StockDriftsStockDriftsTop 50 Lewis Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.82% | 83.0K | $16.6M | -2.83%(-2.42K) | $54.67(+303.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.62% | 55.4K | $16.0M | +0.15%(+85) | $193.82(+58.23%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.35% | 16.6K | $12.4M | +0.57%(+94) | $600.00(+28.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.19% | 38.2K | $9.1M | +0.94%(+355) | $169.73(+61.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.43% | 19.4K | $6.9M | -2.75%(-549) | $159.92(+119.78%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.17% | 17.5K | $6.2M | -1.01%(-179) | $144.55(+142.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.94% | 14.9K | $5.5M | +3.09%(+446) | $385.50(+30.42%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.88% | 14.2K | $5.4M | -0.51%(-73) | $143.91(+192.11%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.86% | 9.4K | $5.3M | +1.45%(+135) | $352.35(+69.37%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.82% | 60.5K | $5.2M | -0.14%(-87) | $67.95(+31.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +67.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.03% |
Lewis Asset Management, LLC reports $285.46M in US-listed equity holdings across 219 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.8%), AAPL (5.6%) and SPY (4.3%). The top 20 holdings account for 45.07% of reported assets. Its disclosed equity book has returned +67.71% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lewis Asset Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004520). View Lewis Asset Management, LLC’s 13F filings on SEC