LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLW | 55K | $4.82M |
 | NI | 49K | $2.05M |
 | NVDA | 47K | $8.79M |
 | APH | 44K | $6.00M |
 | ADM | 43K | $2.46M |
 | PLTR | 38K | $6.74M |
 | HOOD | 34K | $3.87M |
 | CSCO | 33K | $2.54M |
 | NRG | 32K | $5.09M |
 | ETR | 29K | $2.72M |
 | HWM | 29K | $5.88M |
 | AMZN | 29K | $6.59M |
 | MDT | 26K | $2.54M |
 | JPM | 24K | $7.81M |
 | GE | 22K | $6.88M |
 | GILD | 22K | $2.68M |
 | FSLR | 20K | $5.30M |
 | AEM | 20K | $3.39M |
 | GOOGL | 16K | $5.15M |
 | AXP | 16K | $6.04M |
Corning Incorporated
GLW
Shares Held
55K
Value
$4.82M
NiSource Inc.
NI
Shares Held
49K
Value
$2.05M
NVIDIA Corporation
NVDA
Shares Held
47K
Value
$8.79M
Amphenol Corporation
APH
Shares Held
44K
Value
$6.00M
Archer-Daniels-Midland Company
ADM
Shares Held
43K
Value
$2.46M
Palantir Technologies Inc.
PLTR
Shares Held
38K
Value
$6.74M
Robinhood Markets, Inc.
HOOD
Shares Held
34K
Value
$3.87M
Cisco Systems, Inc.
CSCO
Shares Held
33K
Value
$2.54M
NRG Energy, Inc.
NRG
Shares Held
32K
Value
$5.09M
Entergy Corporation
ETR
Shares Held
29K
Value
$2.72M
Howmet Aerospace Inc.
HWM
Shares Held
29K
Value
$5.88M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.59M
Medtronic plc
MDT
Shares Held
26K
Value
$2.54M
JPMorgan Chase & Co.
JPM
Shares Held
24K
Value
$7.81M
GE Aerospace
GE
Shares Held
22K
Value
$6.88M
Gilead Sciences, Inc.
GILD
Shares Held
22K
Value
$2.68M
First Solar, Inc.
FSLR
Shares Held
20K
Value
$5.30M
Agnico Eagle Mines Limited
AEM
Shares Held
20K
Value
$3.39M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$5.15M
American Express Company
AXP
Shares Held
16K
Value
$6.04M