Top 50 Lewis Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.09% | 85.4K | $14.9M | -10.21%(-9.71K) | $54.67(+313.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.74% | 55.3K | $14.0M | -0.44%(-246) | $193.70(+54.29%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.39% | 16.5K | $10.7M | +0.60%(+98) | $599.49(+23.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.22% | 37.8K | $7.9M | +9.69%(+3.34K) | $169.27(+59.59%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.34% | 19.9K | $5.7M | -0.50%(-100) | $159.92(+151.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 14.4K | $5.3M | +0.90%(+128) | $386.11(+4.95%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.18% | 9.3K | $5.3M | +3.54%(+318) | $349.49(+76.44%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.08% | 17.7K | $5.1M | -6.98%(-1.33K) | $144.55(+176.06%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.81% | 14.3K | $4.4M | +1.79%(+252) | $143.91(+189.63%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.8% | 10.1K | $4.4M | -1.38%(-141) | $67.95(+28.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.46% | +74.81% |
| Top 20 Holdings Unweighted | +15.36% | +53.50% |
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