Fund Holdings

RD Lewis Holdings, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ENI SPA(E)74,98273,932-1,0503,115,5024,116,5343.57%+1,001,032
EOG RES INC(EOG)21,68121,541-1402,394,2332,942,0702.55%+547,837
NETFLIX INC.(NFLX)26,38026,030-3502,108,8172,656,3622.30%+547,545
CANADIAN NAT RES LTD MED TER(CNQ)55,55155,137-4142,082,0512,519,7612.18%+437,710
TEREX CORP NEW(TEX)06,477+6,4770417,0540.36%+417,054
AMERICAN ELEC PWR CO INC20,50220,247-2552,473,9762,776,8762.41%+302,900
ATMOS ENERGY CORP(ATO)13,83913,374-4652,336,1622,571,6862.23%+235,524
COSTCO WHOLESALE CORPORATION(COST)3,2193,262+433,147,9243,366,4822.92%+218,558
CATERPILLAR INC(CAT)5,2924,950-3423,720,0453,895,6033.37%+175,558
LINDE PLC(LIN)3,8133,81301,767,5921,919,0831.66%+151,491
APPLIED MATLS INC3,0612,826-235975,4491,124,2110.97%+148,762
CHEVRON CORPORATION(CVX)11,37011,345-252,024,3152,159,6341.87%+135,319
CONSOLIDATED EDISON INC(ED)18,78718,691-962,018,6632,149,0911.86%+130,428
DEERE & CO(DE)2,7852,663-1221,517,8251,645,7341.43%+127,909
XPO INC(XPO)2,0242,074+50343,311439,1280.38%+95,817
VALERO ENERGY CORP(VLO)2,3552,268-87452,796533,2070.46%+80,411
FASTENAL CO(FAST)26,62926,404-2251,233,9881,296,4361.12%+62,448
ALCOA CORP(AA)3,6033,6030221,044263,9920.23%+42,948
OCCIDENTAL PETE CORP(OXY)4,6294,229-400209,509247,5230.21%+38,014
ASML HLDG NV
N Y REGISTRY SHS
777770-71,084,5991,115,4530.97%+30,854
NOVARTIS AG(NVS)7,9917,916-751,197,5311,227,4551.06%+29,924
QUEST DIAGNOSTICS INC(DGX)2,2982,2980425,521454,5900.39%+29,069
EXELON CORP(EXC)4,8724,887+15214,417241,6130.21%+27,196
VERIZON COMMUNICATIONS INC(VZ)43,80842,970-8382,026,1202,053,1071.78%+26,987
MERCK & CO INC(MRK)3,2663,2660378,333400,6730.35%+22,340
JOHNSON & JOHNSON(JNJ)3,9483,903-45920,279941,8330.82%+21,554
CSX CORP(CSX)5,6775,6770222,255241,2160.21%+18,961
PHILLIPS 66(PSX)1,4831,481-2219,617238,5450.21%+18,928
FEDEX CORP(FDX)695699+4245,634263,5230.23%+17,889
ALICO INC5,1605,1600216,772228,7940.20%+12,022
STARBUCKS CORP(SBUX)3,0633,0630284,982296,8660.26%+11,884
YUM BRANDS INC(YUM)5,3665,356-10851,799861,1910.75%+9,392
MCKESSON CORP(MCK)837826-11712,387721,4530.62%+9,066
COCA COLA CO(KO)2,9712,991+20228,440233,8360.20%+5,396
BALL CORP4,1744,039-135257,828253,9320.22%-3,896
ROYAL CARIBBEAN GROUP
COM
1,3691,598+229446,691440,8720.38%-5,819
DELTA AIR LINES INC(DAL)4,6994,784+85330,998324,4990.28%-6,499
GILEAD SCIENCES INC(GILD)1,6711,630-41239,421231,6070.20%-7,814
PNC FINL SVCS GROUP INC(PNC)1,0951,0950256,033244,4370.21%-11,596
AT&T INC(T)14,57614,126-450391,074379,1420.33%-11,932
ADVANCED MICRO DEVICES INC(AMD)2,4352,4350589,538576,2180.50%-13,320
DARDEN RESTAURANTS INC(DRI)1,6501,6500339,058323,9610.28%-15,097
STRYKER CORPORATION(SYK)729719-10263,038243,8420.21%-19,196
BANK AMERICA CORP11,28911,272-17614,686594,1470.51%-20,539
META PLATFORMS INC(META)441449+8305,040282,1470.24%-22,893
NVIDIA CORPORATION(NVDA)19,42018,914-5063,502,2033,478,4743.01%-23,729
WASTE MGMT INC DEL(WM)2,7032,503-200608,418583,4490.51%-24,969
EAGLE MATLS INC(EXP)1,1761,1760258,203232,0130.20%-26,190
PFIZER INC(PFE)20,93718,792-2,145539,546511,5180.44%-28,028
ING GROEP N.V.(ING)15,17615,309+133469,090438,4500.38%-30,640
CHIPOTLE MEXICAN GRILL INC(CMG)6,2506,2500244,812214,0000.19%-30,812
SHERWIN WILLIAMS CO(SHW)1,3021,3020468,251437,1200.38%-31,131
BERKSHIRE HATHAWAY INC DEL4,7764,794+182,358,1022,326,0492.01%-32,053
CHURCH & DWIGHT CO INC(CHD)3,2132,963-250317,348284,9220.25%-32,426
CAPITAL ONE FINL CORP(COF)1,3491,374+25301,286267,5590.23%-33,727
PROCTER & GAMBLE CO(PG)3,9813,9810618,329583,8530.51%-34,476
UGI CORP NEW(UGI)14,98614,686-300599,590563,6490.49%-35,941
WELLS FARGO & CO(WFC)8,2558,2550762,019710,0950.62%-51,924
UNILEVER PLC(UL)5,4015,482+81373,479320,4780.28%-53,001
MICROCHIP TECHNOLOGY INC.(MCHP)6,4966,171-325497,983439,4990.38%-58,484
SALESFORCE INC(CRM)1,6861,586-100331,097270,9680.23%-60,129
WALMART INC(WMT)41,02440,090-9345,239,2395,176,7574.48%-62,482
INNOVATIVE INDL PPTYS INC(IIPR)10,7178,932-1,785518,917447,2250.39%-71,692
PUBLIC STORAGE OPER CO(PSA)3,9563,526-4301,105,8601,034,0700.90%-71,790
DISNEY WALT CO(DIS)15,58115,542-391,623,8521,550,9361.34%-72,916
AMAZON COM INC(AMZN)20,41820,499+814,872,1434,789,5914.15%-82,552
ABBOTT LABORATORIES12,95212,718-2341,412,0271,306,3931.13%-105,634
XYLEM INC(XYL)8,3538,091-2621,157,4751,046,9750.91%-110,500
DOLLAR GEN CORP(DG)3,6763,541-135544,195424,0350.37%-120,160
VULCAN MATLS CO(VMC)4,7604,635-1251,480,4081,358,1481.18%-122,260
ALPHABET INC(GOOG)2,4782,255-223841,801718,1950.62%-123,606
OREILLY AUTOMOTIVE INC(ORLY)12,25511,255-1,0001,189,9601,062,4720.92%-127,488
MARTIN MARIETTA MATLS INC(MLM)3,4113,408-32,261,5612,131,7041.85%-129,857
MCDONALDS CORP(MCD)10,81810,723-953,456,1353,319,3052.87%-136,830
HOME DEPOT INC(HD)2,7512,671-801,048,406907,0180.79%-141,388
SERVICENOW INC(NOW)4,1253,400-725452,801305,3540.26%-147,447
EXTRA SPACE STORAGE INC(EXR)12,48911,303-1,1861,724,9811,573,4911.36%-151,490
ELI LILLY & CO(LLY)2,9512,921-302,961,2102,790,1102.42%-171,100
MICRON TECHNOLOGY INC(MU)7,8087,360-4483,274,9883,102,3142.69%-172,674
MONDELEZ INTL INC(MDLZ)3,3960-3,396201,9600-201,960
MASTERCARD INCORPORATED(MA)3,2923,197-951,812,9701,609,9131.39%-203,057
APPLE INC(AAPL)17,10816,908-2004,610,1294,404,4953.81%-205,634
LOCKHEED MARTIN CORP(LMT)3330-333209,2110-209,211
VISA INC(V)9,8009,710-903,223,6782,993,3422.59%-230,336
UNITED PARCEL SERVICE INC(UPS)2,0810-2,081232,7600-232,760
CONSTELLATION BRANDS INC(STZ)1,4610-1,461234,6660-234,666
MICROSOFT CORP(MSFT)6,7256,642-832,765,3872,477,9312.15%-287,456
ALPHABET INC(GOOG)12,77612,593-1834,352,7833,984,0473.45%-368,736
REV GROUP INC6,6500-6,650424,9350-424,935
AXON ENTERPRISE INC(AXON)6,2496,092-1572,820,1112,140,3021.85%-679,809
COMMERCIAL METALS CO(CMC)41,42341,038-3853,391,3012,690,8622.33%-700,439
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