LEE JOHNSON CAPITAL MANAGEMENT, LLC

Institutional manager (13F) · CIK 1674836

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $265M

#	Issuer	Value	Shares
1	INNOVATOR ETFS TRUST	$47M	1,402,959
2	INNOVATOR ETFS TRUST	$41M	2,151,188
3	ISHARES TR	$30M	300,466
4	INVESCO ACTIVELY MANAGED EXC	$12M	230,813
5	ISHARES TR	$9M	36,656
6	NEOS ETF TRUST	$9M	178,254
7	CORNING INC	$7M	54,659
8	INVESCO EXCHANGE TRADED FD T	$7M	62,328
9	NVIDIA CORPORATION	$6M	36,108
10	J P MORGAN EXCHANGE TRADED F	$6M	104,653
11	HOWMET AEROSPACE INC	$6M	24,091
12	J P MORGAN EXCHANGE TRADED F	$5M	97,631
13	ALPHABET INC	$5M	17,416
14	CATERPILLAR INC	$5M	6,825
15	GE AEROSPACE	$5M	16,806
16	QUANTA SVCS INC	$5M	8,255
17	RTX CORPORATION	$4M	21,845
18	TIDAL TRUST III	$4M	205,870
19	TIDAL TRUST I	$4M	162,118
20	MICRON TECHNOLOGY INC	$4M	11,125
21	SELECT SECTOR SPDR TR	$3M	41,279
22	SELECT SECTOR SPDR TR	$2M	51,172
23	SELECT SECTOR SPDR TR	$2M	14,466
24	SELECT SECTOR SPDR TR	$2M	45,517
25	GOLDMAN SACHS GROUP INC	$2M	2,481
26	TIDAL TRUST III	$2M	82,446
27	ISHARES TR	$2M	14,751
28	APPLE INC	$2M	7,804
29	ISHARES TR	$2M	8,482
30	BITMINE IMMERSION TECNOLOGIE	$2M	91,915
31	BERKSHIRE HATHAWAY INC DEL	$2M	3,674
32	ISHARES TR	$2M	60,132
33	ISHARES TR	$2M	5,031
34	ISHARES TR	$2M	41,968
35	ISHARES TR	$2M	18,493
36	EXXON MOBIL CORP	$1M	7,336
37	MERCK & CO INC	$1M	10,082
38	WALMART INC	$1M	9,249
39	ISHARES TR	$1M	17,432
40	INNOVATOR ETFS TRUST	$1M	31,905
41	AMAZON COM INC	$1M	4,933
42	SELECT SECTOR SPDR TR	$978k	6,671
43	SEAGATE TECHNOLOGY HLDNGS PL	$905k	2,311
44	CARPENTER TECHNOLOGY CORP	$896k	2,273
45	GE VERNOVA INC	$861k	986
46	GILEAD SCIENCES INC	$849k	6,093
47	JOHNSON CONTROLS INTERNATION	$840k	6,418
48	TESLA INC	$839k	2,257
49	STATE STR SPDR S&P 500 ETF T	$821k	1,262
50	META PLATFORMS INC	$791k	1,382

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.