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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
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
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 2.06%
1.91%
$3.601M
72,076 shares@ $49.97 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.69%
1.29%
$2.426M
22,554 shares@ $107.58 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 12.58%
0.76%
$1.432M
3,160 shares@ $453.28 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 12.39%
0.19%
$358,169
2,976 shares@ $120.36 avg price