CIK 2004520
Lewis Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
185
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 185
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 95K | $1M+ | SH |
| AAPL | APPLE INC | 56K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 16K | $1M+ | SH |
| AMZN | AMAZON COM INC | 34K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| GOOG | ALPHABET INC | 19K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 29K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 8K | $1M+ | SH |
| ORCL | ORACLE CORP | 19K | $1M+ | SH |
| QXO | QXO INC | 183K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 15K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 54K | $1M+ | SH |
| WMT | WALMART INC | 27K | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 58K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| ABBV | ABBVIE INC | 12K | $1M+ | SH |
| IJR | ISHARES TR | 21K | $1M+ | SH |
| RITM | RITHM CAPITAL CORP | 227K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5K | $1M+ | SH |
| VKTX | VIKING THERAPEUTICS INC | 62K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| ABT | ABBOTT LABS | 17K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 9K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 9K | $1M+ | SH |
| IYW | ISHARES TR | 8K | $1M+ | SH |
| CSCO | CISCO SYS INC | 22K | $1M+ | SH |
| IWO | ISHARES TR | 5K | $1M+ | SH |
| AES | AES CORP | 109K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 19K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| ENB | ENBRIDGE INC | 30K | $1M+ | SH |
| CARY | ANGEL OAK FUNDS TRUST | 64K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| URA | GLOBAL X FDS | 29K | $1M+ | SH |
| CRNX | CRINETICS PHARMACEUTICALS IN | 26K | $1M+ | SH |
| IEF | ISHARES TR | 12K | $1M+ | SH |