Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEE JOHNSON CAPITAL MANAGEMENT, LLC (CIK 1674836) reported $278.9M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BALT ($47.0M, 16.83%), ZSEP ($40.9M, 14.66%), SGOV ($30.2M, 10.84%), EFAA ($12.2M, 4.36%), IWM ($9.1M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BALT | INNOVATOR ETFS TRUST | $47.0M | 16.83% | 1.4M | Added |
| 2 | ZSEP | INNOVATOR ETFS TRUST | $40.9M | 14.66% | 2.2M | New |
| 3 | SGOV | ISHARES TR | $30.2M | 10.84% | 300,466 | Trimmed |
| 4 | EFAA | INVESCO ACTIVELY MANAGED EXC | $12.2M | 4.36% | 230,813 | Added |
| 5 | IWM | ISHARES TR | $9.1M | 3.26% | 36,656 | Added |
| 6 | SPYI | NEOS ETF TRUST | $8.8M | 3.16% | 178,254 | Added |
| 7 | GLW | CORNING INC | $7.4M | 2.66% | 54,659 | Trimmed |
| 8 | RSPG | INVESCO EXCHANGE TRADED FD T | $6.8M | 2.45% | 62,328 | New |
| 9 | NVDA | NVIDIA CORPORATION | $6.3M | 2.26% | 36,108 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.9M | 2.13% | 104,653 | Added |
| 11 | HWM | HOWMET AEROSPACE INC | $5.6M | 1.99% | 24,091 | Trimmed |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.94% | 97,631 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $5.0M | 1.80% | 17,416 | Added |
| 14 | CAT | CATERPILLAR INC | $4.8M | 1.73% | 6,825 | New |
| 15 | GE | GE AEROSPACE | $4.8M | 1.71% | 16,806 | Trimmed |
| 16 | PWR | QUANTA SVCS INC | $4.5M | 1.63% | 8,255 | Added |
| 17 | RTX | RTX CORPORATION | $4.2M | 1.51% | 21,845 | New |
| 18 | WOMN | TIDAL TRUST III | $3.9M | 1.41% | 205,870 | Trimmed |
| 19 | GRNY | TIDAL TRUST I | $3.9M | 1.39% | 162,118 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $3.8M | 1.35% | 11,125 | Added |
| 21 | XLE | SELECT SECTOR SPDR TR | $2.5M | 0.91% | 41,279 | New |
| 22 | XLI | SELECT SECTOR SPDR TR | $2.3M | 0.84% | 14,466 | Added |
| 23 | XLU | SELECT SECTOR SPDR TR | $2.3M | 0.84% | 51,172 | New |
| 24 | XLB | SELECT SECTOR SPDR TR | $2.3M | 0.82% | 45,517 | New |
| 25 | GS | GOLDMAN SACHS GROUP INC | $2.1M | 0.75% | 2,481 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31