LEE JOHNSON CAPITAL MANAGEMENT, LLC
•CIK: 1674836•Filing: Q4 2025
**LEE JOHNSON CAPITAL MANAGEMENT, LLC** manages $283M across a diversified portfolio of 94 positions. The firm maintains a significant allocation to short-term treasuries, evidenced by the $49.0M holding in SGOV. Notable concentrations include $27.5M in BALT and $11.2M in EFAA, alongside substantial tech and financial exposures such as $8.8M in NVDA and $7.8M in JPM. This positioning suggests a tactical focus balancing fixed income stability with targeted growth opportunities across various sectors.
Total AUM
$282.9M
+ $5.7K in options
QoQ Performance
-6.0%
Positions
76
+ 1 option
Top 10 Concentration
48.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
BALT
SGOV17.3%
BALT9.7%
EFAA4.0%
NVDA3.1%
JPM2.8%
GE2.4%
PLTR2.4%
AMZN2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.1%
Technology9.1%
Financial7.2%
Consumer4.2%
Industrial2.9%
Healthcare1.8%
Energy0.3%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW19 new positions
↑14 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023