LEWIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RITM | 227K | $2.48M |
 | QXO | 183K | $3.53M |
 | AES | 109K | $1.56M |
 | NVDA | 95K | $17.74M |
 | VKTX | 62K | $2.18M |
 | AAPL | 56K | $15.11M |
 | AMZN | 34K | $7.96M |
 | OBDC | 32K | $391.55K |
 | ENB | 30K | $1.44M |
 | ARCC | 28K | $576.31K |
 | WMT | 27K | $3.00M |
 | CRNX | 26K | $1.22M |
 | CSCO | 22K | $1.67M |
 | PFE | 21K | $530.01K |
 | GOOGL | 20K | $6.27M |
 | VZ | 20K | $803.36K |
 | GOOG | 19K | $5.98M |
 | ORCL | 19K | $3.70M |
 | UBER | 19K | $1.52M |
 | EQT | 19K | $993.46K |
Rithm Capital Corp.
RITM
Shares Held
227K
Value
$2.48M
QXO, Inc.
QXO
Shares Held
183K
Value
$3.53M
The AES Corporation
AES
Shares Held
109K
Value
$1.56M
NVIDIA Corporation
NVDA
Shares Held
95K
Value
$17.74M
Viking Therapeutics, Inc.
VKTX
Shares Held
62K
Value
$2.18M
Apple Inc.
AAPL
Shares Held
56K
Value
$15.11M
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.96M
Blue Owl Capital Corporation
OBDC
Shares Held
32K
Value
$391.55K
Enbridge Inc.
ENB
Shares Held
30K
Value
$1.44M
Ares Capital Corporation
ARCC
Shares Held
28K
Value
$576.31K
Walmart Inc.
WMT
Shares Held
27K
Value
$3.00M
Crinetics Pharmaceuticals, Inc.
CRNX
Shares Held
26K
Value
$1.22M
Cisco Systems, Inc.
CSCO
Shares Held
22K
Value
$1.67M
Pfizer Inc.
PFE
Shares Held
21K
Value
$530.01K
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$6.27M
Verizon Communications Inc.
VZ
Shares Held
20K
Value
$803.36K
Alphabet Inc.
GOOG
Shares Held
19K
Value
$5.98M
Oracle Corporation
ORCL
Shares Held
19K
Value
$3.70M
Uber Technologies, Inc.
UBER
Shares Held
19K
Value
$1.52M
EQT Corporation
EQT
Shares Held
19K
Value
$993.46K