Lewis Asset Management, LLC
Top Portfolio Positions
131 positions ·
$182,623,254 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
85,436 | $14,900,038 | 8.16% | |
| AAPL |
Apple Inc.
Technology
|
55,344 | $14,045,753 | 7.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,516 | $10,741,015 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,805 | $7,873,647 | 4.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,945 | $5,735,384 | 3.14% | |
| MSFT |
Microsoft Corp
Technology
|
14,418 | $5,337,111 | 2.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,312 | $5,327,674 | 2.92% | |
| AVGO |
Broadcom Inc.
Technology
|
14,315 | $4,430,635 | 2.43% | |
| QXO |
QXO, Inc.
Industrials
|
216,800 | $4,210,256 | 2.31% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
8,520 | $3,946,378 | 2.16% |
Portfolio Trend
Holdings in FDBC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,233 | 7,815 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $340,056 | 7,812 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $326,927 | 7,459 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $342,976 | 7,456 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $321,104 | 7,717 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $430,123 | 8,814 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $434,784 | 8,812 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $429,634 | 9,809 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $566,437 | 11,696 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $590,745 | 10,180 | Shares | Sole | 2024-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||