Institutions / Lee Johnson Capital Management, LLC / Activity
Activity — Lee Johnson Capital Management, LLC
29 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 46436E718 Common stock | $12.93M | +128K +26.29% | 616,805 19.42% of portfolio | medium |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $9.20M | +8K +797.20% | 8,972 3.24% of portfolio | medium |
| Q2 2026 as of | Add | GE Vernova Inc. Common stock | $8.68M | +7K +845.31% | 8,262 3.04% of portfolio | medium |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $6.88M | +20K +1013.66% | 22,173 2.36% of portfolio | medium |
| Q2 2026 as of | Add | 464287515 Common stock | $5.44M | +60K +1784.19% | 63,384 1.80% of portfolio | medium |
| Q2 2026 as of | Add | 78433H303 Common stock | $4.95M | +93K +236.07% | 132,860 2.21% of portfolio | low |
| Q2 2026 as of | Add | 45259A258 Common stock | $3.61M | +115K +404.70% | 143,365 1.41% of portfolio | low |
| Q2 2026 as of | Add | 45783Y855 Common stock | $2.60M | +76K +9.24% | 897,952 9.62% of portfolio | low |
| Q2 2026 as of | Add | 46641Q332 Common stock | $1.98M | +35K +34.57% | 136,335 2.41% of portfolio | low |
| Q2 2026 as of | Add | 46654Q203 Common stock | $1.94M | +32K +29.40% | 138,987 2.67% of portfolio | low |
| Q2 2026 as of | Add | 81369Y704 Common stock | $1.89M | +10K +121.00% | 18,626 1.08% of portfolio | low |
| Q2 2026 as of | Add | 464288257 Common stock | $1.66M | +11K +135.09% | 18,424 0.90% of portfolio | low |
| Q2 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $812.1K | +803 +17.01% | 5,524 1.75% of portfolio | low |
| Q2 2026 as of | Add | BMNR Bitmine Immersion Technologies, Inc. Common Stock | $787.1K | +59K +90.21% | 124,689 0.52% of portfolio | low |
| Q2 2026 as of | Add | Quanta Services Inc Common stock | $781.2K | +1K +13.55% | 9,091 2.05% of portfolio | low |
| Q2 2026 as of | Add | 464287523 Common stock | $470.3K | +734 +18.11% | 4,786 0.96% of portfolio | low |
| Q2 2026 as of | Add | Trane Technologies plc Common stock | $296.7K | +604 +54.37% | 1,715 0.26% of portfolio | low |
| Q2 2026 as of | Add | Parker-Hannifin Corp Common stock | $251.4K | +257 +41.52% | 876 0.27% of portfolio | low |
| Q2 2026 as of | Add | Csx Corp Common stock | $215.3K | +5K +30.53% | 19,368 0.29% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $124.0K | +347 +2.11% | 16,810 1.88% of portfolio | low |
| Q2 2026 as of | Add | 46137V233 Common stock | $97.4K | +2K +16.47% | 11,253 0.22% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $41.2K | +281 +9.46% | 3,251 0.15% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $8.2K | +22 +3.31% | 687 0.08% of portfolio | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $7.4K | +10 +2.19% | 466 0.11% of portfolio | low |
| Q2 2026 as of | Add | 33738D101 Common stock | $6.7K | +154 +1.63% | 9,583 0.13% of portfolio | low |
| Q2 2026 as of | Add | NVG Nuveen AMT-Free Municipal Credit Income Fund Closed-End Fund | $5.8K | +451 +3.13% | 14,857 0.06% of portfolio | low |
| Q2 2026 as of | Add | NAD Nuveen Quality Municipal Income Fund Closed-End Fund | $5.4K | +447 +3.00% | 15,361 0.06% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $4.4K | +78 +1.11% | 7,085 0.13% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $3.7K | +27 +0.37% | 7,348 0.31% of portfolio | low |