LEE JOHNSON CAPITAL MANAGEMENT, LLC Q1 2026 Filing
Filed April 16, 2026
Portfolio Value
$153.3B
Holdings
80
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (80 positions)
| Stock | Value |
|---|---|
DDTOINNOVATOR ETFS TRUST | $47.0B |
DDFNINNOVATOR ETFS TRUST | $40.9B |
EFAAINVESCO ACTIVELY MANAGED EXC | $12.2B |
SPYINEOS ETF TRUST | $8.8B |
JEPIJ P MORGAN EXCHANGE TRADED F | $5.9B |
JEPQJ P MORGAN EXCHANGE TRADED F | $5.4B |
GRNITIDAL TRUST III | $3.9B |
GRNYTIDAL TRUST I | $3.9B |
XLESELECT SECTOR SPDR TR | $2.5B |
XLUSELECT SECTOR SPDR TR | $2.3B |
XLBSELECT SECTOR SPDR TR | $2.3B |
GRNJTIDAL TRUST III | $2.1B |
BMNRBITMINE IMMERSION TECNOLOGIE | $1.8B |
IEZISHARES TR | $1.7B |
IYZISHARES TR | $1.7B |
IHEISHARES TR | $1.6B |
IYEISHARES TR | $1.1B |
EALTINNOVATOR ETFS TRUST | $1.1B |
BILSPDR SERIES TRUST | $629.8M |
CSXCSX CORP | $616.3M |
KOCOCA COLA CO | $587.6M |
AUANGLOGOLD ASHANTI PLC | $576.0M |
XLGINVESCO EXCHANGE TRADED FD T | $527.1M |
QXOQXO INC | $496.7M |
ETHAISHARES ETHEREUM TR | $484.2M |
EMLPFIRST TR EXCHANGE-TRADED FD | $422.5M |
FDDFIRST TR EXCHANGE-TRADED FD | $405.2M |
FGDFIRST TR EXCHANGE-TRADED FD | $398.2M |
IUSBISHARES TR | $395.6M |
FDLFIRST TR EXCHANGE-TRADED FD | $375.1M |
FXUFIRST TR EXCHANGE-TRADED FD | $350.8M |
BACBANK AMERICA CORP | $346.5M |
NVGNUVEEN AMT FREE MUN CR INC F | $179.8M |
NADNUVEEN QUALITY MUNCP INCOME | $173.5M |
SGOVISHARES TR | $30.2M |
IWMISHARES TR | $9.1M |
GLWCORNING INC | $7.4M |
RSPGINVESCO EXCHANGE TRADED FD T | $6.8M |
NVDANVIDIA CORPORATION | $6.3M |
HWMHOWMET AEROSPACE INC | $5.6M |
GOOGLALPHABET INC | $5.0M |
CATCATERPILLAR INC | $4.8M |
GEGE AEROSPACE | $4.8M |
PWRQUANTA SVCS INC | $4.5M |
RTXRTX CORPORATION | $4.2M |
MUMICRON TECHNOLOGY INC | $3.8M |
XLISELECT SECTOR SPDR TR | $2.3M |
GSGOLDMAN SACHS GROUP INC | $2.1M |
ACWIISHARES TR | $2.0M |
AAPLAPPLE INC | $2.0M |
ITA*ISHARES TR | $1.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.8M |
SOXXISHARES TR | $1.7M |
XOMEXXON MOBIL CORP | $1.2M |
MRKMERCK & CO INC | $1.2M |
WMTWALMART INC | $1.1M |
AMZNAMAZON COM INC | $1.0M |
XLVSELECT SECTOR SPDR TR | $978K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $905K |
CRSCARPENTER TECHNOLOGY CORP | $896K |
GEVGE VERNOVA INC | $861K |
GILDGILEAD SCIENCES INC | $849K |
JCIJOHNSON CONTROLS INTERNATION | $840K |
TSLATESLA INC | $839K |
SPYSTATE STR SPDR S&P 500 ETF T | $821K |
METAMETA PLATFORMS INC | $791K |
LMTLOCKHEED MARTIN CORP | $749K |
JPMJPMORGAN CHASE & CO | $711K |
TPLTEXAS PACIFIC LAND CORPORATI | $655K |
PHPARKER-HANNIFIN CORP | $609K |
AMGNAMGEN INC | $601K |
MTBM & T BK CORP | $577K |
BABAALIBABA GROUP HLDG LTD | $510K |
AXPAMERICAN EXPRESS CO | $483K |
CCOCAMECO CORP | $463K |
TTTRANE TECHNOLOGIES PLC | $455K |
4I1PHILIP MORRIS INTL INC | $440K |
LOWLOWES COS INC | $307K |
NDQINVESCO QQQ TR | $263K |
MSFTMICROSOFT CORP | $245K |