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Home > Institutional Investor > Lee Johnson Capital Management, Llc > Profile

Instuitional Investor - Lee Johnson Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Lee Johnson Capital Management, Llc
Portfolio Value $66,069,722
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 794,563 $39,672,511 60.04%
2.
Berkshire Hathaway Inc
 BRK.A 34,877 $12,439,231 18.82%
3.
Apple Inc.
 AAPL 55,178 $10,623,397 16.07%
4.
Exxon Mobil Corp
 XOM 7,437 $743,592 1.12%
5.
Forestar Group Inc.
 FOR 17,767 $587,555 0.88%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)