Lee Johnson Capital Management, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Added | 46436E718 | $12.93M |
| Added | MICRON TECHNOLOGY INC | $9.20M |
| Added | GE Vernova Inc. | $8.68M |
| New | ADVANCED MICRO DEVICES INC | $8.28M |
| Trimmed | JPMORGAN CHASE & CO | $7.51M |
| New | CATERPILLAR INC | $7.41M |
| Added | Palo Alto Networks Inc | $6.88M |
| Trimmed | CORNING INC /NY | $6.82M |
| Exited | Palantir Technologies Inc | $6.74M |
| New | INTEL CORP | $6.62M |
| New | 53656G498 | $6.52M |
| New | UNITEDHEALTH GROUP INC | $6.18M |
| New | N07059210 | $6.12M |
| Exited | AMERICAN EXPRESS CO | $6.04M |
| Exited | AMPHENOL CORP /DE | $6.00M |
| Trimmed | Amazon.com Inc | $5.59M |
| Added | 464287515 | $5.44M |
| Exited | First Solar Inc | $5.30M |
| New | ANALOG DEVICES INC | $5.19M |
| Trimmed | 464287655 | $5.12M |
| Exited | NRG Energy Inc | $5.09M |
| Exited | CrowdStrike Holdings, Inc. | $5.06M |
| New | Morgan Stanley | $5.05M |
| Added | 78433H303 | $4.95M |
| Exited | Broadcom Inc. | $4.92M |
| Exited | 90353W103 | $4.68M |
| New | 767204100 | $4.31M |
| Exited | Tesla Inc | $4.25M |
| Trimmed | 46090A713 | $4.21M |
| Trimmed | GENERAL ELECTRIC CO | $3.97M |
| Exited | Robinhood Markets, Inc. | $3.87M |
| New | SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG | $3.87M |
| Added | 45259A258 | $3.61M |
| Exited | 008474108 | $3.39M |
| Trimmed | 45259A241 | $3.36M |
| Trimmed | CISCO SYSTEMS, INC. | $3.21M |
| Trimmed | NVIDIA Corp | $3.15M |
| Exited | ENTERGY CORP /DE | $2.72M |
| Exited | GILEAD SCIENCES, INC. | $2.68M |
| Added | 45783Y855 | $2.60M |
| Exited | Medtronic plc | $2.54M |
| Exited | Archer-Daniels-Midland Co | $2.46M |
| Trimmed | Howmet Aerospace Inc. | $2.11M |
| Exited | NiSource Inc | $2.05M |
| Added | 46641Q332 | $1.98M |
| Added | 46654Q203 | $1.94M |
| Added | 81369Y704 | $1.89M |
| Exited | 464288794 | $1.79M |
| Exited | 464287788 | $1.76M |
| New | 464288836 | $1.75M |