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:
70.19%
Gain +0.78%
Monthly
1.74%
Yearly
23.07%
Drawdown
18.93%
$272.94M
Equity
Holdings
$272.94M
Investment
$207.32M
$77.54M
Profit +$1.24M
Realized
$11.92M
Unrealized
$65.62M
Dividends
$6.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$1.24M
Win %
70%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.96M
Win %
70%
This Month
Compared to last month
Gain
-0.34%
Profit
-$918,467.6
Win %
70%
This Year
Compared to last year
Gain
11.84%
Profit
$28.9M
Win %
70%
MU Micron Technology, Inc.
+12.17%
+$82,180.78 
AMD Advanced Micro Devices, Inc.
+8.11%
+$362,142.09 
AMAT Applied Materials, Inc.
+7.39%
+$100,038.72 
GLW Corning Incorporated
+6.08%
+$29,764.04 
LRCX Lam Research Corporation
+4.97%
+$62,956.4 
APH Amphenol Corporation
+4.85%
+$25,425.93 
ORCL Oracle Corporation
+4.74%
+$108,899.25 
SMH VanEck Semiconductor ETF
+4.52%
+$42,066.47 
ORLY O'Reilly Automotive Inc.
+4.07%
+$12,628.24 
MS Morgan Stanley
+2.59%
+$12,552.54 
TSLA Tesla, Inc.
+2.53%
+$31,281.09 
XOM Exxon Mobil Corporation
+2.26%
+$38,863.35 
AVGO Broadcom Inc.
+2.21%
+$119,387.1 
IWO iShares Russell 2000 Growth ETF
+2%
+$38,417.3 
NVDA NVIDIA Corporation
+1.97%
+$342,598.36 
QCOM QUALCOMM Incorporated
+1.87%
+$14,398.99 
DLR Digital Realty Trust, Inc.
+1.74%
+$5,957.82 
HON Honeywell International Inc.
+1.63%
+$7,895.46 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$4,184.07 
COP ConocoPhillips
+1.57%
+$6,530.16 
MPC Marathon Petroleum Corporation
+1.41%
+$9,313.85 
BAC Bank of America Corporation
+1.32%
+$10,080.8 
DFAI Dimensional International Core Equity Market ETF
+1.29%
+$5,851.19 
BMY Bristol-Myers Squibb Company
+1.28%
+$8,894.27 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$30,143.61 
XLE Energy Select Sector SPDR Fund
+0.97%
+$6,064.24 
VUG Vanguard Growth ETF
+0.94%
+$48,451.2 
IWB iShares Russell 1000 ETF
+0.84%
+$2,616.29 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$102,233.59 
PFE Pfizer Inc.
+0.77%
+$3,352.93 
AMGN Amgen Inc.
+0.57%
+$7,015.2 
BSEP Innovator U.S. Equity Buffer ETF
+0.38%
+$1,697.47 
RWR SPDR Dow Jones REIT ETF
+0.36%
+$1,161.3 
AAPL Apple Inc.
+0.35%
+$63,645.6 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$1,682.64 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.08%
+$380.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.07%
+$485.05 
ABT Abbott Laboratories
+0.06%
+$1,013.28 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$1,477.44 
UPS United Parcel Service, Inc.
+0.04%
+$165.76 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.03%
+$323.37 
DCMT DoubleLine Commodity Strategy ETF
+0.02%
+$85.9 
ROST Ross Stores, Inc.
+0.01%
+$183 
BJUL Innovator U.S. Equity Buffer ETF
+0.01%
+$28.43 
UYLD Angel Oak UltraShort Income Fund
0%
+$24.23 
AB AllianceBernstein Holding L.P.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AMT American Tower Corporation
0%
$0 
AOHY Angel Oak High Yield Opportunities ETF
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARY Angel Oak Income ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CRM Salesforce Inc
0%
$0 
CRNX Crinetics Pharmaceuticals Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
-$0.23 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DE Deere & Company
0%
$0 
DGICB Donegal Group Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQT EQT Corporation
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FDBC Fidelity D&D Bancorp Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ICOW Pacer Developed Markets International ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JIVE JPMorgan International Value ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.01 
LNG Cheniere Energy Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LYFT Lyft Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCD McDonald's Corporation
0%
-$0.06 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MNRO Monro, Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTLA Intellia Therapeutics Inc.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
+$0.01 
PANW Palo Alto Networks, Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.04 
PFFD Global X U.S. Preferred ETF
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.01 
QXO Qxo Inc.
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SMDV ProShares Russell 2000 Dividend Growers ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TOST Toast Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.04 
UNP Union Pacific Corporation
0%
$0 
URA Global X Uranium ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.01 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.07 
BLDR Builders FirstSource, Inc.
-4.07%
-$17,094 
ADP Automatic Data Processing Inc.
-3.53%
-$32,832.84 
PM Philip Morris International Inc.
-2.43%
-$29,629.08 
OKE ONEOK, Inc.
-1.85%
-$17,732.5 
WMT Walmart Inc.
-1.61%
-$48,801.22 
GOOG Alphabet Inc
-1.47%
-$91,805.14 
SYK Stryker Corporation
-1.43%
-$5,558.65 
GOOGL Alphabet Inc
-1.37%
-$96,533.6 
BSX Boston Scientific Corporation
-1.32%
-$2,266.06 
IBM International Business Machines Corporation
-1.17%
-$6,267.5 
AMZN Amazon.com Inc
-0.98%
-$92,244.58 
COST Costco Wholesale Corporation
-0.7%
-$21,845.57 
GWW W.W. Grainger, Inc.
-0.7%
-$6,726.98 
SO The Southern Company
-0.65%
-$1,552.45 
TJX The TJX Companies, Inc.
-0.42%
-$3,721.9 
SBUX Starbucks Corporation
-0.34%
-$841.32 
MCK McKesson Corporation
-0.32%
-$2,724.82 
DIS The Walt Disney Company
-0.28%
-$596.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.28%
-$1,715.1 
SDY SPDR S&P Dividend ETF
-0.23%
-$10,403.28 
APD Air Products and Chemicals, Inc.
-0.08%
-$206.4 
NET Cloudflare Inc.
-0.04%
-$110.45 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$13.23 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1368 | Longs Won 920/1368 67% | Profit Factor 6.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403,281.15 |
| Average Win $98,768.78 | Best Trade (Jul 22) $12.06M | Sharpe Ratio -12.48 |
| Average Loss -$29,750.12 | Worst Trade (Jul 27) -$1.24M | Z-Score 6.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $56,680.72 |
| 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 | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for David W. Lewis?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.55M, Meta Platforms Inc Class A - $1.9M, Apple Inc - $1.63M, Palantir Technologies Inc - $783,253.25, and Rithm Capital Corp - $616,398.45. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intellia Therapeutics Inc - $755,136.37, Atlassian Corporation Class A - $660,267.78, Boeing Company - $367,328.24, Albemarle Corporation - $272,039.78, and Snowflake Inc - $162,509.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David W. Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.88M earned over time. The largest contributors to dividend income include Rithm Capital Corp - $598,025.5, JPMorgan Equity Premium Income Fund - $373,093.86, Angel Oak UltraShort Income Fund - $328,942.46, SPDR S&P Dividend ETF - $270,267.37, and AbbVie Inc - $184,207.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David W. Lewis's monthly returns?
David W. Lewis's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David W. Lewis's strategy be considered aggressive or moderate?
David W. Lewis's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David W. Lewis's strategy?
David W. Lewis's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
