LEE DANNER & BASS INC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$1.2T

Holdings

207

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (207 positions)

#StockSharesValue% PortfolioType
1
XLUSPDR Utilities Select
15,471$980.0M0.08%
2
AIGAmerican Int'l Group
14,107$956.0M0.08%
3
MOAltria Group, Inc.
23,062$930.0M0.08%
4
OCOwens Corning
6,181$916.0M0.08%
5
EPPiShares MSCI Pacific Rim
20,973$910.0M0.08%
6
TJXTJX Companies, Inc.
9,559$897.0M0.08%
7
SHELShell PLC
13,096$862.0M0.07%
8
VBVanguard Small-Cap VIPERs
4,000$853.0M0.07%
9
GISGeneral Mills Inc.
13,045$850.0M0.07%
10
TRCTejon Ranch Co.
49,150$845.0M0.07%
11
NSCNorfolk Southern Corp.
3,454$817.0M0.07%
12
NVSNovartis AG
7,830$791.0M0.07%
13
ACWIiShares Tr MSCI ACWI ETF
7,422$755.0M0.06%
14
OTISOtis Worldwide Corp.
8,444$755.0M0.06%
15
TGTTarget Corporation
5,184$738.0M0.06%
16
DRIDarden Restaurants, Inc.
4,289$705.0M0.06%
17
XLVAmex SPDR Health Care Select I
5,151$703.0M0.06%
18
COPConocoPhillips
5,779$671.0M0.06%
19
TSLATesla, Inc.
2,597$645.0M0.06%
20
VOVanguard Mid-Cap Exchange Trad
2,701$628.0M0.05%
21
NEENextEra Energy, Inc.
10,270$624.0M0.05%
22
DWDMorgan Stanley
6,463$603.0M0.05%
23
TSCOTractor Supply Co
2,749$591.0M0.05%
24
TAT&T, Inc.
33,387$560.0M0.05%
25
PANWPalo Alto Networks, Inc.
1,882$555.0M0.05%
26
IWRiShares Russell Mid-Cap Index
6,930$539.0M0.05%
27
AZOAutoZone
198$512.0M0.04%
28
WBDWarner Bros. Discovery
43,605$496.0M0.04%
29
MPCMarathon Petroleum Corp.
3,285$487.0M0.04%
30
TMToyota Motor Corp.
2,517$462.0M0.04%
31
EWEdwards Lifesciences Corp
5,876$448.0M0.04%
32
ADXAdams Diversified Equity Fund,
25,000$443.0M0.04%
33
TELTE Connectivity Ltd
3,085$433.0M0.04%
34
AQLTiShares DJ Select Dividend Ind
3,595$421.0M0.04%
35
COSTCostco Wholesale
633$418.0M0.04%
36
MAMasterCard Inc.
960$410.0M0.04%
37
CRMSalesforce.com, Inc.
1,515$399.0M0.03%
38
Prologis Inc.
2,958$394.0M0.03%
39
VLOValero Energy Corp.
3,019$392.0M0.03%
40
LHXL3Harris Technologies, Inc
1,822$384.0M0.03%
41
VTIVanguard Index Total Stock Fun
1,612$382.0M0.03%
42
TDYTeledyne Technologies Inc.
847$378.0M0.03%
43
CICIGNA Corp.
1,241$372.0M0.03%
44
IVViShares S&P 500 Core Index ETF
767$366.0M0.03%
45
VZVerizon Comm.
9,431$356.0M0.03%
46
SOSouthern Co.
5,049$354.0M0.03%
47
AMATApplied Materials Inc.
2,181$353.0M0.03%
48
GEGeneral Electric Co.
2,680$342.0M0.03%
49
VBKVanguard Small-Cap Growth ETF
1,391$336.0M0.03%
50
IWMRussell 2000 Index Fund
1,667$335.0M0.03%
51
RHHBYRoche Holdings
9,012$327.0M0.03%
52
ZBHZimmer Biomet Holdings, Inc.
2,631$320.0M0.03%
53
FOXAFox Corp. Cl A
10,702$318.0M0.03%
54
Truxton Corp.
4,880$317.0M0.03%
55
MLB1MercadoLibre, Inc.
200$314.0M0.03%
56
AVGOBroadcom, Inc.
269$300.0M0.03%
57
NOCNorthrop Grumman
639$299.0M0.03%
58
NSRGYNestle SA Sponsored Reg
2,557$296.0M0.03%
59
LLYEli Lilly & Co.
494$288.0M0.02%
60
AALAmerican Airlines Grp
20,267$278.0M0.02%
61
AGIAlamos Gold Cl A
20,000$269.0M0.02%
62
SXCSunCoke Energy
25,000$268.0M0.02%
63
IJHiShares Core S&P MidCap ETF
965$268.0M0.02%
64
PAASPan American Silver
15,036$246.0M0.02%
65
UNPUnion Pacific Corp.
1,002$246.0M0.02%
66
CMGChipotle Mexican Grill, Inc. C
102$233.0M0.02%
67
INTUIntuit Inc
361$226.0M0.02%
68
VNQVanguard REIT ETF
2,536$224.0M0.02%
69
DFSEURDiscover Financial Service
1,871$210.0M0.02%
70
BXBlackstone Group, Inc.
1,588$208.0M0.02%
71
LUMNLumen Technologies
80,470$147.0M0.01%
72
KGCKinross Gold Corp
21,466$130.0M0.01%
73
RMNIRimini Street, Inc.
20,000$65.0M0.01%
74
NBYBNorthwest Biotherapeutics, Inc
20,000$14.0M0.00%
75
PVCTProvectus Biophamaceuticals
50,000$5.0M0.00%
76
HCAHCA Healthcare, Inc.
416,591$112K0.00%
77
BRK/BBerkshire Hathaway 'B'
304,421$108K0.00%
78
FFHFairfax Financial Hld
104,443$96K0.00%
79
AAPLApple Inc.
275,221$52K0.00%
80
ACNAccenture Ltd
103,791$36K0.00%
81
MSFTMicrosoft Corp.
95,650$35K0.00%
82
Alphabet Inc. Class C
176,252$24K0.00%
83
AMZNAmazon.com
146,033$22K0.00%
84
URIUnited Rentals, Inc.
32,891$18K0.00%
85
JNJJohnson & Johnson
109,197$17K0.00%
86
LOWLowes Companies
75,561$16K0.00%
87
VVisa Inc
62,127$16K0.00%
88
Pinnacle Financial Partners
190,526$16K0.00%
89
MDLZMondelez Int'l Inc
220,824$15K0.00%
90
GSGoldman Sachs Group
38,347$14K0.00%
91
FDXFedEx Corp.
52,455$13K0.00%
92
PGProcter & Gamble Co.
90,370$13K0.00%
93
LLoews Corp.
179,257$12K0.00%
94
XOMExxon Mobil Corp.
119,708$11K0.00%
95
RTXRaytheon Technologies Corp.
142,608$11K0.00%
96
FISVFiserv
90,061$11K0.00%
97
GQ9SPDR Gold Trust
61,228$11K0.00%
98
CATCaterpillar Inc.
40,244$11K0.00%
99
MRKMerck & Company Inc.
98,426$10K0.00%
100
DISWalt Disney Co.
119,521$10K0.00%
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