Lewis Asset Management, LLC

Position in MA — Mastercard Inc

CIK 2004520 LAFAYETTE, CA

Position in MA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$519,249

+$40,575 QoQ

Shares Held

1,011

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,567

of 3,560 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lewis Asset Management, LLC holds $5,978,355 across 5 Credit Services names. MA ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	9,314	$1,868,574
2	V	Visa Inc.	5,300	$1,818,377
3	AXP	American Express Co	4,020	$1,359,765
4	MA	Mastercard Inc This page	1,011	$519,249
5	SOFI	SoFi Technologies, Inc.	23,000	$412,390

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,249	1,011	+5.5%	Shares	Sole	2026-07-21
2026-03-31	$478,674	958	+10.6%	Shares	Sole	2026-04-21
2025-12-31	$494,382	866	-1.4%	Shares	Sole	2026-01-15
2025-09-30	$499,415	878	+10.7%	Shares	Sole	2025-10-20
2025-06-30	$445,618	793	+13.1%	Shares	Sole	2025-07-14
2025-03-31	$384,232	701	-17.6%	Shares	Sole	2025-05-05
2024-12-31	$448,111	851	+1.2%	Shares	Sole	2025-01-23
2024-09-30	$415,285	841	+24.2%	Shares	Sole	2024-10-31
2024-06-30	$298,665	677	+57.1%	Shares	Sole	2024-07-30
2024-03-31	$207,556	431	—	Shares	Sole	2024-05-01
No filing history on record for this holder in this stock.