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Lewis Asset Management, LLC

Q2 2026 13F filing

Updated 54 days ago

219 disclosed positions worth $285.5M

Portfolio value
$285.5M
Total holdings
219
New positions
30
Closed positions
10
Increased
116
Decreased
47
Turnover
18.3%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-2.8%
Value
$16.6M
Shares
83.0K
% Port
5.82%
A

APPLE INC

+0.1%
Value
$16M
Shares
55.4K
% Port
5.62%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

+0.6%
Value
$12.4M
Shares
16.6K
% Port
4.35%
A

AMAZON COM INC

+0.9%
Value
$9.1M
Shares
38.2K
% Port
3.19%
G

ALPHABET INC

-2.8%
Value
$6.9M
Shares
19.4K
% Port
2.43%
G

ALPHABET INC

-1.0%
Value
$6.2M
Shares
17.5K
% Port
2.17%
M

MICROSOFT CORP

+3.1%
Value
$5.5M
Shares
14.9K
% Port
1.94%
A

BROADCOM INC

-0.5%
Value
$5.4M
Shares
14.2K
% Port
1.88%
M

META PLATFORMS INC

+1.4%
Value
$5.3M
Shares
9.4K
% Port
1.86%
V
10.VGES

VANGUARD INDEX FDS

+499.1%
Value
$5.2M
Shares
60.5K
% Port
1.82%
A
11.AMD

ADVANCED MICRO DEVICES INC

-7.1%
Value
$4.8M
Shares
8.2K
% Port
1.68%
?
12.N/A

SPDR SERIES TRUST

+1.5%
Value
$4.5M
Shares
29.3K
% Port
1.56%
D
13.DIA

STATE STR SPDR DOW JONES IND

Unchanged
Value
$4.5M
Shares
8.5K
% Port
1.56%
A
14.ABBV

ABBVIE INC

+19.2%
Value
$4.1M
Shares
16.2K
% Port
1.43%
?
15.N/A

QXO INC

+6.6%
Value
$4M
Shares
231.2K
% Port
1.40%
B

BERKSHIRE HATHAWAY INC DEL

-2.9%
Value
$4M
Shares
8.0K
% Port
1.40%
J
17.JNJ

JOHNSON & JOHNSON

+0.2%
Value
$3.7M
Shares
14.7K
% Port
1.31%
C
18.CRWD

CROWDSTRIKE HLDGS INC

-16.2%
Value
$3.7M
Shares
4.9K
% Port
1.31%
?
19.N/A

J P MORGAN EXCHANGE TRADED F

+6.3%
Value
$3.5M
Shares
61.5K
% Port
1.22%
L
20.LLY

ELI LILLY & CO

-0.4%
Value
$3.2M
Shares
2.7K
% Port
1.12%
C
21.COST

COSTCO WHOLESALE CORPORATION

+2.6%
Value
$3.2M
Shares
3.4K
% Port
1.12%
W
22.WMT

WALMART INC

+3.7%
Value
$3.2M
Shares
28.0K
% Port
1.11%
?
23.N/A

ANGEL OAK FUNDS TRUST

+2.2%
Value
$3.2M
Shares
61.9K
% Port
1.11%
C
24.CSCO

CISCO SYS INC

+14.2%
Value
$3.1M
Shares
26.2K
% Port
1.08%
E
25.ETHA

ISHARES TR

+1.0%
Value
$3.1M
Shares
20.7K
% Port
1.08%
Q
26.QQQ

INVESCO QQQ TR

+4.3%
Value
$2.9M
Shares
4.0K
% Port
1.03%
M
27.MU

MICRON TECHNOLOGY INC

+209.5%
Value
$2.8M
Shares
2.4K
% Port
0.98%
O

ORACLE CORP

+0.4%
Value
$2.8M
Shares
19.0K
% Port
0.98%
?
29.N/A

VIKING THERAPEUTICS INC

+4.2%
Value
$2.6M
Shares
66.8K
% Port
0.91%
M
30.MDY

STATE STR SPDR S&P MIDCAP 40

Unchanged
Value
$2.6M
Shares
3.7K
% Port
0.91%
G

GOLDMAN SACHS GROUP INC

+3.0%
Value
$2.5M
Shares
2.5K
% Port
0.89%
P
32.PG

PROCTER & GAMBLE CO

+3.7%
Value
$2.2M
Shares
15.1K
% Port
0.78%
C
33.CVX

CHEVRON CORPORATION

+4.2%
Value
$2.1M
Shares
12.7K
% Port
0.73%
E
34.ETHA

ISHARES TR

-0.4%
Value
$2.1M
Shares
8.3K
% Port
0.73%
?
35.N/A

ANGEL OAK FUNDS TRUST

+2.8%
Value
$2.1M
Shares
99.0K
% Port
0.72%
E
36.ETHA

ISHARES TR

-6.5%
Value
$1.9M
Shares
4.8K
% Port
0.66%
C

CAPITAL ONE FINL CORP

Value
$1.9M
Shares
9.3K
% Port
0.65%
V
38.V

VISA INC

+11.6%
Value
$1.8M
Shares
5.3K
% Port
0.64%
A
39.AMAT

APPLIED MATLS INC

-2.9%
Value
$1.8M
Shares
2.5K
% Port
0.63%
U
40.UNH

UNITEDHEALTH GROUP INC

-6.8%
Value
$1.7M
Shares
4.0K
% Port
0.59%
L
41.LRCX

LAM RESEARCH CORP

-6.8%
Value
$1.7M
Shares
3.8K
% Port
0.58%
A
42.ABT

ABBOTT LABORATORIES

+8.6%
Value
$1.7M
Shares
18.3K
% Port
0.58%
R

RITHM CAPITAL CORP

-24.0%
Value
$1.6M
Shares
175.4K
% Port
0.58%
X
44.XOM

EXXON MOBIL CORP

+1.7%
Value
$1.6M
Shares
11.8K
% Port
0.56%
C
45.CAT

CATERPILLAR INC

+376.3%
Value
$1.6M
Shares
1.5K
% Port
0.56%
V
46.VLO

VALERO ENERGY CORP

+0.2%
Value
$1.5M
Shares
5.9K
% Port
0.54%
M
47.MCD

MCDONALDS CORP

-1.8%
Value
$1.5M
Shares
5.7K
% Port
0.54%
?
48.N/A

PACER FDS TR

+8.6%
Value
$1.5M
Shares
24.6K
% Port
0.54%
C
49.CQP

CHENIERE ENERGY INC

-3.9%
Value
$1.4M
Shares
6.1K
% Port
0.51%
T
50.TSLA

TESLA INC

+0.7%
Value
$1.4M
Shares
3.4K
% Port
0.50%