LEE JOHNSON CAPITAL MANAGEMENT, LLC

CIK 0001674836 · Q2 2026

13F Equity AUM

$319.8M

+14.7% QoQ

Positions

+2 QoQ

AUM Rank

#6,356

Top 51%

Skill Alpha (FF)

+3.0%/yr^ns

No Clear Edge

Rank #1,063 · Top 13%

vs S&P -0.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 38.0%Top 10: 50.0%Top 20: 70.1%

SGOV19.4%

BALT9.6%

MU3.2%

GEV3.0%

JEPQ2.7%

AMD2.6%

JEPI2.4%

PANW2.4%

CAT2.3%

EFAA2.3%

Others (72)50.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.1%

Technology19.9%

Industrials9.2%

Utilities3.0%

Other6.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 82Median: 0.41%Avg: 1.22%

0–0.5%

43(8.2%)

0.5–1%

8(5.3%)

1–3%

27(51.2%)

3–5%

2(6.3%)

5%+

2(29.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 82vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New21Increased22Decreased35Exited19

New Positions

AMD2.6%

+14K

PANW2.4%

+22K

INTC2.1%

+47K

MAGS2.0%

+101K

UNH1.9%

+15K

ASML1.9%

+3K

IGV1.8%

+63K

ADI1.6%

+13K

DWD1.6%

+24K

RIO1.4%

+45K

Increased

SGOV19.4%

+316K(+105%)

GRNJ1.4%

+61K(+74%)

JEPQ2.7%

+41K(+42%)

BMNR0.5%

+33K(+36%)

JEPI2.4%

+32K(+30%)

GRNY1.6%

+19K(+12%)

GEV3.0%

+7K(+738%)

CSX0.3%

+4K(+29%)

XLI1.1%

+4K(+29%)

ACWI0.9%

+4K(+25%)

Decreased

DDFN0.1%

-2,136,539(-99%)

BALT9.6%

-505,007(-36%)

GRNI0.4%

-141,006(-68%)

EFAA2.3%

-98,683(-43%)

SPYI2.2%

-45,394(-25%)

XLU0.3%

-27,455(-54%)

GLW2.3%

-26,340(-48%)

IWM1.7%

-18,444(-50%)

GE1.4%

-5,095(-30%)

NVDA2.0%

-4,730(-13%)

Exited

-62,328

-21,845

-41,279

-45,517

-60,132

-10,082

-6,671

-2,257

-6,093

Holdings

Loading holdings...