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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
WMBWilliams Cos Inc
Recent Activity
Increased 1.79%
2.61%
$4.939M
91,257 shares@ $54.13 avg price
AXPAmerican Express Co
Recent Activity
Increased 1.98%
2.53%
$4.788M
16,132 shares@ $296.79 avg price
WMTWalmart Inc
Recent Activity
New Position
2.52%
$4.771M
52,801 shares@ $90.36 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 2.73%
2.5%
$4.722M
13,801 shares@ $342.16 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.16%
2.48%
$4.682M
24,735 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.64%
2.44%
$4.609M
19,228 shares@ $239.72 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 1.85%
2.3%
$4.347M
8,329 shares@ $521.97 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.61%
2.26%
$4.276M
10,144 shares@ $421.52 avg price
SQBlock Inc
Recent Activity
New Position
1.99%
$3.757M
44,209 shares@ $85.0 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 2.06%
1.91%
$3.601M
72,076 shares@ $49.97 avg price