Stock Taper 
LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Axon Enterprise, Inc. | AXON | 382 | $214.15K |
 Western Digital Corporation | WDC | 430 | $274.65K |
 Microsoft Corporation | MSFT | 687 | $256.11K |
 Parker-Hannifin Corporation | PH | 876 | $856.83K |
 Lockheed Martin Corporation | LMT | 1.16K | $591.99K |
 Arista Networks, Inc. | ANET | 1.21K | $205.9K |
 Lowe's Companies, Inc. | LOW | 1.3K | $286.64K |
 JPMorgan Chase & Co. | JPM | 1.3K | $426.84K |
 Citigroup Inc. | C | 1.66K | $232.33K |
 Trane Technologies plc | TT | 1.72K | $842.34K |
 Carpenter Technology Corporation | CRS | 2.01K | $1.24M |
 Berkshire Hathaway Inc. | BRK-B | 2.17K | $1.08M |
 Seagate Technology Holdings plc | STX | 2.28K | $2.2M |
 Philip Morris International Inc. | PM | 2.66K | $481.95K |
 ASML Holding N.V. | ASML | 3.08K | $6.12M |
 Oracle Corporation | ORCL | 3.25K | $476.43K |
 Cameco Corporation | CCJ | 4.12K | $419.97K |
 Amazon.com, Inc. | AMZN | 5.1K | $1.22M |
 The Goldman Sachs Group, Inc. | GS | 5.52K | $5.59M |
 Cisco Systems, Inc. | CSCO | 5.65K | $663.18K |