LEWIS ASSET MANAGEMENT, LLC

PrivateCIK: 2004520
Location

LAFAYETTE, CA

199
Positions
$244.59M
Total AUM (reported)
2.48M
Total Shares

Allocation by class

TOTAL AUM$244.59M199 positions
COM$132.79M54.3%
TR UNIT$10.74M4.4%
COM NEW$10.51M4.3%
CL A$9.35M3.8%
STATE STREET SPD$6.53M2.7%
CAP STK CL A$5.74M2.3%
CAP STK CL C$5.08M2.1%

Portfolio Concentration

Top 316.2%4–1015.6%11–2519.8%Rest48.3%TOP 1031.8%0%100%
Top 3$39.69M16.2%
4–10$38.20M15.6%
11–25$48.48M19.8%
Rest$118.22M48.3%

Top 3 weight

16.2%

Top 10 weight

31.8%

Voting Authority Distribution

Total shares with voting rights: 2.48M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.48M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole199
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings199
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares85.44K
TypeSH
Market value$14.90M
6.09%
Sole
0.00
Shared
0.00
None
85.44K

APPLE INC

SOLE
COM
Shares55.34K
TypeSH
Market value$14.05M
5.74%
Sole
0.00
Shared
0.00
None
55.34K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares16.52K
TypeSH
Market value$10.74M
4.39%
Sole
0.00
Shared
0.00
None
16.52K

AMAZON COM INC

SOLE
COM
Shares37.80K
TypeSH
Market value$7.87M
3.22%
Sole
0.00
Shared
0.00
None
37.80K

ALPHABET INC

SOLE
CAP STK CL A
Shares19.95K
TypeSH
Market value$5.74M
2.34%
Sole
0.00
Shared
0.00
None
19.95K

MICROSOFT CORP

SOLE
COM
Shares14.42K
TypeSH
Market value$5.34M
2.18%
Sole
0.00
Shared
0.00
None
14.42K

META PLATFORMS INC

SOLE
CL A
Shares9.31K
TypeSH
Market value$5.33M
2.18%
Sole
0.00
Shared
0.00
None
9.31K

ALPHABET INC

SOLE
CAP STK CL C
Shares17.72K
TypeSH
Market value$5.08M
2.08%
Sole
0.00
Shared
0.00
None
17.72K

BROADCOM INC

SOLE
COM
Shares14.31K
TypeSH
Market value$4.43M
1.81%
Sole
0.00
Shared
0.00
None
14.31K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares10.09K
TypeSH
Market value$4.41M
1.80%
Sole
0.00
Shared
0.00
None
10.09K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares28.90K
TypeSH
Market value$4.22M
1.72%
Sole
0.00
Shared
0.00
None
28.90K

QXO INC

SOLE
COM NEW
Shares216.80K
TypeSH
Market value$4.21M
1.72%
Sole
0.00
Shared
0.00
None
216.80K

STATE STR SPDR DOW JONES IND

SOLE
UT SER 1
Shares8.52K
TypeSH
Market value$3.95M
1.61%
Sole
0.00
Shared
0.00
None
8.52K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares8.21K
TypeSH
Market value$3.93M
1.61%
Sole
0.00
Shared
0.00
None
8.21K

JOHNSON & JOHNSON

SOLE
COM
Shares14.71K
TypeSH
Market value$3.60M
1.47%
Sole
0.00
Shared
0.00
None
14.71K

WALMART INC

SOLE
COM
Shares26.96K
TypeSH
Market value$3.35M
1.37%
Sole
0.00
Shared
0.00
None
26.96K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.32K
TypeSH
Market value$3.31M
1.35%
Sole
0.00
Shared
0.00
None
3.32K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares57.84K
TypeSH
Market value$3.28M
1.34%
Sole
0.00
Shared
0.00
None
57.84K

ANGEL OAK FUNDS TRUST

SOLE
OAK ULTRASHORT
Shares60.57K
TypeSH
Market value$3.09M
1.26%
Sole
0.00
Shared
0.00
None
60.57K

ABBVIE INC

SOLE
COM
Shares13.59K
TypeSH
Market value$2.96M
1.21%
Sole
0.00
Shared
0.00
None
13.59K

ORACLE CORP

SOLE
COM
Shares18.94K
TypeSH
Market value$2.79M
1.14%
Sole
0.00
Shared
0.00
None
18.94K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares20.51K
TypeSH
Market value$2.55M
1.04%
Sole
0.00
Shared
0.00
None
20.51K

CHEVRON CORPORATION

SOLE
COM
Shares12.15K
TypeSH
Market value$2.51M
1.03%
Sole
0.00
Shared
0.00
None
12.15K

ELI LILLY & CO

SOLE
COM
Shares2.68K
TypeSH
Market value$2.47M
1.01%
Sole
0.00
Shared
0.00
None
2.68K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares5.85K
TypeSH
Market value$2.28M
0.93%
Sole
0.00
Shared
0.00
None
5.85K
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