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Lewis Asset Management, LLC - Portfolio Stock Holdings

Lewis Asset Management, LLC disclosed 237 stock positions in a recent SEC 13F filing. $293,538,261 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 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.

Report Period:

Sept. 30, 2026

No. of Stocks:

237

Est. Stock Holding Value:

$293,538,261

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lewis Asset Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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