Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lewis Asset Management, LLC (CIK 2004520) reported $244.6M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($14.9M, 6.09%), AAPL ($14.0M, 5.74%), SPY ($10.7M, 4.39%), AMZN ($7.9M, 3.22%), GOOGL ($5.7M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $14.9M | 6.09% | 85,436 | Trimmed |
| 2 | AAPL | APPLE INC | $14.0M | 5.74% | 55,344 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.7M | 4.39% | 16,516 | Added |
| 4 | AMZN | AMAZON COM INC | $7.9M | 3.22% | 37,805 | Added |
| 5 | GOOGL | ALPHABET INC | $5.7M | 2.34% | 19,945 | Trimmed |
| 6 | META | META PLATFORMS INC | $5.3M | 2.18% | 9,312 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.3M | 2.18% | 14,418 | Added |
| 8 | GOOG | ALPHABET INC | $5.1M | 2.08% | 17,723 | Trimmed |
| 9 | AVGO | BROADCOM INC | $4.4M | 1.81% | 14,315 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $4.4M | 1.80% | 10,094 | Trimmed |
| 11 | SDY | SPDR SERIES TRUST | $4.2M | 1.72% | 28,898 | Trimmed |
| 12 | QXO | QXO INC | $4.2M | 1.72% | 216,800 | Added |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $3.9M | 1.61% | 8,520 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.61% | 8,208 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.47% | 14,710 | Trimmed |
| 16 | WMT | WALMART INC | $3.4M | 1.37% | 26,962 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 1.35% | 3,320 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.34% | 57,836 | Added |
| 19 | UYLD | ANGEL OAK FUNDS TRUST | $3.1M | 1.26% | 60,569 | Added |
| 20 | ABBV | ABBVIE INC | $3.0M | 1.21% | 13,589 | Added |
| 21 | ORCL | ORACLE CORP | $2.8M | 1.14% | 18,939 | Trimmed |
| 22 | IJR | ISHARES TR | $2.5M | 1.04% | 20,506 | Trimmed |
| 23 | CVX | CHEVRON CORPORATION | $2.5M | 1.03% | 12,147 | Added |
| 24 | LLY | ELI LILLY & CO | $2.5M | 1.01% | 2,681 | Added |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 0.93% | 5,850 | Added |
Source: SEC Form 13F filings · as of 2026-03-31