Stock Taper 
LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 163.99K | $3.87M |
 Bitmine Immersion Technologies, Inc. | BMNR | 124.69K | $1.66M |
 Intel Corp. | INTC | 47.42K | $6.62M |
 Rio Tinto Group | RIO | 45.39K | $4.31M |
 NVIDIA Corporation | NVDA | 31.38K | $6.28M |
 Corning Inc | GLW | 28.32K | $7.23M |
 Morgan Stanley | MS | 24.17K | $5.05M |
 Palo Alto Networks, Inc. | PANW | 22.17K | $7.56M |
 Howmet Aerospace Inc. | HWM | 20.85K | $5.61M |
 CSX Corporation | CSX | 19.37K | $920.56K |
 Alphabet Inc. | GOOGL | 16.81K | $6.01M |
 UnitedHealth Group Incorporated | UNH | 14.87K | $6.18M |
 Advanced Micro Devices, Inc. | AMD | 14.26K | $8.28M |
 Analog Devices, Inc. | ADI | 13.06K | $5.19M |
 GE Aerospace | GE | 11.71K | $4.38M |
 Quanta Services, Inc. | PWR | 9.09K | $6.55M |
 Micron Technology, Inc. | MU | 8.97K | $10.36M |
 GE Vernova Inc. | GEV | 8.26K | $9.71M |
 Exxon Mobil Corporation | XOM | 7.35K | $1M |
 Bank of America Corporation | BAC | 7.08K | $403.7K |