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Lewis Asset Management, LLC

Q2 2026 · 13F-HR

Lewis Asset Management, LLCholdings as filed

Filed 2026-07-21 · accession 0002004520-26-000003

$285.5M
Reported value
219
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$16.6M5.82%83,017CommonNONE
037833100AAPLAPPLE INC$16.0M5.62%55,429CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$12.4M4.35%16,610CommonNONE
023135106AMZNAMAZON COM INC$9.1M3.19%38,160CommonNONE
02079K305GOOGLALPHABET INC$6.9M2.43%19,396CommonNONE
02079K107GOOGALPHABET INC$6.2M2.17%17,544CommonNONE
594918104MSFTMICROSOFT CORP$5.5M1.94%14,864CommonNONE
11135F101AVGOBROADCOM INC$5.4M1.88%14,242CommonNONE
30303M102METAMETA PLATFORMS INC$5.3M1.86%9,447CommonNONE
922908736VUGVANGUARD INDEX FDS$5.2M1.82%60,477CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.8M1.68%8,237CommonNONE
78464A763SDYSPDR SERIES TRUST$4.5M1.56%29,342CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$4.5M1.56%8,520CommonNONE
00287Y109ABBVABBVIE INC$4.1M1.43%16,195CommonNONE
82846H405QXOQXO INC$4.0M1.40%231,150CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.40%7,971CommonNONE
478160104JNJJOHNSON & JOHNSON$3.7M1.31%14,741CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.7M1.31%4,904CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.5M1.22%61,477CommonNONE
532457108LLYELI LILLY & CO$3.2M1.12%2,670CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.2M1.12%3,408CommonNONE
931142103WMTWALMART INC$3.2M1.11%27,967CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$3.2M1.11%61,885CommonNONE
17275R102CSCOCISCO SYS INC$3.1M1.08%26,202CommonNONE
464287804IJRISHARES TR$3.1M1.08%20,716CommonNONE
46090E103QQQINVESCO QQQ TR$2.9M1.03%3,990CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.8M0.98%2,414CommonNONE
68389X105ORCLORACLE CORP$2.8M0.98%19,010CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$2.6M0.91%66,790CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2.6M0.91%3,674CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.5M0.89%2,520CommonNONE
742718109PGPROCTER & GAMBLE CO$2.2M0.78%15,094CommonNONE
166764100CVXCHEVRON CORPORATION$2.1M0.73%12,651CommonNONE
464287721IYWISHARES TR$2.1M0.73%8,277CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$2.1M0.72%99,041CommonNONE
464287648IWOISHARES TR$1.9M0.66%4,801CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.65%9,314CommonNONE
92826C839VVISA INC$1.8M0.64%5,300CommonNONE
038222105AMATAPPLIED MATLS INC$1.8M0.63%2,500CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.59%4,048CommonNONE
512807306LRCXLAM RESEARCH CORP$1.7M0.58%3,848CommonNONE
002824100ABTABBOTT LABORATORIES$1.7M0.58%18,343CommonNONE
64828T201RITMRITHM CAPITAL CORP$1.6M0.58%175,410CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.56%11,794CommonNONE
149123101CATCATERPILLAR INC$1.6M0.56%1,505CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.5M0.54%5,913CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.54%5,693CommonNONE
69374H881COWZPACER FDS TR$1.5M0.54%24,569CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.4M0.51%6,056CommonNONE
88160R101TSLATESLA INC$1.4M0.50%3,365CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.4M0.48%49,678CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.48%7,183CommonNONE
191216100KOCOCA COLA CO$1.4M0.48%16,776CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.48%4,020CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.4M0.48%22,083CommonNONE
78433H303SPYINEOS ETF TRUST$1.3M0.47%25,389CommonNONE
031162100AMGNAMGEN INC$1.3M0.46%3,649CommonNONE
778296103ROSTROSS STORES INC$1.3M0.46%6,170CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.46%3,996CommonNONE
37954Y871URAGLOBAL X FDS$1.3M0.45%29,286CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.44%1,078CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.44%4,238CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.2M0.42%10,775CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.42%6,332CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.41%6,414CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.1M0.38%11,574CommonNONE
464287440IEFISHARES TR$1.1M0.38%11,418CommonNONE
92189F676SMHVANECK ETF TRUST$1.1M0.38%1,640CommonNONE
697435105PANWPALO ALTO NETWORKS INC$964,3740.34%2,828CommonNONE
872540109TJXTJX COS INC NEW$932,6270.33%6,156CommonNONE
04010L103ARCCARES CAPITAL CORP$931,0900.33%50,248CommonNONE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$910,2420.32%24,325CommonNONE
384802104GWWWW GRAINGER INC$897,8640.31%660CommonNONE
02209S103MOALTRIA GROUP INC$893,7630.31%12,422CommonNONE
437076102HDHOME DEPOT INC$890,9140.31%2,526CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$855,9070.30%20,215CommonNONE
610236101MNROMONRO INC$853,0130.30%49,855CommonNONE
29250N105ENBENBRIDGE INC$831,0390.29%15,330CommonNONE
46435U713IFRAISHARES TR$822,4930.29%13,047CommonNONE
032095101APHAMPHENOL CORP$817,3430.29%4,636CommonNONE
760759100RSGREPUBLIC SVCS INC$807,3600.28%3,789CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$798,3450.28%3,565CommonNONE
58155Q103MCKMCKESSON CORP$785,8240.28%1,040CommonNONE
09260D107BXBLACKSTONE INC$781,4340.27%6,641CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$772,6360.27%3,631CommonNONE
747525103QCOMQUALCOMM INC$769,4750.27%4,164CommonNONE
464287200IVVISHARES TR$765,3960.27%1,022CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$762,7610.27%2,712CommonNONE
060505104BACBANK OF AMER CORP$718,8430.25%12,616CommonNONE
464288638IGIBISHARES TR$714,0460.25%13,429CommonNONE
92204A405VFHVANGUARD WORLD FD$709,1090.25%5,388CommonNONE
548661107LOWLOWES COS INC$698,1270.24%3,166CommonNONE
94106L109WMWASTE MGMT INC DEL$696,1540.24%3,123CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$691,0970.24%11,994CommonNONE
69374H873ICOWPACER FDS TR$686,0990.24%16,481CommonNONE
81762P102NOWSERVICENOW INC$678,5790.24%6,835CommonNONE
369604301GEGE AEROSPACE$677,7930.24%1,814CommonNONE
494368103KMBKIMBERLY-CLARK CORP$670,0110.23%6,104CommonNONE
291011104EMREMERSON ELEC CO$667,9380.23%4,666CommonNONE
74348A467NOBLPROSHARES TR$645,9970.23%11,503CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$632,6500.22%4,950CommonNONE
464287242LQDISHARES TR$624,4580.22%5,725CommonNONE
617446448MSMORGAN STANLEY$618,6560.22%2,960CommonNONE
464287507IJHISHARES TR$610,8440.21%7,922CommonNONE
464288646IGSBISHARES TR$584,4130.20%11,151CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$581,8540.20%10,956CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$581,8360.20%16,158CommonNONE
911312106UPSUNITED PARCEL SVCS INC$580,1520.20%5,397CommonNONE
64110L106NFLXNETFLIX INC.$577,3930.20%8,087CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$577,1770.20%3,116CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$568,7130.20%12,607CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$566,9990.20%27,835CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$557,2620.20%33,369CommonNONE
464288760ITAISHARES TR$551,5820.19%2,275CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$546,0150.19%1,373CommonNONE
55261F104MTBM & T BK CORP$532,7470.19%2,238CommonNONE
26884L109EQTEQT CORP$532,1430.19%10,008CommonNONE
438516205HONHONEYWELL INTL INC$530,4190.19%2,369CommonNONE
74762E102QUREQUANTA SVCS INC$528,5110.19%734CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$528,4660.19%4,705CommonNONE
43849R105HONAHONEYWELL AEROSPACE INC$523,7390.18%2,369CommonNONE
57636Q104MAMASTERCARD INCORPORATED$519,3310.18%1,011CommonNONE
56501R106MFCMANULIFE FINL CORP$516,7860.18%12,757CommonNONE
464287465EFAISHARES TR$516,2270.18%4,969CommonNONE
553368101MPMP MATERIALS CORP$504,0900.18%9,000CommonNONE
74347B698SMDVPROSHARES TR$499,9990.18%6,491CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$491,3290.17%8,346CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$487,1110.17%11,809CommonNONE
880770102TERTERADYNE INC$483,8400.17%1,000CommonNONE
713448108PEPPEPSICO INC$482,6310.17%3,564CommonNONE
464287432TLTISHARES TR$467,3380.16%5,408CommonNONE
001055102AFLAFLAC INC$465,7510.16%3,972CommonNONE
25861R501DCMTDOUBLELINE ETF TRUST$453,8110.16%14,686CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$449,7870.16%8,530CommonNONE
79466L302CRMSALESFORCE INC$448,0160.16%2,860CommonNONE
46434V290SMLFISHARES TR$436,4850.15%4,897CommonNONE
717081103PFEPFIZER INC$431,6820.15%17,927CommonNONE
172062101CINFCINCINNATI FINL CORP$424,3730.15%2,292CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$422,6220.15%4,596CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$421,3120.15%4,575CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$412,3900.14%23,000CommonNONE
78463V107GLDSPDR GOLD TR$410,0070.14%1,113CommonNONE
56585A102MPCMARATHON PETE CORP$406,7770.14%1,591CommonNONE
464287705IJJISHARES TR$406,2580.14%2,750CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$404,8970.14%4,525CommonNONE
824348106SHWSHERWIN WILLIAMS CO$404,7450.14%1,175CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$402,0150.14%7,818CommonNONE
743315103PGRPROGRESSIVE CORP$400,4010.14%1,833CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$398,8900.14%5,902CommonNONE
464287226AGGISHARES TR$392,9590.14%3,970CommonNONE
244199105DEDEERE & CO$389,4110.14%614CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$387,5040.14%7,228CommonNONE
87612E106TGTTARGET CORP$379,8490.13%2,908CommonNONE
053484101AVBAVALONBAY CMNTYS INC$368,8890.13%1,955CommonNONE
949746101WMT2WELLS FARGO & CO$366,7560.13%4,438CommonNONE
09290D101BLKBLACKROCK INC$365,4600.13%380CommonNONE
46429B598INDAISHARES TR$362,9180.13%7,348CommonNONE
907818108UNPUNION PAC CORP$355,3540.12%1,306CommonNONE
253868103DLRDIGITAL RLTY TR INC$351,8700.12%1,959CommonNONE
701094104PHPARKER-HANNIFIN CORP$344,2980.12%352CommonNONE
882508104TXNTEXAS INSTRS INC$341,4260.12%1,145CommonNONE
03027X100AMTAMERICAN TOWER CORP$335,4910.12%2,051CommonNONE
G54950103LINLINDE PLC$332,6480.12%641CommonNONE
20825C104COPCONOCOPHILLIPS$332,0470.12%3,194CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$326,5150.11%3,325CommonNONE
539830109LMTLOCKHEED MARTIN CORP$325,5290.11%639CommonNONE
78464A607RWRSPDR SERIES TRUST$325,2100.11%2,879CommonNONE
80004C200SNDKSANDISK CORP$324,0340.11%143CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$314,2920.11%5,787CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$314,0990.11%9,905CommonNONE
464287622IWBISHARES TR$313,6850.11%766CommonNONE
45826J105NTLAINTELLIA THERAPEUTICS INC$309,1280.11%18,270CommonNONE
33939L407GUNRFLEXSHARES TR$304,5260.11%6,180CommonNONE
03463K745AOHYANGEL OAK FUNDS TRUST$304,2530.11%27,646CommonNONE
808513105SCHWSCHWAB CHARLES CORP$300,8840.11%3,261CommonNONE
02156V109OKLOOKLO INC$294,3560.10%5,625CommonNONE
G29183103ETNEATON CORP PLC$288,0570.10%676CommonNONE
464287481IWPISHARES TR$286,5240.10%1,957CommonNONE
235851102DHRDANAHER CORP DEL$285,7200.10%1,500CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$279,0070.10%1,288CommonNONE
115236101BROBROWN & BROWN INC$276,2410.10%4,306CommonNONE
863667101SYKSTRYKER CORPORATION$273,7180.10%869CommonNONE
452308109ITWILLINOIS TOOL WKS INC$269,0230.09%995CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$267,1820.09%10,300CommonNONE
37954Y657PFFDGLOBAL X FDS$263,7830.09%14,114CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$260,8820.09%11,017CommonNONE
257701300DGICBDONEGAL GROUP INC$257,4480.09%11,820CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$252,6190.09%862CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$250,7120.09%10,839CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$250,4050.09%5,305CommonNONE
683344105ONTOONTO INNOVATION INC$250,1550.09%661CommonNONE
94106B101WCNWASTE CONNECTIONS INC$249,0520.09%1,494CommonNONE
18915M107NETCLOUDFLARE INC$246,2610.09%1,004CommonNONE
855244109SBUXSTARBUCKS CORP$244,0220.09%2,388CommonNONE
842587107SOSOUTHERN CO$243,5840.09%2,545CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$239,4960.08%6,800CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$239,3920.08%1,939CommonNONE
464287606IJKISHARES TR$237,4680.08%2,021CommonNONE
369550108GDGENERAL DYNAMICS CORP$236,6530.08%668CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$235,9330.08%5,157CommonNONE
14149Y108CAHCARDINAL HEALTH INC$234,7090.08%988CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$233,7000.08%2,056CommonNONE
29273V100ETENERGY TRANSFER L P$229,8460.08%12,021CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$229,5050.08%1,377CommonNONE
032108557ETHOAMPLIFY ETF TR$228,9320.08%2,840CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$228,7560.08%479CommonNONE
464287457SHYISHARES TR$219,3110.08%2,671CommonNONE
464287614IWFISHARES TR$217,5460.08%1,752CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$217,4700.08%434CommonNONE
871829107SYYSYSCO CORP$215,8600.08%2,583CommonNONE
24477V105DFTXDEFINIUM THERAPEUTICS INC$215,6780.08%4,585CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$214,6390.08%4,661CommonNONE
46429B697USMVISHARES TR$210,8620.07%2,186CommonNONE
888787108TOSTTOAST INC$209,1510.07%7,518CommonNONE
464288224ICLNISHARES TR$204,9000.07%10,000CommonNONE
37954Y673PAVEGLOBAL X FDS$204,7470.07%3,475CommonNONE
33939L662HYGVFLEXSHARES TR$202,7590.07%5,036CommonNONE
78464A409SPYGSPDR SERIES TRUST$200,0700.07%1,681CommonNONE
G65163100JOBYJOBY AVIATION INC$93,6600.03%10,500CommonNONE

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.