Lee Danner & Bass Inc Top Holdings and 13F Report (2025) About Lee Danner & Bass IncInvestment ActivityLee Danner & Bass Inc has $1.24 billion in total holdings as of March 31, 2025.Lee Danner & Bass Inc owns shares of 220 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Lee Danner & Bass Inc has purchased 748 new stocks and bought additional shares in 29 stocks.Lee Danner & Bass Inc sold shares of 118 stocks and completely divested from 529 stocks this quarter.Largest Holdings Berkshire Hathaway $153,608,321HCA Healthcare $138,364,746Apple $53,891,562Microsoft $36,437,171Accenture $35,746,800 Largest New Holdings this Quarter 921946885 - Vanguard Emerging Markets Government Bond ETF $209,677 Holding Largest Purchases this Quarter Sempra 20,707 shares (about $1.48M)Danaher 6,581 shares (about $1.35M)AT&T 46,622 shares (about $1.32M)iShares Core U.S. Aggregate Bond ETF 8,257 shares (about $816.78K)JPMorgan Chase & Co. 2,950 shares (about $723.62K) Largest Sales this Quarter Berkshire Hathaway 12,469 shares (about $6.64M)Walmart 33,656 shares (about $2.95M)Microsoft 4,841 shares (about $1.82M)Apple 7,684 shares (about $1.71M)Loews 11,589 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLee Danner & Bass Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$153,608,321$6,640,740 ▼-4.1%288,42312.4%FinanceHCAHCA Healthcare$138,364,746$771,958 ▼-0.6%400,41911.2%MedicalAAPLApple$53,891,562$1,706,845 ▼-3.1%242,6134.4%Computer and TechnologyMSFTMicrosoft$36,437,171$1,817,260 ▼-4.8%97,0652.9%Computer and TechnologyACNAccenture$35,746,800$371,017 ▲1.0%114,5582.9%Computer and TechnologyGOOGAlphabet$33,085,452$808,178 ▼-2.4%211,7742.7%Computer and TechnologyAMZNAmazon.com$29,234,971$98,745 ▼-0.3%153,6582.4%Retail/WholesaleVVisa$22,525,817$938,181 ▼-4.0%64,2751.8%Business ServicesPNFPPinnacle Financial Partners$20,793,490$153,546 ▼-0.7%196,0911.7%FinanceURIUnited Rentals$20,590,229$46,376 ▲0.2%32,8551.7%ConstructionGSThe Goldman Sachs Group$20,304,507$66,101 ▲0.3%37,1681.6%FinanceJNJJohnson & Johnson$19,101,498$196,023 ▼-1.0%115,1801.5%MedicalFIFiserv$18,954,943$126,977 ▼-0.7%85,8351.5%Business ServicesRTXRTX$18,904,525$182,132 ▼-1.0%142,7191.5%AerospaceXOMExxon Mobil$18,088,343$154,253 ▼-0.8%152,0921.5%EnergyLOWLowe's Companies$16,853,666$121,046 ▼-0.7%72,2621.4%Retail/WholesaleFDXFedEx$15,688,377$111,407 ▼-0.7%64,3551.3%TransportationPGProcter & Gamble$14,908,025$121,339 ▼-0.8%87,4781.2%Consumer StaplesLLoews$14,718,900$1,065,143 ▼-6.7%160,1451.2%FinanceAEMAgnico Eagle Mines$14,143,927$444,806 ▼-3.0%130,4671.1%Basic MaterialsSYYSysco$13,831,509$25,138 ▼-0.2%184,3221.1%Consumer StaplesRSGRepublic Services$13,758,078$577,794 ▼-4.0%56,8141.1%Business ServicesMDLZMondelez International$13,318,840$955,194 ▼-6.7%196,2981.1%Consumer StaplesCATCaterpillar$12,654,461$34,629 ▼-0.3%38,3701.0%IndustrialsDISWalt Disney$11,925,822$110,643 ▼-0.9%120,8291.0%Consumer DiscretionaryMETAMeta Platforms$11,609,619$61,671 ▼-0.5%20,1430.9%Computer and TechnologyWMTWalmart$11,397,852$2,954,657 ▼-20.6%129,8310.9%Retail/WholesalePMPhilip Morris International$11,246,475$70,000 ▼-0.6%70,8530.9%Consumer StaplesMDTMedtronic$10,845,920$157,884 ▼-1.4%120,6980.9%MedicalHDHome Depot$10,203,815$343,401 ▼-3.3%27,8420.8%Retail/WholesaleCXWCoreCivic$9,108,932$128,923 ▼-1.4%448,9370.7%FinanceMRKMerck & Co., Inc.$8,730,971$125,574 ▼-1.4%97,2700.7%MedicalNVDANVIDIA$8,132,079$509,061 ▼-5.9%75,0330.7%Computer and TechnologyGEOThe GEO Group$7,755,2550.0%265,5000.6%FinanceHONHoneywell International$7,412,838$77,923 ▼-1.0%35,0080.6%Multi-Sector ConglomeratesAMGNAmgen$7,168,454$121,816 ▼-1.7%23,0090.6%MedicalUPSUnited Parcel Service$6,891,558$438,972 ▲6.8%62,6560.6%TransportationBACBank of America$6,818,557$62,887 ▼-0.9%163,3970.6%FinanceJPMJPMorgan Chase & Co.$6,766,968$723,622 ▲12.0%27,5870.5%FinanceHALHalliburton$6,523,439$41,302 ▼-0.6%257,1320.5%EnergyCVXChevron$6,196,589$46,172 ▼-0.7%37,0410.5%EnergyORCLOracle$6,184,104$99,266 ▼-1.6%44,2320.5%Computer and TechnologySLBSchlumberger$6,079,768$60,735 ▼-1.0%145,4490.5%EnergyBNBrookfield$6,068,2390.0%115,7840.5%FinanceWTMWhite Mountains Insurance Group$6,062,450$254,207 ▼-4.0%3,1480.5%FinanceUNHUnitedHealth Group$6,049,836$91,656 ▼-1.5%11,5510.5%MedicalRFRegions Financial$5,659,361$11,017 ▼-0.2%260,4400.5%FinanceKOCoca-Cola$5,650,297$43,115 ▼-0.8%78,8930.5%Consumer StaplesJEFJefferies Financial Group$5,608,243$297,099 ▼-5.0%104,6900.5%FinanceINTCIntel$5,453,813$596,479 ▼-9.9%240,1500.4%Computer and TechnologyCSCOCisco Systems$5,448,701$98,551 ▼-1.8%88,2950.4%Computer and TechnologySYKStryker$5,357,422$72,589 ▼-1.3%14,3920.4%MedicalMMM3M$5,340,3220.0%36,3630.4%Multi-Sector ConglomeratesTGNATEGNA$5,228,138$253,714 ▼-4.6%286,9450.4%Consumer DiscretionaryBABoeing$4,789,109$58,670 ▲1.2%28,0800.4%AerospaceSBUXStarbucks$4,692,920$11,967 ▼-0.3%47,8430.4%Retail/WholesaleNHINational Health Investors$4,685,014$671,092 ▼-12.5%63,4310.4%FinanceIAKiShares U.S. Insurance ETF$4,650,398$103,357 ▼-2.2%33,7450.4%ETFTRVTravelers Companies$4,610,3310.0%17,4330.4%FinanceADTADT$4,600,801$15,181 ▼-0.3%565,2090.4%IndustrialsZTSZoetis$4,546,645$72,117 ▼-1.6%27,6140.4%MedicalABTAbbott Laboratories$4,380,028$361,476 ▼-7.6%33,0190.4%MedicalPINKSimplify Health Care ETF$4,325,042$35,700 ▼-0.8%147,5620.3%ETFGHCGraham$4,323,870$576,516 ▼-11.8%4,5000.3%Consumer DiscretionaryCMCSAComcast$4,286,817$62,804 ▼-1.4%116,1740.3%Consumer DiscretionaryMCDMcDonald's$4,255,471$57,477 ▼-1.3%13,6230.3%Retail/WholesaleWFCWells Fargo & Company$4,156,354$35,895 ▼-0.9%57,8960.3%FinanceABBVAbbVie$4,125,982$28,494 ▲0.7%19,6930.3%MedicalNKENIKE$4,092,936$9,522 ▲0.2%64,4760.3%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$3,939,841$96,856 ▲2.5%87,0490.3%ETFIJRiShares Core S&P Small-Cap ETF$3,781,785$12,026 ▼-0.3%36,1650.3%ETFCVSCVS Health$3,751,792$91,463 ▼-2.4%55,3770.3%MedicalMTBM&T Bank$3,648,288$257,579 ▼-6.6%20,4100.3%FinanceIBMInternational Business Machines$3,318,139$60,673 ▼-1.8%13,3440.3%Computer and TechnologyBAMBrookfield Asset Management$3,313,156$242,250 ▼-6.8%68,3830.3%FinanceSRESempra$3,302,327$1,477,652 ▲81.0%46,2770.3%UtilitiesVTSVitesse Energy$3,208,5030.0%130,4800.3%EnergyCMPCompass Minerals International$3,205,0500.0%345,0000.3%Basic MaterialsNOVNOV$3,180,980$197,860 ▼-5.9%209,0000.3%EnergyIRMIron Mountain$3,099,591$135,513 ▲4.6%36,0250.3%Business ServicesSTZConstellation Brands$3,032,650$272,709 ▼-8.3%16,5250.2%Consumer StaplesDHRDanaher$3,018,420$1,349,105 ▲80.8%14,7240.2%MedicalGOOGLAlphabet$2,933,212$143,506 ▲5.1%18,9680.2%Computer and TechnologyPFEPfizer$2,920,914$89,298 ▲3.2%115,2690.2%MedicalDUKDuke Energy$2,736,580$97,574 ▼-3.4%22,4370.2%UtilitiesBKDBrookdale Senior Living$2,735,589$31,300 ▼-1.1%436,9950.2%MedicalDXCDXC Technology$2,720,498$210,994 ▼-7.2%159,5600.2%Computer and TechnologyBPBP$2,718,169$28,722 ▼-1.0%80,4430.2%EnergySPYVSPDR Portfolio S&P 500 Value ETF$2,694,2490.0%52,7560.2%ETFDEODiageo$2,694,231$33,323 ▼-1.2%25,7110.2%Consumer StaplesHSICHenry Schein$2,478,311$607,506 ▲32.5%36,1850.2%MedicalTFCTruist Financial$2,433,899$82 ▼0.0%59,1470.2%FinancePEPPepsiCo$2,337,369$149,937 ▼-6.0%15,5890.2%Consumer StaplesTAT&T$2,299,419$1,318,470 ▲134.4%81,3090.2%Computer and TechnologyOIHVanEck Oil Services ETF$2,279,920$13,106 ▼-0.6%8,6980.2%ETFPANWPalo Alto Networks$2,255,690$59,724 ▲2.7%13,2190.2%Computer and TechnologyKKRKKR & Co. Inc.$2,227,920$20,232 ▼-0.9%19,2710.2%FinanceCARRCarrier Global$2,193,196$12,870 ▼-0.6%34,5930.2%Computer and TechnologyUSBU.S. Bancorp$2,105,047$18,957 ▲0.9%49,8590.2%FinanceVSATViasat$2,021,480$338,650 ▼-14.3%194,0000.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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