J. Derek Lewis & Associates Inc.
Position in MU — Micron Technology Inc
CIK 2077884
NEWPORT BEACH, CA
Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,648,326
+$1,392,919 QoQ
Shares Held
1,428
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,219
of 3,904 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026J. Derek Lewis & Associates Inc. holds $14,459,758 across 7 Semiconductors names. MU ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,942 | $5,190,734 | |
| 2 | AVGO |
Broadcom Inc.
|
11,568 | $4,369,812 | |
| 3 | MU |
Micron Technology Inc
This page
|
1,428 | $1,648,326 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,207 | $1,282,068 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,072 | $989,525 | |
| 6 | TXN |
Texas Instruments Inc
|
2,045 | $609,553 | |
| 7 | INTC |
Intel Corp
|
2,648 | $369,740 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,326 | 1,428 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $255,407 | 756 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||