Lee Danner & Bass Inc Top Holdings and 13F Report (2025) About Lee Danner & Bass IncInvestment ActivityLee Danner & Bass Inc has $1.26 billion in total holdings as of December 31, 2024.Lee Danner & Bass Inc owns shares of 748 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 22.82% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Lee Danner & Bass Inc has purchased 180 new stocks and bought additional shares in 56 stocks.Lee Danner & Bass Inc sold shares of 80 stocks and completely divested from 14 stocks this quarter.Largest Holdings Berkshire Hathaway $136,388,326HCA Healthcare $120,856,196Apple $62,679,298Microsoft $42,953,286Alphabet $41,315,387 Largest New Holdings this Quarter Alphabet $41,315,387 HoldingAccenture $39,882,085 HoldingPinnacle Financial Partners $22,596,486 HoldingThe Goldman Sachs Group $21,213,853 HoldingMeta Platforms $11,856,578 Holding Largest Purchases this Quarter Alphabet 216,947 shares (about $41.32M)Accenture 113,369 shares (about $39.88M)Pinnacle Financial Partners 197,539 shares (about $22.60M)The Goldman Sachs Group 37,047 shares (about $21.21M)Meta Platforms 20,250 shares (about $11.86M) Largest Sales this Quarter Apple 12,547 shares (about $3.14M)Amazon.com 9,453 shares (about $2.07M)HCA Healthcare 3,237 shares (about $971.58K)NVIDIA 6,131 shares (about $823.33K)Cisco Systems 9,120 shares (about $539.90K) 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$136,388,326$468,692 ▼-0.3%300,89210.8%FinanceHCAHCA Healthcare$120,856,196$971,585 ▼-0.8%402,6539.6%MedicalAAPLApple$62,679,298$3,142,016 ▼-4.8%250,2975.0%Computer and TechnologyMSFTMicrosoft$42,953,286$125,185 ▲0.3%101,9063.4%Computer and TechnologyGOOGAlphabet$41,315,387$41,315,387 ▲New Holding216,9473.3%Computer and TechnologyACNAccenture$39,882,085$39,882,085 ▲New Holding113,3693.2%Computer and TechnologyAMZNAmazon.com$33,824,892$2,073,894 ▼-5.8%154,1772.7%Retail/WholesaleURIUnited Rentals$23,092,248$306,431 ▼-1.3%32,7811.8%ConstructionPNFPPinnacle Financial Partners$22,596,486$22,596,486 ▲New Holding197,5391.8%FinanceGSThe Goldman Sachs Group$21,213,853$21,213,853 ▲New Holding37,0471.7%FinanceVVisa$21,159,510$511,985 ▲2.5%66,9521.7%Business ServicesFDXFedEx$18,233,462$77,928 ▲0.4%64,8121.4%TransportationLOWLowe's Companies$17,962,351$487,677 ▼-2.6%72,7811.4%Retail/WholesaleFIFiserv$17,750,342$140,507 ▼-0.8%86,4101.4%Business ServicesJNJJohnson & Johnson$16,828,246$39,047 ▲0.2%116,3621.3%MedicalRTXRTX$16,674,528$60,290 ▲0.4%144,0941.3%AerospaceXOMExxon Mobil$16,500,092$1,060,320 ▲6.9%153,3891.3%Oils/EnergyPGProcter & Gamble$14,785,077$3,185 ▼0.0%88,1901.2%Consumer StaplesWMTWalmart$14,771,038$244,397 ▼-1.6%163,4871.2%Retail/WholesaleLLoews$14,544,115$69,361 ▼-0.5%171,7341.2%FinanceSYYSysco$14,118,861$29,361 ▲0.2%184,6571.1%Consumer StaplesCATCaterpillar$13,957,229$156,350 ▼-1.1%38,4751.1%Industrial ProductsDISWalt Disney$13,579,112$83,958 ▼-0.6%121,9501.1%Consumer DiscretionaryMDLZMondelez International$12,565,777$47,187 ▲0.4%210,3761.0%Consumer StaplesRSGRepublic Services$11,909,856$122,720 ▼-1.0%59,2000.9%Business ServicesMETAMeta Platforms$11,856,578$11,856,578 ▲New Holding20,2500.9%Computer and TechnologyHDHome Depot$11,194,743$702,905 ▲6.7%28,7790.9%Retail/WholesaleNVDANVIDIA$10,706,945$823,332 ▼-7.1%79,7300.8%Computer and TechnologyAEMAgnico Eagle Mines$10,524,720$157,280 ▼-1.5%134,5700.8%Basic MaterialsCXWCoreCivic$9,898,026$282,620 ▼-2.8%455,2910.8%FinanceMRKMerck & Co., Inc.$9,815,610$9,815,610 ▲New Holding98,6690.8%MedicalMDTMedtronic$9,781,703$276,784 ▼-2.8%122,4550.8%MedicalJEFJefferies Financial Group$8,642,502$39,514 ▼-0.5%110,2360.7%FinancePMPhilip Morris International$8,580,216$218,555 ▲2.6%71,2940.7%Consumer StaplesHONHoneywell International$7,990,972$26,429 ▼-0.3%35,3760.6%Multi-Sector ConglomeratesORCLOracle$7,489,169$7,489,169 ▲New Holding44,9420.6%Computer and TechnologyGEOThe GEO Group$7,428,690$7,428,690 ▲New Holding265,5000.6%FinanceUPSUnited Parcel Service$7,397,695$883,335 ▲13.6%58,6650.6%TransportationBACBank of America$7,247,528$56,827 ▼-0.8%164,9040.6%FinanceHALHalliburton$7,035,684$275,217 ▼-3.8%258,7600.6%Oils/EnergyBNBrookfield$6,651,791$472,124 ▼-6.6%115,7840.5%FinanceWTMWhite Mountains Insurance Group$6,379,797$5,835 ▼-0.1%3,2800.5%FinanceRFRegions Financial$6,137,473$6,137,473 ▲New Holding260,9470.5%FinanceAMGNAmgen$6,098,976$12,511 ▼-0.2%23,4000.5%MedicalUNHUnitedHealth Group$5,931,714$462,862 ▼-7.2%11,7260.5%MedicalJPMJPMorgan Chase & Co.$5,905,615$5,905,615 ▲New Holding24,6370.5%FinanceSLBSchlumberger$5,632,223$1,627,380 ▲40.6%146,9020.4%Oils/EnergyTGNATEGNA$5,502,912$5,502,912 ▲New Holding300,8700.4%Consumer DiscretionaryCVXChevron$5,404,994$282,148 ▲5.5%37,3170.4%Oils/EnergyINTCIntel$5,341,627$515,446 ▼-8.8%266,4150.4%Computer and TechnologyCSCOCisco Systems$5,321,596$539,903 ▼-9.2%89,8920.4%Computer and TechnologySYKStryker$5,252,049$1,800 ▼0.0%14,5870.4%MedicalNHINational Health Investors$5,025,428$5,025,428 ▲New Holding72,5170.4%FinanceKOCoca-Cola$4,949,342$677,636 ▲15.9%79,4950.4%Consumer StaplesBABoeing$4,909,339$444,984 ▲10.0%27,7360.4%AerospaceNKENIKE$4,867,548$1,369,551 ▲39.2%64,3260.4%Consumer DiscretionaryMMM3M$4,694,145$4,694,145 ▲New Holding36,3630.4%Multi-Sector ConglomeratesZTSZoetis$4,570,560$4,570,560 ▲New Holding28,0520.4%MedicalGHCGraham$4,446,7920.0%5,1000.4%Consumer DiscretionaryCMCSAComcast$4,423,897$4,423,897 ▲New Holding117,8760.4%Consumer DiscretionaryPINKSimplify Health Care ETF$4,412,815$41,821 ▲1.0%148,7800.3%ETFSBUXStarbucks$4,376,806$25,094 ▼-0.6%47,9650.3%Retail/WholesaleIAKiShares U.S. Insurance ETF$4,362,583$44,897 ▲1.0%34,4950.3%ETFTRVTravelers Companies$4,199,435$4,199,435 ▲New Holding17,4330.3%FinanceIJRiShares Core S&P Small-Cap ETF$4,180,194$275,146 ▲7.0%36,2800.3%ETFMTBM&T Bank$4,108,207$4,108,207 ▲New Holding21,8510.3%FinanceWFCWells Fargo & Company$4,101,735$35,120 ▼-0.8%58,3960.3%FinanceABTAbbott Laboratories$4,042,990$8,031 ▲0.2%35,7440.3%MedicalMCDMcDonald's$4,002,561$78,271 ▲2.0%13,8070.3%Retail/WholesaleSTZConstellation Brands$3,980,409$92,598 ▼-2.3%18,0110.3%Consumer StaplesBAMBrookfield Asset Management$3,976,6250.0%73,3830.3%FinanceADTADT$3,918,481$27,813 ▼-0.7%567,0740.3%Industrial ProductsCMPCompass Minerals International$3,881,250$3,881,250 ▲New Holding345,0000.3%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$3,739,395$107,458 ▲3.0%84,9090.3%ETFIRMIron Mountain$3,621,040$971,742 ▲36.7%34,4500.3%Business ServicesABBVAbbVie$3,475,198$3,475,198 ▲New Holding19,5570.3%MedicalDXCDXC Technology$3,435,261$3,435,261 ▲New Holding171,9350.3%Computer and TechnologyGOOGLAlphabet$3,414,972$3,414,972 ▲New Holding18,0400.3%Computer and TechnologyDEODiageo$3,309,037$1,296,206 ▲64.4%26,0290.3%Consumer StaplesVTSVitesse Energy$3,262,0000.0%130,4800.3%Oils/EnergyNOVNOV$3,241,2000.0%222,0000.3%Oils/EnergyIBMInternational Business Machines$2,987,147$85,736 ▲3.0%13,5880.2%Computer and TechnologyPFEPfizer$2,964,592$384,579 ▼-11.5%111,7450.2%MedicalKKRKKR & Co. Inc.$2,876,258$2,876,258 ▲New Holding19,4460.2%FinanceTGTTarget$2,873,792$2,873,792 ▲New Holding21,2590.2%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$2,697,942$429,576 ▼-13.7%52,7560.2%ETFTFCTruist Financial$2,565,884$36,786 ▲1.5%59,1490.2%FinanceCVSCVS Health$2,546,475$11,088 ▲0.4%56,7270.2%MedicalPEPPepsiCo$2,522,477$111,306 ▲4.6%16,5890.2%Consumer StaplesDUKDuke Energy$2,503,501$2,503,501 ▲New Holding23,2370.2%UtilitiesBPBP$2,403,021$44,872 ▼-1.8%81,2930.2%Oils/EnergyCARRCarrier Global$2,375,175$1,092 ▲0.0%34,7960.2%Computer and TechnologyOIHVanEck Oil Services ETF$2,372,720$2,372,720 ▲New Holding8,7480.2%ETFUSBU.S. Bancorp$2,363,280$11,957 ▼-0.5%49,4100.2%FinancePANWPalo Alto Networks$2,341,643$1,731,713 ▲283.9%12,8690.2%Computer and TechnologyDALDelta Air Lines$2,329,903$165,951 ▼-6.6%38,5110.2%TransportationCOSTCostco Wholesale$2,307,168$669,793 ▲40.9%2,5180.2%Retail/WholesaleOCOwens Corning$2,293,6990.0%13,4670.2%ConstructionSRESempra$2,243,000$1,411,853 ▲169.9%25,5700.2%UtilitiesBKDBrookdale Senior Living$2,223,235$181,080 ▼-7.5%441,9950.2%MedicalShowing largest 100 holdings. 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