J. Derek Lewis & Associates Inc.
J. Derek Lewis & Associates Inc. reported 216 positions worth $529.2M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: CGBL (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGBL | SH | $50.8M | 9.59% | 1,337,192 | — | — | |
| ▸ 2 | CGDV | SH | $39.7M | 7.50% | 805,749 | — | — | |
| ▸ 3 | CGGO | SH | $30.7M | 5.80% | 725,248 | — | — | |
| ▸ 4 | CGDG | SH | $28.5M | 5.39% | 760,192 | — | — | |
| ▸ 5 | CGGR | SH | $25.7M | 4.86% | 544,477 | — | — | |
| ▸ 6 | CGMU | SH | $24.3M | 4.60% | 885,576 | — | — | |
| ▸ 7 | CGMS | SH | $21.0M | 3.97% | 768,767 | — | — | |
| ▸ 8 | AAPL | SH | $20.2M | 3.82% | 69,855 | — | — | |
| ▸ 9 | CGUS | SH | $18.5M | 3.49% | 415,308 | — | — | |
| ▸ 10 | TSLA | SH | $16.9M | 3.19% | 40,130 | — | — |
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Frequently Asked Questions
What stocks does J. Derek Lewis & Associates Inc. hold as of Q2 2026?
J. Derek Lewis & Associates Inc. reported 216 positions worth $529.2M in its Q2 2026 13F filing. Largest positions: CGBL (9.6%), CGDV (7.5%), CGGO (5.8%), CGDG (5.4%) and CGGR (4.9%).
What did J. Derek Lewis & Associates Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did J. Derek Lewis & Associates Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.