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Home > Institutional Investor > Lewis Asset Management, Llc > Profile

Instuitional Investor - Lewis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lewis Asset Management, Llc
Portfolio Value $108,735,492
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 69,162 $13,315,785 12.24%
2.
Nvidia Corp
 NVDA 13,348 $6,609,964 6.07%
3.
Meta Platforms Inc.
 META 17,007 $6,019,798 5.53%
4.
Microsoft Corp
 MSFT 14,524 $5,461,699 5.02%
5.
Amazon Com Inc
 AMZN 24,303 $3,692,564 3.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)