LEE JOHNSON CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001674836 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $112,098 (100.0% shares, 0.0% debt)

Holdings (53)

PROSHARES TR 10.7%
Value ($000) $11,947 Shares 847,916 Est. Cost $14.09 Unrealized
AAPL APPLE INC 8.0%
Value ($000) $8,932 Shares 51,157 Est. Cost $155.91 Unrealized +5.7%
XOP SPDR SER TR 5.3%
Value ($000) $5,977 Shares 44,423 Est. Cost $95.87 Unrealized
OIH VANECK ETF TRUST 5.3%
Value ($000) $5,965 Shares 21,113 Est. Cost $275.62 Unrealized
XLE SELECT SECTOR SPDR TR 4.6%
Value ($000) $5,184 Shares 67,815 Est. Cost $55.50 Unrealized
F FORD MTR CO DEL 3.5%
Value ($000) $3,868 Shares 228,702 Est. Cost $14.26 Unrealized +2.0%
MSFT MICROSOFT CORP 3.2%
Value ($000) $3,635 Shares 11,788 Est. Cost $310.65 Unrealized -6.2%
NVDA NVIDIA CORPORATION 3.1%
Value ($000) $3,509 Shares 12,861 Est. Cost $27.46 Unrealized -8.8%
AMZN AMAZON COM INC 3.0%
Value ($000) $3,365 Shares 1,032 Est. Cost $171.15 Unrealized -9.7%
ASML ASML HOLDING N V 2.5%
Value ($000) $2,764 Shares 4,139 Est. Cost $793.13 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $2,623 Shares 964 Est. Cost $142.94 Unrealized -5.7%
XLK SELECT SECTOR SPDR TR 2.2%
Value ($000) $2,450 Shares 15,416 Est. Cost $170.38 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 2.1%
Value ($000) $2,377 Shares 38,716 Est. Cost $63.04 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $2,376 Shares 28,766 Est. Cost $53.90 Unrealized +25.9%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $2,284 Shares 14,024 Est. Cost $96.10 Unrealized +27.7%
ISRG INTUITIVE SURGICAL INC 1.9%
Value ($000) $2,180 Shares 7,223 Est. Cost $326.02 Unrealized -10.4%
NEM NEWMONT CORP 1.9%
Value ($000) $2,164 Shares 27,243 Est. Cost $49.84 Unrealized +20.5%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $2,064 Shares 6,193 Est. Cost $345.31 Unrealized -7.4%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $2,037 Shares 3,537 Est. Cost $488.10 Unrealized +2.6%
VLO VALERO ENERGY CORP 1.7%
Value ($000) $1,918 Shares 18,885 Est. Cost $68.76 Unrealized +11.9%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $1,888 Shares 5,283 Est. Cost $341.19 Unrealized +3.1%
DOW DOW INC 1.7%
Value ($000) $1,886 Shares 29,597 Est. Cost $45.09 Unrealized +7.0%
MFC MANULIFE FINL CORP 1.7%
Value ($000) $1,864 Shares 87,305 Est. Cost $19.36 Unrealized +5.9%
AMD ADVANCED MICRO DEVICES INC 1.6%
Value ($000) $1,808 Shares 16,534 Est. Cost $133.83 Unrealized -10.8%
CSCO CISCO SYS INC 1.5%
Value ($000) $1,700 Shares 30,496 Est. Cost $50.43 Unrealized -0.3%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $1,662 Shares 3,765 Est. Cost $308.96 Unrealized +18.2%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $1,641 Shares 12,035 Est. Cost $142.58 Unrealized -6.3%
ABBV ABBVIE INC 1.4%
Value ($000) $1,551 Shares 9,567 Est. Cost $102.33 Unrealized +23.5%
SLV ISHARES SILVER TR 1.3%
Value ($000) $1,513 Shares 66,146 Est. Cost $22.87 Unrealized
TSLA TESLA INC 1.3%
Value ($000) $1,489 Shares 1,382 Est. Cost $311.47 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 1.3%
Value ($000) $1,417 Shares 6,240 Est. Cost $186.36 Unrealized 0.0%
PEP PEPSICO INC 1.1%
Value ($000) $1,264 Shares 7,551 Est. Cost $143.72 Unrealized +3.3%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $1,245 Shares 17,047 Est. Cost $49.23 Unrealized +15.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,139 Shares 22,355 Est. Cost $40.41 Unrealized +2.7%
XLY SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,092 Shares 5,900 Est. Cost $202.99 Unrealized
IP INTERNATIONAL PAPER CO 1.0%
Value ($000) $1,088 Shares 23,575 Est. Cost $40.98 Unrealized -5.7%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $1,045 Shares 11,577 Est. Cost $57.39 Unrealized +21.3%
CMI CUMMINS INC 0.9%
Value ($000) $1,030 Shares 5,022 Est. Cost $205.68 Unrealized -4.4%
AVGO BROADCOM INC 0.9%
Value ($000) $976 Shares 1,550 Est. Cost $51.87 Unrealized +6.2%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $919 Shares 6,708 Est. Cost $137.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $892 Shares 23,287 Est. Cost $39.04 Unrealized
KEY KEYCORP 0.7%
Value ($000) $783 Shares 34,993 Est. Cost $18.85 Unrealized +7.7%
INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $683 Shares 27,881 Est. Cost $25.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $651 Shares 28,416 Est. Cost $23.22 Unrealized
BAC BK OF AMERICA CORP 0.5%
Value ($000) $612 Shares 14,844 Est. Cost $41.02 Unrealized -0.5%
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $581 Shares 11,555 Est. Cost $50.49 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $523 Shares 5,076 Est. Cost $105.68 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $404 Shares 1,776 Est. Cost $241.30 Unrealized
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $372 Shares 8,278 Est. Cost $45.56 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $293 Shares 1,450 Est. Cost $219.81 Unrealized -2.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $249 Shares 2,648 Est. Cost $76.31 Unrealized +8.5%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $202 Shares 2,287 Est. Cost $88.33 Unrealized
REALNETWORKS INC 0.0%
Value ($000) $17 Shares 30,000 Est. Cost $1.00 Unrealized