J. Derek Lewis & Associates Inc. has filed a 13F-HR report detailing its substantial holdings as of September 30, 2026. The filing reveals that the firm has amassed a total value of $554,748,752 in various securities, indicating a robust investment strategy. This report is significant as it reflects the firm's active management approach in a competitive financial services landscape.

Founded in California and based in Newport Beach, J. Derek Lewis & Associates Inc. focuses on investment management. The firm operates under the SEC File Number 028-26778 and has a fiscal year ending on December 31. The recent filing, dated November 3, 2026, follows a series of filings that demonstrate the firm's ongoing commitment to transparency and regulatory compliance.

The latest filing highlights the firm's investments in a diverse range of companies, including major players such as Abbott Laboratories, Amazon.com Inc., and Alphabet Inc. Notably, the firm holds significant shares in these companies, with the largest individual investment being in Apple Inc., valued at over $22 million. Other notable investments include substantial stakes in companies like Berkshire Hathaway and Advanced Micro Devices.

According to the filing, J. Derek Lewis & Associates Inc. has exercised sole investment discretion over its reported holdings. This means the firm has complete control over the decision-making process regarding these investments. The filing also lists other investment managers, including Capital Research Global Investors and Pacific Investment Management Co. LLC, indicating a competitive environment among investment firms.

This report is crucial not only for J. Derek Lewis & Associates Inc. but also for the broader financial services industry. The substantial value of reported securities highlights the firm's market presence and investment acumen. As firms like J. Derek Lewis & Associates continue to navigate the complexities of the financial markets, their strategic decisions will be closely watched by competitors and investors alike.

The filing does not specify what actions will follow this report, leaving stakeholders to anticipate the firm's next steps in its investment strategy.