David W. Lewis Portfolio
Invests via Lewis Asset Management, LLC | Managed by David W. Lewis, Jr.
Invests via Lewis Asset Management, LLC
Managed by David W. Lewis, Jr.
Automatically Tracked
David W. Lewis Profile
Veteran investor and operator focused on growth-stage technology and healthcare companies, known for board-level strategic and capital markets advisory. David W. Lewis brings experience in corporate finance, M&A and operational scaling from prior roles in private equity and senior corporate development. He is active in governance, fundraising and exit planning, partnering with management teams to drive revenue expansion and prepare businesses for strategic sale or IPO.
Veteran investor and operator focused on growth-stage technology and healthcare companies, known for board-level strategic and capital markets advisory. David W. Lewis brings experience in corporate finance, M&A and operational scaling from prior roles in private equity and senior corporate development. He is active in governance, fundraising and exit planning, partnering with management teams to drive revenue expansion and prepare businesses for strategic sale or IPO.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare companies, emphasizing board-level partnership to accelerate revenue, tighten unit economics and prepare for strategic exits. Combines corporate finance and M&A rigor with operational scaling playbooks to size capital raises, sequence milestones and optimize governance. Allocates capital selectively to companies with repeatable SaaS or healthcare commercialization models, privileging measurable KPIs, clear exit pathways and staged capital deployment tied to operational deltas and valuation inflection points.
Focuses on growth-stage technology and healthcare companies, emphasizing board-level partnership to accelerate revenue, tighten unit economics and prepare for strategic exits. Combines corporate finance and M&A rigor with operational scaling playbooks to size capital raises, sequence milestones and optimize governance. Allocates capital selectively to companies with repeatable SaaS or healthcare commercialization models, privileging measurable KPIs, clear exit pathways and staged capital deployment tied to operational deltas and valuation inflection points.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
35.68%
Gain +0.01%
Monthly
1.04%
Yearly
13.25%
Drawdown
16.15%
$275.64M
Equity
Holdings
$275.64M
Investment
$213.51M
$77.62M
Profit +$32,392.48
Realized
$12.44M
Unrealized
$65.18M
Dividends
$5.94M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$32,392.48
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$32,392.48
Win %
71%
This Month
Compared to last month
Gain
-1.88%
Profit
-$5.29M
Win %
71%
This Year
Compared to last year
Gain
1.65%
Profit
$6.45M
Win %
70%
TER Teradyne, Inc.
+5.72%
+$21,800.02 
AMD Advanced Micro Devices, Inc.
+4.73%
+$204,912.56 
QCOM QUALCOMM Incorporated
+4.32%
+$39,665.23 
GEV GE Vernova Inc.
+3.73%
+$31,431.35 
PWR Quanta Services Inc.
+3.58%
+$16,919.41 
WPM Wheaton Precious Metals Corp.
+3.05%
+$16,185.19 
CRNX Crinetics Pharmaceuticals Inc.
+2.8%
+$24,585.7 
AMAT Applied Materials, Inc.
+2.64%
+$37,620.72 
GS The Goldman Sachs Group, Inc.
+2.62%
+$66,311.04 
VZ Verizon Communications Inc.
+2.49%
+$23,408.19 
JPM JPMorgan Chase & Co.
+2.31%
+$27,220.99 
AXP American Express Company
+2.18%
+$21,586.73 
SYK Stryker Corporation
+2.15%
+$7,996.64 
PM Philip Morris International Inc.
+1.95%
+$22,348.43 
TGT Target Corporation
+1.95%
+$7,073.29 
TSLA Tesla, Inc.
+1.82%
+$24,329.76 
MTB M&T Bank Corporation
+1.78%
+$9,078.14 
SMH VanEck Semiconductor ETF
+1.73%
+$17,509.68 
ET Energy Transfer L.P.
+1.65%
+$3,410 
UNP Union Pacific Corporation
+1.65%
+$3,916.13 
WFC Wells Fargo & Company
+1.61%
+$5,894.56 
BX Blackstone Inc.
+1.58%
+$13,112.15 
BAC Bank of America Corporation
+1.56%
+$10,836.86 
OKE ONEOK, Inc.
+1.56%
+$14,247.5 
DE Deere & Company
+1.55%
+$3,916.11 
URA Global X Uranium ETF
+1.54%
+$19,862.34 
BLK BlackRock, Inc.
+1.52%
+$5,859.59 
GLW Corning Incorporated
+1.5%
+$8,472.05 
AVB AvalonBay Communities, Inc.
+1.45%
+$5,219.85 
CAT Caterpillar Inc.
+1.44%
+$4,089.04 
COP ConocoPhillips
+1.4%
+$5,812.56 
XLF Financial Select Sector SPDR Fund
+1.37%
+$5,131.44 
TXN Texas Instruments Inc
+1.35%
+$4,586.81 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$9,324.65 
ABBV AbbVie Inc.
+1.32%
+$40,223.44 
MFC Manulife Financial Corporation
+1.31%
+$5,654.48 
IFRA iShares U.S. Infrastructure
+1.29%
+$9,787.3 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,010 
CAH Cardinal Health Inc.
+1.22%
+$2,657.73 
VLO Valero Energy Corporation
+1.2%
+$18,113 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$3,671.02 
LRCX Lam Research Corporation
+1.18%
+$17,722.03 
AFL Aflac Inc.
+1.16%
+$5,312.25 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$4,533.3 
VSNT Versant Media Group, Inc.
+1.1%
+$7,533.24 
JNJ Johnson & Johnson
+1.07%
+$37,363.4 
MPC Marathon Petroleum Corporation
+1.06%
+$5,797.59 
V Visa Inc. Class A
+1.05%
+$15,868.44 
SMDV ProShares Russell 2000 Dividend Growers ETF
+1.03%
+$4,998.51 
ORLY O'Reilly Automotive Inc.
+1.02%
+$3,377.32 
SCHH Schwab U.S. REIT ETF
+1%
+$2,612.64 
ARCC Ares Capital Corporation
+1%
+$5,052.86 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$28,298.49 
RWR SPDR Dow Jones REIT ETF
+0.93%
+$2,903.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,889.28 
FRT Federal Realty Investment Trust
+0.9%
+$2,156 
RSG Republic Services, Inc.
+0.89%
+$6,800.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,466.45 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$3,547.47 
APH Amphenol Corporation
+0.88%
+$4,667.19 
ICLN iShares Global Clean Energy ETF
+0.87%
+$1,800 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$11,638.73 
PG Procter & Gamble Co
+0.86%
+$18,489.93 
SDY SPDR S&P Dividend ETF
+0.83%
+$36,122.5 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$11,769.14 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$8,659.48 
SO The Southern Company
+0.78%
+$1,857.85 
GE General Electric Company
+0.76%
+$3,845.53 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,024.56 
CVX Chevron Corporation
+0.75%
+$17,005.68 
XLE Energy Select Sector SPDR Fund
+0.75%
+$4,656.47 
DLR Digital Realty Trust, Inc.
+0.74%
+$2,647.92 
SBUX Starbucks Corporation
+0.74%
+$1,776.12 
MO Altria Group, Inc.
+0.74%
+$6,583.66 
KMB Kimberly-Clark Corporation
+0.74%
+$4,309.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$12,898.71 
HD The Home Depot, Inc.
+0.73%
+$5,445.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$31,524.07 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,260.61 
MA Mastercard Incorporated
+0.71%
+$3,324.26 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$28,399.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$17,965.9 
EMR Emerson Electric Co.
+0.69%
+$4,572.73 
COST Costco Wholesale Corporation
+0.68%
+$22,111.13 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$12,737.33 
MS Morgan Stanley
+0.65%
+$3,172.6 
JIVE JPMorgan International Value ETF
+0.63%
+$2,711.63 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$6,689.97 
IYW iShares U.S. Technology ETF
+0.61%
+$12,301.68 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$16,145.83 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$3,209.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,333.86 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$6,790.81 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,953 
HON Honeywell International Inc.
+0.54%
+$5,106.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$3,435.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$65,898.67 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,795.5 
GOOGL Alphabet Inc
+0.53%
+$38,094.95 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$2,133.02 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$7,147.23 
TOST Toast Inc.
+0.53%
+$4,019.34 
IWB iShares Russell 1000 ETF
+0.52%
+$1,591.19 
VKTX Viking Therapeutics Inc.
+0.49%
+$8,972.6 
LNG Cheniere Energy Inc.
+0.47%
+$7,185.42 
NET Cloudflare Inc.
+0.46%
+$1,044.16 
GOOG Alphabet Inc
+0.45%
+$28,356.8 
WMT Walmart Inc.
+0.45%
+$14,559.51 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,987.2 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$13,880.7 
ROST Ross Stores, Inc.
+0.43%
+$6,222 
CINF Cincinnati Financial Corporation
+0.42%
+$1,622.34 
PGR Progressive Corporation
+0.42%
+$1,558.07 
WCN Waste Connections Inc.
+0.41%
+$956.16 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,656.73 
GD General Dynamics Corporation
+0.38%
+$905.77 
PEP PepsiCo, Inc.
+0.38%
+$1,892.16 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.35%
+$1,702.18 
AMGN Amgen Inc.
+0.32%
+$3,863.5 
BJUL Innovator U.S. Equity Buffer ETF
+0.32%
+$967.13 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$665.15 
QXO Qxo Inc.
+0.3%
+$10,840 
WM Waste Management, Inc.
+0.3%
+$2,061.21 
SCHF Schwab International Equity ETF
+0.29%
+$4,230 
XOM Exxon Mobil Corporation
+0.28%
+$4,756.23 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,355.16 
PFFD Global X U.S. Preferred ETF
+0.27%
+$697.25 
BSEP Innovator U.S. Equity Buffer ETF
+0.24%
+$1,074.78 
RITM-PD Rithm Capital Corp.
+0.24%
+$13,855.44 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$872.25 
ADP Automatic Data Processing Inc.
+0.2%
+$1,601.64 
AOHY Angel Oak High Yield Opportunities ETF
+0.18%
+$522.74 
VUG Vanguard Growth ETF
+0.18%
+$9,084.6 
NVDA NVIDIA Corporation
+0.16%
+$27,339.52 
PFE Pfizer Inc.
+0.15%
+$705.88 
GWW W.W. Grainger, Inc.
+0.14%
+$1,337.03 
BINC iShares Flexible Income Active ETF
+0.13%
+$357.56 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$284.32 
SHW The Sherwin-Williams Company
+0.13%
+$322.65 
AB AllianceBernstein Holding L.P.
+0.11%
+$524.48 
CGGR Capital Group Growth ETF
+0.11%
+$252.75 
KO The Coca-Cola Company
+0.11%
+$1,499.76 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$648.57 
MSFT Microsoft Corp.
+0.1%
+$5,767.06 
ENB Enbridge Inc.
+0.07%
+$587 
GLD SPDR Gold Shares
+0.06%
+$244.86 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$160.56 
UYLD Angel Oak UltraShort Income Fund
+0.05%
+$1,514.04 
TJX The TJX Companies, Inc.
+0.04%
+$400.82 
PANW Palo Alto Networks, Inc.
+0.03%
+$492.75 
ORCL Oracle Corporation
+0.02%
+$567.98 
MCD McDonald's Corporation
+0.01%
+$231.86 
CARY Angel Oak Income ETF
0%
$0 
DGICB Donegal Group Inc.
0%
$0 
EQT
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$74,933.82 
NTLA Intellia Therapeutics Inc.
-1.94%
-$4,744.8 
ABT Abbott Laboratories
-1.64%
-$24,825.36 
AAPL Apple Inc.
-1.52%
-$249,048 
LMT Lockheed Martin Corporation
-1.52%
-$4,901.43 
MU Micron Technology, Inc.
-1.43%
-$11,122.81 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$51,070.73 
LYFT Lyft Inc.
-1.24%
-$2,187.9 
AMZN Amazon.com Inc
-1.23%
-$111,902.42 
NFLX Netflix, Inc.
-1.14%
-$7,425.12 
AMT American Tower Corporation
-1.12%
-$3,787.16 
DCMT DoubleLine Commodity Strategy ETF
-1.08%
-$5,139.44 
BLDR Builders FirstSource Inc.
-1.02%
-$4,620 
UBER Uber Technologies, Inc.
-1.01%
-$13,561.1 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$5,179.51 
IBM International Business Machines Corporation
-0.95%
-$6,543.32 
AVGO Broadcom Inc.
-0.91%
-$50,102.54 
NOW ServiceNow, Inc.
-0.9%
-$1,902.78 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$2,317.52 
MNRO Monro, Inc.
-0.81%
-$6,201 
PDI Pimco Dynamic Income Fund
-0.79%
-$6,343.09 
CSCO Cisco Systems, Inc.
-0.6%
-$16,745.52 
BSX Boston Scientific Corporation
-0.55%
-$1,015.82 
FDBC Fidelity D&D Bancorp Inc.
-0.52%
-$2,031.9 
UPS United Parcel Service, Inc.
-0.51%
-$2,279.21 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,526.31 
MCK McKesson Corporation
-0.4%
-$3,265.61 
ICOW Pacer Developed Markets International ETF
-0.39%
-$2,675.63 
DHR Danaher Corporation
-0.38%
-$1,034.97 
RTX RTX Corporation
-0.37%
-$4,458.15 
CRM Salesforce Inc
-0.34%
-$2,023.28 
DIS The Walt Disney Company
-0.3%
-$663 
META Meta Platforms Inc Class A
-0.26%
-$13,502.49 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$1,134.42 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,911.36 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$344.07 
LOW Lowe's Companies Inc.
-0.12%
-$830.53 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$464.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$400.19 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$357.59 
BKLN Invesco Senior Loan ETF
-0.05%
-$261.45 
TSCO Tractor Supply Company
-0.03%
-$44.23 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$52.93 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$110.71 Events
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Dividends
Dividend Analysis
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| Trades 1368 | Longs Won 921/1368 67% | Profit Factor 7.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $387,638.4 |
| Average Win $96,396.17 | Best Trade (Jun 14) $11.47M | Sharpe Ratio -5.97 |
| Average Loss -$25,571.06 | Worst Trade (Jun 14) -$858,656.25 | Z-Score 10.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $56,740.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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