J. Derek Lewis & Associates Inc. - Portfolio Stock Holdings
J. Derek Lewis & Associates Inc. disclosed 251 stock positions in a recent SEC 13F filing. $528,740,054 of stock holdings were filed, with the largest holdings including CGBL, CGDV, and CGGO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,276,577,707 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
251Est. Stock Holding Value:
$528,740,054Top Stock Holdings By Sector
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Portfolio Stock Holdings - J. Derek Lewis & Associates Inc.
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