J. Derek Lewis & Associates Inc. - Portfolio Stock Holdings
J. Derek Lewis & Associates Inc. disclosed 248 stock positions in a recent SEC 13F filing. $554,312,348 of stock holdings were filed, with the largest holdings including CGBL, CGDV, and CGDG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
248Est. Stock Holding Value:
$554,312,348Top Stock Holdings By Sector
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Portfolio Stock Holdings - J. Derek Lewis & Associates Inc.
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