Lee Johnson Capital Management, LLC's portfolio and holdings - Aug 2025

As per corporate shareholdings filed for Jul-2025, people matching Lee Johnson Capital Management, LLC publicly holds 49 stocks with a net worth of over US$ 149.5 M.

These are shares held by Lee Johnson Capital Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Forestar Group Inc - Ordinary Shares New Lee Johnson Capital Management, Llc 27.67 17,767 0.03% 0.00 491.6 K
Toast Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 39.95 112,910 0.02% 0.00 4.5 M
NRG Energy Inc. Lee Johnson Capital Management, Llc 164.84 30,464 0.02% -0.01 5.0 M
Stride Inc Lee Johnson Capital Management, Llc 158.36 6,022 0.01% NEW 953.6 K
Axon Enterprise Inc Lee Johnson Capital Management, Llc 756.13 8,687 0.01% 0.00 6.6 M
Robinhood Markets Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 115.03 76,085 0.01% 0.00 8.8 M
Agnico Eagle Mines Ltd Lee Johnson Capital Management, Llc 153.25 35,549 0.01% NEW 5.4 M
Howmet Aerospace Inc Lee Johnson Capital Management, Llc 185.77 28,111 0.01% NEW 5.2 M
Williams Cos Inc Lee Johnson Capital Management, Llc 58.81 81,868 0.01% 0.00 4.8 M
Nuveen AMT-Free Municipal Credit Income Fund Lee Johnson Capital Management, Llc 12.37 13,772 0.01% 0.00 170.4 K
Nuveen Quality Municipal Income Fund Lee Johnson Capital Management, Llc 11.78 14,279 0.01% 0.00 168.2 K
Carpenter Technology Corp. Lee Johnson Capital Management, Llc 240.05 2,877 0.01% NEW 690.6 K
Antero Resources Corp Lee Johnson Capital Management, Llc 33.07 16,647 0.01% NEW 550.5 K
Global Net Lease Inc Lee Johnson Capital Management, Llc 8.20 10,944 0.00% NEW 89.7 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 436.10 10,488 0.00% 0.00 4.6 M
Applovin Corp - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 582.00 12,449 0.00% 0.00 7.2 M
Progressive Corp. Lee Johnson Capital Management, Llc 248.28 20,441 0.00% 0.00 5.1 M
Quanta Services, Inc. Lee Johnson Capital Management, Llc 382.53 4,305 0.00% NEW 1.6 M
Seagate Technology Holdings Plc Lee Johnson Capital Management, Llc 195.99 5,496 0.00% NEW 1.1 M
Cameco Corp. Lee Johnson Capital Management, Llc 78.11 10,643 0.00% NEW 831.3 K
General Electric Co. Lee Johnson Capital Management, Llc 281.69 25,706 0.00% NEW 7.2 M
American Express Co. Lee Johnson Capital Management, Llc 325.31 16,425 0.00% 0.00 5.3 M
Palantir Technologies Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 171.43 50,417 0.00% 0.00 8.6 M
Microstrategy Inc. - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 331.44 3,827 0.00% NEW 1.3 M
Vistra Corp Lee Johnson Capital Management, Llc 209.70 4,177 0.00% NEW 875.9 K
Netflix Inc. Lee Johnson Capital Management, Llc 1188.44 4,909 0.00% NEW 5.8 M
Johnson Controls International plc - Registered Shares Lee Johnson Capital Management, Llc 107.53 7,401 0.00% NEW 795.8 K
JPMorgan Chase & Co. Lee Johnson Capital Management, Llc 306.91 24,494 0.00% 0.00 7.5 M
Coinbase Global Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 323.04 1,970 0.00% NEW 636.4 K
Vertex Pharmaceuticals, Inc. Lee Johnson Capital Management, Llc 394.53 1,619 0.00% NEW 638.7 K
Goldman Sachs Group, Inc. Lee Johnson Capital Management, Llc 780.06 1,778 0.00% NEW 1.4 M
Walmart Inc Lee Johnson Capital Management, Llc 103.49 47,213 0.00% 0.00 4.9 M
Palo Alto Networks Inc Lee Johnson Capital Management, Llc 196.29 3,889 0.00% NEW 763.4 K
Deere & Co. Lee Johnson Capital Management, Llc 470.51 1,529 0.00% NEW 719.4 K
Tesla Inc Lee Johnson Capital Management, Llc 395.94 18,158 0.00% 0.00 7.2 M
Lockheed Martin Corp. Lee Johnson Capital Management, Llc 471.31 1,219 0.00% 0.00 574.5 K
S&P Global Inc Lee Johnson Capital Management, Llc 544.23 1,484 0.00% NEW 807.6 K
Intuitive Surgical Inc Lee Johnson Capital Management, Llc 449.68 1,375 0.00% 0.00 618.3 K
Meta Platforms Inc - Ordinary Shares - Class A Lee Johnson Capital Management, Llc 755.59 8,984 0.00% 0.00 6.8 M
Amazon.com Inc. Lee Johnson Capital Management, Llc 228.15 27,956 0.00% 0.00 6.4 M
Lowe`s Cos., Inc. Lee Johnson Capital Management, Llc 271.83 1,350 0.00% 0.00 367.0 K
NVIDIA Corp Lee Johnson Capital Management, Llc 177.82 52,875 0.00% 0.00 9.4 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Lee Johnson Capital Management, Llc 493.74 4,278 0.00% 0.00 2.1 M
Philip Morris International Inc Lee Johnson Capital Management, Llc 166.11 3,000 0.00% 0.00 498.3 K
Exxon Mobil Corp. Lee Johnson Capital Management, Llc 112.16 7,580 0.00% 0.00 850.2 K
Oracle Corp. Lee Johnson Capital Management, Llc 292.18 3,331 0.00% NEW 973.3 K
Bank Of America Corp. Lee Johnson Capital Management, Llc 50.58 6,985 0.00% 0.00 353.3 K
Apple Inc Lee Johnson Capital Management, Llc 234.07 7,811 0.00% 0.00 1.8 M
Microsoft Corporation Lee Johnson Capital Management, Llc 509.90 636 0.00% 0.00 324.3 K
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