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Rd Lewis Holdings, Inc.

Portfolio Manager
RD Lewis Holdings, Inc.
Performance
+2.14% (2026 Q1)
AUM (13F)
$115.46M
# of Holdings
86
Performance Rank
Allocation (Top 20)
57.49%

Rd Lewis Holdings, Inc. Holdings Map

Top 50 Rd Lewis Holdings, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMT
WALMART INC
4.48%40.1K$5.2M
-2.28%(-934)
2025-Q1: 40.4K shares2025-Q2: 39.5K shares2025-Q3: 40.2K shares2025-Q4: 41.0K shares2026-Q1: 40.1K shares
$86.26(+52.41%)
2026-03-31
AMZN
AMAZON COM INC
4.15%20.5K$4.8M
+0.40%(+81)
2025-Q1: 19.2K shares2025-Q2: 19.4K shares2025-Q3: 19.8K shares2025-Q4: 20.4K shares2026-Q1: 20.5K shares
$204.02(+32.40%)
2026-03-31
AAPL
APPLE INC
3.81%16.9K$4.4M
-1.17%(-200)
2025-Q1: 15.8K shares2025-Q2: 16.5K shares2025-Q3: 16.9K shares2025-Q4: 17.1K shares2026-Q1: 16.9K shares
$231.95(+28.85%)
2026-03-31
E
ENI SPA
3.57%73.9K$4.1M
-1.40%(-1.05K)
2025-Q1: 0 shares2025-Q2: 67.2K shares2025-Q3: 70.6K shares2025-Q4: 75.0K shares2026-Q1: 73.9K shares
$32.06(+73.19%)
2026-03-31
GOOG
ALPHABET INC
3.45%12.6K$4.0M
-1.43%(-183)
2025-Q1: 12.5K shares2025-Q2: 13.0K shares2025-Q3: 12.9K shares2025-Q4: 12.8K shares2026-Q1: 12.6K shares
$178.25(+123.87%)
2026-03-31
CAT
CATERPILLAR INC
3.37%5.0K$3.9M
-6.46%(-342)
2025-Q1: 5.2K shares2025-Q2: 5.2K shares2025-Q3: 5.3K shares2025-Q4: 5.3K shares2026-Q1: 5.0K shares
$378.28(+138.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.01%18.9K$3.5M
-2.61%(-506)
2025-Q1: 19.4K shares2025-Q2: 18.7K shares2025-Q3: 19.0K shares2025-Q4: 19.4K shares2026-Q1: 18.9K shares
$129.54(+74.34%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.92%3.3K$3.4M
+1.34%(+43)
2025-Q1: 2.1K shares2025-Q2: 2.9K shares2025-Q3: 3.1K shares2025-Q4: 3.2K shares2026-Q1: 3.3K shares
$920.29(+12.26%)
2026-03-31
MCD
MCDONALDS CORP
2.87%10.7K$3.3M
-0.88%(-95)
2025-Q1: 9.8K shares2025-Q2: 9.9K shares2025-Q3: 10.3K shares2025-Q4: 10.8K shares2026-Q1: 10.7K shares
$297.74(-7.40%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.69%7.4K$3.1M
-5.74%(-448)
2025-Q1: 9.2K shares2025-Q2: 8.6K shares2025-Q3: 8.0K shares2025-Q4: 7.8K shares2026-Q1: 7.4K shares
$93.94(+819.80%)
2026-03-31

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