Lee Johnson Capital Management, LLC Portfolio Holdings

Lee Johnson Capital Management, LLC

  • $188 Million
  • Q1 2025

Lee Johnson Capital Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Million distributed in 39 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 $60.6M, J P Morgan Exchange Traded Fd with a value of $17.6M, J P Morgan ETF Tr Nasdaq Equit with a value of $15.4M, Apple Inc. with a value of $6.43M, and Williams Companies, Inc. with a value of $5.04M.

Examining the 13F form we can see an increase of $3.3M in the current position value, from $184M to 188M.

Below you can find more details about Lee Johnson Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $100 Million
Technology: $28.9 Million
Financial Services: $15.4 Million
Consumer Cyclical: $8.58 Million
Healthcare: $8.01 Million
Industrials: $7.6 Million
Energy: $5.92 Million
Consumer Defensive: $4.8 Million
Other: $8.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $188 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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