LEWIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RITM | 231K | $2.19M |
 | QXO | 217K | $4.21M |
 | NVDA | 85K | $14.90M |
 | VKTX | 64K | $2.09M |
 | AAPL | 55K | $14.05M |
 | MNRO | 48K | $765.11K |
 | AMZN | 38K | $7.87M |
 | TOST | 31K | $819.64K |
 | WMT | 27K | $3.35M |
 | ARCC | 27K | $479.23K |
 | CRNX | 26K | $949.95K |
 | CSCO | 23K | $1.78M |
 | VZ | 20K | $1.00M |
 | GOOGL | 20K | $5.74M |
 | NTLA | 20K | $253.45K |
 | UBER | 19K | $1.39M |
 | ORCL | 19K | $2.79M |
 | GOOG | 18K | $5.08M |
 | PFE | 18K | $495.53K |
 | VSNT | 17K | $633.82K |
Rithm Capital Corp.
RITM
Shares Held
231K
Value
$2.19M
QXO, Inc.
QXO
Shares Held
217K
Value
$4.21M
NVIDIA Corporation
NVDA
Shares Held
85K
Value
$14.90M
Viking Therapeutics, Inc.
VKTX
Shares Held
64K
Value
$2.09M
Apple Inc.
AAPL
Shares Held
55K
Value
$14.05M
Monro Inc.
MNRO
Shares Held
48K
Value
$765.11K
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$7.87M
Toast, Inc.
TOST
Shares Held
31K
Value
$819.64K
Walmart Inc.
WMT
Shares Held
27K
Value
$3.35M
Ares Capital Corporation
ARCC
Shares Held
27K
Value
$479.23K
Crinetics Pharmaceuticals, Inc.
CRNX
Shares Held
26K
Value
$949.95K
Cisco Systems, Inc.
CSCO
Shares Held
23K
Value
$1.78M
Verizon Communications Inc.
VZ
Shares Held
20K
Value
$1.00M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$5.74M
Intellia Therapeutics, Inc.
NTLA
Shares Held
20K
Value
$253.45K
Uber Technologies, Inc.
UBER
Shares Held
19K
Value
$1.39M
Oracle Corporation
ORCL
Shares Held
19K
Value
$2.79M
Alphabet Inc.
GOOG
Shares Held
18K
Value
$5.08M
Pfizer Inc.
PFE
Shares Held
18K
Value
$495.53K
Versant Media Group, Inc. Class A
VSNT
Shares Held
17K
Value
$633.82K