Lee Johnson Capital Management, LLC - Q12026 Holdings

Lee Johnson Capital Management, LLC holds 80 stocks with a total portfolio value of $ 278.9M as of Q12026. In Q12026, Lee Johnson Capital Management, LLC added 21 new positions, increased stakes in 24 stocks, reduced 30 holdings, and fully exited 35 positions. The largest holding is Innovator Etfs Trust (BALT), representing 16.83% of the total portfolio.