RD Lewis Holdings, Inc.
Top Portfolio Positions
85 positions ·
$108,084,798 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
40,090 | $4,982,385 | 4.61% | |
| AAPL |
Apple Inc.
Technology
|
16,908 | $4,291,081 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,499 | $4,269,326 | 3.95% | |
| E |
Eni Spa
Energy
|
73,932 | $4,185,290 | 3.87% | |
| CAT |
Caterpillar Inc
Industrials
|
4,950 | $3,506,877 | 3.24% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
10,723 | $3,332,601 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
18,914 | $3,298,601 | 3.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,262 | $3,250,354 | 3.01% | |
| EOG |
Eog Resources Inc
Energy
|
21,541 | $3,114,182 | 2.88% | |
| V |
Visa Inc.
Financial Services
|
9,710 | $2,934,750 | 2.72% |
Portfolio Trend
6 quarters · across all stocks
Holdings in E
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,185,290 | 73,932 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,844,817 | 74,982 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,468,238 | 70,622 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,179,726 | 67,234 | Shares | Sole | 2025-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||