Lee Johnson Capital Management, LLC
Annual return '25
+19.0%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$278.9M
Holdings
80
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BALT
INNOVATOR ETFS TRUST
Q4 2025: Sold 2.7% (844.4k → 822.0k shares)
16.8%
02
$DDFN
INNOVATOR ETFS TRUST
Held since at least Q1 2024
14.7%
03
$SGOV
ISHARES TR
Q4 2025: Increased +4.2% (468.9k → 488.4k shares)
10.8%
04
$EFAA
INVESCO ACTIVELY MANAGED EXC
Q4 2025: New position (207.5k shares)
4.4%
05
$IWM
ISHARES TR
Q4 2025: Sold 97.1% (34.8k → 1.0k shares)
3.3%
06
$SPYI
NEOS ETF TRUST
Q4 2025: New position (39.5k shares)
3.2%
07
$GLW
CORNING INC
Q4 2025: New position (55.0k shares)
2.7%
08
$RSPG
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.4%
09
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 1.6% (47.9k → 47.1k shares)
2.3%
10
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: Sold 27.1% (138.9k → 101.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.