Long-term investor
J. Derek Lewis & Associates Inc. @jdereklewisassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002077884).
Record
- Tracked since 2025-12-31 (265 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14021D107 · 9.6% · long · since 2025-12-31
- 14020W106 · 7.5% · long · since 2025-12-31
- 14020X104 · 5.8% · long · since 2025-12-31
- 14021L109 · 5.4% · long · since 2025-12-31
- 14020G101 · 4.9% · long · since 2025-12-31
- 14020Y201 · 4.6% · long · since 2025-12-31
- 14020Y300 · 4.0% · long · since 2025-12-31
- AAPL · 3.8% · long · since 2025-12-31
- 14020V108 · 3.5% · long · since 2025-12-31
- TSLA · 3.2% · long · since 2025-12-31
- 14020Y805 · 2.8% · long · since 2025-12-31
- 14020Y102 · 2.8% · long · since 2025-12-31