Fund HoldingsRD Lewis Holdings, Inc.

Total Portfolio Value
$99.06M
Total Bought
$12.23M
Total Sold
$6.64M
Net Transaction
+$5.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ENI S P A(E)067,234+67,23402,3162.34%+2,316
VERIZON COMMUNICATIONS INC(VZ)9,22540,268+31,0434041,7301.75%+1,326
NVIDIA CORPORATION(NVDA)19,44718,697-7502,2273,3803.41%+1,153
COSTCO WHSL CORP NEW(COST)2,0802,854+7742,0972,7902.82%+692
AMAZON COM INC(AMZN)19,16819,389+2213,6424,3264.37%+685
MASTERCARD INCORPORATED(MA)2,0073,170+1,1631,1231,7791.80%+656
MICROSOFT CORP(MSFT)6,3166,388+722,7493,3273.36%+578
ASML HOLDING N V
N Y REGISTRY SHS
0782+78205580.56%+558
XYLEM INC(XYL)5,6118,373+2,7626971,2011.21%+504
ALPHABET INC(GOOG)12,51412,989+4752,0752,5622.59%+488
CATERPILLAR INC(CAT)5,2245,190-341,6912,1652.19%+474
APPLE INC(AAPL)15,82416,520+6963,2493,6353.67%+385
ING GROEP N.V.(ING)014,981+14,98103590.36%+359
DISNEY WALT CO(DIS)15,89915,863-361,4701,7911.81%+320
META PLATFORMS INC(META)0394+39403000.30%+300
COMMERCIAL METALS CO(CMC)37,99538,167+1721,7662,0272.05%+261
DELTA AIR LINES INC DEL(DAL)04,700+4,70002520.25%+252
CANADIAN NAT RES LTD(CNQ)45,62951,112+5,4831,3241,5551.57%+232
CHEVRON CORP NEW(CVX)9,0909,650+5601,2591,4781.49%+219
MICRON TECHNOLOGY INC(MU)9,2208,570-6507449590.97%+214
MARTIN MARIETTA MATLS INC(MLM)3,3403,314-261,7901,9892.01%+200
AMERICAN ELEC PWR CO INC18,42619,173+7471,9842,1812.20%+196
EOG RES INC(EOG)19,52120,176+6552,1642,3402.36%+176
FASTENAL CO(FAST)11,02222,744+11,7229051,0801.09%+175
OREILLY AUTOMOTIVE INC(ORLY)65510,505+9,8509211,0871.10%+166
JOHNSON & JOHNSON(JNJ)2,0002,769+7693124750.48%+163
LINDE PLC(LIN)2,9793,233+2541,3551,5181.53%+162
ADVANCED MICRO DEVICES INC(AMD)2,6652,450-2152634220.43%+159
UNILEVER PLC(UL)3,6816,064+2,3832343720.38%+138
VULCAN MATLS CO(VMC)3,7424,030+2889991,1371.15%+138
MICROCHIP TECHNOLOGY INC.(MCHP)9,4268,586-8404525690.57%+117
REV GROUP INC6,7006,900+2002353450.35%+110
DEERE & CO(DE)2,4292,503+741,1701,2681.28%+98
APPLIED MATLS INC3,2263,216-105005890.59%+89
ABBOTT LABS10,60611,322+7161,4091,4951.51%+86
ROYAL CARIBBEAN GROUP
COM
1,3391,271-683083940.40%+86
WALMART INC(WMT)40,38439,456-9283,9884,0694.11%+81
DOLLAR GEN CORP NEW(DG)3,7343,597-1373374160.42%+79
ATMOS ENERGY CORP(ATO)12,18112,540+3591,9672,0412.06%+73
WELLS FARGO CO NEW(WFC)6,3186,868+5504665290.53%+63
ALPHABET INC(GOOG)3,0902,850-2405075600.57%+53
HOME DEPOT INC(HD)2,4832,478-59059570.97%+52
CONSTELLATION BRANDS INC(STZ)1,1511,496+3452152590.26%+44
VALERO ENERGY CORP(VLO)2,2682,336+682703100.31%+40
BANK AMERICA CORP11,57611,369-2074755110.52%+35
CONSOLIDATED EDISON INC(ED)15,43316,498+1,0651,6981,7321.75%+34
CAPITAL ONE FINL CORP(COF)1,3931,409+162622920.29%+30
PUBLIC STORAGE OPER CO(PSA)3,6093,914+3051,0831,1111.12%+28
UGI CORP NEW(UGI)13,24313,163-804434670.47%+24
NOVARTIS AG(NVS)7,9017,991+909039260.94%+23
AT&T INC(T)13,73313,724-93793850.39%+6
MCDONALDS CORP(MCD)9,7539,890+1373,0433,0453.07%+3
STARBUCKS CORP(SBUX)3,4033,173-2302882890.29%+1
STRYKER CORPORATION(SYK)72972902762740.28%-1
COCA COLA CO(KO)2,8852,887+22072030.21%-3
BALL CORP4,9084,620-2882542500.25%-4
EAGLE MATLS INC(EXP)1,1151,140+252612560.26%-5
WASTE MGMT INC DEL(WM)2,7602,738-226466390.64%-7
MERCK & CO INC(MRK)3,2663,26602722620.26%-9
SHERWIN WILLIAMS CO(SHW)1,3221,32204754630.47%-13
QUEST DIAGNOSTICS INC(DGX)2,6312,603-284684540.46%-15
OCCIDENTAL PETE CORP(OXY)5,5794,779-8002272080.21%-18
CHURCH & DWIGHT CO INC(CHD)3,4033,213-1903162980.30%-19
EXELON CORP(EXC)5,1774,872-3052412220.22%-19
MONDELEZ INTL INC(MDLZ)3,9103,91002652440.25%-21
DARDEN RESTAURANTS INC(DRI)1,7831,650-1333643410.34%-23
PROCTER AND GAMBLE CO(PG)2,9982,973-254814560.46%-25
PFIZER INC(PFE)23,73322,468-1,2655745440.55%-30
MCKESSON CORP(MCK)741728-135254830.49%-42
YUM BRANDS INC(YUM)5,0244,926-987497020.71%-47
SALESFORCE INC(CRM)1,6911,69104654070.41%-58
CHIPOTLE MEXICAN GRILL INC(CMG)6,6006,350-2503402710.27%-69
SERVICENOW INC(NOW)82582508067210.73%-85
UNITED PARCEL SERVICE INC(UPS)3,0572,333-7242952020.20%-93
INNOVATIVE INDL PPTYS INC(IIPR)16,91018,424+1,5149448490.86%-95
VISA INC(V)9,1369,274+1383,1763,0803.11%-96
AXON ENTERPRISE INC(AXON)8,6146,069-2,5455,4115,2865.34%-125
CHARTER COMMUNICATIONS INC N(CHTR)1,081861-2204162230.22%-193
EXTRA SPACE STORAGE INC(EXR)12,37211,951-4211,8501,6531.67%-198
PPG INDS INC(PPG)1,8110-1,8112000-200
GXO LOGISTICS INCORPORATED(GXO)5,3540-5,3542010-201
NETFLIX INC(NFLX)2,5422,318-2242,9402,7362.76%-205
KROGER CO(KR)2,9260-2,9262110-211
ADOBE INC(ADBE)5730-5732180-218
BECTON DICKINSON & CO(BDX)1,6150-1,6152730-273
BERKSHIRE HATHAWAY INC DEL4,1714,285+1142,2521,9772.00%-274
CVS HEALTH CORP(CVS)5,2450-5,2453540-354
DOLLAR TREE INC(DLTR)5,0170-5,0174230-423
ELI LILLY & CO(LLY)2,6662,661-52,1961,7051.72%-490
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