Top 50 Rd Lewis Holdings, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 4.48% | 40.1K | $5.2M | -2.28%(-934) | $86.26(+52.41%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.15% | 20.5K | $4.8M | +0.40%(+81) | $204.02(+32.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.81% | 16.9K | $4.4M | -1.17%(-200) | $231.95(+28.85%) | 2026-03-31 | |
| E | ENI SPA | 3.57% | 73.9K | $4.1M | -1.40%(-1.05K) | $32.06(+73.19%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.45% | 12.6K | $4.0M | -1.43%(-183) | $178.25(+123.87%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.37% | 5.0K | $3.9M | -6.46%(-342) | $378.28(+138.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 18.9K | $3.5M | -2.61%(-506) | $129.54(+74.34%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.92% | 3.3K | $3.4M | +1.34%(+43) | $920.29(+12.26%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 2.87% | 10.7K | $3.3M | -0.88%(-95) | $297.74(-7.40%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.69% | 7.4K | $3.1M | -5.74%(-448) | $93.94(+819.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.99% | +36.71% |
| Top 20 Holdings Unweighted | +10.32% | +34.26% |
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