Stock Taper 
LEE JOHNSON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AngloGold Ashanti plc | AU | 5.7K | $461.24K |
 Apple Inc. | AAPL | 6.2K | $1.79M |
 Johnson Controls International plc | JCI | 6.36K | $929.11K |
 Walmart Inc. | WMT | 6.61K | $749.13K |
 Caterpillar Inc. | CAT | 6.96K | $7.41M |
 Bank of America Corporation | BAC | 7.08K | $403.7K |
 Exxon Mobil Corporation | XOM | 7.35K | $1M |
 GE Vernova Inc. | GEV | 8.26K | $9.71M |
 Micron Technology, Inc. | MU | 8.97K | $10.36M |
 Quanta Services, Inc. | PWR | 9.09K | $6.55M |
 GE Aerospace | GE | 11.71K | $4.38M |
 Analog Devices, Inc. | ADI | 13.06K | $5.19M |
 Advanced Micro Devices, Inc. | AMD | 14.26K | $8.28M |
 UnitedHealth Group Incorporated | UNH | 14.87K | $6.18M |
 Alphabet Inc. | GOOGL | 16.81K | $6.01M |
 CSX Corporation | CSX | 19.37K | $920.56K |
 Howmet Aerospace Inc. | HWM | 20.85K | $5.61M |
 Palo Alto Networks, Inc. | PANW | 22.17K | $7.56M |
 Morgan Stanley | MS | 24.17K | $5.05M |
 Corning Inc | GLW | 28.32K | $7.23M |