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CIK: 0000939219
Total reported value
$1.7B
$1.7B
220 檔
24.1%
During the Q1 2025 filing period, Lee Danner & Bass Inc (CIK: 0000939219) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 220 reported positions.
In Q1 2025, Lee Danner & Bass Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.42% | -0.48% | -4.14% | |
| 2 | HCA | Hca Healthcare Inc | Stock-Healthcare | 11.19% | -2.75% | -0.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.10% | -3.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.17% | -4.75% | |
| 5 | ACN | Accenture plc | Stock-Tech | 2.89% | -0.50% | +1.05% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.68% | +0.37% | -2.38% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.10% | -0.34% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.05% | -4.00% | |
| 9 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.68% | — | -0.73% | |
| 10 | URI | United Rentals Inc | Stock-Industrials | 1.67% | +0.61% | +0.23% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.64% | +0.18% | +0.33% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.08% | -1.02% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 1.53% | -0.06% | -0.67% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.53% | -0.16% | -0.95% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -1.61% | EXIT | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.36% | -0.15% | -0.71% | |
| 17 | FDX | Fedex CORP | Stock-Industrials | 1.27% | -0.26% | -0.71% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.05% | -0.81% | |
| 19 | L | Loews CORP | Stock-Financials | 1.19% | -0.16% | -6.75% | |
| 20 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.14% | -0.86% | -3.05% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 1.12% | +0.06% | -0.18% | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 1.11% | -0.09% | -4.03% | |
| 23 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.08% | -0.06% | -6.69% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.47% | -0.27% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.06% | -0.92% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.07% | -0.53% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.17% | -20.59% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | — | -0.62% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.02% | -1.43% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | +0.01% | -3.26% | |
| 31 | CXW | Corecivic Inc | Stock-Other | 0.74% | +1.18% | -1.40% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.02% | -1.42% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.09% | -5.89% | |
| 34 | GEO | Geo Group Inc/the | Stock-Other | 0.63% | +0.45% | — | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.56% | EXIT | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.03% | -1.67% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | -0.01% | +6.80% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.03% | -0.91% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | +11.97% | |
| 40 | HAL | Halliburton Co | Stock-Energy | 0.53% | -0.14% | -0.63% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.15% | -0.74% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | +0.01% | -1.58% | |
| 43 | SLB | Slb LTD | Stock-Energy | 0.49% | -0.08% | -0.99% | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.49% | -0.01% | — | |
| 45 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.49% | -0.05% | -4.02% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.14% | -1.49% | |
| 47 | RF | Regions Financial CORP | Stock-Financials | 0.46% | +0.03% | -0.19% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.02% | -0.76% | |
| 49 | JEF | Jefferies Financial Group In | Stock-Financials | 0.45% | +0.01% | -5.03% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.44% | +1.19% | -9.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | ACN | Accenture plc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 10 | URI | United Rentals Inc | — | NEW | New buy |
| 11 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 12 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 13 | FISV | Fiserv Inc | — | NEW | New buy |
| 14 | RTX | Rtx CORP | — | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 16 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 17 | FDX | Fedex CORP | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | L | Loews CORP | — | NEW | New buy |
| 20 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 21 | SYY | Sysco CORP | — | NEW | New buy |
| 22 | RSG | Republic Services Inc | — | NEW | New buy |
| 23 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 24 | CAT | Caterpillar Inc | — | NEW | New buy |
| 25 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 27 | WMT | Walmart Inc | — | NEW | New buy |
| 28 | PM | Philip Morris International | — | NEW | New buy |
| 29 | MDT | Medtronic plc | — | NEW | New buy |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | CXW | Corecivic Inc | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | NVDA | Nvidia CORP | — | NEW | New buy |
| 34 | GEO | Geo Group Inc/the | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | AMGN | Amgen Inc | — | NEW | New buy |
| 37 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 38 | BAC | Bank Of America CORP | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | HAL | Halliburton Co | — | NEW | New buy |
| 41 | CVX | Chevron CORP | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | NEW | New buy |
| 43 | SLB | Slb LTD | — | NEW | New buy |
| 44 | BN | Brookfield CORP | — | NEW | New buy |
| 45 | WTM | White Mountains Insurance Group, Ltd. | — | NEW | New buy |
| 46 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 47 | RF | Regions Financial CORP | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | JEF | Jefferies Financial Group In | — | NEW | New buy |
| 50 | INTC | Intel CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Lee Danner & Bass Inc reported a total U.S. public equity portfolio value of $1.7B across 220 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, HCA, AAPL) accounted for 24.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $153.6M
During Q1 2025, Lee Danner & Bass Inc's top holdings by market value included BRK-B (12.4%)、HCA (11.2%)、AAPL (4.4%). The largest single position, BRK-B, represented 12.4% of total portfolio value.
In Q1 2025, Lee Danner & Bass Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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