Lee, Kelleher & Klein Wealth Management
Lee, Kelleher & Klein Wealth Management reported 48 holdings worth US$194M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Lee, Kelleher & Klein Wealth Management reported 48 holdings worth US$194M as of Sep 30, 2026. Largest: Apple Inc, Chevron Corporation and Csx Corporation. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$194M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 1,635 | US$544K | 0.28% |
| Chevron Corporation | 2,033 | US$415K | 0.21% |
| Csx Corporation | 7,363 | US$342K | 0.18% |
| Microsoft Corp. | 642 | US$329K | 0.17% |
| Alphabet Inc (google) Class C | 844 | US$290K | 0.15% |
| Amazon.com, Inc. | 868 | US$216K | 0.11% |
| Jp Morgan Chase & Co. | 615 | US$203K | 0.10% |
| Brand Engagement Network Inc. | 17,003 | US$103K | 0.05% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |