J. Derek Lewis & Associates Inc.

Position in ASST — Strive, Inc.

CIK 2077884 NEWPORT BEACH, CA

Position in ASST

as of Mar 31, 2026 · filed May 21, 2026 Compact

Position Value

$190,380

New position

Shares Held

19,000

first reported quarter

Ownership

0.026%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

J. Derek Lewis & Associates Inc. holds $536,272 across 3 Asset Management names. ASST ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NML	Neuberger Energy Infrastructure & Income Fund Inc.	21,421	$225,134
2	ASST	Strive, Inc. This page	19,000	$190,380
3	FGNX	FG Nexus Inc.	24,200	$120,758

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$190,380	19,000	—	Shares	Sole	2026-05-21
No filing history on record for this holder in this stock.