J. Derek Lewis & Associates Inc.: Q2 2026 Portfolio Adjustments Highlight Core ETFs, Growth Equity, and Technology Focus
Insights into significant buying and selling activities by CAPITAL GROUP investment advisor J. Derek Lewis & Associates Inc., as reported on Insiderset.
According to the latest filing from J. Derek Lewis & Associates Inc., investors associated with this advisor have made notable adjustments to their portfolios during Q2 2026, as of June 30th. The analysis focuses on changes observed in holdings compared to the previous period.
The investor's activity was characterized by a mix of buying and selling various types of assets. Significant purchases were noted for several CAPITAL GROUP ETFs:
- CGUS (CAPITAL GROUP CORE EQUITY ET): This fund, which has an allocation of 3.49% in the overall portfolio, saw a substantial increase in shares held by this investor during Q2.
- CGBL (CAPITAL GROUP CORE BALANCED): Another core holding increased significantly, with its share count rising by over 16% quarter-over-quarter.
- CGDV (CAPITAL GROUP DIVIDEND VALUE): This dividend-focused ETF also experienced a notable increase in holdings.
- CGGO (CAPITAL GROUP GBL GROWTH EQT): Shares of this growth equity fund increased substantially, by nearly 24%.
In addition to these core CAPITAL holdings increases, the investor also purchased shares in:
- CGXU (CAPITAL GROUP INTL FOCUS EQT): This international focus fund saw a significant boost in its position during Q2.
The selling activity was more pronounced for certain smaller holdings and one specific stock:
- GEVO (GEVO INC): A company operating in the Basic Materials sector experienced a sharp reduction, with shares held by this investor decreasing significantly.
- CLNE (CLEAN ENERGY FUELS CORP): This Energy stock saw its position reduced during Q2.
- HAIN (HAIN CELESTIAL GROUP INC): A Consumer Defensive stock was sold out completely by this investor, leaving a zero allocation.
- AMTX (AEMETIS INC): Another Energy-related holding saw its position reduced.
The portfolio also reflected changes in fixed income allocations:
- MNTK (MONTAUK RENEWABLES INC): This Utilities stock was a notable addition, purchased entirely new during the quarter.
- CGCB (CAPITAL GRP FIXED INCM ETF T): Shares of this fixed income fund increased significantly.
The investor also disposed of some positions:
- AAPL (APPLE INC): The tech giant saw a slight reduction in its position, though it remains significant at 3.82% allocation.
- TSLA (TESLA INC): Shares held by this investor decreased slightly during Q2.
Furthermore, the advisor noted exits from other small positions:
- EVE HLDG INC (EVEX): This Industrials stock was sold out completely.
The overall portfolio structure shows this investor maintaining a core focus on CAPITAL GROUP products while also engaging with specific growth, dividend, and fixed income strategies. The changes observed reflect their dynamic investment approach during Q2 2026.