Lee Financial Co
CIK 1391166 · View on SEC EDGAR ↗
- Portfolio value
- $728.3M
- Positions
- 162
- As of
- June 30, 2026
#3,016 of 9,443 by 13F value · top 31.9%
Portfolio value QoQ: +12.6% 13F does not disclose cash
- Top 10 holdings weight
- 76.33%
- Top 25 holdings weight
- 86.93%
- Positions above 1%
- 13
- Effective number of positions
- 8.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.65% Est. buys $36,419,802 · sells $25,094,862
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 67.8% still held
- New positions
- 24
- Increased
- 49
- Decreased
- 53
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.2%
Energy
1.6%
Financial Services
0.9%
Industrials
0.9%
Retail
0.8%
Healthcare
0.7%
Consumer Staples
0.6%
Materials
0.5%
Consumer Discretionary
0.5%
Financials
0.3%
Communication Services
0.2%
Utilities
0.2%
Diversified Consumer Services
0.1%
Packaging
0.1%
Communications
0.1%
Telecommunication
0.0%
Real Estate
0.0%
Other/Unmapped
90.2%
Full portfolio 162 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $201,376,311 | 27.65% | 268,900 | $25,322,851 | Down ×3 | ||
| IJH | $103,038,257 | 14.15% | 1,336,250 | $8,504,043 | Down ×1 | ||
| FNDX | $67,705,870 | 9.30% | 2,177,038 | $6,890,413 | Down ×6 | ||
| IVW | $48,816,642 | 6.70% | 354,953 | $8,717,690 | Up ×1 | ||
| BRKB | $32,805,096 | 4.50% | 65,559 | $-1,066,224 | Down ×6 | ||
| EMLP | $30,170,176 | 4.14% | 693,567 | $116,527 | Up ×1 | ||
| GLD | $27,421,471 | 3.77% | 74,438 | $-4,633,844 | Down ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $21,184,977 | 2.91% | 28,746 | $4,241,314 | Down ×3 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $11,705,156 | 1.61% | 106,073 | $-340,712 | Down ×3 | ||
| SCHM | $11,689,827 | 1.61% | 317,055 | $1,869,701 | Down ×4 | ||
| FNDF | $11,189,401 | 1.54% | 212,081 | $1,231,489 | Up ×2 | ||
| SCHX | $10,029,597 | 1.38% | 340,795 | $1,193,719 | Down ×3 | ||
| DVY iShares Select Dividend ETF | $7,439,880 | 1.02% | 47,600 | $-144,399 | Down ×6 | ||
| IJR | $7,087,327 | 0.97% | 47,787 | $1,123,953 | Down ×1 | ||
| ACWI iShares MSCI ACWI ETF | $6,482,692 | 0.89% | 41,299 | $828,637 | Up ×1 | ||
| IWP | $5,527,710 | 0.76% | 37,755 | $721,544 | Up ×1 | ||
| SCHA | $4,321,582 | 0.59% | 119,612 | $1,009,058 | Up ×6 | ||
| XLE XLE | $4,194,737 | 0.58% | 78,982 | $-849,081 | Down ×2 | ||
| VTI | $3,724,083 | 0.51% | 10,064 | $493,847 | Down ×1 | ||
| SCHE | $3,475,993 | 0.48% | 95,863 | $257,338 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $3,135,458 | 0.43% | 8,406 | $40,849 | Up ×2 | ||
| NEM Newmont Corporation | $3,084,816 | 0.42% | 33,028 | $3,073,233 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $2,576,680 | 0.35% | 5,972 | $2,374,813 | Up ×1 | ||
| PM Philip Morris International Inc Common Stock | $2,459,242 | 0.34% | 13,579 | $205,992 | Down ×2 | ||
| IEFA | $2,395,764 | 0.33% | 24,806 | $163,475 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,332,170 | 0.32% | 17,058 | $2,319,106 | Up ×1 | ||
| VOO | $2,260,904 | 0.31% | 3,292 | $342,174 | Up ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,093,817 | 0.29% | 8,785 | $1,920,328 | Up ×1 | ||
| TNGY Tortoise Energy ETF | $2,040,033 | 0.28% | 210,096 | $-164,828 | Down ×4 | ||
| MS Morgan Stanley Common Stock | $1,990,270 | 0.27% | 9,521 | $1,926,745 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,961,069 | 0.27% | 1,635 | $411,256 | Down ×3 | ||
| SCHF | $1,960,036 | 0.27% | 70,759 | $146,692 | Down ×6 | ||
| VB | $1,906,625 | 0.26% | 6,290 | $259,148 | |||
| ABBV AbbVie Inc. Common Stock | $1,851,316 | 0.25% | 7,357 | $245,587 | Down ×1 | ||
| OKE ONEOK, Inc. Common Stock | $1,732,019 | 0.24% | 19,922 | $-68,731 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1,641,472 | 0.23% | 5,507 | $618,160 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,637,305 | 0.22% | 5,002 | $160,915 | Down ×3 | ||
| WMT Walmart Inc. - Common Stock | $1,610,632 | 0.22% | 14,221 | $-179,481 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1,584,284 | 0.22% | 4,194 | $103,897 | Down ×4 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1,583,287 | 0.22% | 19,245 | $74,286 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $1,469,151 | 0.20% | 39,966 | $1,004,059 | Up ×2 | ||
| FNDE | $1,448,132 | 0.20% | 36,495 | $286,779 | Up ×2 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $1,445,593 | 0.20% | 6,088 | $1,387,598 | Up ×1 | ||
| IGF iShares Global Infrastructure ETF | $1,422,296 | 0.20% | 21,356 | $98,705 | Up ×3 | ||
| FAST Fastenal Company - Common Stock | $1,388,404 | 0.19% | 28,907 | $1,333,234 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,366,826 | 0.19% | 16,804 | $741,214 | Up ×1 | ||
| QSR Restaurant Brands International Inc. Common Shares | $1,363,548 | 0.19% | 18,783 | $1,306,983 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,362,441 | 0.19% | 3,856 | $256,308 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,352,829 | 0.19% | 2,832 | $566,127 | Up ×1 | ||
| IVE | $1,325,804 | 0.18% | 5,839 | $-120,785 | Down ×6 | ||
| IEMG | $1,304,368 | 0.18% | 15,746 | $211,590 | Up ×2 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $1,230,197 | 0.17% | 13,489 | $1,136,770 | Up ×1 | ||
| RWR | $1,225,784 | 0.17% | 10,851 | $245,652 | Up ×5 | ||
| BLK BlackRock, Inc. Common Stock | $1,201,950 | 0.17% | 1,250 | $-4,997 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,194,880 | 0.16% | 3,388 | $482,175 | Up ×1 | ||
| DRI Darden Restaurants, Inc. Common Stock | $1,118,017 | 0.15% | 5,427 | Up ×1 | |||
| IWF | $1,106,107 | 0.15% | 8,908 | $156,514 | Up ×2 | ||
| AGG | $1,097,986 | 0.15% | 11,093 | $47,907 | Up ×3 | ||
| VNOM Viper Energy, Inc. - Class A Common Stock | $1,072,636 | 0.15% | 25,298 | $-120,394 | Down ×3 | ||
| SCI Service Corporation International Common Stock | $1,058,503 | 0.15% | 13,935 | $1,011,637 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,052,880 | 0.14% | 2,050 | $28,577 | |||
| AMCR Amcor plc Ordinary Shares | $1,045,039 | 0.14% | 24,107 | $386,341 | Up ×1 | ||
| CNQ Canadian Natural Resources Limited Common Stock | $1,041,756 | 0.14% | 26,335 | $-729,548 | Down ×1 | ||
| ENB Enbridge Inc Common Stock | $1,010,746 | 0.14% | 18,645 | $-45,147 | Down ×1 | ||
| WTRG Essential Utilities, Inc. Common Stock | $994,375 | 0.14% | 25,956 | $951,688 | Up ×1 | ||
| GPC Genuine Parts Company Common Stock | $939,209 | 0.13% | 7,954 | $914,511 | Up ×1 | ||
| V Visa Inc. | $919,141 | 0.13% | 2,679 | $146,613 | Up ×1 | ||
| MTUM | $914,328 | 0.13% | 2,667 | $267,794 | Down ×3 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $892,147 | 0.12% | 3,043 | Up ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $879,605 | 0.12% | 4,925 | $-80,112 | Down ×2 | ||
| ORCL Oracle Corporation Common Stock | $877,249 | 0.12% | 5,986 | $-3,352 | |||
| SPY SPY | $870,435 | 0.12% | 1,165 | $76,990 | Down ×3 | ||
| DFUS | $857,733 | 0.12% | 10,468 | Up ×1 | |||
| ARES Ares Management Corporation Class A Common Stock | $814,901 | 0.11% | 7,321 | $383,846 | Up ×1 | ||
| BRKA | $748,850 | 0.10% | 1 | $30,710 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $742,685 | 0.10% | 9,045 | $-100,107 | Down ×6 | ||
| ALKT Alkami Technology, Inc. - Common Stock | $733,498 | 0.10% | 40,480 | $99,176 | |||
| IBDT | $729,725 | 0.10% | 28,900 | $-2,312 | |||
| JNJ Johnson & Johnson Common Stock | $694,121 | 0.10% | 2,733 | $85,201 | Up ×1 | ||
| BR Broadridge Financial Solutions, Inc. Common Stock | $675,248 | 0.09% | 4,926 | $581,678 | Up ×1 | ||
| DMLP Dorchester Minerals, L.P. - Common Units Representing Limited Partnership Interests | $671,777 | 0.09% | 26,605 | $-49,219 | |||
| PAYX Paychex, Inc. - Common Stock | $670,611 | 0.09% | 6,820 | $529,483 | Up ×1 | ||
| RSP | $656,609 | 0.09% | 3,086 | $64,343 | |||
| COST Costco Wholesale Corporation - Common Stock | $652,910 | 0.09% | 698 | $-75,107 | Down ×3 | ||
| SPYM | $639,415 | 0.09% | 7,276 | Up ×1 | |||
| SLV | $616,189 | 0.08% | 11,524 | $-169,057 | |||
| GLW Corning Incorporated Common Stock | $584,811 | 0.08% | 2,290 | $273,861 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $578,400 | 0.08% | 800 | $270,789 | Down ×1 | ||
| DFIC | $567,794 | 0.08% | 15,239 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $563,808 | 0.08% | 4,800 | $232,731 | Up ×1 | ||
| JPST | $555,262 | 0.08% | 10,980 | $25,932 | Up ×2 | ||
| ITM | $493,395 | 0.07% | 10,500 | $5,880 | |||
| DFAT | $487,130 | 0.07% | 6,969 | Up ×1 | |||
| Unknown issuer (CUSIP: 884903881) | $475,402 | 0.07% | 5,821 | Up ×1 | |||
| IBDS | $470,595 | 0.06% | 19,430 | $-389 | |||
| IBDR | $468,366 | 0.06% | 19,330 | $-194 | |||
| IBM International Business Machines Corporation Common Stock | $451,138 | 0.06% | 1,604 | $62,829 | Up ×2 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $438,135 | 0.06% | 7,778 | $17,414 | Up ×1 | ||
| QUAL | $423,128 | 0.06% | 1,928 | Up ×1 | |||
| IBDW | $416,800 | 0.06% | 20,000 | $-1,800 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHA | $4,321,582 | 0.59% | up ×6 |
| VOO | $2,260,904 | 0.31% | up ×6 |
| IGF | $1,422,296 | 0.20% | up ×3 |
| RWR | $1,225,784 | 0.17% | up ×5 |
| AGG | $1,097,986 | 0.15% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DRI | $1,118,017 | 5,427 | 0.15% |
| APD | $892,147 | 3,043 | 0.12% |
| DFUS | $857,733 | 10,468 | 0.12% |
| SPYM | $639,415 | 7,276 | 0.09% |
| DFIC | $567,794 | 15,239 | 0.08% |
| DFAT | $487,130 | 6,969 | 0.07% |
| Unknown issuer (CUSIP: 884903881) | $475,402 | 5,821 | 0.07% |
| QUAL | $423,128 | 1,928 | 0.06% |
| LSCC | $413,757 | 2,705 | 0.06% |
| JCPB | $377,137 | 8,034 | 0.05% |
| VWO | $366,866 | 6,146 | 0.05% |
| IUSG | $334,643 | 1,779 | 0.05% |
| SCHG | $275,323 | 8,136 | 0.04% |
| LRCX | $260,441 | 601 | 0.04% |
| AMD | $230,041 | 396 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Trimmed | -620 | +$25.3M |
| IVW | Bought more | +440 | +$8.7M |
| IJH | Trimmed | -64K | +$8.5M |
| FNDX | Trimmed | -7K | +$6.9M |
| GLD | Trimmed | -59 | -$4.6M |
| QQQ | Trimmed | -610 | +$4.2M |
| SCHM | Trimmed | -133 | +$1.9M |
| FNDF | Bought more | +9K | +$1.2M |
| SCHX | Trimmed | -4K | +$1.2M |
| IJR | Trimmed | -185 | +$1.1M |
12 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BACPRL | Dec. 31, 2025 | 1,828 | $2,339,840 | No longer tracked |
| UNH | March 31, 2025 | 2,591 | $1,310,684 | -25.1% |
| GEL | Dec. 31, 2025 | 73,923 | $1,235,254 | 3.7% |
| WSO | March 31, 2026 | 3,523 | $1,187,075 | -13.7% |
| ARKO | March 31, 2025 | 170,000 | $1,120,300 | 18.6% |
| DE | Dec. 31, 2025 | 2,413 | $1,103,277 | 29.3% |
| VCSH | March 31, 2026 | 13,486 | $1,075,239 | |
| DE | March 31, 2025 | 2,365 | $1,002,315 | 28.2% |
| MRK | March 31, 2026 | 9,399 | $990,372 | 25.0% |
| MMLP | March 31, 2025 | 271,369 | $974,215 | -35.3% |
| SPGI | March 31, 2025 | 1,848 | $920,360 | -15.4% |
| GLP | Dec. 31, 2025 | 18,800 | $902,400 | 21.0% |
| CNI | March 31, 2025 | 8,800 | $893,288 | 30.9% |
| ARKO | Dec. 31, 2025 | 195,000 | $891,150 | 3.2% |
| GLP | March 31, 2025 | 18,800 | $875,140 | -5.1% |
| AMT | March 31, 2026 | 4,975 | $874,631 | 2.7% |
| UNH | March 31, 2026 | 2,609 | $861,257 | 45.0% |
| MMLP | Dec. 31, 2025 | 271,369 | $830,390 | -10.7% |
| OIH | March 31, 2025 | 3,000 | $813,690 | No longer tracked |
| TRP | Dec. 31, 2025 | 14,577 | $793,751 | 15.0% |
| GEL | March 31, 2025 | 77,443 | $782,949 | 3.1% |
| OIH | Dec. 31, 2025 | 3,000 | $779,730 | No longer tracked |
| IP | June 30, 2026 | 20,929 | $747,166 | 7.9% |
| IBDT | Dec. 31, 2025 | 28,900 | $737,528 | No longer tracked |
| NGL | Dec. 31, 2025 | 113,000 | $678,000 | 71.0% |
| TXN | June 30, 2025 | 3,636 | $653,390 | 28.1% |
| SYY | March 31, 2025 | 7,479 | $571,845 | 12.2% |
| ADBE | Sept. 30, 2025 | 1,468 | $567,942 | -22.4% |
| TRI | June 30, 2026 | 5,930 | $533,582 | 30.7% |
| VGT | March 31, 2026 | 695 | $523,878 | No longer tracked |
| IBDQ | June 30, 2025 | 18,500 | $465,275 | No longer tracked |
| LEN | March 31, 2025 | 3,391 | $462,431 | -25.2% |
| LEN | Dec. 31, 2025 | 3,461 | $436,186 | -16.5% |
| NFLX | March 31, 2025 | 479 | $426,943 | -91.3% |
| NUW | Dec. 31, 2025 | 28,871 | $410,792 | -1.8% |
| CAPL | March 31, 2025 | 18,000 | $396,000 | -2.9% |
| NUW | March 31, 2025 | 28,871 | $392,069 | 2.3% |
| WES | March 31, 2025 | 10,144 | $389,834 | 20.2% |
| VUG | Dec. 31, 2025 | 802 | $384,762 | No longer tracked |
| CAPL | Dec. 31, 2025 | 18,000 | $378,540 | 15.8% |
| DINO | June 30, 2025 | 11,253 | $369,999 | 131.6% |
| IEV | Dec. 31, 2025 | 5,338 | $349,533 | No longer tracked |
| IBDU | Dec. 31, 2025 | 14,550 | $341,489 | No longer tracked |
| VBTX | Dec. 31, 2025 | 10,000 | $335,300 | No longer tracked |
| TRP | March 31, 2025 | 7,004 | $326,454 | 34.0% |
| BSM | March 31, 2025 | 22,350 | $326,310 | -3.7% |
| SUI | Dec. 31, 2025 | 2,436 | $314,294 | -1.2% |
| COP | Dec. 31, 2025 | 3,291 | $311,296 | 44.1% |
| SM | March 31, 2025 | 8,000 | $310,080 | 26.5% |
| FDX | March 31, 2025 | 1,084 | $306,443 | 33.5% |
| VNOMXXXX | Sept. 30, 2025 | 7,953 | $303,248 | No longer tracked |
| PEP | Dec. 31, 2025 | 2,118 | $297,452 | -0.9% |
| PG | Dec. 31, 2025 | 1,914 | $294,162 | 0.7% |
| BSM | Dec. 31, 2025 | 22,350 | $293,679 | 10.6% |
| CRWD | June 30, 2026 | 733 | $286,171 | 3.7% |
| DHR | June 30, 2025 | 1,385 | $284,035 | 8.6% |
| VUG | March 31, 2025 | 691 | $283,615 | No longer tracked |
| ACN | June 30, 2025 | 875 | $273,035 | -38.1% |
| STIP | March 31, 2026 | 2,639 | $270,208 | No longer tracked |
| NIM | Dec. 31, 2025 | 29,000 | $269,381 | 0.0% |
| CFB | March 31, 2025 | 17,314 | $262,308 | No longer tracked |
| FDX | Dec. 31, 2025 | 1,102 | $261,426 | 12.7% |
| LMT | March 31, 2025 | 532 | $258,521 | 30.6% |
| NIM | March 31, 2025 | 29,000 | $252,590 | -0.1% |
| TOI | June 30, 2026 | 81,362 | $249,782 | No longer tracked |
| BX | March 31, 2026 | 1,593 | $245,543 | 24.5% |
| LNG | Dec. 31, 2025 | 1,033 | $242,735 | 42.8% |
| CCI | Dec. 31, 2025 | 2,514 | $242,576 | -14.5% |
| LEO | Dec. 31, 2025 | 38,206 | $239,667 | -2.9% |
| LMT | Dec. 31, 2025 | 480 | $239,500 | 20.6% |
| VO | June 30, 2025 | 916 | $236,779 | No longer tracked |
| LEO | March 31, 2025 | 38,070 | $229,944 | 0.9% |
| ENLC | March 31, 2025 | 15,699 | $222,141 | No longer tracked |
| CSX | Dec. 31, 2025 | 6,181 | $219,488 | 40.2% |
| SHW | March 31, 2025 | 641 | $217,896 | -1.6% |
| SLF | March 31, 2025 | 3,599 | $213,540 | 38.2% |
| BA | March 31, 2025 | 1,194 | $211,338 | 28.6% |
| CMG | March 31, 2026 | 5,700 | $210,900 | 7.1% |
| AMAT | March 31, 2025 | 1,290 | $209,826 | 240.4% |
| AXP | Dec. 31, 2025 | 629 | $208,929 | -9.6% |
| PLTR | March 31, 2025 | 2,732 | $206,622 | 106.9% |
| TMO | March 31, 2025 | 393 | $204,514 | 24.5% |
| BNL | Sept. 30, 2025 | 12,360 | $201,963 | 18.1% |
| SM | Dec. 31, 2025 | 8,023 | $200,335 | 102.6% |
| NOC | Dec. 31, 2025 | 323 | $196,811 | 1.4% |
| SYK | Dec. 31, 2025 | 526 | $194,807 | -3.3% |
| ATEC | March 31, 2025 | 20,431 | $187,557 | -5.2% |
| TTI | Dec. 31, 2025 | 32,000 | $184,000 | -19.6% |
| GS | Dec. 31, 2025 | 217 | $172,431 | 15.7% |
| DSM | Dec. 31, 2025 | 29,000 | $172,347 | -5.2% |
| KRP | March 31, 2025 | 10,417 | $169,068 | 8.5% |
| DSM | March 31, 2025 | 29,000 | $168,490 | 1.4% |
| ATEC | Dec. 31, 2025 | 10,215 | $148,527 | -54.3% |
| IVDA | March 31, 2025 | 30,000 | $148,200 | -84.1% |
| KRP | Dec. 31, 2025 | 10,417 | $140,526 | 29.2% |
| TTI | March 31, 2025 | 32,000 | $114,560 | 124.1% |
| SUN | March 31, 2025 | 1,663 | $85,545 | 33.3% |
| NFLX | Dec. 31, 2025 | 34 | $40,764 | -13.9% |
| IVDA | Dec. 31, 2025 | 30,000 | $40,200 | -57.2% |
| DTM | Dec. 31, 2025 | 354 | $40,024 | 10.5% |
| CODI | June 30, 2025 | 1,981 | $36,986 | 85.0% |
| KNDI | Dec. 31, 2025 | 20,001 | $24,202 | -22.2% |
| KNDI | March 31, 2025 | 20,001 | $24,002 | -56.7% |
| MCD | June 30, 2026 | 74 | $22,999 | 0.2% |
| COP | March 31, 2025 | 219 | $21,719 | 28.4% |
| GTEC | Sept. 30, 2025 | 10,504 | $20,903 | -28.8% |
| LIN | June 30, 2026 | 42 | $20,822 | -6.1% |
| ITRM | June 30, 2025 | 16,000 | $19,680 | No longer tracked |
| FNF | June 30, 2026 | 376 | $17,438 | 0.9% |
| MPC | March 31, 2025 | 106 | $14,787 | 150.1% |
| ETN | March 31, 2025 | 39 | $12,943 | 53.3% |
| MPC | Dec. 31, 2025 | 65 | $12,529 | 124.1% |
| TRGP | June 30, 2025 | 49 | $9,824 | 73.8% |
| PLTR | March 31, 2026 | 46 | $8,177 | 19.4% |
| PH | March 31, 2025 | 11 | $6,997 | 67.7% |
| CSX | March 31, 2025 | 216 | $6,971 | 72.6% |