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 $319.8M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($62.1M, 19.42%), BALT ($30.8M, 9.62%), MU ($10.4M, 3.24%), GEV ($9.7M, 3.04%), JEPQ ($8.5M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $62.1M | 19.42% | 616,805 | Added |
| 2 | BALT | INNOVATOR ETFS TRUST | $30.8M | 9.62% | 897,952 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $10.4M | 3.24% | 8,972 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $9.7M | 3.04% | 8,262 | Added |
| 5 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.5M | 2.67% | 138,987 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $8.3M | 2.59% | 14,255 | New |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.7M | 2.41% | 136,335 | Added |
| 8 | PANW | PALO ALTO NETWORKS INC | $7.6M | 2.36% | 22,173 | New |
| 9 | CAT | CATERPILLAR INC | $7.4M | 2.32% | 6,955 | Added |
| 10 | EFAA | INVESCO ACTIVELY MANAGED EXC | $7.4M | 2.30% | 132,130 | Trimmed |
| 11 | GLW | CORNING INC | $7.2M | 2.26% | 28,319 | Trimmed |
| 12 | SPYI | NEOS ETF TRUST | $7.1M | 2.21% | 132,860 | Trimmed |
| 13 | INTC | INTEL CORP | $6.6M | 2.07% | 47,421 | New |
| 14 | PWR | QUANTA SVCS INC | $6.5M | 2.05% | 9,091 | Added |
| 15 | MAGS | LISTED FDS TR | $6.5M | 2.04% | 101,392 | New |
| 16 | NVDA | NVIDIA CORPORATION | $6.3M | 1.96% | 31,378 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $6.2M | 1.93% | 14,869 | New |
| 18 | ASML | ASML HLDG NV | $6.1M | 1.91% | 3,076 | New |
| 19 | GOOGL | ALPHABET INC | $6.0M | 1.88% | 16,810 | Trimmed |
| 20 | IGV | ISHARES TR | $5.7M | 1.80% | 63,384 | New |
| 21 | GS | GOLDMAN SACHS GROUP INC | $5.6M | 1.75% | 5,524 | Added |
| 22 | HWM | HOWMET AEROSPACE INC | $5.6M | 1.75% | 20,849 | Trimmed |
| 23 | IWM | ISHARES TR | $5.5M | 1.71% | 18,212 | Trimmed |
| 24 | ADI | ANALOG DEVICES INC | $5.2M | 1.62% | 13,065 | New |
| 25 | MS | MORGAN STANLEY | $5.1M | 1.58% | 24,174 | New |
Source: SEC Form 13F filings · as of 2026-06-30