13F Filings History of LEE JOHNSON CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$291,536,884
Signature - Title
Dane Petty - Chief Compliance Officer
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by LEE JOHNSON CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEE JOHNSON CAPITAL MANAGEMENT, LLC reported 94 stock holdings with total value $291,536,884 as of Q4 2025. Top holdings included SGOV, BALT, EFAA, NVDA, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $291,536,884 +$60,161,794 -$68,436,119 -$8,274,325 SGOV, BALT, EFAA, NVDA, IWM 13F-HR 12 Jan 2026, 10:04
Q3 2025 93 $301,042,877 +$103,137,742 -$115,135,950 -$11,998,208 SGOV, BALT, HOOD, NVDA, IWM 13F-HR 20 Oct 2025, 12:43
Q2 2025 71 $290,606,785 +$103,847,490 -$25,252,552 +$78,594,938 SGOV, JEPI, JEPQ, IWM, NVDA 13F-HR 17 Jul 2025, 17:04
Q1 2025 39 $189,081,754 +$43,293,086 -$37,163,435 +$6,129,651 SGOV, JEPI, JEPQ, AAPL, WMB 13F-HR 29 Apr 2025, 18:37
Q4 2024 29 $189,502,344 +$22,117,503 -$33,613,080 -$11,495,577 SGOV, JEPQ, JEPI, AAPL, TSLA 13F-HR 16 Jan 2025, 11:29
Q3 2024 33 $194,466,576 +$107,559,312 -$112,070,883 -$4,511,571 SGOV, JEPQ, JEPI, AAPL, NVDA 13F-HR 18 Oct 2024, 13:53
Q2 2024 16 $195,968,130 +$82,448,682 -$78,519,904 +$3,928,778 SGOV, ACWI, SPYI, BRKB, URA 13F-HR 16 Jul 2024, 13:32
Q1 2024 21 $192,419,028 +$158,128,545 -$36,870,932 +$121,257,613 SGOV, BRKB, IWM, JEPQ, CIBR 13F-HR 19 Apr 2024, 12:35
Q4 2023 12 $66,069,722 +$1,495,035 -$45,106,134 -$43,611,099 JEPQ, BRKB, AAPL, XOM, FOR 13F-HR 18 Jan 2024, 09:53
Q3 2023 14 $105,722,211 +$13,548,185 -$9,566,503 +$3,981,682 JEPI, JEPQ, BRKB, AAPL, EWZ 13F-HR 02 Nov 2023, 21:24
Q2 2023 13 $105,541,713 +$22,616,141 -$21,574,622 +$1,041,519 JEPI, JEPQ, AAPL, BRKB, XOM 13F-HR 21 Jul 2023, 10:49
Q1 2023 16 $96,790,889 +$52,191,019 -$14,453,470 +$37,737,549 JEPI, JEPQ, AAPL, NVDA, COST 13F-HR 11 Apr 2023, 15:28
Q4 2022 25 $53,638,614 +$22,192,488 -$18,877,641 +$3,314,847 JEPI, AAPL, BRKB, NVDA, XOM 13F-HR 06 Feb 2023, 18:34
Q3 2022 26 $48,396,000 +$16,876,511 -$48,862,538 -$31,986,027 AAPL, MSFT, AMZN, META, GOOGL 13F-HR 28 Oct 2022, 06:34
Q2 2022 39 $84,018,000 +$30,238,160 -$44,445,790 -$14,207,630 XLE, XLV, QQQ, AAPL, XOP 13F-HR 13 Jul 2022, 13:18
Q1 2022 53 $112,098,000 +$31,263,478 -$44,953,878 -$13,690,400 SH, AAPL, XOP, OIH, XLE 13F-HR 25 Apr 2022, 17:50
Q4 2021 69 $121,857,000 $0 $0 $0 AAPL, XLE, XOP, NVDA, MSFT 13F-HR 28 Jan 2022, 17:49