Lee Johnson Capital Management, LLC Top Holdings and 13F Report (2025) About Lee Johnson Capital Management, LLCInvestment ActivityLee Johnson Capital Management, LLC has $189.08 million in total holdings as of March 31, 2025.Lee Johnson Capital Management, LLC owns shares of 39 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 22.90% of the portfolio was purchased this quarter.About 19.65% of the portfolio was sold this quarter.This quarter, Lee Johnson Capital Management, LLC has purchased 29 new stocks and bought additional shares in 9 stocks.Lee Johnson Capital Management, LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $60,589,653JPMorgan Equity Premium Income ETF $17,571,464JPMorgan Nasdaq Equity Premium Income ETF $15,363,851Apple $6,430,718Williams Companies $5,039,860 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $4,258,655 Holding629377508 - NRG Energy $4,135,805 Holding30303M102 - Meta Platforms $3,862,188 Holding888787108 - Toast $3,798,993 Holding632307104 - Natera $3,680,478 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 50,458 shares (about $4.26M)NRG Energy 43,325 shares (about $4.14M)Meta Platforms 6,701 shares (about $3.86M)Toast 114,531 shares (about $3.80M)Natera 26,027 shares (about $3.68M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 27,946 shares (about $4.84M)iShares 0-3 Month Treasury Bond ETF 44,252 shares (about $4.45M)Microsoft 9,509 shares (about $3.57M)Exxon Mobil 15,172 shares (about $1.80M)CrowdStrike 3,178 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLee Johnson Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$60,589,653$4,454,849 ▼-6.8%601,86432.0%ETFJEPIJPMorgan Equity Premium Income ETF$17,571,464$1,295,421 ▲8.0%307,5169.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$15,363,851$155,185 ▼-1.0%296,7148.1%ETFAAPLApple$6,430,718$444,708 ▲7.4%28,9503.4%Computer and TechnologyWMBWilliams Companies$5,039,860$413,659 ▼-7.6%84,3352.7%EnergyAMZNAmazon.com$4,602,960$70,967 ▲1.6%24,1932.4%Retail/WholesaleAXPAmerican Express$4,420,222$79,908 ▲1.8%16,4292.3%FinanceJPMJPMorgan Chase & Co.$4,418,589$298,040 ▼-6.3%18,0132.3%FinanceISRGIntuitive Surgical$4,328,660$203,556 ▲4.9%8,7402.3%MedicalWMTWalmart$4,327,912$307,531 ▼-6.6%49,2982.3%Retail/WholesaleNVDANVIDIA$4,304,457$975 ▼0.0%39,7162.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,258,655$4,258,655 ▲New Holding50,4582.3%CL ANRGNRG Energy$4,135,805$4,135,805 ▲New Holding43,3252.2%UtilitiesMETAMeta Platforms$3,862,188$3,862,188 ▲New Holding6,7012.0%Computer and TechnologyAXONAxon Enterprise$3,836,279$3,656,404 ▲2,032.7%7,2942.0%AerospaceTOSTToast$3,798,993$3,798,993 ▲New Holding114,5312.0%Computer and TechnologyCRWDCrowdStrike$3,745,457$1,120,499 ▼-23.0%10,6232.0%Computer and TechnologyNTRANatera$3,680,478$3,680,478 ▲New Holding26,0271.9%MedicalTSLATesla$3,667,891$578,445 ▼-13.6%14,1531.9%Auto/Tires/TrucksPGRProgressive$3,648,282$3,648,282 ▲New Holding12,8911.9%FinanceHOODRobinhood Markets$3,250,356$3,250,356 ▲New Holding78,0961.7%FinanceXLGInvesco S&P 500 Top 50 ETF$3,224,345$92,592 ▼-2.8%70,0641.7%ETFUALUnited Airlines$3,217,316$3,217,316 ▲New Holding46,5941.7%TransportationAPPLOVIN CORP$2,903,541$2,903,541 ▲New Holding10,9581.5%COM CL ABRK.BBerkshire Hathaway$2,269,294$586,363 ▲34.8%4,2611.2%FinanceQQQInvesco QQQ$1,795,495$1,795,495 ▲New Holding3,8290.9%FinanceSPYINEOS S&P 500 High Income ETF$1,359,980$1,359,980 ▲New Holding28,3980.7%ETFSPYSPDR S&P 500 ETF Trust$879,361$344,584 ▲64.4%1,5720.5%FinanceXOMExxon Mobil$877,891$1,804,303 ▼-67.3%7,3820.5%EnergyLMTLockheed Martin$544,539$154,562 ▲39.6%1,2190.3%AerospaceRSPInvesco S&P 500 Equal Weight ETF$488,855$4,841,085 ▼-90.8%2,8220.3%ETFPMPhilip Morris International$472,3900.0%2,9760.2%Consumer StaplesFORForestar Group$375,5940.0%17,7670.2%FinanceLOWLowe's Companies$314,8610.0%1,3500.2%Retail/WholesaleBACBank of America$291,4840.0%6,9850.2%FinanceMSFTMicrosoft$238,554$3,572,299 ▼-93.7%6350.1%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$217,033$217,033 ▲New Holding2,3660.1%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$167,218$167,218 ▲New Holding13,5070.1%Financial ServicesNADNuveen Quality Municipal Income Fund$161,273$161,273 ▲New Holding13,9990.1%Financial ServicesIJRiShares Core S&P Small-Cap ETF$0$5,999,160 ▼-100.0%00.0%ETFARISTA NETWORKS INC$0$5,085,154 ▼-100.0%00.0%COM SHSGOOGLAlphabet$0$4,682,336 ▼-100.0%00.0%Computer and TechnologyBLOCK INC$0$3,757,323 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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