Institutions / RD Lewis Holdings, Inc.

RD Lewis Holdings, Inc.

CIK 2046179 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$117.10M
Positions
90
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Walmart Inc.โ€”$5.24M41,0244.5%
Amazon.com Incโ€”$4.87M20,4184.2%
Apple Inc.โ€”$4.61M17,1083.9%
Alphabet Inc.โ€”$4.35M12,7763.7%
Caterpillar Incโ€”$3.72M5,2923.2%
NVIDIA Corpโ€”$3.50M19,4203.0%
Mcdonald'S Corpโ€”$3.46M10,8183.0%
COMMERCIAL METALS Coโ€”$3.39M41,4232.9%
Micron Technology Incโ€”$3.27M7,8082.8%
Visa Incโ€”$3.22M9,8002.8%
Costco Wholesale Corp /Newโ€”$3.15M3,2192.7%
Eni S P aโ€”$3.12M74,9822.7%
ELI LILLY & Coโ€”$2.96M2,9512.5%
Axon Enterprise Incโ€”$2.82M6,2492.4%
Microsoft Corpโ€”$2.77M6,7252.4%
American Electric Power Co Incโ€”$2.47M20,5022.1%
Eog Resources Incโ€”$2.39M21,6812.0%
Warren E. Buffettโ€”$2.36M4,7762.0%
Atmos Energy Corpโ€”$2.34M13,8392.0%
Martin Marietta Materials Incโ€”$2.26M3,4111.9%
Netflix Incโ€”$2.11M26,3801.8%
Canadian Nat Res Ltdโ€”$2.08M55,5511.8%
Verizon Communications Incโ€”$2.03M43,8081.7%
Chevron Corpโ€”$2.02M11,3701.7%
Consolidated Edison Incโ€”$2.02M18,7871.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.