Lee, Kelleher & Klein Wealth Management
Lee, Kelleher & Klein Wealth Management reported 49 holdings worth US$191M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Lee, Kelleher & Klein Wealth Management reported 49 holdings worth US$191M as of Jun 30, 2026. Largest: Apple Inc, Csx Corporation and Chevron Corporation. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$191M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 1,638 | US$474K | 0.25% |
| Csx Corporation | 7,363 | US$350K | 0.18% |
| Chevron Corporation | 2,033 | US$337K | 0.18% |
| Alphabet Inc (google) Class C | 844 | US$302K | 0.16% |
| Brand Engagement Network Inc. | 17,003 | US$291K | 0.15% |
| Microsoft Corp. | 642 | US$239K | 0.13% |
| Caterpillar, Inc. | 209 | US$223K | 0.12% |
| Amazon.com, Inc. | 868 | US$207K | 0.11% |
| Jp Morgan Chase & Co. | 615 | US$201K | 0.11% |