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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
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
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.3%
$560,292
956 shares@ $586.08 avg price
FORForestar Group Inc
Recent Activity
0.25%
$460,521
17,767 shares@ $25.93 avg price
LMTLockheed Martin Corp
Recent Activity
0.23%
$424,226
873 shares@ $485.95 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 12.39%
0.19%
$358,169
2,976 shares@ $120.36 avg price
LOWLowes Cos Inc
Recent Activity
0.18%
$333,180
1,350 shares@ $246.8 avg price
BACBank America Corp
Recent Activity
0.17%
$306,991
6,985 shares@ $43.96 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.11%
$203,257
342 shares@ $594.32 avg price