Lewis Asset Management, LLC - Portfolio Stock Holdings

Lewis Asset Management, LLC disclosed 218 stock positions in a recent SEC 13F filing. $238,883,870 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and SPY. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.

We estimate the fund has a total AUM of $387,050,385 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.