Fund Holdings — LEE JOHNSON CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$278.90M
Total Bought
$114.03M
Total Sold
$131.64M
Net Transaction
-$17.61M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INNOVATOR ETFS TRUST
EQUITY DUAL NOV
02,151,188+2,151,188040,87314.66%+40,873
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
821,9801,402,959+580,97927,54546,95016.83%+19,405
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
062,328+62,32806,8232.45%+6,823
NEOS ETF TRUST
NEOS S&P 500 HI
39,534178,254+138,7202,0778,8003.16%+6,724
CATERPILLAR INC(CAT)06,825+6,82504,8351.73%+4,835
RTX CORPORATION(RTX)021,845+21,84504,2141.51%+4,214
MICRON TECHNOLOGY INC(MU)1,00011,125+10,1252853,7581.35%+3,473
CORNING INC(GLW)55,03654,659-3774,8197,4322.66%+2,613
SELECT SECTOR SPDR TR
ST STR ENERG ETF
041,279+41,27902,5290.91%+2,529
SELECT SECTOR SPDR TR
ST STR UTIL ETF
051,172+51,17202,3480.84%+2,348
SELECT SECTOR SPDR TR
ST STR MATER ETF
045,517+45,51702,2740.82%+2,274
ISHARES TR060,132+60,13201,7410.62%+1,741
ISHARES TR041,968+41,96801,6500.59%+1,650
ISHARES TR018,493+18,49301,6030.57%+1,603
TIDAL TRUST III
FUND GRA MID ETF
28,40682,446+54,0407262,0620.74%+1,336
MERCK & CO INC(MRK)010,082+10,08201,2130.43%+1,213
QUANTA SVCS INC8,0068,255+2493,3794,5321.63%+1,153
ISHARES TR017,432+17,43201,1290.40%+1,129
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,42814,466+6,0381,3072,3400.84%+1,032
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,671+6,67109780.35%+978
INVESCO ACTIVELY MANAGED EXC
MSCI EAFE IN ETF
207,545230,813+23,26811,21812,1734.36%+955
ISHARES TR7,83714,751+6,9141,1092,0410.73%+932
TEXAS PACIFIC LAND CORPORATI(TPL)01,380+1,38006550.23%+655
AMGEN INC(AMGN)01,708+1,70806010.22%+601
COCA COLA CO(KO)07,727+7,72705880.21%+588
M & T BK CORP(MTB)02,789+2,78905770.21%+577
QXO INC(QXO)025,576+25,57604970.18%+497
ISHARES TR4,0525,031+9791,2201,6530.59%+433
ISHARES TR35,26436,656+1,3928,6819,0913.26%+410
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
012,471+12,47103980.14%+398
WALMART INC(WMT)6,7519,249+2,4987521,1490.41%+397
ISHARES TR
CORE UNIVRSL USD
08,565+8,56503960.14%+396
FIRST TR EXCHANGE-TRADED FD07,383+7,38303750.13%+375
EXXON MOBIL CORP7,3217,336+158811,2450.45%+364
GE VERNOVA INC(GEV)874986+1125718610.31%+289
LOCKHEED MARTIN CORP(LMT)1,2191,239+205907490.27%+159
CARPENTER TECHNOLOGY CORP(CRS)2,4232,273-1507638960.32%+133
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
101,312104,653+3,3415,7995,9322.13%+133
CSX CORP(CSX)14,83815,014+1765386160.22%+78
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
9,4299,677+2483574220.15%+65
PARKER-HANNIFIN CORP(PH)619680+615446090.22%+65
BITMINE IMMERSION TECNOLOGIE(BMNP)65,55291,915+26,3631,7801,8180.65%+38
JOHNSON CONTROLS INTERNATION
SHS
6,7126,418-2948048400.30%+37
TRANE TECHNOLOGIES PLC(TT)1,1111,091-204324550.16%+22
PHILIP MORRIS INTL INC(PM)2,6642,66404274400.16%+13
ISHARES TR8,5938,482-1111,8451,8550.67%+11
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
22,81822,753-653994050.15%+6
NUVEEN AMT FREE MUN CR INC F(NVG)14,40614,581+1751821800.06%-3
NUVEEN QUALITY MUNCP INCOME(NAD)14,91415,087+1731791740.06%-6
LOWES COS INC(LOW)1,3001,30003143070.11%-6
INVESCO QQQ TR45645602802630.09%-17
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
8,3007,074-1,2263743510.13%-23
BANK AMERICA CORP7,0077,107+1003853460.12%-39
STATE STR SPDR S&P 500 ETF T(SPY)1,2621,26208618210.29%-40
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
9,6629,66205735270.19%-46
INNOVATOR ETFS TRUST
INNOVATOR US EQ
32,21131,905-3061,1371,0720.38%-65
MICROSOFT CORP(MSFT)665662-33212450.09%-76
APPLE INC(AAPL)7,6297,804+1752,0741,9810.71%-93
BERKSHIRE HATHAWAY INC DEL3,7833,674-1091,9011,7600.63%-141
ALPHABET INC(GOOG)16,46317,416+9535,1535,0081.80%-145
ALIBABA GROUP HLDG LTD(BABA)4,4764,064-4126565100.18%-146
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,8762,311-1,5651,0679050.32%-162
ISHARES ETHEREUM TR(ETHA)31,03530,590-4456964840.17%-212
SPDR SERIES TRUST
ST STR P500GRW
1,9970-1,9972130—-213
SPDR SERIES TRUST
ST STR BLO 1 ETF
9,2766,872-2,4048486300.23%-218
AXON ENTERPRISE INC(AXON)4360-4362480—-248
CAMECO CORP(CCJ)8,6194,262-4,3577894630.17%-326
HOWMET AEROSPACE INC(HWM)28,69524,091-4,6045,8835,5521.99%-331
REDDIT INC(RDDT)1,4600-1,4603360—-336
ISHARES TR3,3640-3,3643560—-356
GALAXY DIGITAL INC.(GLXY)15,9660-15,9663570—-357
PALO ALTO NETWORKS INC(PANW)1,9910-1,9913670—-367
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
3,8550-3,8553730—-373
FIRST TR EXCHANGE TRADED FD
S&P INTL DIVID
18,3490-18,3493770—-377
CELESTICA INC(CLS)1,6430-1,6434860—-486
ANGLOGOLD ASHANTI PLC(AU)13,4095,916-7,4931,1445760.21%-568
ORACLE CORP(ORCL)2,9700-2,9705790—-579
HUNTINGTON INGALLS INDS INC(HII)1,7030-1,7035790—-579
META PLATFORMS INC(META)2,0791,382-6971,3727910.28%-582
VISTRA CORP(VST)3,8030-3,8036140—-614
TIDAL TRUST III
FUND GR LARG ETF
224,292205,870-18,4224,5493,9221.41%-627
SHOPIFY INC(SHOP)4,2370-4,2376820—-682
S&P GLOBAL INC(SPGI)1,3870-1,3877250—-725
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
107,41197,631-9,7806,2435,4201.94%-822
TIDAL TRUST I204,387162,118-42,2695,0613,8701.39%-1,191
ARISTA NETWORKS INC(ANET)9,5450-9,5451,2510—-1,251
ISHARES TR6,5960-6,5961,3170—-1,317
SELECT SECTOR SPDR TR
ST STR FINL ETF
24,3610-24,3611,3340—-1,334
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,2720-11,2721,6230—-1,623
ISHARES TR16,3930-16,3931,6910—-1,691
ISHARES TR13,6640-13,6641,7620—-1,762
ISHARES TR9,9540-9,9541,7850—-1,785
GILEAD SCIENCES INC(GILD)21,8226,093-15,7292,6788490.30%-1,829
GOLDMAN SACHS GROUP INC(GS)4,7212,481-2,2404,1502,0990.75%-2,051
NISOURCE INC(NI)49,2030-49,2032,0550—-2,055
GE AEROSPACE(GE)22,33316,806-5,5276,8794,7691.71%-2,110
ARCHER DANIELS MIDLAND CO42,8660-42,8662,4640—-2,464
NVIDIA CORPORATION(NVDA)47,11936,108-11,0118,7886,2972.26%-2,490
CISCO SYS INC(CSCO)32,9450-32,9452,5380—-2,538
MEDTRONIC PLC(MDT)26,4210-26,4212,5380—-2,538
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LEE JOHNSON CAPITAL MANAGEMENT, LLC — 13F Holdings — Q1 2026 | TickerTrail