account_balance
Investment manager · 13F filer · SEC CIK 2004520
Lewis Asset Management, LLC
Reported value$294Mas of Sep 30, 2026
Positions223 20 new, 16 sold out
Top 10 weight32.6%NVDA alone is 7%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.7%Added +3%
AAPLApple Inc.
6.2%
SPYSPDR S&P 500 ETF Trust
4.3%
AMZNAmazon.com Inc
3.3%
MSFTMicrosoft Corp
2.6%
GOOGLAlphabet Inc.
2.2%Trimmed −3%
GOOGAlphabet Inc.
2.0%
VUGVanguard Index FDS
1.8%
CRWDCrowdStrike Holdings, Inc.
1.8%
AVGOBroadcom Inc.
1.7%+2%
AMDAdvanced Micro Devices Inc
1.6%−9%
DIASPDR Dow Jones Industrial Average ETF Trust
1.5%
NVDANVIDIA Corp
6.7%Added +3%
AAPLApple Inc.
6.2%
SPYSPDR S&P 500 ETF Trust
4.3%
AMZNAmazon.com Inc
3.3%
MSFTMicrosoft Corp
2.6%
GOOGLAlphabet Inc.
2.2%
GOOGAlphabet Inc.
2.0%
VUGVanguard Index FDS
1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.7% Added +3%AAPL Apple Inc. 6.2% HeldSPY SPDR S&P 500 ETF Trust 4.3% HeldAMZN Amazon.com Inc 3.3% HeldMSFT Microsoft Corp 2.6% HeldGOOGL Alphabet Inc. 2.2% Trimmed −3%GOOG Alphabet Inc. 2.0% Held
VUG Vanguard Index FDS 1.8% Held
CRWD CrowdStrike Holdings, Inc. 1.8% HeldAVGO Broadcom Inc. 1.7% Added +2%AMD Advanced Micro Devices Inc 1.6% Trimmed −9%DIA SPDR Dow Jones Industrial Average ETF Trust 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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