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J. Derek Lewis & Associates Inc.
ETF
Concentrated long-term
CIK: 0002077884 | NEWPORT BEACH, CA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
234
$554.7M
2026-11-03
SEC ↗
Q2 2026
13F-HR
216
$529.2M
2026-07-31
SEC ↗
Q1 2026
Amended
13F-HR/A
206
$426.5M
2026-05-01
SEC ↗
Q4 2025
13F-HR
209
$426.9M
2026-03-23
SEC ↗