M0.06%
143
DWDMorgan Stanley
6,475$630.0M0.06%
144
ZBHZimmer Biomet Holdings, Inc.
4,226$619.0M0.06%
145
FOXAFox Corp. Cl A
15,351$616.0M0.06%
146
IRMIron Mountain, Inc.
13,513$587.0M0.05%
147
TSLATesla, Inc.
735$570.0M0.05%
148
IWRiShares Russell Mid-Cap Index
7,225$565.0M0.05%
149
IJHiShares Core S&P MidCap ETF
2,127$560.0M0.05%
150
EWEdwards Lifesciences Corp
4,690$531.0M0.05%
151
ADXAdams Diversified Equity Fund,
25,000$495.0M0.05%
152
TELTE Connectivity Ltd
3,546$487.0M0.04%
153
NVDANvidia Corp
2,214$459.0M0.04%
154
KHCKraft Heinz Company
12,100$446.0M0.04%
155
VBKVanguard Small-Cap Growth ETF
1,591$446.0M0.04%
156
TMToyota Motor Corp.
2,500$444.0M0.04%
157
TSCOTractor Supply Co
2,184$443.0M0.04%
158
AQLTiShares DJ Select Dividend Ind
3,770$432.0M0.04%
159
SOSouthern Co.
6,561$407.0M0.04%
160
HSTMHealthStream Inc.
13,600$389.0M0.04%
161
IVViShares S&P 500 Core Index ETF
896$386.0M0.04%
162
VDEVanguard Energy ETF
5,229$386.0M0.04%
163
VTIVanguard Index Total Stock Fun
1,703$378.0M0.03%
164
OGNOrganon & Co.
11,203$367.0M0.03%
165
TDYTeledyne Technologies Inc.
847$364.0M0.03%
166
MAMasterCard Inc.
1,027$357.0M0.03%
167
DISCKUSDDiscov Commun 'C'
14,608$355.0M0.03%
168
AZOAutoZone
208$353.0M0.03%
169
COPConocoPhillips
4,888$331.0M0.03%
170
Vidler Water Resources
29,000$330.0M0.03%
171
VXFVanguard Index Extended Market
1,800$328.0M0.03%
172
NSRGYNestle SA Sponsored Reg
2,598$314.0M0.03%
173
VTRSViatris, Inc.
22,895$310.0M0.03%
174
Truxton Corp.
4,880$298.0M0.03%
175
FOXFox Corp. Cl B
7,878$292.0M0.03%
176
COSTCostco Wholesale
644$289.0M0.03%
177
AMATApplied Materials Inc.
2,229$287.0M0.03%
178
IWMRussell 2000 Index Fund
1,299$284.0M0.03%
179
SJMJ M Smucker Company
2,345$281.0M0.03%
180
GEGeneral Electric Co.
2,583$266.0M0.02%
181
HPQHP Inc.
9,462$259.0M0.02%
182
JCIJohnson Controls International
3,785$258.0M0.02%
183
CICIGNA Corp.
1,259$252.0M0.02%
184
UNHUnitedHealth Group
633$247.0M0.02%
185
NDQInvesco QQQ Trust Ser 1
667$239.0M0.02%
186
Teladoc, Inc.
1,852$235.0M0.02%
187
VNQVanguard REIT ETF
2,265$231.0M0.02%
188
ILMNIllumina, Inc.
557$226.0M0.02%
189
DFSEURDiscover Financial Service
1,825$224.0M0.02%
190
TRVCCitigroup Inc.
3,175$223.0M0.02%
191
XLKTechnology Select Sector SPDR
1,421$212.0M0.02%
192
NOCNorthrop Grumman
584$210.0M0.02%
193
MPCMarathon Petroleum Corp.
3,322$205.0M0.02%
194
SXCSunCoke Energy
25,000$157.0M0.01%
195
Griffin-American Healthcare RE
17,184$147.0M0.01%
196
AGIAlamos Gold Cl A
20,000$144.0M0.01%
197
NBYBNorthwest Biotherapeutics, Inc
20,000$26.0M0.00%
198
PVCTProvectus Biophamaceuticals
50,000$3.0M0.00%
199
LinnCo, LLC Escrow
15,000$00.00%
200
Energold Drilling Corp
10,000$00.00%
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