Lewis Asset Management, LLC Portfolio Holdings
Lewis Asset Management, LLC
- $243 Billion
- Q3 2025
Lewis Asset Management, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.8B, Apple Inc. with a value of $14.5B, Spdr S&P 500 ETF Trust with a value of $11B, Amazon Com Inc with a value of $8.35B, and Microsoft Corp with a value of $8.04B.
Examining the 13F form we can see an increase of $30.7B in the current position value, from $213B to 243B.
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
$243 Billion
Technology: $68.4 Billion
ETFs: $58.7 Billion
Healthcare: $18.8 Billion
Communication Services: $18.1 Billion
Financial Services: $17.7 Billion
Consumer Cyclical: $16.3 Billion
Consumer Defensive: $12 Billion
Industrials: $8.35 Billion
Other: $14.7 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 186
- Current Value $243 Billion
- Prior Value $213 Billion
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 17 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 40 stocks