Lewis Asset Management, LLC

données du 31/12/2025

Capitalisation

$ 245.568 M 0.94 %

Période de détention moyenne

6 ans

Performance

$ 55.439 M 40.07 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Lewis Asset Management, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 NVIDIA CORPORATION 7.23% 17.745 M $ 95147 2023/12/31 -8.491 K $ -0.04 %
2025/12/31 APPLE INC 6.15% 15.113 M $ 55590 2023/12/31 983.402 K $ 6.77 %
2025/12/31 SPDR S&P 500 ETF TR 4.56% 11.196 M $ 16418 2025/06/30 259.764 K $ 2.36 %
2025/12/31 AMAZON COM INC 3.24% 7.955 M $ 34465 2023/12/31 427.950 K $ 5.12 %
2025/12/31 MICROSOFT CORP 2.81% 6.911 M $ 14290 2023/12/31 -533.215 K $ -6.63 %
2025/12/31 ALPHABET INC 2.55% 6.274 M $ 20045 2023/12/31 1.371 M $ 28.75 %
2025/12/31 ALPHABET INC 2.43% 5.979 M $ 19053 2023/12/31 1.379 M $ 28.84 %
2025/12/31 META PLATFORMS INC 2.42% 5.937 M $ 8994 2023/12/31 -647.363 K $ -10.12 %
2025/12/31 VANGUARD INDEX FDS 2.03% 4.993 M $ 10235 2025/06/30 82.162 K $ 1.72 %
2025/12/31 BROADCOM INC 1.98% 4.867 M $ 14063 2023/12/31 221.754 K $ 4.91 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.73% 4.248 M $ 8452 2023/12/31 -759.000 $ -0.02 %
2025/12/31 SPDR SERIES TRUST 1.67% 4.091 M $ 29400 2023/12/31 -26.775 K $ -0.64 %
2025/12/31 SPDR DOW JONES INDL AVERAGE 1.66% 4.080 M $ 8490 2025/06/30 141.708 K $ 3.63 %
2025/12/31 ORACLE CORP 1.51% 3.700 M $ 18982 2023/12/31 -1.693 M $ -30.70 %
2025/12/31 QXO INC 1.44% 3.526 M $ 182780 2024/09/30 36.910 K $ 1.21 %
2025/12/31 JOHNSON & JOHNSON 1.28% 3.147 M $ 15208 2023/12/31 322.776 K $ 11.62 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 1.27% 3.118 M $ 54469 2023/12/31 7.498 K $ 0.25 %
2025/12/31 WALMART INC 1.22% 2.998 M $ 26912 2023/12/31 221.467 K $ 8.10 %
2025/12/31 ANGEL OAK FUNDS TRUST 1.20% 2.949 M $ 57655 2023/12/31 -511.000 $ -0.02 %
2025/12/31 COSTCO WHSL CORP NEW 1.16% 2.851 M $ 3306 2023/12/31 -209.098 K $ -6.83 %
2025/12/31 ABBVIE INC 1.09% 2.676 M $ 11712 2023/12/31 -36.671 K $ -1.32 %
2025/12/31 ISHARES TR 1.01% 2.487 M $ 20691 2023/12/31 29.544 K $ 1.14 %
2025/12/31 RITHM CAPITAL CORP 1.01% 2.476 M $ 227170 2023/12/31 -105.966 K $ -4.30 %
2025/12/31 INVESCO QQQ TR 0.99% 2.425 M $ 3948 2023/12/31 58.810 K $ 2.32 %
2025/12/31 ELI LILLY & CO 0.94% 2.301 M $ 2141 2023/12/31 760.699 K $ 40.88 %
2025/12/31 SPDR S&P MIDCAP 400 ETF TR 0.90% 2.220 M $ 3681 2023/12/31 26.336 K $ 1.21 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.90% 2.209 M $ 4712 2023/12/31 -101.678 K $ -4.41 %
2025/12/31 VIKING THERAPEUTICS INC 0.89% 2.177 M $ 61890 2024/03/31 497.776 K $ 33.87 %
2025/12/31 GOLDMAN SACHS GROUP INC 0.87% 2.144 M $ 2439 2023/12/31 203.708 K $ 10.36 %
2025/12/31 ABBOTT LABS 0.86% 2.115 M $ 16880 2023/12/31 -143.797 K $ -6.46 %
2025/12/31 PROCTER AND GAMBLE CO 0.84% 2.056 M $ 14346 2023/12/31 -130.811 K $ -6.73 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.81% 1.978 M $ 9235 2023/12/31 533.077 K $ 32.36 %
2025/12/31 CHEVRON CORP NEW 0.74% 1.826 M $ 11980 2023/12/31 -34.073 K $ -1.85 %
2025/12/31 MCDONALDS CORP 0.72% 1.771 M $ 5793 2025/06/30 10.092 K $ 0.57 %
2025/12/31 CHENIERE ENERGY INC 0.69% 1.701 M $ 8751 2023/12/31 -156.151 K $ -17.27 %
2025/12/31 ISHARES TR 0.69% 1.693 M $ 8477 2025/06/30 34.307 K $ 1.95 %
2025/12/31 CISCO SYS INC 0.68% 1.668 M $ 21653 2024/06/30 185.115 K $ 12.58 %
2025/12/31 ISHARES TR 0.68% 1.659 M $ 5136 2025/06/30 15.007 K $ 0.93 %
2025/12/31 AES CORP 0.63% 1.559 M $ 108717 2025/03/31 123.543 K $ 8.97 %
2025/12/31 UBER TECHNOLOGIES INC 0.62% 1.524 M $ 18657 2024/09/30 -300.452 K $ -16.60 %
2025/12/31 VISA INC 0.62% 1.513 M $ 4313 2023/12/31 39.949 K $ 2.73 %
2025/12/31 SALESFORCE INC 0.60% 1.469 M $ 5546 2023/12/31 163.770 K $ 11.77 %
2025/12/31 TESLA INC 0.60% 1.466 M $ 3260 2023/12/31 16.785 K $ 1.12 %
2025/12/31 ENBRIDGE INC 0.59% 1.438 M $ 30064 2023/12/31 -78.437 K $ -5.21 %
2025/12/31 ANGEL OAK FUNDS TRUST 0.54% 1.330 M $ 63875 2025/03/31 -1.904 K $ -0.38 %
2025/12/31 EXXON MOBIL CORP 0.54% 1.317 M $ 10945 2023/12/31 81.395 K $ 6.73 %
2025/12/31 UNITEDHEALTH GROUP INC 0.52% 1.271 M $ 3852 2023/12/31 -62.519 K $ -4.41 %
2025/12/31 GLOBAL X FDS 0.51% 1.245 M $ 29131 2024/03/31 -97.609 K $ -10.36 %
2025/12/31 CRINETICS PHARMACEUTICALS IN 0.49% 1.215 M $ 26105 2024/06/30 145.407 K $ 11.76 %
2025/12/31 ISHARES TR 0.49% 1.200 M $ 12476 2023/12/31 -3.947 K $ -0.31 %
2025/12/31 JPMORGAN CHASE & CO. 0.49% 1.194 M $ 3704 2023/12/31 24.335 K $ 2.17 %
2025/12/31 RTX CORPORATION 0.48% 1.167 M $ 6365 2024/12/31 102.847 K $ 9.61 %
2025/12/31 AMERICAN EXPRESS CO 0.47% 1.165 M $ 3149 2023/12/31 127.133 K $ 11.37 %
2025/12/31 COCA COLA CO 0.45% 1.116 M $ 15960 2024/03/31 56.940 K $ 5.41 %
2025/12/31 ROSS STORES INC 0.45% 1.099 M $ 6100 2025/06/30 169.275 K $ 18.21 %
2025/12/31 SELECT SECTOR SPDR TR 0.45% 1.095 M $ 7605 2023/12/31 -544.763 K $ -48.92 %
2025/12/31 SCHWAB STRATEGIC TR 0.45% 1.094 M $ 45488 2023/12/31 35.156 K $ 3.26 %
2025/12/31 AMGEN INC 0.43% 1.051 M $ 3212 2023/12/31 140.340 K $ 15.99 %
2025/12/31 SPDR SERIES TRUST 0.41% 1.018 M $ 11015 2023/12/31 9.808 K $ 0.95 %
2025/12/31 SPDR SERIES TRUST 0.41% 999.289 K $ 11805 2023/12/31 15.300 K $ 1.49 %
2025/12/31 AUTOMATIC DATA PROCESSING IN 0.41% 999.287 K $ 3885 2023/12/31 -156.221 K $ -12.36 %
2025/12/31 EQT CORP 0.40% 993.463 K $ 18535 2023/12/31 -16.828 K $ -1.52 %
2025/12/31 PHILIP MORRIS INTL INC 0.40% 984.624 K $ 6139 2024/12/31 -10.490 K $ -1.12 %
2025/12/31 BLACKSTONE INC 0.39% 966.973 K $ 6273 2023/12/31 -102.621 K $ -9.77 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.39% 950.902 K $ 16361 2025/06/30 8.917 K $ 1.04 %
2025/12/31 VALERO ENERGY CORP 0.38% 935.932 K $ 5749 2023/12/31 -42.924 K $ -4.38 %
2025/12/31 NEOS ETF TRUST 0.37% 915.006 K $ 17419 2025/09/30 1.088 K $ 0.44 %
2025/12/31 TJX COS INC NEW 0.36% 875.635 K $ 5700 2023/12/31 51.683 K $ 6.28 %
2025/12/31 MCKESSON CORP 0.35% 853.102 K $ 1040 2025/06/30 49.660 K $ 6.18 %
2025/12/31 HONEYWELL INTL INC 0.34% 846.896 K $ 4341 2025/06/30 -66.863 K $ -7.32 %
2025/12/31 INTUITIVE SURGICAL INC 0.33% 821.788 K $ 1451 2023/12/31 216.459 K $ 26.64 %
2025/12/31 LAM RESEARCH CORP 0.33% 811.512 K $ 4741 2025/06/30 181.653 K $ 27.83 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.33% 803.364 K $ 19724 2023/12/31 -78.339 K $ -7.33 %
2025/12/31 PIMCO DYNAMIC INCOME FD 0.33% 802.397 K $ 45308 2025/03/31 -89.240 K $ -10.56 %
2025/12/31 LOWES COS INC 0.32% 776.055 K $ 3218 2023/12/31 -33.718 K $ -4.04 %
2025/12/31 REPUBLIC SVCS INC 0.32% 774.816 K $ 3656 2025/06/30 -55.019 K $ -7.65 %
2025/12/31 QUALCOMM INC 0.32% 774.581 K $ 4528 2023/12/31 20.914 K $ 2.83 %
2025/12/31 PACER FDS TR 0.30% 745.394 K $ 12388 2025/06/30 30.434 K $ 4.70 %
2025/12/31 HOME DEPOT INC 0.30% 743.797 K $ 2162 2023/12/31 -130.515 K $ -15.09 %
2025/12/31 NETFLIX INC 0.30% 743.492 K $ 7930 2024/09/30 -762.560 K $ -92.20 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.30% 737.278 K $ 2489 2023/12/31 38.511 K $ 4.98 %
2025/12/31 SERVICENOW INC 0.30% 733.318 K $ 4787 2023/12/31 -602.165 K $ -83.31 %
2025/12/31 ALTRIA GROUP INC 0.29% 716.253 K $ 12422 2025/06/30 -108.964 K $ -12.72 %
2025/12/31 WW GRAINGER INC 0.29% 706.335 K $ 700 2025/06/30 39.262 K $ 5.89 %
2025/12/31 KIMBERLY-CLARK CORP 0.29% 701.647 K $ 6955 2023/12/31 -126.214 K $ -18.87 %
2025/12/31 PALO ALTO NETWORKS INC 0.28% 693.513 K $ 3765 2024/06/30 -73.388 K $ -9.54 %
2025/12/31 BANK AMERICA CORP 0.28% 691.759 K $ 12577 2024/09/30 43.736 K $ 6.61 %
2025/12/31 ATLASSIAN CORPORATION 0.28% 691.689 K $ 4266 2023/12/31 15.840 K $ 1.53 %
2025/12/31 WASTE MGMT INC DEL 0.28% 685.994 K $ 3122 2025/06/30 -2.444 K $ -0.50 %
2025/12/31 ISHARES TR 0.28% 678.991 K $ 6162 2025/06/30 -7.618 K $ -1.15 %
2025/12/31 VANGUARD WORLD FD 0.27% 669.335 K $ 5014 2023/12/31 11.463 K $ 1.71 %
2025/12/31 APPLIED MATLS INC 0.27% 661.594 K $ 2574 2023/12/31 134.594 K $ 25.54 %
2025/12/31 EMERSON ELEC CO 0.26% 632.544 K $ 4766 2025/06/30 7.493 K $ 1.17 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.25% 615.647 K $ 5057 2023/12/31 6.311 K $ 1.03 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.25% 609.414 K $ 11298 2024/03/31 93.297 K $ 19.60 %
2025/12/31 VANECK ETF TRUST 0.24% 600.111 K $ 1666 2023/12/31 60.659 K $ 10.37 %
2025/12/31 PROSHARES TR 0.24% 593.438 K $ 5702 2023/12/31 5.859 K $ 0.98 %
2025/12/31 ISHARES TR 0.24% 582.266 K $ 11011 2023/12/31 -1.663 K $ -0.28 %
2025/12/31 ARES CAPITAL CORP 0.23% 576.313 K $ 28488 2023/12/31 -5.745 K $ -0.88 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.23% 559.125 K $ 26625 2025/06/30 1.863 K $ 0.33 %