LEE JOHNSON CAPITAL MANAGEMENT, LLC

CIK: 0001674836Latest portfolio: $291.5M · Q4 2025

Holdings

94

Total Value

$291.5M

New Positions

94

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SGOVISHARES TR
488,414$49.0M16.82%NEW
2
DDTOINNOVATOR ETFS TRUST
821,980$27.5M9.45%NEW
3
EFAAINVESCO ACTIVELY MANAGED EXC
207,545$11.2M3.85%NEW
4
NVDANVIDIA CORPORATION
47,119$8.8M3.01%NEW
5
IWMISHARES TR
35,764$8.7M2.98%NEWCall
6
JPMJPMORGAN CHASE & CO.
24,244$7.8M2.68%NEW
7
GEGE AEROSPACE
22,333$6.9M2.36%NEW
8
PLTRPALANTIR TECHNOLOGIES INC
37,893$6.7M2.31%NEW
9
AMZNAMAZON COM INC
28,560$6.6M2.26%NEW
10
JEPQJ P MORGAN EXCHANGE TRADED F
107,411$6.2M2.14%NEW
11
AXPAMERICAN EXPRESS CO
16,340$6.0M2.07%NEW
12
APHAMPHENOL CORP NEW
44,400$6.0M2.06%NEW
13
HWMHOWMET AEROSPACE INC
28,695$5.9M2.02%NEW
14
JEPIJ P MORGAN EXCHANGE TRADED F
101,312$5.8M1.99%NEW
15
FSLRFIRST SOLAR INC
20,303$5.3M1.82%NEW
16
GOOGLALPHABET INC
16,463$5.2M1.77%NEW
17
NRANRG ENERGY INC
31,969$5.1M1.75%NEW
18
CRWDCROWDSTRIKE HLDGS INC
10,805$5.1M1.74%NEW
19
GRNYTIDAL TRUST I
204,387$5.1M1.74%NEW
20
AVGOBROADCOM INC
14,224$4.9M1.69%NEW
21
GLWCORNING INC
55,036$4.8M1.65%NEW
22
UIUBIQUITI INC
8,451$4.7M1.60%NEW
23
GRNITIDAL TRUST III
224,292$4.5M1.56%NEW
24
TSLATESLA INC
9,454$4.3M1.46%NEW
25
GSGOLDMAN SACHS GROUP INC
4,721$4.1M1.42%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.9026112178685785e+132T)
Technology0.0% ($8.787673560005064e+55T)
Industrials0.0% ($6.879588333798038e+26T)
Unknown0.0% ($27544509019011.8T)
Consumer Cyclical0.0% ($65924.3T)
Communication Services0.0% ($51521.4T)
Utilities0.0% ($27192.1T)
Basic Materials0.0% ($33.9B)
Healthcare0.0% ($26.8B)
Energy0.0% ($5.3B)
Consumer Defensive0.0% ($2.5B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 12, 2026$291.5M95
Q3 2025Oct 20, 2025$301.1B0
Q2 2025Jul 17, 2025$290.6B71
Q1 2025Apr 30, 2025$189.1B39

Fund Information

CIK0001674836
Most Recent FilingJan 12, 2026
Number of Filings4

LEE JOHNSON CAPITAL MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $291.5M across 94 holdings. The largest position is ISHARES TR (SGOV), representing 16.8% of the portfolio. Compared to the previous quarter, the fund opened 94 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.