StockDriftsStockDriftsTop 50 Lee Johnson Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 19.42% | 616.8K | $62.1M | +105.28%(+316.34K) | $100.60(-0.03%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 9.62% | 898.0K | $30.8M | -36.00%(-505.01K) | $32.88(+5.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.24% | 9.0K | $10.4M | -19.35%(-2.15K) | $294.19(+244.95%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.04% | 8.3K | $9.7M | +737.93%(+7.28K) | $954.67(+13.22%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.67% | 139.0K | $8.5M | +42.36%(+41.36K) | $50.47(+20.21%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.59% | 14.3K | $8.3M | new | $230.79(+121.96%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.41% | 136.3K | $7.7M | +30.27%(+31.68K) | $55.51(+4.26%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.36% | 22.2K | $7.6M | new | $242.40(+56.02%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.32% | 7.0K | $7.4M | +1.90%(+130) | $644.88(+34.83%) | 2026-06-30 | |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 2.3% | 132.1K | $7.4M | -42.75%(-98.68K) | $53.45(+7.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.80% | — | — | +43.96% |
| Top 20 Holdings Unweighted | +26.93% | +104.51% | — | — | +94.94% |
Lee Johnson Capital Management LLC reports $319.76M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (19.4%), BALT (9.6%) and MU (3.2%). The top 20 holdings account for 70.08% of reported assets. Its disclosed equity book has returned +41.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lee Johnson Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674836). View Lee Johnson Capital Management LLC’s 13F filings on SEC