Holdings
Lee Johnson Capital Management, LLC
As of Jun 30, 2026, Lee Johnson Capital Management, LLC reported 41 positions worth US$138M. Largest: Micron Technology, Inc., Ge Vernova Inc. and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 8,972 | US$10.4M | −2,153 | Jun 30, 2026 |
| Ge Vernova Inc. | 8,262 | US$9.71M | +7,276 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 14,255 | US$8.28M | new | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 22,173 | US$7.56M | new | Jun 30, 2026 |
| Caterpillar, Inc. | 6,955 | US$7.41M | +130 | Jun 30, 2026 |
| Corning Incorporated | 28,319 | US$7.23M | −26,340 | Jun 30, 2026 |
| Intel Corporation | 47,421 | US$6.62M | new | Jun 30, 2026 |
| Quanta Services, Inc. | 9,091 | US$6.55M | +836 | Jun 30, 2026 |
| Nvidia Corporation | 31,378 | US$6.28M | −4,730 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 14,869 | US$6.18M | new | Jun 30, 2026 |