LEE JOHNSON CAPITAL MANAGEMENT, LLC Diversified Active

Location: Fort Worth, TX

CIK: 0001674836 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $279M (100.0% shares, 0.0% debt)

Holdings (80)

BALT INNOVATOR ETFS TRUST 16.8%
Value $46.95M Shares 1,402,959 Est. Cost $33.09 Unrealized
DDFN INNOVATOR ETFS TRUST 14.7%
Value $40.87M Shares 2,151,188 Est. Cost $19.00 Unrealized
SGOV ISHARES TR 10.8%
Value $30.24M Shares 300,466 Est. Cost $100.69 Unrealized
EFAA INVESCO ACTIVELY MANAGED EXC 4.4%
Value $12.17M Shares 230,813 Est. Cost $53.92 Unrealized
IWM ISHARES TR 3.3%
Value $9.091M Shares 36,656 Est. Cost $217.39 Unrealized
SPYI NEOS ETF TRUST 3.2%
Value $8.8M Shares 178,254 Est. Cost $50.07 Unrealized
GLW CORNING INC 2.7%
Value $7.432M Shares 54,659 Est. Cost $85.98 Unrealized +29.9%
RSPG INVESCO EXCHANGE TRADED FD T 2.4%
Value $6.823M Shares 62,328 Est. Cost $109.47 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value $6.297M Shares 36,108 Est. Cost $118.91 Unrealized +57.0%
JEPI J P MORGAN EXCHANGE TRADED F 2.1%
Value $5.932M Shares 104,653 Est. Cost $58.50 Unrealized
HWM HOWMET AEROSPACE INC 2.0%
Value $5.552M Shares 24,091 Est. Cost $154.52 Unrealized +46.6%
JEPQ J P MORGAN EXCHANGE TRADED F 1.9%
Value $5.42M Shares 97,631 Est. Cost $54.86 Unrealized
GOOGL ALPHABET INC 1.8%
Value $5.008M Shares 17,416 Est. Cost $287.66 Unrealized +12.4%
CAT CATERPILLAR INC 1.7%
Value $4.835M Shares 6,825 Est. Cost $684.39 Unrealized 0.0%
GE GE AEROSPACE 1.7%
Value $4.769M Shares 16,806 Est. Cost $218.59 Unrealized +45.6%
PWR QUANTA SVCS INC 1.6%
Value $4.532M Shares 8,255 Est. Cost $411.08 Unrealized +18.3%
RTX RTX CORPORATION 1.5%
Value $4.214M Shares 21,845 Est. Cost $196.61 Unrealized 0.0%
GRNI TIDAL TRUST III 1.4%
Value $3.922M Shares 205,870 Est. Cost $20.28 Unrealized
GRNY TIDAL TRUST I 1.4%
Value $3.87M Shares 162,118 Est. Cost $24.76 Unrealized
MU MICRON TECHNOLOGY INC 1.3%
Value $3.758M Shares 11,125 Est. Cost $372.86 Unrealized +3.8%
XLE SELECT SECTOR SPDR TR 0.9%
Value $2.529M Shares 41,279 Est. Cost $61.26 Unrealized
XLU SELECT SECTOR SPDR TR 0.8%
Value $2.348M Shares 51,172 Est. Cost $45.89 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value $2.34M Shares 14,466 Est. Cost $153.56 Unrealized
XLB SELECT SECTOR SPDR TR 0.8%
Value $2.274M Shares 45,517 Est. Cost $49.97 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value $2.099M Shares 2,481 Est. Cost $675.64 Unrealized +38.0%
GRNJ TIDAL TRUST III 0.7%
Value $2.062M Shares 82,446 Est. Cost $25.20 Unrealized
ACWI ISHARES TR 0.7%
Value $2.041M Shares 14,751 Est. Cost $138.32 Unrealized
AAPL APPLE INC 0.7%
Value $1.981M Shares 7,804 Est. Cost $204.43 Unrealized +28.6%
ITA ISHARES TR 0.7%
Value $1.855M Shares 8,482 Est. Cost $188.64 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.7%
Value $1.818M Shares 91,915 Est. Cost $36.84 Unrealized -31.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.76M Shares 3,674 Est. Cost $392.85 Unrealized +25.6%
IEZ ISHARES TR 0.6%
Value $1.741M Shares 60,132 Est. Cost $28.95 Unrealized
SOXX ISHARES TR 0.6%
Value $1.653M Shares 5,031 Est. Cost $306.50 Unrealized
IYZ ISHARES TR 0.6%
Value $1.65M Shares 41,968 Est. Cost $39.32 Unrealized
IHE ISHARES TR 0.6%
Value $1.603M Shares 18,493 Est. Cost $86.68 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.245M Shares 7,336 Est. Cost $91.83 Unrealized +51.1%
MRK MERCK & CO INC 0.4%
Value $1.213M Shares 10,082 Est. Cost $114.28 Unrealized 0.0%
WMT WALMART INC 0.4%
Value $1.149M Shares 9,249 Est. Cost $95.59 Unrealized +27.7%
IYE ISHARES TR 0.4%
Value $1.129M Shares 17,432 Est. Cost $64.77 Unrealized
EALT INNOVATOR ETFS TRUST 0.4%
Value $1.072M Shares 31,905 Est. Cost $32.58 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.027M Shares 4,933 Est. Cost $182.55 Unrealized +24.3%
XLV SELECT SECTOR SPDR TR 0.4%
Value $978K Shares 6,671 Est. Cost $146.61 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value $905K Shares 2,311 Est. Cost $102.43 Unrealized +267.5%
CRS CARPENTER TECHNOLOGY CORP 0.3%
Value $896K Shares 2,273 Est. Cost $217.46 Unrealized +60.6%
GEV GE VERNOVA INC 0.3%
Value $861K Shares 986 Est. Cost $623.57 Unrealized +18.2%
GILD GILEAD SCIENCES INC 0.3%
Value $849K Shares 6,093 Est. Cost $112.28 Unrealized +23.2%
JCI JOHNSON CONTROLS INTERNATION 0.3%
Value $840K Shares 6,418 Est. Cost $91.91 Unrealized +37.1%
TSLA TESLA INC 0.3%
Value $839K Shares 2,257 Est. Cost $381.83 Unrealized +11.6%
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $821K Shares 1,262 Est. Cost $592.68 Unrealized
META META PLATFORMS INC 0.3%
Value $791K Shares 1,382 Est. Cost $640.55 Unrealized +2.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value $749K Shares 1,239 Est. Cost $364.04 Unrealized +65.1%
JPM JPMORGAN CHASE & CO 0.3%
Value $711K Shares 2,417 Est. Cost $220.28 Unrealized +41.4%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value $655K Shares 1,380 Est. Cost $373.26 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.2%
Value $630K Shares 6,872 Est. Cost $91.52 Unrealized
CSX CSX CORP 0.2%
Value $616K Shares 15,014 Est. Cost $35.73 Unrealized +7.8%
PH PARKER-HANNIFIN CORP 0.2%
Value $609K Shares 680 Est. Cost $830.33 Unrealized +15.4%
AMGN AMGEN INC 0.2%
Value $601K Shares 1,708 Est. Cost $349.67 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value $588K Shares 7,727 Est. Cost $74.76 Unrealized 0.0%
MTB M & T BK CORP 0.2%
Value $577K Shares 2,789 Est. Cost $221.15 Unrealized 0.0%
AU ANGLOGOLD ASHANTI PLC 0.2%
Value $576K Shares 5,916 Est. Cost $41.90 Unrealized +147.3%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value $527K Shares 9,662 Est. Cost $57.54 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $510K Shares 4,064 Est. Cost $178.73 Unrealized
QXO QXO INC 0.2%
Value $497K Shares 25,576 Est. Cost $24.14 Unrealized 0.0%
ETHA ISHARES ETHEREUM TR 0.2%
Value $484K Shares 30,590 Est. Cost $22.43 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $483K Shares 1,597 Est. Cost $247.71 Unrealized +43.8%
CCJ CAMECO CORP 0.2%
Value $463K Shares 4,262 Est. Cost $53.54 Unrealized +117.2%
TT TRANE TECHNOLOGIES PLC 0.2%
Value $455K Shares 1,091 Est. Cost $413.59 Unrealized +2.1%
PM PHILIP MORRIS INTL INC 0.2%
Value $440K Shares 2,664 Est. Cost $81.19 Unrealized +116.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value $422K Shares 9,677 Est. Cost $37.67 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $405K Shares 22,753 Est. Cost $15.54 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $398K Shares 12,471 Est. Cost $31.93 Unrealized
IUSB ISHARES TR 0.1%
Value $396K Shares 8,565 Est. Cost $46.19 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $375K Shares 7,383 Est. Cost $50.80 Unrealized
FXU FIRST TR EXCHANGE-TRADED FD 0.1%
Value $351K Shares 7,074 Est. Cost $42.38 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $346K Shares 7,107 Est. Cost $41.33 Unrealized +29.9%
LOW LOWES COS INC 0.1%
Value $307K Shares 1,300 Est. Cost $219.81 Unrealized +23.5%
QQQ INVESCO QQQ TR 0.1%
Value $263K Shares 456 Est. Cost $600.37 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $245K Shares 662 Est. Cost $419.01 Unrealized +3.7%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value $180K Shares 14,581 Est. Cost $12.38 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value $174K Shares 15,087 Est. Cost $11.53 Unrealized