Lee Johnson Capital Management, LLC - Q22026 Holdings

Lee Johnson Capital Management, LLC holds 82 stocks with a total portfolio value of $ 319.76M as of Q22026. In Q22026, Lee Johnson Capital Management, LLC added 21 new positions, increased stakes in 22 stocks, reduced 35 holdings, and fully exited 19 positions. The largest holding is Ishares Tr (SGOV), representing 19.42% of the total portfolio.