LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMNR | 92K | $1.82M |
 | GLW | 55K | $7.43M |
 | NVDA | 36K | $6.30M |
 | QXO | 26K | $496.69K |
 | HWM | 24K | $5.55M |
 | RTX | 22K | $4.21M |
 | GOOGL | 17K | $5.01M |
 | GE | 17K | $4.77M |
 | CSX | 15K | $616.33K |
 | MU | 11K | $3.76M |
 | MRK | 10K | $1.21M |
 | WMT | 9K | $1.15M |
 | PWR | 8K | $4.53M |
 | AAPL | 8K | $1.98M |
 | KO | 8K | $587.64K |
 | XOM | 7K | $1.24M |
 | BAC | 7K | $346.47K |
 | CAT | 7K | $4.84M |
 | JCI | 6K | $840.44K |
 | GILD | 6K | $849.18K |
Bitmine Immersion Technologies, Inc.
BMNR
Shares Held
92K
Value
$1.82M
Corning Inc
GLW
Shares Held
55K
Value
$7.43M
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.30M
QXO, Inc.
QXO
Shares Held
26K
Value
$496.69K
Howmet Aerospace Inc.
HWM
Shares Held
24K
Value
$5.55M
RTX Corporation
RTX
Shares Held
22K
Value
$4.21M
Alphabet Inc.
GOOGL
Shares Held
17K
Value
$5.01M
GE Aerospace
GE
Shares Held
17K
Value
$4.77M
CSX Corporation
CSX
Shares Held
15K
Value
$616.33K
Micron Technology, Inc.
MU
Shares Held
11K
Value
$3.76M
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$1.21M
Walmart Inc.
WMT
Shares Held
9K
Value
$1.15M
Quanta Services, Inc.
PWR
Shares Held
8K
Value
$4.53M
Apple Inc.
AAPL
Shares Held
8K
Value
$1.98M
The Coca-Cola Company
KO
Shares Held
8K
Value
$587.64K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.24M
Bank of America Corporation
BAC
Shares Held
7K
Value
$346.47K
Caterpillar Inc.
CAT
Shares Held
7K
Value
$4.84M
Johnson Controls International plc
JCI
Shares Held
6K
Value
$840.44K
Gilead Sciences, Inc.
GILD
Shares Held
6K
Value
$849.18K