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Lewis Asset Management, LLC

Q1 2026 · 13F-HR

Lewis Asset Management, LLCholdings as filed

Filed 2026-04-21 · accession 0002004520-26-000002

$244.6M
Reported value
199
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$14.9M6.09%85,436CommonNONE
037833100AAPLAPPLE INC$14.0M5.74%55,344CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.7M4.39%16,516CommonNONE
023135106AMZNAMAZON COM INC$7.9M3.22%37,805CommonNONE
02079K305GOOGLALPHABET INC$5.7M2.34%19,945CommonNONE
594918104MSFTMICROSOFT CORP$5.3M2.18%14,418CommonNONE
30303M102METAMETA PLATFORMS INC$5.3M2.18%9,312CommonNONE
02079K107GOOGALPHABET INC$5.1M2.08%17,723CommonNONE
11135F101AVGOBROADCOM INC$4.4M1.81%14,315CommonNONE
922908736VUGVANGUARD INDEX FDS$4.4M1.80%10,094CommonNONE
78464A763SDYSPDR SERIES TRUST$4.2M1.72%28,898CommonNONE
82846H405QXOQXO INC$4.2M1.72%216,800CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$3.9M1.61%8,520CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M1.61%8,208CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M1.47%14,710CommonNONE
931142103WMTWALMART INC$3.4M1.37%26,962CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.3M1.35%3,320CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.3M1.34%57,836CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$3.1M1.26%60,569CommonNONE
00287Y109ABBVABBVIE INC$3.0M1.21%13,589CommonNONE
68389X105ORCLORACLE CORP$2.8M1.14%18,939CommonNONE
464287804IJRISHARES TR$2.5M1.04%20,506CommonNONE
166764100CVXCHEVRON CORPORATION$2.5M1.03%12,147CommonNONE
532457108LLYELI LILLY & CO$2.5M1.01%2,681CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.93%5,850CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2.3M0.93%3,674CommonNONE
46090E103QQQINVESCO QQQ TR$2.2M0.90%3,826CommonNONE
64828T201RITMRITHM CAPITAL CORP$2.2M0.90%230,924CommonNONE
742718109PGPROCTER & GAMBLE CO$2.1M0.86%14,559CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$2.1M0.85%64,090CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.85%2,446CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$2.0M0.82%96,380CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.80%11,601CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.74%8,863CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.74%5,795CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.8M0.73%6,303CommonNONE
17275R102CSCOCISCO SYS INC$1.8M0.73%22,939CommonNONE
002824100ABTABBOTT LABORATORIES$1.7M0.71%16,888CommonNONE
464287648IWOISHARES TR$1.6M0.66%5,136CommonNONE
464287721IYWISHARES TR$1.5M0.62%8,312CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.5M0.60%5,900CommonNONE
92826C839VVISA INC$1.4M0.59%4,751CommonNONE
69374H881COWZPACER FDS TR$1.4M0.58%22,633CommonNONE
37954Y871URAGLOBAL X FDS$1.4M0.57%28,786CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.57%19,373CommonNONE
778296103ROSTROSS STORES INC$1.3M0.54%6,100CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.3M0.54%52,875CommonNONE
191216100KOCOCA COLA CO$1.3M0.52%16,664CommonNONE
75513E101RTXRTX CORPORATION$1.3M0.52%6,556CommonNONE
78433H303SPYINEOS ETF TRUST$1.3M0.52%25,526CommonNONE
88160R101TSLATESLA INC$1.2M0.51%3,342CommonNONE
031162100AMGNAMGEN INC$1.2M0.49%3,389CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.48%4,343CommonNONE
464287440IEFISHARES TR$1.1M0.47%11,946CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.45%3,765CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.43%6,331CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.0M0.42%10,779CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.41%20,007CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.0M0.41%18,081CommonNONE
78464A839MDYVSPDR SERIES TRUST$996,4290.41%11,702CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$972,7660.40%7,320CommonNONE
438516106HONHONEYWELL INTL INC$969,9070.40%4,291CommonNONE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$949,9500.39%26,155CommonNONE
025816109AXPAMERICAN EXPRESS CO$939,5910.38%3,106CommonNONE
682680103OKEONEOK INC NEW$926,4980.38%10,250CommonNONE
872540109TJXTJX COS INC NEW$914,4400.37%5,726CommonNONE
58155Q103MCKMCKESSON CORP$899,9740.37%1,040CommonNONE
512807306LRCXLAM RESEARCH CORP$882,6160.36%4,131CommonNONE
038222105AMATAPPLIED MATLS INC$880,0090.36%2,575CommonNONE
697435105PANWPALO ALTO NETWORKS INC$877,7380.36%5,475CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$834,8510.34%48,793CommonNONE
02209S103MOALTRIA GROUP INC$819,7280.34%12,422CommonNONE
888787108TOSTTOAST INC$819,6360.34%30,918CommonNONE
36828A101GEVGE VERNOVA INC$810,0510.33%928CommonNONE
760759100RSGREPUBLIC SVCS INC$800,7370.33%3,656CommonNONE
29250N105ENBENBRIDGE INC$794,5050.32%14,675CommonNONE
09260D107BXBLACKSTONE INC$789,4250.32%6,865CommonNONE
64110L106NFLXNETFLIX INC.$767,6360.31%7,984CommonNONE
610236101MNROMONRO INC$765,1080.31%47,700CommonNONE
384802104GWWWW GRAINGER INC$763,5670.31%700CommonNONE
437076102HDHOME DEPOT INC$752,3950.31%2,288CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$739,6510.30%3,640CommonNONE
548661107LOWLOWES COS INC$726,7390.30%3,076CommonNONE
94106L109WMWASTE MGMT INC DEL$717,5980.29%3,123CommonNONE
46435U713IFRAISHARES TR$708,6290.29%12,389CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$700,5800.29%11,551CommonNONE
79466L302CRMSALESFORCE INC$674,5120.28%3,613CommonNONE
69374H873ICOWPACER FDS TR$667,9630.27%15,739CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$663,3960.27%10,829CommonNONE
92204A405VFHVANGUARD WORLD FD$651,1640.27%5,390CommonNONE
92189F676SMHVANECK ETF TRUST$638,8340.26%1,666CommonNONE
26884L109EQTEQT CORP$636,4410.26%10,001CommonNONE
464288638IGIBISHARES TR$634,3090.26%11,919CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$633,8190.26%17,121CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$632,9390.26%1,373CommonNONE
464287242LQDISHARES TR$623,0950.25%5,717CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$616,4020.25%4,705CommonNONE
060505104BACBANK AMERICA CORP$614,2760.25%12,601CommonNONE
291011104EMREMERSON ELEC CO$611,3390.25%4,666CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$607,7200.25%2,507CommonNONE
74348A467NOBLPROSHARES TR$606,9830.25%5,726CommonNONE
747525103QCOMQUALCOMM INC$583,1670.24%4,528CommonNONE
464288646IGSBISHARES TR$581,8830.24%11,071CommonNONE
494368103KMBKIMBERLY-CLARK CORP$554,3390.23%5,746CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$547,2270.22%4,989CommonNONE
713448108PEPPEPSICO INC$544,1700.22%3,504CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$533,6190.22%26,145CommonNONE
464287507IJHISHARES TR$532,8250.22%7,890CommonNONE
56585A102MPCMARATHON PETE CORP$511,0600.21%2,093CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$503,9510.21%3,116CommonNONE
464288760ITAISHARES TR$503,5290.21%2,302CommonNONE
717081103PFEPFIZER INC$495,5300.20%17,647CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$490,9210.20%13,112CommonNONE
04010L103ARCCARES CAPITAL CORP$479,2280.20%26,594CommonNONE
78463V107GLDSPDR GOLD TR$478,9130.20%1,113CommonNONE
57636Q104MAMASTERCARD INCORPORATED$478,7820.20%958CommonNONE
25861R501DCMTDOUBLELINE ETF TRUST$477,1820.20%14,316CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$475,4560.19%5,775CommonNONE
20825C104COPCONOCOPHILLIPS$473,6110.19%3,588CommonNONE
464287200IVVISHARES TR$471,3440.19%722CommonNONE
464287432TLTISHARES TR$468,2950.19%5,402CommonNONE
55261F104MTBM & T BK CORP$462,2970.19%2,236CommonNONE
464287465EFAISHARES TR$453,8830.19%4,673CommonNONE
74347B698SMDVPROSHARES TR$449,4650.18%6,534CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$440,6660.18%8,263CommonNONE
032095101APHAMPHENOL CORP$440,0630.18%3,483CommonNONE
219350105GLWCORNING INC$434,7430.18%3,197CommonNONE
001055102AFLAFLAC INC$431,7030.18%3,935CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$430,1370.18%11,040CommonNONE
369604301GEGE AEROSPACE$429,5100.18%1,514CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$410,1520.17%8,530CommonNONE
911312106UPSUNITED PARCEL SVCS INC$407,6780.17%4,144CommonNONE
863667101SYKSTRYKER CORPORATION$400,5510.16%1,219CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$393,6000.16%4,596CommonNONE
46429B598INDAISHARES TR$393,2220.16%8,395CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$392,8600.16%2,047CommonNONE
464287226AGGISHARES TR$384,1190.16%3,869CommonNONE
74762E102QUREQUANTA SVCS INC$379,9220.16%692CommonNONE
617446448MSMORGAN STANLEY$378,3600.15%2,299CommonNONE
56501R106MFCMANULIFE FINL CORP$374,5010.15%10,874CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$371,6230.15%5,815CommonNONE
09290D101BLKBLACKROCK INC$365,3740.15%380CommonNONE
464287705IJJISHARES TR$364,3750.15%2,750CommonNONE
743315103PGRPROGRESSIVE CORP$363,3260.15%1,833CommonNONE
172062101CINFCINCINNATI FINL CORP$359,4810.15%2,285CommonNONE
539830109LMTLOCKHEED MARTIN CORP$355,0520.15%587CommonNONE
949746101WMT2WELLS FARGO & CO$352,8320.14%4,432CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$351,8620.14%7,127CommonNONE
253868103DLRDIGITAL RLTY TR INC$350,8620.14%1,947CommonNONE
46434V290SMLFISHARES TR$350,0210.14%4,637CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$338,8700.14%3,671CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$338,2520.14%7,815CommonNONE
87612E106TGTTARGET CORP$331,0330.14%2,731CommonNONE
33939L407GUNRFLEXSHARES TR$326,5800.13%5,921CommonNONE
053484101AVBAVALONBAY CMNTYS INC$319,3490.13%1,955CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$313,3480.13%3,325CommonNONE
03027X100AMTAMERICAN TOWER CORP$306,9180.13%1,778CommonNONE
880770102TERTERADYNE INC$296,4600.12%1,000CommonNONE
03463K745AOHYANGEL OAK FUNDS TRUST$285,6770.12%26,137CommonNONE
235851102DHRDANAHER CORP DEL$284,4000.12%1,500CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$282,6620.12%5,689CommonNONE
78464A607RWRSPDR SERIES TRUST$279,1320.11%2,765CommonNONE
464287622IWBISHARES TR$272,8410.11%765CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$266,3210.11%11,469CommonNONE
092528603BINCBLACKROCK ETF TRUST II$265,2560.11%5,108CommonNONE
595112103MUMICRON TECHNOLOGY INC$263,6000.11%780CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$260,9490.11%8,505CommonNONE
464287481IWPISHARES TR$257,1370.11%2,007CommonNONE
37954Y657PFFDGLOBAL X FDS$256,5890.10%13,945CommonNONE
45826J105NTLAINTELLIA THERAPEUTICS INC$253,4510.10%19,770CommonNONE
824348106SHWSHERWIN WILLIAMS CO$252,3860.10%787CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$249,7630.10%860CommonNONE
244199105DEDEERE & CO$249,5580.10%443CommonNONE
842587107SOSOUTHERN CO$245,6450.10%2,545CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$245,1640.10%3,907CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$243,1970.10%4,499CommonNONE
94106B101WCNWASTE CONNECTIONS INC$242,7020.10%1,494CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$233,9410.10%10,886CommonNONE
369550108GDGENERAL DYNAMICS CORP$228,7140.09%666CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$225,3520.09%1,153CommonNONE
149123101CATCATERPILLAR INC$223,9440.09%316CommonNONE
882508104TXNTEXAS INSTRS INC$221,4990.09%1,141CommonNONE
464287457SHYISHARES TR$218,5860.09%2,647CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$217,6800.09%1,255CommonNONE
907818108UNPUNION PAC CORP$215,0560.09%886CommonNONE
81762P102NOWSERVICENOW INC$213,9070.09%2,046CommonNONE
254687106DISDISNEY WALT CO$213,0360.09%2,210CommonNONE
29273V100ETENERGY TRANSFER L P$212,3030.09%11,000CommonNONE
855244109SBUXSTARBUCKS CORP$209,4120.09%2,337CommonNONE
14149Y108CAHCARDINAL HEALTH INC$208,7740.09%988CommonNONE
18915M107NETCLOUDFLARE INC$207,1650.08%1,004CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$204,4370.08%1,925CommonNONE
464287606IJKISHARES TR$203,3530.08%2,021CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$203,1680.08%5,055CommonNONE
257701300DGICBDONEGAL GROUP INC$202,8790.08%11,469CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$200,7030.08%4,661CommonNONE
892356106TSCOTRACTOR SUPPLY CO$200,3540.08%4,423CommonNONE
464288224ICLNISHARES TR$182,9000.07%10,000CommonNONE
55087P104LYFTLYFT INC$171,1710.07%12,870CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.