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RD Lewis Holdings, Inc.

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
Walmart Inc.—$5.24M41,0244.5%
Amazon.com Inc—$4.87M20,4184.2%
Apple Inc.—$4.61M17,1083.9%
Alphabet Inc.—$4.35M12,7763.7%
CATERPILLAR INC—$3.72M5,2923.2%
NVIDIA Corp—$3.50M19,4203.0%
MCDONALD'S CORP—$3.46M10,8183.0%
COMMERCIAL METALS Co—$3.39M41,4232.9%
MICRON TECHNOLOGY INC—$3.27M7,8082.8%
Visa Inc—$3.22M9,8002.8%
COSTCO WHOLESALE CORP /NEW—$3.15M3,2192.7%
ENI S P A—$3.12M74,9822.7%
ELI LILLY & Co—$2.96M2,9512.5%
Axon Enterprise Inc—$2.82M6,2492.4%
MICROSOFT CORP—$2.77M6,7252.4%
AMERICAN ELECTRIC POWER CO INC—$2.47M20,5022.1%
EOG RESOURCES INC—$2.39M21,6812.0%
Warren E. Buffett—$2.36M4,7762.0%
ATMOS ENERGY CORP—$2.34M13,8392.0%
MARTIN MARIETTA MATERIALS INC—$2.26M3,4111.9%
Netflix Inc—$2.11M26,3801.8%
CANADIAN NAT RES LTD—$2.08M55,5511.8%
VERIZON COMMUNICATIONS INC—$2.03M43,8081.7%
CHEVRON CORP—$2.02M11,3701.7%
Consolidated Edison Inc—$2.02M18,7871.7%
Mastercard Inc—$1.81M3,2921.5%
LINDE PLC—$1.77M3,8131.5%
Extra Space Storage Inc—$1.72M12,4891.5%
Walt Disney Co—$1.62M15,5811.4%
DEERE & CO—$1.52M2,7851.3%
Vulcan Materials Co—$1.48M4,7601.3%
ABBOTT LABORATORIES—$1.41M12,9521.2%
Fastenal Co—$1.23M26,6291.1%
NOVARTIS AG—$1.20M7,9911.0%
O REILLY AUTOMOTIVE INC—$1.19M12,2551.0%
Xylem Inc.—$1.16M8,3531.0%
Public Storage—$1.11M3,9560.9%
ASML HOLDING N V—$1.08M7770.9%
HOME DEPOT, INC.—$1.05M2,7510.9%
APPLIED MATERIALS INC /DE—$975.4K3,0610.8%
JOHNSON & JOHNSON—$920.3K3,9480.8%
Yum! Brands Inc—$851.8K5,3660.7%
Alphabet Inc.—$841.8K2,4780.7%
WELLS FARGO & COMPANY/MN—$762.0K8,2550.7%
MCKESSON CORP—$712.4K8370.6%
PROCTER & GAMBLE Co—$618.3K3,9810.5%
BANK OF AMERICA CORP /DE—$614.7K11,2890.5%
WASTE MANAGEMENT INC—$608.4K2,7030.5%
UGI CORP /PA—$599.6K14,9860.5%
ADVANCED MICRO DEVICES INC—$589.5K2,4350.5%
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