Lee Johnson Capital Management, LLC Portfolio Holdings
Lee Johnson Capital Management, LLC
- $164 Million
- Q2 2024
Lee Johnson Capital Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $83.9M, Ishares Msci Acwi ETF with a value of $38.3M, Berkshire Hathaway Inc Class B with a value of $19.7M, Global X Uranium ETF with a value of $10.7M, and Ishares Msci Emerging Markets with a value of $5.62M.
Examining the 13F form we can see an decrease of $28.6M in the current position value, from $192M to 164M.
Below you can find more details about Lee Johnson Capital Management, LLC portfolio as well as his latest detailed transactions.