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Manager record

Joseph P. Lucia & Associates, LLC

Yorktown Heights, NY · CIK 1775391 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$332.56MReported 13F valueQ2 2026 · as filed
188Holdings listed
+18.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $244.4M$244.4MQ2 2025151 holdingsQ3 2025: $265.1M$265.1MQ3 2025161 holdingsQ4 2025: $277.3M$277.3MQ4 2025166 holdingsQ1 2026: $279.7M$279.7MQ1 2026169 holdingsQ2 2026: $332.6M$332.6MQ2 2026188 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$332.56M · 188 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$279.72M · 169 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$277.28M · 166 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$265.10M · 161 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$244.38M · 151 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology