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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

Institutional Manager · CIK 0000939219

LEE DANNER & BASS INC

NASHVILLE, TN · File #028-04806

Latest AUM
$1.40B
Positions
234
Top-10 Concentration
57.4%
Filings
11

Sector Allocation

Healthcare
18.8%$262.9M
Technology
13.7%$190.5M
Industrials
10.1%$141.6M
Financials
3.6%$50.2M
Energy
3.3%$46.1M
Materials
1.7%$24.4M
Real Estate
0.5%$6.4M
Utilities
0.1%$1.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HCA HEALTHCARE INCHCA387,876$181.1M16.51%
2BERKSHIRE HATHAWAY INC. CLASS BBRK-A264,763$133.1M12.13%
3ALPHABET INC. CLASS CGOOG203,185$63.8M5.81%
4APPLE INC.AAPL220,705$60.0M5.47%
5MICROSOFT CORPORATIONMSFT95,316$46.1M4.20%
6AMAZON.COM, INC.AMZN155,346$35.9M3.27%
7GOLDMAN SACHS GROUP, INC.GSCE35,122$30.9M2.81%
8ACCENTURE PLC CLASS AACN103,579$27.8M2.53%
9UNITED RENTALS, INC.URI32,425$26.2M2.39%
10RTX CORPORATIONRTX136,216$25.0M2.28%
11VISA INC. CLASS AV64,141$22.5M2.05%
12JOHNSON & JOHNSONJNJ103,409$21.4M1.95%
13CATERPILLAR INC.CAT36,370$20.8M1.90%
14PINNACLE FINANCIAL PARTNERS, INC.72348N109211,897$20.2M1.84%
15AGNICO EAGLE MINES LIMITEDAEM115,788$19.6M1.79%
16EXXON MOBIL CORPORATIONXOM150,831$18.2M1.65%
17FEDEX CORPORATIONFDX59,460$17.2M1.57%
18LOWE'S COMPANIES, INC.54866110770,653$17.0M1.55%
19LOEWS CORPORATIONL142,458$15.0M1.37%
20META PLATFORMS INC CLASS AMETA21,933$14.5M1.32%