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RD Lewis Holdings, Inc. 13F holdings

Filed 2026-08-12 · RD Lewis Holdings, Inc. · 88 positions · $135.2M

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC21.4K$5.9M4.3%
MUMICRON TECHNOLOGY INC6.3K$5.4M4.0%
AAPLAPPLE INC17.3K$5.3M3.9%
WMTWALMART INC41.2K$4.6M3.4%
GOOGALPHABET INC13.2K$4.6M3.4%
NVDANVIDIA CORPORATION19.6K$4.3M3.2%
EENI SPA75.8K$4.2M3.1%
CATCATERPILLAR INC4.9K$4.2M3.1%
LLYELI LILLY & CO3.2K$3.9M2.9%
VVISA INC10.6K$3.9M2.9%
AXONAXON ENTERPRISE INC6.0K$3.7M2.8%
MSFTMICROSOFT CORP7.1K$3.6M2.6%
COSTCOSTCO WHOLESALE CORPORATION3.6K$3.4M2.5%
CMCCOMMERCIAL METALS CO44.8K$3.3M2.4%
MCDMCDONALDS CORP11.7K$3.2M2.4%
EOGEOG RES INC22.3K$3.2M2.3%
CNQCANADIAN NAT RES LTD MED TER59.6K$2.8M2.1%
BRK-BBERKSHIRE HATHAWAY INC DEL5.3K$2.8M2.0%
AEPAMERICAN ELEC PWR CO INC21.4K$2.6M1.9%
CVXCHEVRON CORPORATION13.1K$2.6M1.9%
ATOATMOS ENERGY CORP14.3K$2.4M1.8%
NFLXNETFLIX INC.30.7K$2.3M1.7%
EDCONSOLIDATED EDISON INC21.5K$2.3M1.7%
LINLINDE PLC4.4K$2.2M1.6%
VZVERIZON COMMUNICATIONS INC44.3K$2.1M1.5%
MLMMARTIN MARIETTA MATLS INC3.7K$2.0M1.5%
MAMASTERCARD INCORPORATED3.2K$1.8M1.4%
DISDISNEY WALT CO17.5K$1.8M1.3%
DEDEERE & CO2.7K$1.7M1.3%
ABTABBOTT LABORATORIES14.4K$1.6M1.2%
VMCVULCAN MATLS CO5.5K$1.6M1.2%
FASTFASTENAL CO29.8K$1.6M1.2%
AMATAPPLIED MATLS INC2.9K$1.6M1.2%
EXREXTRA SPACE STORAGE INC10.5K$1.5M1.1%
JNJJOHNSON & JOHNSON5.9K$1.5M1.1%
ASMLASML HLDG NV799$1.4M1.1%
ORLYOREILLY AUTOMOTIVE INC13.8K$1.3M1.0%
NVSNOVARTIS AG8.1K$1.3M0.9%
AMDADVANCED MICRO DEVICES INC2.5K$1.2M0.9%
PSAPUBLIC STORAGE3.5K$1.1M0.8%
HDHOME DEPOT INC3.0K$1.1M0.8%
PGPROCTER & GAMBLE CO6.9K$1.0M0.7%
XYLXYLEM INC8.1K$994,1900.7%
WFCWELLS FARGO & CO11.3K$988,0010.7%
MCKMCKESSON CORP1.1K$970,7890.7%
VLOVALERO ENERGY CORP2.7K$851,5180.6%
YUMYUM BRANDS INC5.8K$835,5300.6%
GOOGLALPHABET INC2.0K$705,8430.5%
INGING GROEP N.V.18.3K$645,9320.5%
—BANK OF AMER CORP10.0K$639,9650.5%
GISGENERAL MILLS INC16.6K$622,3930.5%
XPOXPO INC3.1K$621,2650.5%
WMWASTE MGMT INC DEL2.4K$557,6800.4%
IIPRINNOVATIVE INDL PPTYS INC9.6K$555,8640.4%
DALDELTA AIR LINES INC6.1K$548,5830.4%
RCLROYAL CARIBBEAN GROUP1.8K$545,4790.4%
DGDOLLAR GEN CORP4.4K$535,3290.4%
UGIUGI CORP NEW15.3K$516,7040.4%
MCHPMICROCHIP TECHNOLOGY INC.6.1K$504,3410.4%
PFEPFIZER INC18.4K$494,2170.4%
Top Fund Holdings
13F
Top Fund Holdings

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