LJ
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LEE JOHNSON CAPITAL MANAGEMENT, LLC13F | |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | |
| Last update 2025-07-17 | 71 Stocks (38 new) |
| Value $291.00 Mil | Turnover 36 % |
LEE JOHNSON CAPITAL MANAGEMENT... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 759,836 | 76,507.9 | +26.25% | 26.330 | +5.47% | 0.150 | +1.06% | +2.35% | 51,002.5 | ||
JEPI | JPMorgan Equity Premium Income ETF | 414,243 | 23,549.7 | +34.71% | 8.100 | +2.09% | 0.060 | +8.71% | +3.46% | 41,037.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 401,531 | 21,843.3 | +35.33% | 7.520 | +1.96% | 0.090 | +15.94% | +2.97% | 25,337.9 | ||
IWM | iShares Russell 2000 ETF | 39,231 | 8,465.7 | New Holding | 2.910 | +2.91% | 0.010 | +19.55% | +1.12% | 66,553.7 | ||
NVDA | NVIDIA Corp | 52,875 | 8,353.8 | +33.13% | 2.870 | +0.71% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AXON | Axon Enterprise Inc | 8,687 | 7,192.3 | +19.10% | 2.470 | +0.40% | 0.010 | +35.13% | +27.22% | 58,862.2 | Aerospace & Defense | |
HOOD | Robinhood Markets Inc | 76,085 | 7,123.8 | -2.58% | 2.450 | -0.04% | 0.010 | +166.49% | +194.52% | 96,842.1 | Capital Markets | |
JPM | JPMorgan Chase & Co | 24,494 | 7,101.1 | +35.98% | 2.440 | +0.65% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
PLTR | Palantir Technologies Inc | 50,417 | 6,872.9 | -0.08% | 2.360 | 0% | 0.000 | +63.70% | +102.99% | 362,293.8 | Software | |
META | Meta Platforms Inc | 8,984 | 6,631.0 | +34.07% | 2.280 | +0.58% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media |
LEE JOHNSON CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns
LEE JOHNSON CAPITAL MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +5.47% | 100.35 ($100.53) 100.71 | $100.59 | 0.06% | Add 26.25% | 759,836 | 157,972 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | New Buy New Buy | +2.91% | 174.82 ($201.21) 215.79 | $222.33 | 10.50% | New holding | 39,231 | 39,231 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -2.48% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -73.02% | 7,811 | -21,139 | |
GE | GE Aerospace | 2025-06-30 | New Buy New Buy | +2.28% | 166.81 ($219.12) 257.39 | $263.27 | 20.15% | New holding | 25,706 | 25,706 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +2.26% | 855.86 ($1127.52) 1339.13 | $1,209.24 | 7.25% | New holding | 4,909 | 4,909 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +2.09% | 51.14 ($55.42) 57.14 | $56.97 | 2.80% | Add 34.71% | 414,243 | 106,727 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-06-30 | Add Add | +1.96% | 45.88 ($51.55) 54.4 | $54.69 | 6.09% | Add 35.33% | 401,531 | 104,817 | |
NTRA | Natera Inc | 2025-06-30 | Sold Out Sold Out | -1.95% | 132.23 ($155.6) 171.87 | $138.90 | -10.73% | Sold Out | 0 | -26,027 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | Reduce Reduce | -1.93% | 451.58 ($522.44) 565.94 | $518.62 | -0.73% | Reduce -84.27% | 1,375 | -7,365 | |
HWM | Howmet Aerospace Inc | 2025-06-30 | New Buy New Buy | +1.80% | 112.33 ($153.47) 186.13 | $190.49 | 24.12% | New holding | 28,111 | 28,111 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC Total Holding History ($B)
LEE JOHNSON CAPITAL MANAGEMENT, LLC's Asset Allocation
LEE JOHNSON CAPITAL MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LEE JOHNSON CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30
LEE JOHNSON CAPITAL MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LEE JOHNSON CAPITAL MANAGEMENT, LLC's Holdings Heat Map
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LEE JOHNSON CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart
LEE JOHNSON CAPITAL MANAGEMENT, LLC News
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