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Lee Danner & Bass Inc.
Lee, Danner & Bass, Inc. is an independent Registered Investment Adviser (RIA) firm based in Nashville, Tennessee. Founded in 1987, the firm specializes in active investment management, personalized asset allocation, and tailored portfolio strategies for individuals, endowments, foundations, retirement accounts, and corporate clients. It is known for its highly personal approach to financial advisory and comprehensive wealth management, with expertise in publicly traded equities and debt. The firm serves a diverse client base and employs experienced professionals dedicated to helping clients reach their financial goals.
Investment Strategy
Lee, Danner & Bass, Inc. employs a personalized, active investment management approach, crafting customized portfolios that align with each client’s unique financial objectives. Their strategy places an emphasis on diversification using publicly traded equity and debt instruments tailored to goals such as wealth growth, retirement planning, endowment management, and financial security. The firm eschews standard, packaged portfolios in favor of direct, relationship-driven asset allocation, seeking to empower clients with resilient, long-term investment solutions that adapt to market dynamics.
Latest 13F Filing Activity
Lee Danner & Bass Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 222 equity positions with a total 13F market value of $1B. The fund increased holdings in Hca Healthcare Inc. Com, Microsoft Corp. Com, Goldman Sachs Group Inc. Com among other positions. Lee Danner & Bass Inc. reduced exposure to Berkshire Hathaway Inc. Del CL B New, Apple Inc. Com, Accenture PLC Ireland SHS Class A among others.
Top Holdings
Equity Positions (222)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HCA | HCA HEALTHCARE INC COM | 11.83% | $152.1M | 396,896 | $315.12 | $383.10 | +$13.7M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 10.81% | $138.9M | 286,007 | $405.19 | $485.77 | -$14.7M | |
M MSFT | MICROSOFT CORP COM | 3.73% | $47.9M | 96,327 | $456.59 | $497.41 | +$11.5M |
A AAPL | APPLE INC COM | 3.71% | $47.7M | 232,422 | $216.75 | $205.17 | -$6.2M |
G GOOG | ALPHABET INC CAP STK CL C | 2.90% | $37.3M | 210,035 | $184.33 | $177.39 | +$4.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Nashville, TN , United States |
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