LEE JOHNSON CAPITAL MANAGEMENT, LLC

CIK

1674836

Location

FORT WORTH, TX

Portfolio Value

Micro $575,981

Diversification

Diversified

Filing Date

Global Rank

#5,861 / 8,232 ▼ 1119

Top Industry

Aerospace & Defense 20.5%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.8%

SPY

+76.3%

Annualised alpha

-4.6%

Max drawdown

−24.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

+3.9 pts

Top 5

38.3%

+13.9 pts

Top 10

63.8%

+20.5 pts

HHI

486

Diversified+180

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	38.7%	$29,424,640	13
Technology	27.1%	$20,618,675	6
Financial Services	10.7%	$8,147,894	9
Communication Services	7.6%	$5,798,827	2
Consumer Cyclical	3.5%	$2,683,467	4
Healthcare	3.5%	$2,662,903	3
Energy	3.1%	$2,362,412	3
Consumer Defensive	2.9%	$2,177,568	3
Unclassified	2.1%	$1,568,162	3
Basic Materials	0.8%	$575,981	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
BMNR	Bitmine Immersion Technologies, Inc.	+26,363	91,915	$1,818,078
MU	Micron Technology Inc	+10,125	11,125	$3,758,470
WMT	Walmart Inc.	+2,498	9,249	$1,149,465
GOOGL	Alphabet Inc.	+953	17,416	$5,008,144
PWR	Quanta Services, Inc.	+249	8,255	$4,532,160
CSX	Csx Corp	+176	15,014	$616,324
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+175	14,581	$179,783
AAPL	Apple Inc.	+175	7,804	$1,980,577
NAD	Nuveen Quality Municipal Income Fund	+173	15,087	$173,500
GEV	GE Vernova Inc.	+112	986	$860,679
BAC	Bank Of America Corp /De/	+100	7,107	$346,466
PH	Parker-Hannifin Corp	+61	680	$608,763
LMT	Lockheed Martin Corp	+20	1,239	$748,839
XOM	Exxon Mobil Corp	+15	7,336	$1,244,625
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−23,627	4,933	$1,027,395
JPM	Jpmorgan Chase & Co	−21,827	2,417	$710,984
GILD	Gilead Sciences, Inc.	−15,729	6,093	$849,181
AXP	American Express Co	−14,743	1,597	$483,060
NVDA	Nvidia Corp	−11,011	36,108	$6,297,235
AU	AngloGold Ashanti PLC	−7,493	5,916	$575,981
TSLA	Tesla, Inc.	−7,197	2,257	$839,039
GE	General Electric Co	−5,527	16,806	$4,769,038
HWM	Howmet Aerospace Inc.	−4,604	24,091	$5,552,011
CCJ	Cameco Corp	−4,357	4,262	$462,895
GS	Goldman Sachs Group Inc	−2,240	2,481	$2,098,901
STX	Seagate Technology Holdings plc	−1,565	2,311	$905,357
META	Meta Platforms, Inc.	−697	1,382	$790,683
ETHA	iShares Ethereum Trust ETF	−445	30,590	$484,239
BABA	Alibaba Group Holding Ltd	−412	4,064	$509,869
GLW	Corning Inc /Ny	−377	54,659	$7,431,984
JCI	Johnson Controls International plc	−294	6,418	$840,437
CRS	Carpenter Technology Corp	−150	2,273	$895,902
BRK-B	Berkshire Hathaway Inc	−109	3,674	$1,760,580
TT	Trane Technologies plc	−20	1,091	$454,663
MSFT	Microsoft Corp	−3	662	$245,052
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	6,825	$4,835,239
RTX	RTX Corp	21,845	$4,213,900
MRK	Merck & Co., Inc.	10,082	$1,212,763
TPL	Texas Pacific Land Corp	1,380	$654,892
AMGN	Amgen Inc	1,708	$600,959
KO	Coca Cola Co	7,727	$587,638
MTB	M&T Bank Corp	2,789	$576,542
QXO	QXO, Inc.	25,576	$496,685
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	37,893	$6,735,480
APH	Amphenol Corp /De/	44,400	$6,000,216
FSLR	First Solar, Inc.	20,303	$5,303,752
NRG	Nrg Energy, Inc.	31,969	$5,090,743
CRWD	CrowdStrike Holdings, Inc.	10,805	$5,064,951
AVGO	Broadcom Inc.	14,224	$4,922,926
UI	Ubiquiti Inc.	8,451	$4,676,360
HOOD	Robinhood Markets, Inc.	34,249	$3,873,561
AEM	Agnico Eagle Mines Ltd	20,000	$3,390,600
ETR	Entergy Corp /De/	29,425	$2,719,752
MDT	Medtronic plc	26,421	$2,538,001
CSCO	Cisco Systems, Inc.	32,945	$2,537,753
ADM	Archer-Daniels-Midland Co	42,866	$2,464,366
NI	Nisource Inc.	49,203	$2,054,717
ANET	Arista Networks, Inc.	9,545	$1,250,681
SPGI	S&P Global Inc.	1,387	$724,832
SHOP	Shopify Inc.	4,237	$682,029
VST	Vistra Corp.	3,803	$613,537
HII	Huntington Ingalls Industries, Inc.	1,703	$579,139
ORCL	Oracle Corp	2,970	$578,882
CLS	Celestica Inc	1,643	$485,687
PANW	Palo Alto Networks Inc	1,991	$366,742
GLXY	Galaxy Digital Inc.	15,966	$356,999
RDDT	Reddit, Inc.	1,460	$335,610
AXON	Axon Enterprise, Inc.	436	$247,617
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $575,981 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AU	AngloGold Ashanti PLC Basic Materials	Reduced	5,916	-7,493	$575,981	−49.6%	100.00%