Long-term investor
Lee Financial Co. @leefinancialco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001391166).
Record
- Tracked since 2025-06-30 (449 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.8% · 1 year n/a · all +10.0%
- Max drawdown n/a · win rate 54% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 25.7% · long · since 2025-06-30
- 464287507 · 13.2% · long · since 2025-06-30
- 808524771 · 8.6% · long · since 2025-06-30
- 464287309 · 6.2% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- 33738D101 · 3.9% · long · since 2025-06-30
- GLD · 3.5% · long · since 2025-06-30
- 46090E103 · 2.7% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 464288679 · 1.5% · long · since 2025-06-30
- 808524508 · 1.5% · long · since 2025-06-30
- 808524755 · 1.4% · long · since 2025-06-30