RD Lewis Holdings, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
APPLIED MATERIALS INC /DE	—	$975.4K	3,061	0.8%
HOME DEPOT, INC.	—	$1.05M	2,751	0.9%
ASML HOLDING N V	—	$1.08M	777	0.9%
Public Storage	—	$1.11M	3,956	0.9%
Xylem Inc.	—	$1.16M	8,353	1.0%
O REILLY AUTOMOTIVE INC	—	$1.19M	12,255	1.0%
NOVARTIS AG	—	$1.20M	7,991	1.0%
Fastenal Co	—	$1.23M	26,629	1.1%
ABBOTT LABORATORIES	—	$1.41M	12,952	1.2%
Vulcan Materials Co	—	$1.48M	4,760	1.3%
DEERE & CO	—	$1.52M	2,785	1.3%
Walt Disney Co	—	$1.62M	15,581	1.4%
Extra Space Storage Inc	—	$1.72M	12,489	1.5%
LINDE PLC	—	$1.77M	3,813	1.5%
Mastercard Inc	—	$1.81M	3,292	1.5%
Consolidated Edison Inc	—	$2.02M	18,787	1.7%
CHEVRON CORP	—	$2.02M	11,370	1.7%
VERIZON COMMUNICATIONS INC	—	$2.03M	43,808	1.7%
CANADIAN NAT RES LTD	—	$2.08M	55,551	1.8%
Netflix Inc	—	$2.11M	26,380	1.8%
MARTIN MARIETTA MATERIALS INC	—	$2.26M	3,411	1.9%
ATMOS ENERGY CORP	—	$2.34M	13,839	2.0%
Warren E. Buffett	—	$2.36M	4,776	2.0%
EOG RESOURCES INC	—	$2.39M	21,681	2.0%
AMERICAN ELECTRIC POWER CO INC	—	$2.47M	20,502	2.1%
MICROSOFT CORP	—	$2.77M	6,725	2.4%
Axon Enterprise Inc	—	$2.82M	6,249	2.4%
ELI LILLY & Co	—	$2.96M	2,951	2.5%
ENI S P A	—	$3.12M	74,982	2.7%
COSTCO WHOLESALE CORP /NEW	—	$3.15M	3,219	2.7%
Visa Inc	—	$3.22M	9,800	2.8%
MICRON TECHNOLOGY INC	—	$3.27M	7,808	2.8%
COMMERCIAL METALS Co	—	$3.39M	41,423	2.9%
MCDONALD'S CORP	—	$3.46M	10,818	3.0%
NVIDIA Corp	—	$3.50M	19,420	3.0%
CATERPILLAR INC	—	$3.72M	5,292	3.2%
Alphabet Inc.	—	$4.35M	12,776	3.7%
Apple Inc.	—	$4.61M	17,108	3.9%
Amazon.com Inc	—	$4.87M	20,418	4.2%
Walmart Inc.	—	$5.24M	41,024	4.5%