LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 89K | $2.52M |
 | HOOD | 67K | $9.55M |
 | FAST | 58K | $2.85M |
 | NI | 50K | $2.19M |
 | NVDA | 48K | $8.94M |
 | APH | 45K | $5.54M |
 | ADM | 44K | $2.65M |
 | PLTR | 39K | $7.18M |
 | CSCO | 34K | $2.33M |
 | ES | 34K | $2.39M |
 | NRG | 32K | $5.23M |
 | ETR | 31K | $2.86M |
 | HWM | 29K | $5.69M |
 | AMZN | 29K | $6.31M |
 | MDT | 27K | $2.60M |
 | JPM | 25K | $7.97M |
 | SO | 23K | $2.22M |
 | GE | 23K | $6.99M |
 | GILD | 23K | $2.51M |
 | NET | 23K | $4.84M |
AT&T Inc.
T
Shares Held
89K
Value
$2.52M
Robinhood Markets, Inc.
HOOD
Shares Held
67K
Value
$9.55M
Fastenal Company
FAST
Shares Held
58K
Value
$2.85M
NiSource Inc.
NI
Shares Held
50K
Value
$2.19M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.94M
Amphenol Corporation
APH
Shares Held
45K
Value
$5.54M
Archer-Daniels-Midland Company
ADM
Shares Held
44K
Value
$2.65M
Palantir Technologies Inc.
PLTR
Shares Held
39K
Value
$7.18M
Cisco Systems, Inc.
CSCO
Shares Held
34K
Value
$2.33M
Eversource Energy
ES
Shares Held
34K
Value
$2.39M
NRG Energy, Inc.
NRG
Shares Held
32K
Value
$5.23M
Entergy Corporation
ETR
Shares Held
31K
Value
$2.86M
Howmet Aerospace Inc.
HWM
Shares Held
29K
Value
$5.69M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.31M
Medtronic plc
MDT
Shares Held
27K
Value
$2.60M
JPMorgan Chase & Co.
JPM
Shares Held
25K
Value
$7.97M
The Southern Company
SO
Shares Held
23K
Value
$2.22M
GE Aerospace
GE
Shares Held
23K
Value
$6.99M
Gilead Sciences, Inc.
GILD
Shares Held
23K
Value
$2.51M
Cloudflare, Inc.
NET
Shares Held
23K
Value
$4.84M