CIK 1674836
LEE JOHNSON CAPITAL MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
94
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGOV | ISHARES TR | 488K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 822K | $1M+ | SH |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 208K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 47K | $1M+ | SH |
| IWM | ISHARES TR | 35K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 24K | $1M+ | SH |
| GE | GE AEROSPACE | 22K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 38K | $1M+ | SH |
| AMZN | AMAZON COM INC | 29K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 107K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 16K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 44K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 29K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 101K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| NRG | NRG ENERGY INC | 32K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 11K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 204K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| GLW | CORNING INC | 55K | $1M+ | SH |
| UI | UBIQUITI INC | 8K | $1M+ | SH |
| GRNI | TIDAL TRUST III | 224K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 34K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 20K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 8K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 29K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 22K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 26K | $1M+ | SH |
| CSCO | CISCO SYS INC | 33K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 43K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 40K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| NI | NISOURCE INC | 49K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| ITA | ISHARES TR | 9K | $1M+ | SH |
| IAI | ISHARES TR | 10K | $1M+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 66K | $1M+ | SH |
| IYF | ISHARES TR | 14K | $1M+ | SH |
| IYC | ISHARES TR | 16K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| IYW | ISHARES TR | 7K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 10K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| AU | ANGLOGOLD ASHANTI PLC | 13K | $1M+ | SH |