Lee Johnson Capital Management as of Dec. 31, 2023
Portfolio Holdings for Lee Johnson Capital Management
Lee Johnson Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 60.0 | $40M | 795k | 49.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 18.8 | $12M | 35k | 356.66 | |
| Apple (AAPL) | 16.1 | $11M | 55k | 192.53 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $744k | 7.4k | 99.99 | |
| Forestar Group (FOR) | 0.9 | $588k | 18k | 33.07 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $379k | 836.00 | 453.24 | |
| Lowe's Companies (LOW) | 0.5 | $323k | 1.5k | 222.55 | |
| Microsoft Corporation (MSFT) | 0.4 | $294k | 781.00 | 376.22 | |
| Amazon (AMZN) | 0.4 | $289k | 1.9k | 151.94 | |
| Philip Morris International (PM) | 0.4 | $249k | 2.6k | 94.08 | |
| Bank of America Corporation (BAC) | 0.4 | $235k | 7.0k | 33.67 | |
| NVIDIA Corporation (NVDA) | 0.4 | $234k | 473.00 | 495.22 |
