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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
LDOSLeidos Holdings Inc
Recent Activity
Exited
0%
$4.366M
26,784 shares@ $163.0 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$4.334M
11,291 shares@ $383.83 avg price
LLYEli Lilly & Co
Recent Activity
Exited
0%
$3.445M
3,889 shares@ $885.95 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$2.345M
22,607 shares@ $103.72 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$1.337M
12,596 shares@ $106.13 avg price
JDJd.com Inc
Recent Activity
Exited
0%
$1.22M
30,498 shares@ $40.0 avg price
BIDUBaidu Inc
Recent Activity
Exited
0%
$1.167M
11,081 shares@ $105.29 avg price
FXIIshares Tr
Recent Activity
Exited
0%
$666,776
20,981 shares@ $31.78 avg price