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Size ($ in 1000's)
At 03/31/2024: $192,420
At 12/31/2023: $66,070
Lee Johnson Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lee Johnson Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Lee Johnson Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Lee Johnson Capital Management LLC.
In the Lee Johnson Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lee Johnson Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Lee Johnson Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (SGOV) |
951,894 |
+951,894 |
$95,865 | | SGOV | 951,894 | +951,894 | $95,865 |  BERKSHIRE HATHAWAY INC DEL |
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$19,438 | | BRK.B | 46,223 | +11,346 | $19,438 | | ISHARES TR (IWM) |
79,675 |
+79,675 |
$16,756 | | IWM | 79,675 | +79,675 | $16,756 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
264,667 |
-529,896 |
$14,356 | | JEPQ | 264,667 | -529,896 | $14,356 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
142,697 |
+142,697 |
$8,047 | | CIBR | 142,697 | +142,697 | $8,047 | | RTX CORPORATION |
77,246 |
+77,246 |
$7,534 | | RTX | 77,246 | +77,246 | $7,534 | | ISHARES TR (EEM) |
181,678 |
+181,678 |
$7,463 | | EEM | 181,678 | +181,678 | $7,463 | | VALARIS LTD |
97,726 |
+97,726 |
$7,355 | | VAL | 97,726 | +97,726 | $7,355 | | ABRDN ETFS (BCD) |
134,421 |
+134,421 |
$4,241 | | BCD | 134,421 | +134,421 | $4,241 | | ISHARES TR (SOXX) |
14,276 |
+14,276 |
$3,225 | | SOXX | 14,276 | +14,276 | $3,225 | | PELOTON INTERACTIVE INC |
662,113 |
+662,113 |
$2,837 | | PTON | 662,113 | +662,113 | $2,837 | | APPLE INC |
8,722 |
-46,456 |
$1,496 | | AAPL | 8,722 | -46,456 | $1,496 | | EXXON MOBIL CORP |
7,451 |
+14 |
$866 | | XOM | 7,451 | +14 | $866 | | FORESTAR GROUP INC |
17,767 |
UNCH |
$714 | | FOR | 17,767 | UNCH | $714 | | LOCKHEED MARTIN CORP |
908 |
+72 |
$413 | | LMT | 908 | +72 | $413 | | LOWES COS INC |
1,350 |
-100 |
$344 | | LOW | 1,350 | -100 | $344 | | AMAZON COM INC |
1,885 |
-20 |
$340 | | AMZN | 1,885 | -20 | $340 | | MICROSOFT CORP |
777 |
-4 |
$327 | | MSFT | 777 | -4 | $327 | | NVIDIA CORPORATION |
327 |
-146 |
$295 | | NVDA | 327 | -146 | $295 | | BANK AMERICA CORP |
6,985 |
UNCH |
$265 | | BAC | 6,985 | UNCH | $265 |
See Full List: All Stocks Held By Lee Johnson Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lee Johnson Capital Management LLC
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