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CIK: 0001674836
Total reported value
$319.8M
$319.8M
21 檔
48.3%
During the Q1 2024 filing period, Lee Johnson Capital Management, LLC (CIK: 0001674836) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $319.8M across 21 reported positions.
During Q1 2024, Lee Johnson Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 49.82% | +8.58% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.10% | -0.29% | +32.53% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.71% | -1.55% | — | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 7.46% | +0.73% | -66.69% | |
| 5 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.18% | — | — | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.92% | -1.51% | EXIT | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.88% | — | — | |
| 8 | VAL | Valaris Limited | Stock-Energy | 3.82% | — | — | |
| 9 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.20% | — | — | |
| 10 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.68% | +0.37% | — | |
| 11 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 1.47% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.15% | -84.19% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.14% | +0.19% | |
| 14 | FOR | Forestar Group Inc | Stock-Other | 0.37% | — | — | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.21% | -0.08% | +8.61% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.02% | -6.90% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.01% | -1.05% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | -0.51% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.30% | -30.87% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.14% | +0.01% | — | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, Lee Johnson Capital Management, LLC reported a total U.S. public equity portfolio value of $319.8M across 21 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, BRK-B, IWM) accounted for 48.3% of total reported equity market value during Q1 2024.
During Q1 2024, Lee Johnson Capital Management, LLC's top holdings by market value included SGOV (49.8%)、BRK-B (10.1%)、IWM (8.7%). The largest single position, SGOV, represented 49.8% of total portfolio value.
In Q1 2024, Lee Johnson Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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