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Dane Petty

@Lee Johnson Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$189.502MTotal holdings29
Assets growth rate-2.55%Assets growth rate (2-Q avg)-1.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lee Johnson Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Lee Johnson Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.502M in assets, with a quarterly growth rate of -2.55% and a 2-quarter average growth rate of -1.65%. The portfolio is managed by Dane Petty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
New Position
2.69%
$5.085M
46,007 shares@ $110.54 avg price
WMTWalmart Inc
Recent Activity
New Position
2.52%
$4.771M
52,801 shares@ $90.36 avg price
SQBlock Inc
Recent Activity
New Position
1.99%
$3.757M
44,209 shares@ $85.0 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.11%
$203,257
342 shares@ $594.32 avg price