RD Lewis Holdings, Inc.

Est. AUM

$115.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WALMART INC	COM	$5.2M	40090	4.48%	SOLE
2	AMAZON COM INC	COM	$4.8M	20499	4.15%	SOLE
3	APPLE INC	COM	$4.4M	16908	3.81%	SOLE
4	ENI SPA	SPONSORED ADR	$4.1M	73932	3.57%	SOLE
5	ALPHABET INC	CAP STK CL C	$4.0M	12593	3.45%	SOLE
6	CATERPILLAR INC	COM	$3.9M	4950	3.37%	SOLE
7	NVIDIA CORPORATION	COM	$3.5M	18914	3.01%	SOLE
8	COSTCO WHOLESALE CORPORATION	COM	$3.4M	3262	2.92%	SOLE
9	MCDONALDS CORP	COM	$3.3M	10723	2.87%	SOLE
10	MICRON TECHNOLOGY INC	COM	$3.1M	7360	2.69%	SOLE
11	VISA INC	COM CL A	$3.0M	9710	2.59%	SOLE
12	EOG RES INC	COM	$2.9M	21541	2.55%	SOLE
13	ELI LILLY & CO	COM	$2.8M	2921	2.42%	SOLE
14	AMERICAN ELEC PWR CO INC	COM	$2.8M	20247	2.41%	SOLE
15	COMMERCIAL METALS CO	COM	$2.7M	41038	2.33%	SOLE
16	NETFLIX INC.	COM	$2.7M	26030	2.30%	SOLE
17	ATMOS ENERGY CORP	COM	$2.6M	13374	2.23%	SOLE
18	CANADIAN NAT RES LTD MED TER	COM	$2.5M	55137	2.18%	SOLE
19	MICROSOFT CORP	COM	$2.5M	6642	2.15%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4794	2.01%	SOLE
21	CHEVRON CORPORATION	COM	$2.2M	11345	1.87%	SOLE
22	CONSOLIDATED EDISON INC	COM	$2.1M	18691	1.86%	SOLE
23	AXON ENTERPRISE INC	COM	$2.1M	6092	1.85%	SOLE
24	MARTIN MARIETTA MATLS INC	COM	$2.1M	3408	1.85%	SOLE
25	VERIZON COMMUNICATIONS INC	COM	$2.1M	42970	1.78%	SOLE
26	LINDE PLC	SHS	$1.9M	3813	1.66%	SOLE
27	DEERE & CO	COM	$1.6M	2663	1.43%	SOLE
28	MASTERCARD INCORPORATED	CL A	$1.6M	3197	1.39%	SOLE
29	EXTRA SPACE STORAGE INC	COM	$1.6M	11303	1.36%	SOLE
30	DISNEY WALT CO	COM	$1.6M	15542	1.34%	SOLE
31	VULCAN MATLS CO	COM	$1.4M	4635	1.18%	SOLE
32	ABBOTT LABORATORIES	COM	$1.3M	12718	1.13%	SOLE
33	FASTENAL CO	COM	$1.3M	26404	1.12%	SOLE
34	NOVARTIS AG	SPONSORED ADR	$1.2M	7916	1.06%	SOLE
35	APPLIED MATLS INC	COM	$1.1M	2826	0.97%	SOLE
36	ASML HLDG NV	N Y REGISTRY SHS	$1.1M	770	0.97%	SOLE
37	OREILLY AUTOMOTIVE INC	COM	$1.1M	11255	0.92%	SOLE
38	XYLEM INC	COM	$1.0M	8091	0.91%	SOLE
39	PUBLIC STORAGE OPER CO	COM	$1.0M	3526	0.90%	SOLE
40	JOHNSON & JOHNSON	COM	$942K	3903	0.82%	SOLE
41	HOME DEPOT INC	COM	$907K	2671	0.79%	SOLE
42	YUM BRANDS INC	COM	$861K	5356	0.75%	SOLE
43	MCKESSON CORP	COM	$721K	826	0.62%	SOLE
44	ALPHABET INC	CAP STK CL A	$718K	2255	0.62%	SOLE
45	WELLS FARGO & CO	COM	$710K	8255	0.61%	SOLE
46	BANK AMERICA CORP	COM	$594K	11272	0.51%	SOLE
47	PROCTER & GAMBLE CO	COM	$584K	3981	0.51%	SOLE
48	WASTE MGMT INC DEL	COM	$583K	2503	0.50%	SOLE
49	ADVANCED MICRO DEVICES INC	COM	$576K	2435	0.50%	SOLE
50	UGI CORP NEW	COM	$564K	14686	0.49%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.