Lee Johnson Capital Management Q2 Activity: Focus on Technology and ETF Holdings

As of June 30, 2026, Lee Johnson Capital Management's portfolio was valued at approximately $299 million.

The investment firm demonstrated a clear focus on Technology stocks this quarter. ISHARES TR (SGOV) saw the largest increase in share count (+316,339 shares), representing a substantial 105.28% change from the previous period and boosting its portfolio weight to nearly 19.4%. Similarly, ADVANCED MICRO DEVICES INC (AMD) experienced no change in shares but a significant increase of +$386,072 in its stock value within the portfolio.

PALO ALTO NETWORKS INC (PANW), another Technology holding, also showed strong buying interest. The firm added 20,182 shares to this position, resulting in a nearly +101% increase in its stock value and maintaining its portfolio allocation at about $7.5 million.

Additionally, GE VERNOVA INC (GEV) represented a major purchase for the firm this quarter. Lee Johnson Capital Management added 7,276 shares to this position, which grew by an impressive +738% in share count and increased its portfolio value significantly.

The investor also initiated new positions or increased existing ones with other holdings like SUMITOMO MITSUI FIN GRP INC (SMFG) and LISTED FDS TR (MAGS), both showing a 100% increase in shares added.

On the selling side, Lee Johnson Capital Management reduced its exposure to several sectors. The firm sold shares of INNOVATOR ETFS TRUST (BALT), decreasing its portfolio allocation by 36% and removing it from the top holdings list entirely. Similarly, they decreased their position in SELECT SECTOR SPDR TR (XLU) by -53.65%, though this ETF remains a holding.

CISCO SYS INC (CSCO) also saw reduced exposure, with the firm decreasing its share count significantly (-27,299 shares) and reducing its portfolio allocation percentage from prior periods.