LEE JOHNSON CAPITAL MANAGEMENT, LLC - Portfolio Stock Holdings
LEE JOHNSON CAPITAL MANAGEMENT, LLC disclosed 100 stock positions in a recent SEC 13F filing. $318,759,122 of stock holdings were filed, with the largest holdings including SGOV, BALT, and MU. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $368,216,317 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
100Est. Stock Holding Value:
$318,759,122Top Stock Holdings By Sector
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Portfolio Stock Holdings - LEE JOHNSON CAPITAL MANAGEMENT, LLC
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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