Lewis Asset Management, LLC

data from 31/12/2025

Capitalization

$ 245.568 B 100 837.22 %

Average holding period

6 ans

Performance

$ 242.088 B 99 524.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lewis Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 NVIDIA CORPORATION 7.23% 17.745 B $ 95147 2023/12/31 19.775 B $ 99 856.68 %
2025/12/31 APPLE INC 6.15% 15.113 B $ 55590 2023/12/31 15.502 B $ 106 667.64 %
2025/12/31 SPDR S&P 500 ETF TR 4.56% 11.196 B $ 16418 2025/06/30 11.236 B $ 102 264.39 %
2025/12/31 AMAZON COM INC 3.24% 7.955 B $ 34465 2023/12/31 8.772 B $ 105 023.77 %
2025/12/31 MICROSOFT CORP 2.81% 6.911 B $ 14290 2023/12/31 7.499 B $ 93 270.13 %
2025/12/31 ALPHABET INC 2.55% 6.274 B $ 20045 2023/12/31 6.133 B $ 128 653.95 %
2025/12/31 ALPHABET INC 2.43% 5.979 B $ 19053 2023/12/31 6.157 B $ 128 742.30 %
2025/12/31 META PLATFORMS INC 2.42% 5.937 B $ 8994 2023/12/31 5.746 B $ 89 783.85 %
2025/12/31 VANGUARD INDEX FDS 2.03% 4.993 B $ 10235 2025/06/30 4.842 B $ 101 620.43 %
2025/12/31 BROADCOM INC 1.98% 4.867 B $ 14063 2023/12/31 4.736 B $ 104 805.09 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.73% 4.248 B $ 8452 2023/12/31 4.239 B $ 99 882.10 %
2025/12/31 SPDR SERIES TRUST 1.67% 4.091 B $ 29400 2023/12/31 4.182 B $ 99 263.21 %
2025/12/31 SPDR DOW JONES INDL AVERAGE 1.66% 4.080 B $ 8490 2025/06/30 4.042 B $ 103 529.17 %
2025/12/31 ORACLE CORP 1.51% 3.700 B $ 18982 2023/12/31 3.817 B $ 69 204.14 %
2025/12/31 QXO INC 1.44% 3.526 B $ 182780 2024/09/30 3.093 B $ 101 106.71 %
2025/12/31 JOHNSON & JOHNSON 1.28% 3.147 B $ 15208 2023/12/31 3.098 B $ 111 516.04 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 1.27% 3.118 B $ 54469 2023/12/31 3.063 B $ 100 146.07 %
2025/12/31 WALMART INC 1.22% 2.998 B $ 26912 2023/12/31 2.952 B $ 108 002.04 %
2025/12/31 ANGEL OAK FUNDS TRUST 1.20% 2.949 B $ 57655 2023/12/31 2.614 B $ 99 899.67 %
2025/12/31 COSTCO WHSL CORP NEW 1.16% 2.851 B $ 3306 2023/12/31 2.850 B $ 93 082.32 %
2025/12/31 ABBVIE INC 1.09% 2.676 B $ 11712 2023/12/31 2.735 B $ 98 579.45 %
2025/12/31 ISHARES TR 1.01% 2.487 B $ 20691 2023/12/31 2.628 B $ 101 035.72 %
2025/12/31 RITHM CAPITAL CORP 1.01% 2.476 B $ 227170 2023/12/31 2.355 B $ 95 597.95 %
2025/12/31 INVESCO QQQ TR 0.99% 2.425 B $ 3948 2023/12/31 2.596 B $ 102 225.58 %
2025/12/31 ELI LILLY & CO 0.94% 2.301 B $ 2141 2023/12/31 2.620 B $ 140 771.05 %
2025/12/31 SPDR S&P MIDCAP 400 ETF TR 0.90% 2.220 B $ 3681 2023/12/31 2.207 B $ 101 108.65 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.90% 2.209 B $ 4712 2023/12/31 2.202 B $ 95 491.17 %
2025/12/31 VIKING THERAPEUTICS INC 0.89% 2.177 B $ 61890 2024/03/31 1.966 B $ 133 766.09 %
2025/12/31 GOLDMAN SACHS GROUP INC 0.87% 2.144 B $ 2439 2023/12/31 2.167 B $ 110 257.04 %
2025/12/31 ABBOTT LABS 0.86% 2.115 B $ 16880 2023/12/31 2.081 B $ 93 444.21 %
2025/12/31 PROCTER AND GAMBLE CO 0.84% 2.056 B $ 14346 2023/12/31 1.811 B $ 93 166.22 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.81% 1.978 B $ 9235 2023/12/31 2.179 B $ 132 268.65 %
2025/12/31 CHEVRON CORP NEW 0.74% 1.826 B $ 11980 2023/12/31 1.801 B $ 98 046.52 %
2025/12/31 MCDONALDS CORP 0.72% 1.771 B $ 5793 2025/06/30 1.771 B $ 100 464.28 %
2025/12/31 CHENIERE ENERGY INC 0.69% 1.701 B $ 8751 2023/12/31 747.139 M $ 82 634.40 %
2025/12/31 ISHARES TR 0.69% 1.693 B $ 8477 2025/06/30 1.792 B $ 101 850.33 %
2025/12/31 CISCO SYS INC 0.68% 1.668 B $ 21653 2024/06/30 1.655 B $ 112 487.06 %
2025/12/31 ISHARES TR 0.68% 1.659 B $ 5136 2025/06/30 1.625 B $ 100 831.77 %
2025/12/31 AES CORP 0.63% 1.559 B $ 108717 2025/03/31 1.500 B $ 108 866.85 %
2025/12/31 UBER TECHNOLOGIES INC 0.62% 1.524 B $ 18657 2024/09/30 1.508 B $ 83 303.10 %
2025/12/31 VISA INC 0.62% 1.513 B $ 4313 2023/12/31 1.503 B $ 102 621.13 %
2025/12/31 SALESFORCE INC 0.60% 1.469 B $ 5546 2023/12/31 1.554 B $ 111 666.70 %
2025/12/31 TESLA INC 0.60% 1.466 B $ 3260 2023/12/31 1.508 B $ 101 024.31 %
2025/12/31 ENBRIDGE INC 0.59% 1.438 B $ 30064 2023/12/31 1.425 B $ 94 687.95 %
2025/12/31 ANGEL OAK FUNDS TRUST 0.54% 1.330 B $ 63875 2025/03/31 495.168 M $ 99 493.64 %
2025/12/31 EXXON MOBIL CORP 0.54% 1.317 B $ 10945 2023/12/31 1.289 B $ 106 630.07 %
2025/12/31 UNITEDHEALTH GROUP INC 0.52% 1.271 B $ 3852 2023/12/31 1.354 B $ 95 490.24 %
2025/12/31 GLOBAL X FDS 0.51% 1.245 B $ 29131 2024/03/31 843.366 M $ 89 536.76 %
2025/12/31 CRINETICS PHARMACEUTICALS IN 0.49% 1.215 B $ 26105 2024/06/30 1.380 B $ 111 664.71 %
2025/12/31 ISHARES TR 0.49% 1.200 B $ 12476 2023/12/31 1.264 B $ 99 588.72 %
2025/12/31 JPMORGAN CHASE & CO. 0.49% 1.194 B $ 3704 2023/12/31 1.147 B $ 102 073.48 %
2025/12/31 RTX CORPORATION 0.48% 1.167 B $ 6365 2024/12/31 1.172 B $ 109 511.16 %
2025/12/31 AMERICAN EXPRESS CO 0.47% 1.165 B $ 3149 2023/12/31 1.244 B $ 111 265.84 %
2025/12/31 COCA COLA CO 0.45% 1.116 B $ 15960 2024/03/31 1.108 B $ 105 314.89 %
2025/12/31 ROSS STORES INC 0.45% 1.099 B $ 6100 2025/06/30 1.098 B $ 118 109.86 %
2025/12/31 SELECT SECTOR SPDR TR 0.45% 1.095 B $ 7605 2023/12/31 567.735 M $ 50 983.08 %
2025/12/31 SCHWAB STRATEGIC TR 0.45% 1.094 B $ 45488 2023/12/31 1.111 B $ 103 163.76 %
2025/12/31 AMGEN INC 0.43% 1.051 B $ 3212 2023/12/31 1.017 B $ 115 882.88 %
2025/12/31 SPDR SERIES TRUST 0.41% 1.018 B $ 11015 2023/12/31 1.041 B $ 100 843.11 %
2025/12/31 SPDR SERIES TRUST 0.41% 999.289 M $ 11805 2023/12/31 1.043 B $ 101 389.25 %
2025/12/31 AUTOMATIC DATA PROCESSING IN 0.41% 999.287 M $ 3885 2023/12/31 1.106 B $ 87 540.36 %
2025/12/31 EQT CORP 0.40% 993.463 M $ 18535 2023/12/31 1.086 B $ 98 372.86 %
2025/12/31 PHILIP MORRIS INTL INC 0.40% 984.624 M $ 6139 2024/12/31 928.671 M $ 98 781.52 %
2025/12/31 BLACKSTONE INC 0.39% 966.973 M $ 6273 2023/12/31 946.192 M $ 90 125.04 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.39% 950.902 M $ 16361 2025/06/30 862.983 M $ 100 945.64 %
2025/12/31 VALERO ENERGY CORP 0.38% 935.932 M $ 5749 2023/12/31 935.766 M $ 95 511.80 %
2025/12/31 NEOS ETF TRUST 0.37% 915.006 M $ 17419 2025/09/30 248.268 M $ 100 341.99 %
2025/12/31 TJX COS INC NEW 0.36% 875.635 M $ 5700 2023/12/31 873.583 M $ 106 186.60 %
2025/12/31 MCKESSON CORP 0.35% 853.102 M $ 1040 2025/06/30 852.299 M $ 106 080.91 %
2025/12/31 HONEYWELL INTL INC 0.34% 846.896 M $ 4341 2025/06/30 845.592 M $ 92 579.30 %
2025/12/31 INTUITIVE SURGICAL INC 0.33% 821.788 M $ 1451 2023/12/31 1.028 B $ 126 537.23 %
2025/12/31 LAM RESEARCH CORP 0.33% 811.512 M $ 4741 2025/06/30 833.625 M $ 127 735.89 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.33% 803.364 M $ 19724 2023/12/31 989.858 M $ 92 575.39 %
2025/12/31 PIMCO DYNAMIC INCOME FD 0.33% 802.397 M $ 45308 2025/03/31 755.347 M $ 89 344.56 %
2025/12/31 LOWES COS INC 0.32% 776.055 M $ 3218 2023/12/31 800.301 M $ 95 870.25 %
2025/12/31 REPUBLIC SVCS INC 0.32% 774.816 M $ 3656 2025/06/30 663.681 M $ 92 252.24 %
2025/12/31 QUALCOMM INC 0.32% 774.581 M $ 4528 2023/12/31 760.498 M $ 102 731.92 %
2025/12/31 PACER FDS TR 0.30% 745.394 M $ 12388 2025/06/30 677.596 M $ 104 597.92 %
2025/12/31 HOME DEPOT INC 0.30% 743.797 M $ 2162 2023/12/31 733.299 M $ 84 805.28 %
2025/12/31 NETFLIX INC 0.30% 743.492 M $ 7930 2024/09/30 63.865 M $ 7 721.53 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.30% 737.278 M $ 2489 2023/12/31 811.151 M $ 104 872.59 %
2025/12/31 SERVICENOW INC 0.30% 733.318 M $ 4787 2023/12/31 119.531 M $ 16 537.81 %
2025/12/31 ALTRIA GROUP INC 0.29% 716.253 M $ 12422 2025/06/30 747.109 M $ 87 184.38 %
2025/12/31 WW GRAINGER INC 0.29% 706.335 M $ 700 2025/06/30 705.668 M $ 105 785.87 %
2025/12/31 KIMBERLY-CLARK CORP 0.29% 701.647 M $ 6955 2023/12/31 542.086 M $ 81 032.33 %
2025/12/31 PALO ALTO NETWORKS INC 0.28% 693.513 M $ 3765 2024/06/30 695.322 M $ 90 362.62 %
2025/12/31 BANK AMERICA CORP 0.28% 691.759 M $ 12577 2024/09/30 704.793 M $ 106 512.44 %
2025/12/31 ATLASSIAN CORPORATION 0.28% 691.689 M $ 4266 2023/12/31 1.052 B $ 101 427.87 %
2025/12/31 WASTE MGMT INC DEL 0.28% 685.994 M $ 3122 2025/06/30 487.747 M $ 99 412.43 %
2025/12/31 ISHARES TR 0.28% 678.991 M $ 6162 2025/06/30 655.188 M $ 98 757.02 %
2025/12/31 VANGUARD WORLD FD 0.27% 669.335 M $ 5014 2023/12/31 679.479 M $ 101 615.93 %
2025/12/31 APPLIED MATLS INC 0.27% 661.594 M $ 2574 2023/12/31 661.067 M $ 125 439.42 %
2025/12/31 EMERSON ELEC CO 0.26% 632.544 M $ 4766 2025/06/30 645.178 M $ 101 074.02 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.25% 615.647 M $ 5057 2023/12/31 619.051 M $ 100 929.51 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.25% 609.414 M $ 11298 2024/03/31 568.807 M $ 119 500.97 %
2025/12/31 VANECK ETF TRUST 0.24% 600.111 M $ 1666 2023/12/31 644.913 M $ 110 298.99 %
2025/12/31 PROSHARES TR 0.24% 593.438 M $ 5702 2023/12/31 603.144 M $ 100 873.79 %
2025/12/31 ISHARES TR 0.24% 582.266 M $ 11011 2023/12/31 585.803 M $ 99 620.53 %
2025/12/31 ARES CAPITAL CORP 0.23% 576.313 M $ 28488 2023/12/31 645.091 M $ 99 019.32 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.23% 559.125 M $ 26625 2025/06/30 558.568 M $ 100 234.49 %