Lewis Asset Management, LLC
Lewis Asset Management, LLC is an SEC-registered investment adviser headquartered in Lafayette, California. The firm manages portfolios primarily for individual investors, including high-net-worth individuals. Founded around 2011, it operates with a small team of approximately 3–5 employees and serves U.S.-based clients exclusively. Lewis Asset Management focuses on providing personalized investment management services.
Investment Strategy
Lewis Asset Management, LLC employs a diversified equity strategy, actively managing portfolios across a broad range of U.S. equities. The firm focuses on top technology and large-cap growth companies such as NVIDIA, Apple, Meta, Microsoft, Amazon, and Alphabet, forming a significant portion of its holdings. The strategy entails frequent portfolio rebalancing—adding new equity positions and actively reducing exposure based on market outlook and individual security performance. The firm primarily serves individual investors and high-net-worth clients, customizing investment solutions according to client objectives and risk profiles.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.14% | $19.8M | 106,140 | $59.65 | $186.58 | +$1.8M |
A AAPL | APPLE INC | 5.97% | $14.5M | 57,075 | $200.76 | $254.63 | +$3.8M |
S SPY | SPDR S&P 500 ETF TR | 4.52% | $11.0M | 16,493 | $628.64 | $666.18 | +$3.1M |
A AMZN | AMAZON COM INC | 3.43% | $8.4M | 38,040 | $175.53 | $219.57 | +$440.4K |
M MSFT | MICROSOFT CORP | 3.30% | $8.0M | 15,523 | $420.80 | $517.95 | +$1.0M |