Lee Johnson Capital Management

Latest statistics and disclosures from Lee Johnson Capital Management's latest quarterly 13F-HR filing:

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Positions held by Lee Johnson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lee Johnson Capital Management

Lee Johnson Capital Management holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI) 28.8 $15M NEW 284k 54.49
Apple (AAPL) 13.4 $7.2M -5% 55k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.3 $3.9M NEW 13k 308.90
NVIDIA Corporation (NVDA) 6.6 $3.5M -8% 24k 146.14
Exxon Mobil Corporation (XOM) 5.5 $3.0M 27k 110.30
Chevron Corporation (CVX) 5.0 $2.7M +2% 15k 179.49
Valero Energy Corporation (VLO) 4.8 $2.6M +2% 20k 126.86
Lockheed Martin Corporation (LMT) 3.8 $2.1M 4.2k 486.49
Abbvie (ABBV) 3.3 $1.8M +4% 11k 161.61
Costco Wholesale Corporation (COST) 3.3 $1.8M 3.9k 456.50
Pepsi (PEP) 3.0 $1.6M +5% 8.8k 180.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $1.6M NEW 12k 135.85
Bristol Myers Squibb (BMY) 2.5 $1.3M 18k 71.95
Select Sector Spdr Tr Technology (XLK) 2.0 $1.1M -52% 8.6k 124.44

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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.3 $715k -19% 9.6k 74.55
Select Sector Spdr Tr Energy (XLE) 1.0 $541k NEW 6.2k 87.47
Bank of America Corporation (BAC) 0.9 $457k -2% 14k 33.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $454k +28% 2.4k 191.19
Microsoft Corporation (MSFT) 0.8 $430k -90% 1.8k 239.85
Amazon (AMZN) 0.6 $296k -90% 3.5k 84.00
Lowe's Companies (LOW) 0.5 $289k 1.5k 199.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $271k +3% 3.8k 70.50
Philip Morris International (PM) 0.5 $268k 2.6k 101.21
Select Sector Spdr Tr Financial (XLF) 0.5 $251k 7.3k 34.20
Ford Motor Company (F) 0.4 $227k NEW 20k 11.63

Past Filings by Lee Johnson Capital Management

SEC 13F filings are viewable for Lee Johnson Capital Management going back to 2021