LEE JOHNSON CAPITAL MANAGEMENT, LLC Diversified Active

Location: Fort Worth, TX

CIK: 0001674836 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

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

Holdings (53)

PROSHARES TR 10.7%
Value $11.95M Shares 847,916 Est. Cost $14.09 Unrealized
AAPL APPLE INC 8.0%
Value $8.932M Shares 51,157 Est. Cost $155.91 Unrealized +5.7%
XOP SPDR SER TR 5.3%
Value $5.977M Shares 44,423 Est. Cost $95.87 Unrealized
OIH VANECK ETF TRUST 5.3%
Value $5.965M Shares 21,113 Est. Cost $275.62 Unrealized
XLE SELECT SECTOR SPDR TR 4.6%
Value $5.184M Shares 67,815 Est. Cost $55.50 Unrealized
F FORD MTR CO DEL 3.5%
Value $3.868M Shares 228,702 Est. Cost $14.26 Unrealized +2.0%
MSFT MICROSOFT CORP 3.2%
Value $3.635M Shares 11,788 Est. Cost $310.65 Unrealized -6.2%
NVDA NVIDIA CORPORATION 3.1%
Value $3.509M Shares 12,861 Est. Cost $27.46 Unrealized -8.8%
AMZN AMAZON COM INC 3.0%
Value $3.365M Shares 1,032 Est. Cost $171.15 Unrealized -9.7%
ASML ASML HOLDING N V 2.5%
Value $2.764M Shares 4,139 Est. Cost $793.13 Unrealized
GOOGL ALPHABET INC 2.3%
Value $2.623M Shares 964 Est. Cost $142.94 Unrealized -5.7%
XLK SELECT SECTOR SPDR TR 2.2%
Value $2.45M Shares 15,416 Est. Cost $170.38 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 2.1%
Value $2.377M Shares 38,716 Est. Cost $63.04 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value $2.376M Shares 28,766 Est. Cost $53.90 Unrealized +25.9%
CVX CHEVRON CORP NEW 2.0%
Value $2.284M Shares 14,024 Est. Cost $96.10 Unrealized +27.7%
ISRG INTUITIVE SURGICAL INC 1.9%
Value $2.18M Shares 7,223 Est. Cost $326.02 Unrealized -10.4%
NEM NEWMONT CORP 1.9%
Value $2.164M Shares 27,243 Est. Cost $49.84 Unrealized +20.5%
GS GOLDMAN SACHS GROUP INC 1.8%
Value $2.064M Shares 6,193 Est. Cost $345.31 Unrealized -7.4%
COST COSTCO WHSL CORP NEW 1.8%
Value $2.037M Shares 3,537 Est. Cost $488.10 Unrealized +2.6%
VLO VALERO ENERGY CORP 1.7%
Value $1.918M Shares 18,885 Est. Cost $68.76 Unrealized +11.9%
MA MASTERCARD INCORPORATED 1.7%
Value $1.888M Shares 5,283 Est. Cost $341.19 Unrealized +3.1%
DOW DOW INC 1.7%
Value $1.886M Shares 29,597 Est. Cost $45.09 Unrealized +7.0%
MFC MANULIFE FINL CORP 1.7%
Value $1.864M Shares 87,305 Est. Cost $19.36 Unrealized +5.9%
AMD ADVANCED MICRO DEVICES INC 1.6%
Value $1.808M Shares 16,534 Est. Cost $133.83 Unrealized -10.8%
CSCO CISCO SYS INC 1.5%
Value $1.7M Shares 30,496 Est. Cost $50.43 Unrealized -0.3%
LMT LOCKHEED MARTIN CORP 1.5%
Value $1.662M Shares 3,765 Est. Cost $308.96 Unrealized +18.2%
JPM JPMORGAN CHASE & CO 1.5%
Value $1.641M Shares 12,035 Est. Cost $142.58 Unrealized -6.3%
ABBV ABBVIE INC 1.4%
Value $1.551M Shares 9,567 Est. Cost $102.33 Unrealized +23.5%
SLV ISHARES SILVER TR 1.3%
Value $1.513M Shares 66,146 Est. Cost $22.87 Unrealized
TSLA TESLA INC 1.3%
Value $1.489M Shares 1,382 Est. Cost $311.47 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 1.3%
Value $1.417M Shares 6,240 Est. Cost $186.36 Unrealized 0.0%
PEP PEPSICO INC 1.1%
Value $1.264M Shares 7,551 Est. Cost $143.72 Unrealized +3.3%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value $1.245M Shares 17,047 Est. Cost $49.23 Unrealized +15.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $1.139M Shares 22,355 Est. Cost $40.41 Unrealized +2.7%
XLY SELECT SECTOR SPDR TR 1.0%
Value $1.092M Shares 5,900 Est. Cost $202.99 Unrealized
IP INTERNATIONAL PAPER CO 1.0%
Value $1.088M Shares 23,575 Est. Cost $40.98 Unrealized -5.7%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value $1.045M Shares 11,577 Est. Cost $57.39 Unrealized +21.3%
CMI CUMMINS INC 0.9%
Value $1.03M Shares 5,022 Est. Cost $205.68 Unrealized -4.4%
AVGO BROADCOM INC 0.9%
Value $976K Shares 1,550 Est. Cost $51.87 Unrealized +6.2%
XLV SELECT SECTOR SPDR TR 0.8%
Value $919K Shares 6,708 Est. Cost $137.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value $892K Shares 23,287 Est. Cost $39.04 Unrealized
KEY KEYCORP 0.7%
Value $783K Shares 34,993 Est. Cost $18.85 Unrealized +7.7%
INVESCO EXCH TRD SLF IDX FD 0.6%
Value $683K Shares 27,881 Est. Cost $25.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.6%
Value $651K Shares 28,416 Est. Cost $23.22 Unrealized
BAC BK OF AMERICA CORP 0.5%
Value $612K Shares 14,844 Est. Cost $41.02 Unrealized -0.5%
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value $581K Shares 11,555 Est. Cost $50.49 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value $523K Shares 5,076 Est. Cost $105.68 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value $404K Shares 1,776 Est. Cost $241.30 Unrealized
SRLN SSGA ACTIVE ETF TR 0.3%
Value $372K Shares 8,278 Est. Cost $45.56 Unrealized
LOW LOWES COS INC 0.3%
Value $293K Shares 1,450 Est. Cost $219.81 Unrealized -2.9%
PM PHILIP MORRIS INTL INC 0.2%
Value $249K Shares 2,648 Est. Cost $76.31 Unrealized +8.5%
XLB SELECT SECTOR SPDR TR 0.2%
Value $202K Shares 2,287 Est. Cost $88.33 Unrealized
REALNETWORKS INC 0.0%
Value $17,000 Shares 30,000 Est. Cost $1.00 Unrealized