LEE JOHNSON CAPITAL MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Fort Worth, TX
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$278,899
Net value change ($000)
-12,644 (-4.3%)
New positions
21
Sold out positions
35
Turnover %
54.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DDFN 40,873 NEW
BALT 19,405 70.4%
RSPG 6,823 NEW
SPYI 6,723 323.7%
CAT 4,835 NEW
RTX 4,214 NEW
MU 3,473 1218.6%
GLW 2,613 54.2%
XLE 2,529 NEW
XLU 2,348 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -18,782 -38.3%
JPM -7,101 -90.9%
PLTR -6,735 -100.0%
APH -6,000 -100.0%
AMZN -5,565 -84.4%
AXP -5,562 -92.0%
FSLR -5,304 -100.0%
NRG -5,091 -100.0%
CRWD -5,065 -100.0%
AVGO -4,923 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type