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Equibles

J. Derek Lewis & Associates Inc.

Position in ASST — Strive, Inc.

CIK 2077884 NEWPORT BEACH, CA
Back to ASST Full portfolio

Position in ASST

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$272,750
+$82,370 QoQ
Shares Held
25,000
+31.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#81
of 169 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASST Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

J. Derek Lewis & Associates Inc. holds $700,742 across 4 Asset Management names. ASST ranks #1 (38.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASST
Strive, Inc.
This page 		25,000 $272,750
2 NML
Neuberger Energy Infrastructure & Income Fund Inc.
 21,421 $217,208
3 DFDV
DeFi Development Corp.
 52,000 $152,880
4 FGNX
FG Nexus Inc.
 11,200 $57,904

All Filings in ASST

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $272,750 25,000
2026-03-31 $190,380 19,000
2025-12-31 $70,848 96,000