Long-term investor
Lewis Asset Management, LLC @lewisassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002004520).
Record
- Tracked since 2025-06-30 (449 days), 150 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +11.0% · 1 year n/a · all +14.9%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.8% · long · since 2025-06-30
- AAPL · 5.6% · long · since 2025-06-30
- 78462F103 · 4.3% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- 02079K107 · 2.2% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- META · 1.9% · long · since 2025-06-30
- 922908736 · 1.8% · long · since 2025-06-30
- AMD · 1.7% · long · since 2025-06-30
- 78464A763 · 1.6% · long · since 2025-06-30