J. Derek Lewis & Associates Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2077884
Institutional-grade research for retail investors
13F Reported Value
ⓘ$426.5M
Holdings
206
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
J. Derek Lewis & Associates Inc. disclosed 206 positions worth $426.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 3 and a full exit from $FGNX. The portfolio is most concentrated in Other (68.0% of disclosed assets). All figures are sourced directly from J. Derek Lewis & Associates Inc.’s Form 13F-HR filing with the SEC under CIK 2077884.
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP CORE BALANCED
—Quality
$40.5M1,146,334 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$31.4M719,370 shCAPITAL GROUP GROWTH ETF
—Quality
$20.9M471,036 shCAPITAL GRP FIXED INCM ETF T
—Quality
$20.5M748,857 shCAPITAL GROUP GBL GROWTH EQT
—Quality
$20.2M584,262 shCAPITAL GROUP DIVIDEND GROWE
—Quality
$20.1M563,341 sh- 76.1
Quality
$18.9M69,651 sh - 50.1
Quality
$18.5M41,060 sh CAPITAL GRP FIXED INCM ETF T
—Quality
$17.0M616,657 shCAPITAL GRP FIXED INCM ETF T
—Quality
$14.4M635,488 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP CORE BALANCED | — | $40.5M | 1,146,334 |
| CAPITAL GROUP DIVIDEND VALUE | — | $31.4M | 719,370 |
| CAPITAL GROUP GROWTH ETF | — | $20.9M | 471,036 |
| CAPITAL GRP FIXED INCM ETF T | — | $20.5M | 748,857 |
| CAPITAL GROUP GBL GROWTH EQT | — | $20.2M | 584,262 |
| CAPITAL GROUP DIVIDEND GROWE | — | $20.1M | 563,341 |
 Apple Inc.$AAPL | 76.1 | $18.9M | 69,651 |
 Tesla, Inc.$TSLA | 50.1 | $18.5M | 41,060 |
| CAPITAL GRP FIXED INCM ETF T | — | $17.0M | 616,657 |
| CAPITAL GRP FIXED INCM ETF T | — | $14.4M | 635,488 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of J. Derek Lewis & Associates Inc.'s 206 positions.
Showing top 10 of 206 holdings.
Sector Allocation
Other
$290.3M
Technology
$52.3M
Industrials
$27.8M
Financials
$14.5M
Healthcare
$13.1M
Consumer Discretionary
$12.8M
Utilities
$6.0M
Energy
$3.1M
Full Holdings — J. Derek Lewis & Associates Inc. (Q1 2026)
All 206 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP CORE BALANCED | $40.5M | 9.5% | +0% | — |
| 2 | — | CAPITAL GROUP DIVIDEND VALUE | $31.4M | 7.4% | +0% | — |
| 3 | — | CAPITAL GROUP GROWTH ETF | $20.9M | 4.9% | +0% | — |
| 4 | — | CAPITAL GRP FIXED INCM ETF T | $20.5M | 4.8% | +0% | — |
| 5 | — | CAPITAL GROUP GBL GROWTH EQT | $20.2M | 4.8% | +0% | — |
| 6 | — | CAPITAL GROUP DIVIDEND GROWE | $20.1M | 4.7% | +0% | — |
| 7 | $AAPL | Apple Inc. | $18.9M | 4.4% | +0% | 76.1 |
| 8 | $TSLA | Tesla, Inc. | $18.5M | 4.3% | +0% | 50.1 |
| 9 | — | CAPITAL GRP FIXED INCM ETF T | $17.0M | 4.0% | +0% | — |
| 10 | — | CAPITAL GRP FIXED INCM ETF T | $14.4M | 3.4% | +0% | — |
| 11 | — | CAPITAL GRP FIXED INCM ETF T | $13.4M | 3.1% | +0% | — |
| 12 | — | CAPITAL GROUP CORE EQUITY ET | $10.9M | 2.6% | +0% | — |
| 13 | — | CAPITAL GRP FIXED INCM ETF T | $10.2M | 2.4% | +0% | — |
| 14 | — | CAPITAL GROUP CONSERVATIVE E | $8.5M | 2.0% | +0% | — |
| 15 |  $MSFT | MICROSOFT CORP | $7.9M | 1.9% | +0% | 83.7 |
| 16 |  $NVDA | NVIDIA CORP | $5.2M | 1.2% | +0% | 90.2 |
| 17 | — | CAPITAL GROUP EQUITY ETF TR | $4.9M | 1.2% | +0% | — |
| 18 |  $AVGO | Broadcom Inc. | $4.3M | 1.0% | +0% | 86.4 |
| 19 |  $ABBV | AbbVie Inc. | $4.2M | 1.0% | +0% | 59.3 |
| 20 | — | SCHWAB STRATEGIC TR | $4.1M | 1.0% | +0% | — |
| 21 |  $GOOG | Alphabet Inc. | $4.0M | 0.9% | +0% | 80.2 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.9M | 0.9% | +0% | 67 |
| 23 |  $CLNE | Clean Energy Fuels Corp. | $3.9M | 0.9% | +0% | 32.1 |
| 24 | — | CAPITAL GROUP INTERNATIONAL | $3.8M | 0.9% | +0% | — |
| 25 |  $AMZN | AMAZON COM INC | $3.5M | 0.8% | +0% | 74.6 |
| 26 | — | CAPITAL GROUP NEW GEOGRAPHY | $3.4M | 0.8% | +0% | — |
| 27 | — | SCHWAB STRATEGIC TR | $3.2M | 0.8% | +0% | — |
| 28 | — | CAPITAL GROUP INTL FOCUS EQT | $3.1M | 0.7% | +0% | — |
| 29 |  $ISRG | INTUITIVE SURGICAL INC | $3.0M | 0.7% | +0% | 81.4 |
| 30 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 0.6% | +0% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.6% | +0% | 64.5 |
| 32 | — | VANGUARD INDEX FDS | $2.7M | 0.6% | +0% | — |
| 33 |  $PLTR | Palantir Technologies Inc. | $2.2M | 0.5% | +0% | 85.8 |
| 34 | — | CAPITAL GROUP INTERNATIONAL | $2.1M | 0.5% | +0% | — |
| 35 |  $ABT | ABBOTT LABORATORIES | $2.0M | 0.5% | +0% | 67 |
| 36 | — | CAPITAL GRP FIXED INCM ETF T | $2.0M | 0.5% | +0% | — |
| 37 |  $GOOGL | Alphabet Inc. | $1.7M | 0.4% | +0% | 80.2 |
| 38 |  $HYLN | Hyliion Holdings Corp. | $1.6M | 0.4% | +0% | 25.9 |
| 39 |  $META | Meta Platforms, Inc. | $1.5M | 0.3% | +0% | 80.9 |
| 40 |  $CRCL | Circle Internet Group, Inc. | $1.5M | 0.3% | +0% | 44.8 |
| 41 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.3% | +0% | — |
| 42 |  $HD | HOME DEPOT, INC. | $1.4M | 0.3% | +0% | 69.2 |
| 43 | — | SCHWAB STRATEGIC TR | $1.4M | 0.3% | +0% | — |
| 44 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.3% | +0% | — |
| 45 |  $IVZ | Invesco Ltd. | $1.3M | 0.3% | +0% | — |
| 46 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.3% | +0% | 68.4 |
| 47 |  $WMT | Walmart Inc. | $1.3M | 0.3% | +0% | 63.2 |
| 48 |  $LLY | ELI LILLY & Co | $1.2M | 0.3% | +0% | 89.3 |
| 49 |  $WLDN | Willdan Group, Inc. | $1.2M | 0.3% | +0% | 61.5 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.3% | +0% | 35.6 |
| 51 | — | ISHARES TR | $1.1M | 0.3% | +0% | — |
| 52 | — | BITMINE IMMERSION TECNOLOGIE | $1.1M | 0.3% | +0% | — |
| 53 | — | SCHWAB STRATEGIC TR | $1.1M | 0.3% | +0% | — |
| 54 | — | SCHWAB STRATEGIC TR | $1.1M | 0.3% | +0% | — |
| 55 | — | VANGUARD INDEX FDS | $1.1M | 0.3% | +0% | — |
| 56 | — | ISHARES TR | $1.1M | 0.3% | +0% | — |
| 57 |  $BA | BOEING CO | $1.0M | 0.2% | +0% | 51.8 |
| 58 |  $MSTR | Strategy Inc | $1.0M | 0.2% | +0% | 25.4 |
| 59 | — | FIRST TR EXCHANGE-TRADED FD | $979,332 | 0.2% | +0% | — |
| 60 |  $LULU | lululemon athletica inc. | $961,954 | 0.2% | +0% | 62.9 |
| 61 | — | ISHARES TR | $947,645 | 0.2% | +0% | — |
| 62 | — | FIRST TR EXCHANGE TRADED FD | $887,870 | 0.2% | +0% | — |
| 63 | — | VANGUARD ADMIRAL FDS INC | $878,599 | 0.2% | +0% | — |
| 64 |  $GEVO | Gevo, Inc. | $870,000 | 0.2% | +0% | 35.5 |
| 65 | — | DIMENSIONAL ETF TRUST | $861,974 | 0.2% | +0% | — |
| 66 |  $V | VISA INC. | $861,416 | 0.2% | +0% | 83.5 |
| 67 | — | VANGUARD INDEX FDS | $856,169 | 0.2% | +0% | — |
| 68 | — | VANGUARD INTL EQUITY INDEX F | $846,891 | 0.2% | +0% | — |
| 69 |  $ORCL | ORACLE CORP | $832,891 | 0.2% | +0% | 67.2 |
| 70 |  $NFLX | NETFLIX INC | $825,745 | 0.2% | +0% | 86.7 |
| 71 | — | VANGUARD MUN BD FDS | $789,742 | 0.2% | +0% | — |
| 72 | — | CAPITAL GROUP GLOBAL EQUITY | $775,051 | 0.2% | +0% | — |
| 73 |  $IBIT | iShares Bitcoin Trust ETF | $747,331 | 0.2% | +0% | — |
| 74 |  $OPAL | OPAL Fuels Inc. | $741,825 | 0.2% | +0% | 41.1 |
| 75 | — | VANGUARD INDEX FDS | $738,527 | 0.2% | +0% | — |
| 76 | — | AMERICAN CENTY ETF TR | $736,232 | 0.2% | +0% | — |
| 77 | — | VANGUARD WORLD FD | $705,541 | 0.2% | +0% | — |
| 78 | — | CAPITAL GROUP EQUITY ETF TR | $694,393 | 0.2% | +0% | — |
| 79 |  $CVX | CHEVRON CORP | $694,190 | 0.2% | +0% | 54.7 |
| 80 |  $LNG | Cheniere Energy, Inc. | $673,394 | 0.2% | +0% | 48.4 |
| 81 | — | VANGUARD TAX-MANAGED FDS | $670,752 | 0.2% | +0% | — |
| 82 |  $EIX | EDISON INTERNATIONAL | $658,960 | 0.1% | +0% | 70.7 |
| 83 |  $PRMB | Primo Brands Corp | $637,650 | 0.1% | +0% | 46.5 |
| 84 |  $STLA | Stellantis N.V. | $605,484 | 0.1% | +0% | — |
| 85 |  $AMD | ADVANCED MICRO DEVICES INC | $584,013 | 0.1% | +0% | 78.8 |
| 86 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $579,823 | 0.1% | +0% | — |
| 87 |  $BTBT | Bit Digital, Inc | $578,340 | 0.1% | +0% | 13.4 |
| 88 | — | SCHWAB STRATEGIC TR | $554,176 | 0.1% | +0% | — |
| 89 |  $PLUG | PLUG POWER INC | $534,963 | 0.1% | +0% | 18.8 |
| 90 | — | VANGUARD INDEX FDS | $533,107 | 0.1% | +0% | — |
| 91 | — | CAPITAL GRP FIXED INCM ETF T | $516,652 | 0.1% | +0% | — |
| 92 |  $PSLV | Sprott Physical Silver Trust | $510,840 | 0.1% | +0% | — |
| 93 |  $UNH | UNITEDHEALTH GROUP INC | $508,059 | 0.1% | +0% | 66.8 |
| 94 |  $ADC | AGREE REALTY CORP | $497,009 | 0.1% | +0% | 57.4 |
| 95 |  $UPS | UNITED PARCEL SERVICE INC | $494,462 | 0.1% | +0% | 58.2 |
| 96 |  $DE | DEERE & CO | $490,246 | 0.1% | +0% | 57.4 |
| 97 | — | FIRST TR EXCHANGE-TRADED FD | $484,084 | 0.1% | +0% | — |
| 98 |  $FIG | Figma, Inc. | $478,336 | 0.1% | +0% | 45.2 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $464,832 | 0.1% | +0% | 66.7 |
| 100 |  $XOM | EXXON MOBIL CORP | $462,427 | 0.1% | +0% | 61.8 |
| 101 |  $DOV | DOVER Corp | $455,929 | 0.1% | +0% | 63.1 |
| 102 | — | VANGUARD INDEX FDS | $446,882 | 0.1% | +0% | — |
| 103 | — | CAPITAL GROUP EQUITY ETF TR | $444,335 | 0.1% | +0% | — |
| 104 |  $CAT | CATERPILLAR INC | $442,869 | 0.1% | +0% | 67.8 |
| 105 |  $ASML | ASML HOLDING NV | $436,502 | 0.1% | +0% | — |
| 106 |  $SBET | Sharplink, Inc. | $433,590 | 0.1% | +0% | 38.1 |
| 107 |  $BMY | BRISTOL MYERS SQUIBB CO | $431,697 | 0.1% | +0% | 70.1 |
| 108 | — | VANECK ETF TRUST | $427,850 | 0.1% | +0% | — |
| 109 |  $HON | HONEYWELL INTERNATIONAL INC | $424,907 | 0.1% | +0% | 65.7 |
| 110 |  $ROST | ROSS STORES, INC. | $411,440 | 0.1% | +0% | 71.5 |
| 111 |  $RSG | REPUBLIC SERVICES, INC. | $403,727 | 0.1% | +0% | 72 |
| 112 |  $MA | Mastercard Inc | $403,379 | 0.1% | +0% | 81.7 |
| 113 | — | T ROWE PRICE ETF INC | $397,761 | 0.1% | +0% | — |
| 114 |  $RTX | RTX Corp | $384,940 | 0.1% | +0% | 70 |
| 115 |  $WMB | WILLIAMS COMPANIES, INC. | $384,584 | 0.1% | +0% | 72.8 |
| 116 |  $DIS | Walt Disney Co | $372,380 | 0.1% | +0% | 68.9 |
| 117 | — | SCHWAB STRATEGIC TR | $370,153 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $368,255 | 0.1% | +0% | — |
| 119 | — | VANGUARD BD INDEX FDS | $356,065 | 0.1% | +0% | — |
| 120 |  $UP | Wheels Up Experience Inc. | $355,692 | 0.1% | +0% | 16.4 |
| 121 |  $GILD | GILEAD SCIENCES, INC. | $346,127 | 0.1% | +0% | 77.8 |
| 122 | — | SPDR SERIES TRUST | $343,176 | 0.1% | +0% | — |
| 123 |  $BP | BP PLC | $341,085 | 0.1% | +0% | — |
| 124 |  $DRI | DARDEN RESTAURANTS INC | $340,990 | 0.1% | +0% | 68.6 |
| 125 | — | PIMCO ETF TR | $333,692 | 0.1% | +0% | — |
| 126 |  $BLSH | Bullish | $333,256 | 0.1% | +0% | — |
| 127 |  $TXN | TEXAS INSTRUMENTS INC | $331,192 | 0.1% | +0% | 70.4 |
| 128 | — | CAPITAL GRP FIXED INCM ETF T | $327,539 | 0.1% | +0% | — |
| 129 |  $UBER | Uber Technologies, Inc | $326,269 | 0.1% | +0% | 79.3 |
| 130 |  $EW | Edwards Lifesciences Corp | $323,183 | 0.1% | +0% | 67.6 |
| 131 |  $AMTX | AEMETIS, INC | $322,273 | 0.1% | +0% | 26.4 |
| 132 |  $SLMT | Brera Holdings PLC | $312,290 | 0.1% | +0% | — |
| 133 | — | ISHARES TR | $311,027 | 0.1% | +0% | — |
| 134 |  $SRFM | SURF AIR MOBILITY INC. | $308,460 | 0.1% | +0% | 14.6 |
| 135 |  $CRWD | CrowdStrike Holdings, Inc. | $304,226 | 0.1% | +0% | 55 |
| 136 |  $ANET | Arista Networks, Inc. | $297,045 | 0.1% | +0% | 86 |
| 137 |  $JNJ | JOHNSON & JOHNSON | $295,832 | 0.1% | +0% | 72.8 |
| 138 |  $ACHR | Archer Aviation Inc. | $293,295 | 0.1% | +0% | 25 |
| 139 |  $MCK | MCKESSON CORP | $290,358 | 0.1% | +0% | 63.7 |
| 140 | — | DIMENSIONAL ETF TRUST | $286,410 | 0.1% | +0% | — |
| 141 |  $SOBO | South Bow Corp | $286,380 | 0.1% | +0% | — |
| 142 |  $ALB | ALBEMARLE CORP | $283,587 | 0.1% | +0% | 50.2 |
| 143 |  $RACE | Ferrari N.V. | $277,170 | 0.1% | +0% | — |
| 144 |  $METC | Ramaco Resources, Inc. | $273,623 | 0.1% | +0% | 24.1 |
| 145 |  $AMGN | AMGEN INC | $269,294 | 0.1% | +0% | 79.5 |
| 146 | — | SCHWAB STRATEGIC TR | $267,910 | 0.1% | +0% | — |
| 147 |  $COR | Cencora, Inc. | $263,446 | 0.1% | +0% | 59.6 |
| 148 |  $AFL | AFLAC INC | $263,215 | 0.1% | +0% | 60.3 |
| 149 | — | VANGUARD INTL EQUITY INDEX F | $259,797 | 0.1% | +0% | — |
| 150 |  $UPXI | UPEXI, INC. | $255,360 | 0.1% | +0% | 20.6 |
| 151 |  $HLT | Hilton Worldwide Holdings Inc. | $247,610 | 0.1% | +0% | 73.1 |
| 152 |  $PEP | PEPSICO INC | $240,109 | 0.1% | +0% | 62.7 |
| 153 |  $NOW | ServiceNow, Inc. | $238,211 | 0.1% | +0% | 76 |
| 154 |  $SYK | STRYKER CORP | $233,727 | 0.1% | +0% | 69.8 |
| 155 |  $LRCX | LAM RESEARCH CORP | $229,853 | 0.1% | +0% | 82.4 |
| 156 |  $ACM | AECOM | $227,553 | 0.1% | +0% | 58.2 |
| 157 |  $PM | Philip Morris International Inc. | $222,466 | 0.1% | +0% | 80.5 |
| 158 |  $MELI | MERCADOLIBRE INC | $221,570 | 0.1% | +0% | 77.5 |
| 159 | — | ARK ETF TR | $221,326 | 0.1% | +0% | — |
| 160 | — | FIRST TR EXCHANGE TRADED FD | $220,941 | 0.1% | +0% | — |
| 161 |  $NEU | NEWMARKET CORP | $219,924 | 0.1% | +0% | 68.9 |
| 162 | — | FIRST TR EXCH TRD ALPHDX FD | $219,716 | 0.1% | +0% | — |
| 163 |  $SRE | SEMPRA | $218,694 | 0.1% | +0% | 47.6 |
| 164 |  $MLM | MARTIN MARIETTA MATERIALS INC | $214,818 | 0.1% | +0% | 67.6 |
| 165 |  $PHYS | Sprott Physical Gold Trust | $214,630 | 0.1% | +0% | — |
| 166 |  $USAS | Americas Gold & Silver Corp | $214,620 | 0.1% | +0% | — |
| 167 |  $MRK | Merck & Co., Inc. | $213,920 | 0.1% | +0% | 70.9 |
| 168 |  $SPGI | S&P Global Inc. | $213,740 | 0.1% | +0% | 79.4 |
| 169 |  $ONON | On Holding AG | $211,716 | 0.1% | +0% | — |
| 170 |  $ADP | AUTOMATIC DATA PROCESSING INC | $211,442 | 0.1% | +0% | 77.9 |
| 171 |  $LOW | LOWES COMPANIES INC | $206,440 | 0.1% | +0% | 63.5 |
| 172 |  $URI | UNITED RENTALS, INC. | $205,336 | 0.1% | +0% | 70.7 |
| 173 | — | ISHARES TR | $204,511 | 0.1% | +0% | — |
| 174 |  $LMT | LOCKHEED MARTIN CORP | $202,677 | 0.1% | +0% | 65 |
| 175 |  $NML | Neuberger Energy Infrastructure & Income Fund Inc. | $182,079 | 0.0% | +0% | — |
| 176 |  $FRMM | FORUM MARKETS Inc | $181,300 | 0.0% | +0% | 27 |
| 177 |  $HAIN | HAIN CELESTIAL GROUP INC | $177,620 | 0.0% | +0% | 32.1 |
| 178 |  $NAKA | Nakamoto Inc. | $166,773 | 0.0% | +0% | 23 |
| 179 |  $DFLI | Dragonfly Energy Holdings Corp. | $162,710 | 0.0% | +0% | 16.2 |
| 180 |  $LCID | Lucid Group, Inc. | $157,746 | 0.0% | +0% | 30.1 |
| 181 |  $STKE | SOL Strategies Inc. | $156,060 | 0.0% | +0% | — |
| 182 |  $LUMN | Lumen Technologies, Inc. | $155,400 | 0.0% | +0% | 39.8 |
| 183 |  $RR | RICHTECH ROBOTICS INC. | $153,247 | 0.0% | +0% | 12.4 |
| 184 |  $MDV | MODIV INDUSTRIAL, INC. | $146,476 | 0.0% | +0% | 40.5 |
| 185 |  $NVTS | Navitas Semiconductor Corp | $142,800 | 0.0% | +0% | 10.5 |
| 186 |  $EVEX | Eve Holding, Inc. | $127,680 | 0.0% | +0% | — |
| 187 |  $EVTL | Vertical Aerospace Ltd. | $122,590 | 0.0% | +0% | — |
| 188 |  $BLDP | Ballard Power Systems Inc. | $116,840 | 0.0% | +0% | — |
| 189 |  $LAC | LITHIUM AMERICAS CORP. | $95,920 | 0.0% | +0% | — |
| 190 |  $VENU | Venu Holding Corp | $93,454 | 0.0% | +0% | 11.2 |
| 191 |  $SQNS | SEQUANS COMMUNICATIONS | $85,310 | 0.0% | +0% | — |
| 192 |  $LYG | Lloyds Banking Group plc | $79,500 | 0.0% | +0% | — |
| 193 |  $EVGO | EVgo Inc. | $78,570 | 0.0% | +0% | 39.1 |
| 194 |  $EU | enCore Energy Corp. | $71,920 | 0.0% | +0% | 27.4 |
| 195 |  $CAN | Canaan Inc. | $70,725 | 0.0% | +0% | — |
| 196 |  $ABAT | AMERICAN BATTERY TECHNOLOGY Co | $70,140 | 0.0% | +0% | — |
| 197 |  $AVR | Anteris Technologies Global Corp. | $69,860 | 0.0% | +0% | — |
| 198 |  $SAFX | XCF Global, Inc. | $64,139 | 0.0% | +0% | 33.3 |
| 199 |  $PYXS | Pyxis Oncology, Inc. | $60,950 | 0.0% | +0% | — |
| 200 |  $TDTH | Trident Digital Tech Holdings Ltd | $58,749 | 0.0% | +0% | — |
| 201 |  $VIVO | VivoPower PLC | $45,300 | 0.0% | +0% | — |
| 202 |  $ABTC | American Bitcoin Corp. | $39,100 | 0.0% | +0% | 34.9 |
| 203 | — | BITFARMS LTD | $35,809 | 0.0% | +0% | — |
| 204 |  $BLNK | Blink Charging Co. | $30,015 | 0.0% | +0% | 12.2 |
| 205 |  $NFE | New Fortress Energy Inc. | $29,463 | 0.0% | +0% | 17.3 |
| 206 |  $DDD | 3D SYSTEMS CORP | $26,550 | 0.0% | +0% | 44.5 |
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Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track J. Derek Lewis & Associates Inc.'s Full Portfolio
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AI-Powered Hedge Fund Analysis: J. Derek Lewis & Associates Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For J. Derek Lewis & Associates Inc. (SEC CIK: 2077884), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in J. Derek Lewis & Associates Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.