J. Derek Lewis & Associates Inc. - Portfolio overview

J. Derek Lewis & Associates Inc. has 211 reported holdings in this dataset, with the latest filing dated 2026-05-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGBL - CAPITAL GROUP CORE BALANCED, 9.59%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 7.22%
3. CGDG - CAPITAL GROUP DIVIDEND GROWE, 5.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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