J. Derek Lewis & Associates Inc.
Q2 2026 13F Holdings
Location
Newport Beach, CA
Holdings as of
6/30/2026
Value ($000)
$529,245
Num holdings
216
Date filed
7/31/2026
Form type
13F-HR
Prev filing
5/21/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1 - RESTATEMENT
2025 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type