StockDriftsStockDriftsTop 50 Lee Johnson Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BALT | INNOVATOR ETFS TRUST | 16.83% | 1.40M | $47.0M | +70.68%(+580.98K) | $32.88(+3.44%) | 2026-03-31 | |
| DDFN | INNOVATOR ETFS TRUST | 14.66% | 2.15M | $40.9M | new | $19.09(+4.22%) | 2026-03-31 | |
| SGOV | ISHARES TR | 10.84% | 300.5K | $30.2M | -38.48%(-187.95K) | $100.53(-0.02%) | 2026-03-31 | |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 4.36% | 230.8K | $12.2M | +11.21%(+23.27K) | $53.45(+3.62%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.26% | 36.7K | $9.1M | +3.95%(+1.39K) | $207.56(+36.19%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 3.16% | 178.3K | $8.8M | +350.89%(+138.72K) | $50.93(+5.33%) | 2026-03-31 | |
| GLW | CORNING INC | 2.66% | 54.7K | $7.4M | -0.69%(-377) | $84.79(+143.54%) | 2026-03-31 | |
| RSPG | INVESCO EXCHANGE TRADED FD T | 2.45% | 62.3K | $6.8M | new | $92.35(+13.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.26% | 36.1K | $6.3M | -23.37%(-11.01K) | $120.69(+87.12%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.13% | 104.7K | $5.9M | +3.30%(+3.34K) | $55.35(+1.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.01% | +29.53% |
| Top 20 Holdings Unweighted | +18.91% | +68.14% |
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