Fund HoldingsLEE DANNER & BASS INC

Total Portfolio Value
$1.30M
Total Bought
$1.30M
Total Sold
$0
Net Transaction
+$1.30M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HCA Healthcare, Inc.(HCA)0409,386+409,386013210.14%+132
Berkshire Hathaway 'B'0303,606+303,60601249.52%+124
Fairfax Financial Hld(FRFFF)0105,128+105,12801209.22%+120
Apple Inc.(AAPL)0267,621+267,6210564.34%+56
Microsoft Corp.(MSFT)0101,473+101,4730453.50%+45
Alphabet Inc. Class C0208,702+208,7020382.95%+38
Accenture Ltd0115,686+115,6860352.71%+35
Amazon.com(AMZN)0164,763+164,7630322.45%+32
United Rentals, Inc.(URI)032,031+32,0310211.60%+21
FedEx Corp.(FDX)062,780+62,7800191.45%+19
Johnson & Johnson(JNJ)0121,441+121,4410181.37%+18
Goldman Sachs Group(GS)037,428+37,4280171.30%+17
Lowes Companies(LOW)074,991+74,9910171.27%+17
Visa Inc(V)062,731+62,7310161.27%+16
Exxon Mobil Corp.0140,173+140,1730161.24%+16
Pinnacle Financial Partners0201,048+201,0480161.24%+16
Procter & Gamble Co.(PG)090,063+90,0630151.14%+15
RTX Corporation(RTX)0145,632+145,6320151.13%+15
Mondelez Int'l Inc(MDLZ)0216,995+216,9950141.09%+14
Loews Corp.(L)0179,007+179,0070131.03%+13
Fiserv(FISV)089,241+89,2410131.03%+13
Caterpillar Inc.(CAT)039,617+39,6170131.02%+13
Sysco Corp.(SYY)0178,658+178,6580130.98%+13
Merck & Company Inc.(MRK)0100,006+100,0060120.95%+12
Republic Services Inc.(RSG)062,728+62,7280120.94%+12
Walt Disney Co.(DIS)0120,111+120,1110120.92%+12
Wal-Mart Stores Inc.(WMT)0167,010+167,0100110.87%+11
Nvidia Corp(NVDA)084,851+84,8510100.81%+10
Medtronic PLC(MDT)0128,916+128,9160100.78%+10
Bladex0337,932+337,9320100.77%+10
Home Depot Inc.(HD)027,046+27,046090.72%+9
Meta Platforms, Inc.(META)018,071+18,071090.70%+9
Agnico Eagle Mines(AEM)0137,427+137,427090.69%+9
Halliburton Inc.(HAL)0263,231+263,231090.69%+9
Honeywell Intl.(HON)035,343+35,343080.58%+8
Amgen Inc.(AMGN)023,353+23,353070.56%+7
United Parcel Svc. Cl B(UPS)051,532+51,532070.54%+7
CoreCivic, Inc.(CXW)0525,279+525,279070.53%+7
Intel Corp.(INTC)0218,845+218,845070.52%+7
BankAmerica Corp.0166,822+166,822070.51%+7
UnitedHealth Group(UNH)012,781+12,781070.50%+7
Equity Commonwealth0333,500+333,500060.50%+6
Oracle(ORCL)045,519+45,519060.50%+6
White Mountain Ins
COM
03,283+3,283060.46%+6
Philip Morris Intl(PM)057,830+57,830060.45%+6
Jefferies Financial Grp(JEF)0117,740+117,740060.45%+6
Boeing Co.(BA)031,549+31,549060.44%+6
Brookfield Corp.(BN)0136,002+136,002060.44%+6
Chevron Corp.(CVX)033,464+33,464050.40%+5
Cisco Systems Inc.(CSCO)0107,670+107,670050.39%+5
National Health Invstrs075,140+75,140050.39%+5
Schlumberger Ltd.(SLB)0105,919+105,919050.39%+5
Stryker(SYK)014,607+14,607050.38%+5
J. P. Morgan Chase & Co. Inc.(JPM)024,362+24,362050.38%+5
Zoetis, Inc.(ZTS)027,935+27,935050.37%+5
Comcast Corp. - Class A0122,640+122,640050.37%+5
NOV Inc.(NOV)0247,000+247,000050.36%+5
Alphabet Inc. Class A025,083+25,083050.35%+5
Constellation Brands Inc. Clas(STZ)017,625+17,625050.35%+5
Coca Cola Co.(KO)069,026+69,026040.34%+4
ADT, Inc.(ADT)0574,733+574,733040.34%+4
PINK Simplify Health Care ETF
HEALTH CARE ETF
0139,083+139,083040.34%+4
Regions Financial Corp.0211,042+211,042040.33%+4
Target Corporation(TGT)028,095+28,095040.32%+4
Geo Group Inc0272,000+272,000040.30%+4
iShares US Insurance ETF034,048+34,048040.30%+4
Starbucks Corp.(SBUX)048,731+48,731040.29%+4
DXC Technology Co.(DXC)0195,626+195,626040.29%+4
Vanguard Emerging Markets ETF084,866+84,866040.29%+4
Abbott Laboratories035,673+35,673040.29%+4
McDonalds Corp.(MCD)014,450+14,450040.28%+4
iShares S&P SmallCap 600 Index034,101+34,101040.28%+4
CVS Health Corp.(CVS)061,529+61,529040.28%+4
Pfizer Inc.(PFE)0128,861+128,861040.28%+4
Graham Holdings Co(GHC)05,100+5,100040.28%+4
Travelers Inc.(TRV)017,496+17,496040.27%+4
M&T Bank Corp.023,354+23,354040.27%+4
ViaSat Inc0278,000+278,000040.27%+4
Wells Fargo & Co.(WFC)059,196+59,196040.27%+4
Vitesse Energy, Inc.0144,715+144,715030.26%+3
Nike(NKE)044,942+44,942030.26%+3
TEGNA, Inc.0237,695+237,695030.26%+3
Brookdale Sr Living Inc(BKD)0477,995+477,995030.25%+3
SPDR S&P 500 Value ETF
ST STR P500VAL
066,950+66,950030.25%+3
Brookfield Asset Mgmt(BAM)085,258+85,258030.25%+3
BP PLC(BP)087,406+87,406030.24%+3
3M Company030,095+30,095030.24%+3
AbbVie, Inc.(ABBV)017,804+17,804030.24%+3
iShares Russell 1000 Index ETF09,390+9,390030.22%+3
PepsiCo Inc.(PEP)015,880+15,880030.20%+3
VanEck Vectors Oil Services ET07,872+7,872020.19%+2
Compass Minerals Int'l0237,000+237,000020.19%+2
APA Corporation(APA)080,291+80,291020.18%+2
Select Basic Materials Sector026,760+26,760020.18%+2
International Business Machine(IBM)013,197+13,197020.18%+2
Truist Financial Corp.(TFC)057,753+57,753020.17%+2
Carrier Global Corp.(CARR)035,374+35,374020.17%+2
Duke Energy Corp.(DUK)022,028+22,028020.17%+2
Iron Mountain, Inc.(IRM)024,425+24,425020.17%+2
Vulcan Materials(VMC)08,142+8,142020.16%+2
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