J. Derek Lewis & Associates Inc.
Q3 2026 13F Holdings
Location
Newport Beach, CA
Holdings as of
9/30/2026
Value ($000)
$554,749
Num holdings
234
Date filed
11/3/2026
Form type
13F-HR
Holdings also reported by
Lederer & Associates Investment Counsel/CA
Capital Research Global Investors
Capital World Investors
2 more
Capital International Investors
Pacific Investment Management Co LLC
Prev filing
7/31/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1 - RESTATEMENT
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type