Lee Johnson Capital Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's portfolio of 69 individual stocks and exchange-traded funds.
The report lists Alphabet Inc. Class A as the largest holding, with 14,327 shares. Microsoft Corporation follows with 8,494 shares, while NVIDIA Corporation holds 9,284 shares. Other notable positions include Palantir Technologies Class A with 26,478 shares, Palo Alto Networks Inc. with 22,408 shares, and UnitedHealth Group Inc. with 13,052 shares.
The portfolio also includes significant positions in various exchange-traded funds, such as the Innovator ETFs Trust Defined WLT SHLD, which holds 931,323 shares, and the Tidal Trust I Fund GRAN US ETF, which holds 606,181 shares. Other ETFs listed include the Invesco Actively Managed EXC MSCI EAFE IN ETF, the iShares Ethereum Trust, and the iShares Expanded Tech ETF.
The filing lists Dane Petty as the Chief Compliance Officer for the firm, which is headquartered in Fort Worth, Texas.
