No buy transactions available for this period
No sell transactions available for this period
J. Derek Lewis & Associates Inc. filed its 13F report for Q4 2025 on March 23, 2026. The portfolio totaled 426.92 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 52.2% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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J Derek Lewis & Associates submitted their Form 13F-HR for the Q4 2025 period on 03/23/2026. This was the only submission for the quarter.
In the Q4 2025 filing, J Derek Lewis & Associates reported a managed portfolio value of 426.92 M, consisting of 209 individual positions.
This page displays the raw filing documents. To see which stocks J Derek Lewis & Associates bought or sold during Q4 2025, please visit J Derek Lewis & Associates's Portfolio Analysis page.