Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

J. Derek Lewis & Associates Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

J. Derek Lewis & Associates Inc. (CIK 2077884) reported $529.2M across 216 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGBL ($50.8M, 9.59%), CGDV ($39.7M, 7.50%), CGGO ($30.7M, 5.80%), CGDG ($28.5M, 5.39%), CGGR ($25.7M, 4.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CGBLCAPITAL GROUP CORE BALANCED$50.8M9.59%1.3MAdded
2CGDVCAPITAL GROUP DIVIDEND VALUE$39.7M7.50%805,749Added
3CGGOCAPITAL GROUP GBL GROWTH EQT$30.7M5.80%725,248Added
4CGDGCAPITAL GROUP DIVIDEND GROWE$28.5M5.39%760,192Added
5CGGRCAPITAL GROUP GROWTH ETF$25.7M4.86%544,477Added
6CGMUCAPITAL GRP FIXED INCM ETF T$24.3M4.60%885,576Added
7CGMSCAPITAL GRP FIXED INCM ETF T$21.0M3.97%768,767Added
8AAPLAPPLE INC$20.2M3.82%69,855Trimmed
9CGUSCAPITAL GROUP CORE EQUITY ET$18.5M3.49%415,308Added
10TSLATESLA INC$16.9M3.19%40,130Added
11CGHMCAPITAL GRP FIXED INCM ETF T$15.0M2.83%580,244Trimmed
12CGCPCAPITAL GRP FIXED INCM ETF T$15.0M2.83%672,597Added
13CGCBCAPITAL GRP FIXED INCM ETF T$12.8M2.42%489,323Added
14CGCVCAPITAL GROUP CONSERVATIVE E$10.8M2.03%327,614Added
15CGMMCAPITAL GROUP EQUITY ETF TR$9.3M1.75%281,626Added
16CGICCAPITAL GROUP INTERNATIONAL$7.0M1.31%191,062Added
17CGXUCAPITAL GROUP INTL FOCUS EQT$6.3M1.20%182,935Added
18MSFTMICROSOFT CORP$5.5M1.04%14,689Trimmed
19CGNGCAPITAL GROUP NEW GEOGRAPHY$5.5M1.04%146,573Added
20SCHASCHWAB STRATEGIC TR$5.4M1.03%150,788Added
21NVDANVIDIA CORPORATION$5.2M0.98%25,942Trimmed
22GOOGLALPHABET INC$4.9M0.92%13,599Trimmed
23ABBVABBVIE INC$4.8M0.90%18,944Trimmed
24AVGOBROADCOM INC$4.4M0.83%11,568Added
25HYLNHYLIION HOLDINGS CORP$4.3M0.82%833,400Added

Source: SEC Form 13F filings · as of 2026-06-30