Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Lee Johnson Capital Management, Llc

Industry Market Value
Percent
10 - Metal Mining 5,029,000 4.13
17 - Construction Special Trade Contractors 1,342,000 1.10
20 - Food And Kindred Products 2,038,000 1.67
21 - Tobacco Products 252,000 0.21
26 - Paper And Allied Products 1,090,000 0.89
28 - Chemicals And Allied Products 3,971,000 3.26
29 - Petroleum Refining And Related Industries 4,461,000 3.66
30 - Rubber And Miscellaneous Plastics Products 1,620,000 1.33
35 - Industrial And Commercial Machinery And Computer Equipment 14,558,000 11.95
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 8,747,000 7.18
37 - Transportation Equipment 6,244,000 5.12
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 4,898,000 4.02
47 - Transportation Services 1,430,000 1.17
48 - Communications 1,142,000 0.94
51 - Wholesale Trade-non-durable Goods 3,184,000 2.61
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 4,561,000 3.74
53 - General Merchandise Stores 1,990,000 1.63
58 - Restaurants, Dining, Eating And Drinking Places 1,447,000 1.19
59 - Miscellaneous Retail 3,405,000 2.79
60 - Depository Institutions 8,540,000 7.01
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 2,644,000 2.17
63 - Insurance Carriers 1,675,000 1.37
67 - Holding And Other Investment Offices 743,000 0.61
73 - Business Services 13,371,000 10.97
79 - Amusement And Recreation Services 3,194,000 2.62
Industry Not Reported 20,281,000 16.64
Total 121,857,000 100.00