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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LEE DANNER & BASS INC

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0000939219-23-000002

Total Value
$1.1M
Positions
198
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (198)

#IssuerTicker / CUSIPSharesValue% of Filing
1HCA Healthcare, Inc.HCA437,975$105,0969.91%
2Berkshire Hathaway 'B'BRK-A333,744$103,0949.73%
3Fairfax Financial HldFRFFF115,176$68,1796.43%
4Apple Inc.AAPL336,315$43,6974.12%
5Accenture LtdACN118,547$31,6332.98%
6Microsoft Corp.MSFT107,088$25,6822.42%
7Lowes Companies54866110795,137$18,9551.79%
8Johnson & JohnsonJNJ107,291$18,9531.79%
9Alphabet Inc. Class CGOOG189,540$16,8181.59%
10Mondelez Int'l Inc609207105241,420$16,0911.52%
11Procter & Gamble Co.742718109103,344$15,6631.48%
12Pinnacle Financial PartnersPNFP-PA206,182$15,1341.43%
13Amazon.comAMZN172,445$14,4851.37%
14Goldman Sachs GroupGSCE41,895$14,3861.36%
15Exxon Mobil Corp.XOM125,683$13,8631.31%
16United Rentals, Inc.URI38,694$13,7531.30%
17Caterpillar Inc.CAT57,185$13,6991.29%
18Visa IncV60,910$12,6551.19%
19Home Depot Inc.HD37,314$11,7861.11%
20Loews Corp.L197,950$11,5461.09%
21Merck & Company Inc.MRK102,853$11,4121.08%
22Walt Disney Co.254687106129,253$11,2291.06%
23Wal-Mart Stores Inc.WMT76,690$10,8741.03%
24Raytheon Technologies Corp.RTX106,975$10,7961.02%
25Medtronic PLCMDT136,524$10,6111.00%
26Halliburton Inc.HAL260,565$10,2530.97%
27FedEx Corp.FDX57,438$9,9480.94%
28FiservFISV96,843$9,7880.92%
29United Parcel Svc. Cl BUPS54,514$9,4770.89%
30Pfizer Inc.PFE176,512$9,0440.85%
31Republic Services Inc.76075910069,881$9,0140.85%
32CVS Health Corp.CVS95,221$8,8740.84%
33CoreCivic, Inc.CXW689,099$7,9660.75%
34Amgen Inc.AMGN28,898$7,5900.72%
35Sysco Corp.SYY99,141$7,5790.71%
36Agnico Eagle MinesAEM144,919$7,5340.71%
37ViaSat IncVSAT233,000$7,3740.70%
38SPDR Gold TrustGLD42,354$7,1850.68%
39Honeywell Intl.43851610630,656$6,5700.62%
40Cisco Systems Inc.CSCO136,277$6,4920.61%
41BladexP16994132384,322$6,2260.59%
42Philip Morris Intl71817210958,003$5,8700.55%
43NOV Inc.NOV279,000$5,8280.55%
44Coca Cola Co.KO88,979$5,6600.53%
45Brookfield Corp.11271J107173,252$5,4510.51%
46Bristol Myers SquibbCELG-RI75,240$5,4140.51%
47Schlumberger Ltd.SLB100,973$5,3980.51%
48M&T Bank Corp.MTB-PK36,895$5,3520.50%
49TEGNA, Inc.87901j105251,095$5,3210.50%
50White Mountain InsG9618E1073,683$5,2090.49%
51Equity Commonwealth294628102208,000$5,1940.49%
52BankAmerica Corp.060505104156,746$5,1910.49%
53Chevron Corp.CVX28,818$5,1730.49%
54Intel Corp.INTC191,851$5,0710.48%
55Regions Financial Corp.RF-PF233,768$5,0400.48%
56Zoetis, Inc.ZTS34,213$5,0140.47%
57Boeing Co.BA-PA26,262$5,0030.47%
58McDonalds Corp.MCD18,198$4,7960.45%
59Comcast Corp. - Class ACCZ136,787$4,7830.45%
60DXC Technology Co.DXC178,946$4,7420.45%
61National Health Invstrs63633d10489,140$4,6550.44%
62Jefferies Financial Grp47233W109134,740$4,6190.44%
63ADT, Inc.ADT504,928$4,5800.43%
64Starbucks Corp.SBUX45,051$4,4690.42%
65OracleORCL-PD49,940$4,0820.39%
66OverstockBBBY-WT209,317$4,0520.38%
67Abbott LaboratoriesABLZF35,432$3,8900.37%
68J. P. Morgan Chase & Co. Inc.VYLD26,827$3,5980.34%
69StrykerSYK14,041$3,4330.32%
70iShares S&P SmallCap 600 Index46428780435,968$3,4040.32%
71Brookfield Asset Mgmt113004105114,750$3,2900.31%
72BP PLCBPPFF92,124$3,2180.30%
73PINK Simplify Health Care ETF82889N772120,868$3,2150.30%
74Lumen TechnologiesLUMN611,775$3,1930.30%
75Geo Group IncGEO287,000$3,1430.30%
76Graham Holdings CoGHM5,100$3,0810.29%
77Meta Platforms, Inc.META25,025$3,0120.28%
78AbbVie, Inc.ABBV18,486$2,9880.28%
79PepsiCo Inc.PEP16,519$2,9840.28%
80Wells Fargo & Co.94974610169,774$2,8810.27%
81Vanguard Emerging Markets ETF92204285873,054$2,8480.27%
82Truist Financial Corp.89832Q10964,482$2,7750.26%
83Carrier Global Corp.CARR63,854$2,6340.25%
84Alphabet Inc. Class AGOOG29,798$2,6290.25%
85Constellation Brands Inc. ClasSTZ10,705$2,4810.23%
86Henry Schein, Inc.HSIC30,330$2,4220.23%
87Travelers Inc.TRV12,852$2,4100.23%
88Delta Airlines Inc.DAL72,817$2,3930.23%
89Cable One IncCABO3,280$2,3350.22%
90O-I Glass, Inc.OI140,515$2,3280.22%
91US BancorpUSB-PS52,176$2,2750.21%
92Healthpeak Properties Inc.DOC90,220$2,2620.21%
93VanEck Vectors Oil Services ET92189h6077,425$2,2580.21%
94NikeNKE19,225$2,2490.21%
95Diageo PLCDGEAF12,370$2,2040.21%
96Southwest Airlines Co.84474110864,096$2,1580.20%
97Verizon Comm.VZ54,556$2,1500.20%
98Duke Energy Corp.DUKB20,709$2,1330.20%
99Cleveland CliffsCLF132,000$2,1270.20%
100International Business MachineINTR15,074$2,1240.20%
101iShares MSCI Emerging Markets46428723451,920$1,9680.19%
102Hewlett Packard EntHPE-PC119,784$1,9120.18%
103Kraft Heinz CompanyKHC46,769$1,9040.18%
104PayPal Holdings Inc.PYPL25,875$1,8430.17%
105AT&T, Inc.T-PC99,660$1,8350.17%
106Nvidia CorpNVDA11,560$1,6890.16%
107S & P 500 Index Depository RecSPY4,402$1,6830.16%
108Select Basic Materials Sector81369y10020,051$1,5580.15%
109Tapestry, Inc.TPR40,428$1,5390.15%
110Altria Group, Inc.MO33,659$1,5390.15%
111Brookdale Sr Living Inc112463104561,585$1,5330.14%
112Vulcan Materials9291601098,342$1,4610.14%
113Dominion Energy Inc.D23,092$1,4160.13%
114iShares Russell Value Index4642875989,155$1,3880.13%
115SPDR S&P 500 Value ETF78464A50834,900$1,3570.13%
1163M CompanyMMM11,277$1,3520.13%
117iShares TR Russell 1000 Growth4642876146,088$1,3040.12%
118General Mills Inc.37033410414,315$1,2000.11%
119APA CorporationAPA25,125$1,1730.11%
120Phillips 66PSX10,751$1,1190.11%
121Otis Worldwide Corp.OTIS14,070$1,1020.10%
122Shell PLCRYDAF19,230$1,0950.10%
123American Express Co.AXP7,211$1,0650.10%
124SPDR S&P Dividend ETF78464a7638,495$1,0630.10%
125TJX Companies, Inc.87254010913,198$1,0510.10%
126SPDR Utilities Select81369Y88614,325$1,0100.10%
127KKR & Co., Inc. Cl AKKRT21,700$1,0070.09%
128AllState Corp.ALL-PJ7,405$1,0040.09%
129Tejon Ranch Co.TRC52,000$9800.09%
130Danaher Corp.2358511023,614$9590.09%
131iShares MSCI EAFE Index Fund46428746514,559$9560.09%
132Penn National GamingPENN32,089$9530.09%
133Berkshire Hathaway 'A'BRK-A2$9370.09%
134iShares MSCI Pacific Rim46428666521,323$9120.09%
135L3Harris Technologies, IncLHX4,292$8940.08%
136Target CorporationTGT5,970$8900.08%
137Norfolk Southern Corp.6558441083,538$8720.08%
138Iron Mountain, Inc.46284V10116,923$8440.08%
139Vanguard Large-Cap Exchanged T9229086374,586$7990.08%
140iShares Russell 1000 Index ETF4642876223,685$7760.07%
141NextEra Energy, Inc.NEE-PW9,104$7610.07%
142American Int'l Group02687478411,675$7380.07%
143Novartis AGNVSEF8,013$7270.07%
144ConocoPhillipsCOP6,091$7190.07%
145Vanguard Small-Cap VIPERs9229087513,815$7000.07%
146Darden Restaurants, Inc.DRI4,889$6760.06%
147Tractor Supply CoTSCO2,745$6180.06%
148iShares Core S&P MidCap ETF4642875072,385$5770.05%
149Owens CorningOC6,623$5650.05%
150Vanguard Mid-Cap Exchange Trad9229086292,741$5590.05%
151Morgan StanleyMS-PQ6,475$5510.05%
152Roche Holdings77119510413,368$5250.05%
153AutoZoneAZO208$5130.05%
154iShares Russell Mid-Cap Index4642874997,170$4840.05%
155Zimmer Biomet Holdings, Inc.ZBH3,781$4820.05%
156iShares DJ Select Dividend Ind4642871683,720$4490.04%
157Edwards Lifesciences CorpEW5,845$4360.04%
158TE Connectivity LtdTEL3,546$4070.04%
159CIGNA Corp.1255231001,220$4040.04%
160Marathon Petroleum Corp.MPC3,314$3860.04%
161UnitedHealth GroupUNH709$3760.04%
162Southern Co.SOMN5,220$3730.04%
163Fox Corp. Cl AFOX12,233$3720.04%
164Adams Diversified Equity Fund,00621210425,000$3630.03%
165MasterCard Inc.MA987$3430.03%
166Northrop GrummanNOC629$3430.03%
167Toyota Motor Corp.TOYOF2,500$3410.03%
168Teledyne Technologies Inc.TDY847$3390.03%
169HealthStream Inc.HSTM13,600$3380.03%
170American Airlines Grp02376R10226,532$3370.03%
171Valero Energy Corp.VLO2,537$3220.03%
172Vanguard Small-Cap Growth ETF9229085951,591$3190.03%
173Tesla, Inc.TSLA2,574$3170.03%
174Costco Wholesale22160K105686$3130.03%
175Truxton Corp.89845y1074,880$3130.03%
176Vanguard Index Total Stock Fun9229087691,627$3110.03%
177Warner Bros. DiscoveryWBD31,725$3010.03%
178Russell 2000 Index Fund4642876551,682$2930.03%
179iShares S&P 500 Core Index ETF464287200758$2910.03%
180Nestle SA Sponsored Reg6410694062,478$2870.03%
181Vanguard REIT ETF9229085533,331$2750.03%
182Applied Materials Inc.0382221052,743$2670.03%
183General Electric Co.3696043013,041$2550.02%
184Pan American Silver69790010815,000$2450.02%
185Prologis Inc.PLDGP2,102$2370.02%
186Vanguard Dividend Appreciation9219088441,510$2290.02%
187Organon & Co.OGN7,767$2170.02%
188SunCoke EnergySXC25,000$2160.02%
189Johnson Controls InternationalJCI3,308$2120.02%
190Alamos Gold Cl AAGI20,000$2020.02%
191Union Pacific Corp.UNP970$2010.02%
192Viatris, Inc.VTRS10,002$1110.01%
193Kinross Gold CorpKGCRF21,466$880.01%
194Northwest Biotherapeutics, IncNWBO20,000$160.00%
195Oncocyte Corporation68235c10727,763$90.00%
196Provectus BiophamaceuticalsPVCT50,000$50.00%
197Provision Holding, Inc. Com744121104221,450$00.00%
198Energold Drilling Corp29268a10310,000$00.00%