Fund HoldingsLEE DANNER & BASS INC

Total Portfolio Value
$1.26B
Total Bought
$1.26B
Total Sold
$1.42M
Net Transaction
+$1.26B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL CL B NEW0300,892+300,8920136,38810.81%+136,388
HCA HEALTHCARE INC COM(HCA)0402,653+402,6530120,8569.58%+120,856
APPLE INC COM(AAPL)0250,297+250,297062,6794.97%+62,679
MICROSOFT CORP COM(MSFT)0101,906+101,906042,9533.40%+42,953
ALPHABET INC CAP STK CL C(GOOG)0216,947+216,947041,3153.27%+41,315
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0113,369+113,369039,8823.16%+39,882
AMAZON COM INC COM(AMZN)0154,177+154,177033,8252.68%+33,825
UNITED RENTALS INC COM(URI)032,781+32,781023,0921.83%+23,092
PINNACLE FINL PARTNERS INC COM0197,539+197,539022,5961.79%+22,596
GOLDMAN SACHS GROUP INC COM(GS)037,047+37,047021,2141.68%+21,214
VISA INC COM CL A(V)066,952+66,952021,1601.68%+21,160
FEDEX CORP COM(FDX)064,812+64,812018,2331.44%+18,233
LOWES COS INC COM(LOW)072,781+72,781017,9621.42%+17,962
FISERV INC COM(FISV)086,410+86,410017,7501.41%+17,750
JOHNSON & JOHNSON COM(JNJ)0116,362+116,362016,8281.33%+16,828
RTX CORPORATION COM(RTX)0144,094+144,094016,6751.32%+16,675
EXXON MOBIL CORP COM0153,389+153,389016,5001.31%+16,500
PROCTER AND GAMBLE CO COM(PG)088,190+88,190014,7851.17%+14,785
WALMART INC COM(WMT)0163,487+163,487014,7711.17%+14,771
LOEWS CORP COM(L)0171,734+171,734014,5441.15%+14,544
SYSCO CORP COM(SYY)0184,657+184,657014,1191.12%+14,119
CATERPILLAR INC COM(CAT)038,475+38,475013,9571.11%+13,957
DISNEY WALT CO COM(DIS)0121,950+121,950013,5791.08%+13,579
MONDELEZ INTL INC CL A(MDLZ)0210,376+210,376012,5661.00%+12,566
REPUBLIC SVCS INC COM(RSG)059,200+59,200011,9100.94%+11,910
META PLATFORMS INC CL A(META)020,250+20,250011,8570.94%+11,857
HOME DEPOT INC COM(HD)028,779+28,779011,1950.89%+11,195
NVIDIA CORPORATION COM(NVDA)079,730+79,730010,7070.85%+10,707
AGNICO EAGLE MINES LTD COM(AEM)0134,570+134,570010,5250.83%+10,525
CORECIVIC INC COM(CXW)0455,291+455,29109,8980.78%+9,898
MERCK & CO INC COM(MRK)098,669+98,66909,8160.78%+9,816
MEDTRONIC PLC SHS(MDT)0122,455+122,45509,7820.78%+9,782
JEFFERIES FINL GROUP INC COM(JEF)0110,236+110,23608,6430.68%+8,643
PHILIP MORRIS INTL INC COM(PM)071,294+71,29408,5800.68%+8,580
HONEYWELL INTL INC COM(HON)035,376+35,37607,9910.63%+7,991
ORACLE CORP COM(ORCL)044,942+44,94207,4890.59%+7,489
GEO GROUP INC NEW COM(GEO)0265,500+265,50007,4290.59%+7,429
UNITED PARCEL SERVICE INC CL B(UPS)058,665+58,66507,3980.59%+7,398
BANK AMERICA CORP COM0164,904+164,90407,2480.57%+7,248
HALLIBURTON CO COM(HAL)0258,760+258,76007,0360.56%+7,036
BROOKFIELD CORP CL A LTD VT SH(BN)0115,784+115,78406,6520.53%+6,652
WHITE MTNS INS GROUP LTD COM
COM
03,280+3,28006,3800.51%+6,380
REGIONS FINANCIAL CORP NEW COM(RF)0260,947+260,94706,1370.49%+6,137
AMGEN INC COM(AMGN)023,400+23,40006,0990.48%+6,099
UNITEDHEALTH GROUP INC COM(UNH)011,726+11,72605,9320.47%+5,932
JPMORGAN CHASE & CO. COM(JPM)024,637+24,63705,9060.47%+5,906
SCHLUMBERGER LTD COM STK(SLB)0146,902+146,90205,6320.45%+5,632
TEGNA INC COM0300,870+300,87005,5030.44%+5,503
CHEVRON CORP NEW COM(CVX)037,317+37,31705,4050.43%+5,405
INTEL CORP COM(INTC)0266,415+266,41505,3420.42%+5,342
CISCO SYS INC COM(CSCO)089,892+89,89205,3220.42%+5,322
STRYKER CORPORATION COM(SYK)014,587+14,58705,2520.42%+5,252
NATIONAL HEALTH INVS INC COM(NHI)072,517+72,51705,0250.40%+5,025
COCA COLA CO COM(KO)079,495+79,49504,9490.39%+4,949
BOEING CO COM(BA)027,736+27,73604,9090.39%+4,909
NIKE INC CL B(NKE)064,326+64,32604,8680.39%+4,868
3M CO COM(MMM)036,363+36,36304,6940.37%+4,694
ZOETIS INC CL A(ZTS)028,052+28,05204,5710.36%+4,571
GRAHAM HLDGS CO COM CL B(GHC)05,100+5,10004,4470.35%+4,447
COMCAST CORP NEW CL A(CCZ)0117,876+117,87604,4240.35%+4,424
SIMPLIFY HEALTH CARE ETF
HEALTH CARE ETF
0148,780+148,78004,4130.35%+4,413
STARBUCKS CORP COM(SBUX)047,965+47,96504,3770.35%+4,377
ISHARES U.S. INSURANCE ETF034,495+34,49504,3630.35%+4,363
TRAVELERS COMPANIES INC COM(TRV)017,433+17,43304,1990.33%+4,199
ISHARES CORE S&P SMALL CAP ETF036,280+36,28004,1800.33%+4,180
M & T BK CORP COM(MTB)021,851+21,85104,1080.33%+4,108
WELLS FARGO CO NEW COM(WFC)058,396+58,39604,1020.33%+4,102
ABBOTT LABS COM035,744+35,74404,0430.32%+4,043
MCDONALDS CORP COM(MCD)013,807+13,80704,0030.32%+4,003
CONSTELLATION BRANDS INC CL A(STZ)018,011+18,01103,9800.32%+3,980
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS(BAM)073,383+73,38303,9770.32%+3,977
ADT INC DEL COM(ADT)0567,074+567,07403,9180.31%+3,918
COMPASS MINERALS INTL INC COM(CMP)0345,000+345,00003,8810.31%+3,881
VANGUARD FTSE EMERGING MARKETS ETF084,909+84,90903,7390.30%+3,739
IRON MTN INC DEL COM(IRM)034,450+34,45003,6210.29%+3,621
ABBVIE INC COM(ABBV)019,557+19,55703,4750.28%+3,475
DXC TECHNOLOGY CO COM(DXC)0171,935+171,93503,4350.27%+3,435
ALPHABET INC CAP STK CL A(GOOG)018,040+18,04003,4150.27%+3,415
DIAGEO PLC SPON ADR NEW(DEO)026,029+26,02903,3090.26%+3,309
VITESSE ENERGY INC COMMON STOCK0130,480+130,48003,2620.26%+3,262
NOV INC COM(NOV)0222,000+222,00003,2410.26%+3,241
INTERNATIONAL BUSINESS MACHS COM(IBM)013,588+13,58802,9870.24%+2,987
PFIZER INC COM(PFE)0111,745+111,74502,9650.23%+2,965
KKR & CO INC COM(KKR)019,446+19,44602,8760.23%+2,876
TARGET CORP COM(TGT)021,259+21,25902,8740.23%+2,874
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
052,756+52,75602,6980.21%+2,698
TRUIST FINL CORP COM(TFC)059,149+59,14902,5660.20%+2,566
CVS HEALTH CORP COM(CVS)056,727+56,72702,5460.20%+2,546
PEPSICO INC COM(PEP)016,589+16,58902,5220.20%+2,522
DUKE ENERGY CORP NEW COM NEW(DUK)023,237+23,23702,5040.20%+2,504
BP PLC SPONSORED ADR(BP)081,293+81,29302,4030.19%+2,403
CARRIER GLOBAL CORPORATION COM(CARR)034,796+34,79602,3750.19%+2,375
VANECK OIL SERVICES ETF
OIL SERVICES ETF
08,748+8,74802,3730.19%+2,373
US BANCORP DEL COM NEW(USB)049,410+49,41002,3630.19%+2,363
PALO ALTO NETWORKS INC COM(PANW)012,869+12,86902,3420.19%+2,342
DELTA AIR LINES INC DEL COM NEW(DAL)038,511+38,51102,3300.18%+2,330
COSTCO WHSL CORP NEW COM(COST)02,518+2,51802,3070.18%+2,307
OWENS CORNING NEW COM(OC)013,467+13,46702,2940.18%+2,294
SEMPRA COM(SRE)025,570+25,57002,2430.18%+2,243
BROOKDALE SR LIVING INC COM(BKD)0441,995+441,99502,2230.18%+2,223
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