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 51–94 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EALT | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| ACWI | ISHARES TR | 8K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 9K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 7K | $500K+ | SH |
| CCJ | CAMECO CORP | 9K | $500K+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 2K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| GRNJ | TIDAL TRUST III | 28K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| ETHA | ISHARES ETHEREUM TR | 31K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| VST | VISTRA CORP | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| GEV | GE VERNOVA INC | 874 | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 619 | $500K+ | SH |
| CSX | CSX CORP | 15K | $500K+ | SH |
| CLS | CELESTICA INC | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 23K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| FID | FIRST TR EXCHANGE TRADED FD | 18K | $100K–$500K | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 8K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| GLXY | GALAXY DIGITAL INC. | 16K | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| RDDT | REDDIT INC | 1K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 665 | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 456 | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 436 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 14K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 15K | $100K–$500K | SH |