Lewis Asset Management, LLC: 13F holdings

CIK 20045202026Q2

Positions219
Reported value$285.5m
Filed2026-07-21

Change since last quarter

Positions219 (+20 vs prior quarter)
Reported value$285.5m (+16.7%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION83,017$16.6m5.8%
AAPL APPLE INC55,429$16.0m5.6%
SPY STATE STR SPDR S&P 500 ETF T16,610$12.4m4.3%
AMZN AMAZON COM INC38,160$9.1m3.2%
GOOGL ALPHABET INC19,396$6.9m2.4%
GOOG ALPHABET INC17,544$6.2m2.2%
MSFT MICROSOFT CORP14,864$5.5m1.9%
AVGO BROADCOM INC14,242$5.4m1.9%
META META PLATFORMS INC9,447$5.3m1.9%
VUG VANGUARD INDEX FDS60,477$5.2m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2004520")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples