Lewis Asset Management, LLC Portfolio Holdings

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2025

Lewis Asset Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.4B, Apple Inc. with a value of $8.71B, Meta Platforms, Inc. with a value of $5.44B, Amazon Com Inc with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $3.89B.

Examining the 13F form we can see an decrease of $10.1B in the current position value, from $131B to 121B.

Lewis Asset Management, LLC is based out at Lafayette, CA

Below you can find more details about Lewis Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
Technology: $39.2 Billion
ETFs: $20.7 Billion
Financial Services: $11.8 Billion
Communication Services: $10.7 Billion
Healthcare: $10.3 Billion
Consumer Cyclical: $7.17 Billion
Energy: $4.95 Billion
Consumer Defensive: $4.55 Billion
Other: $7.4 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$665 Million 0.55% of portfolio
30,030
Q1 2025 Added 3.36%
$0
$224 Million 0.19% of portfolio
11,323
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $121 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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