Fund Holdings — RD Lewis Holdings, Inc.

Total Portfolio Value
$106.68M
Total Bought
$10.18M
Total Sold
$4.19M
Net Transaction
+$5.99M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ELI LILLY & CO(LLY)2,6612,872+2111,7052,9232.74%+1,218
ALPHABET INC(GOOG)12,98912,857-1322,5623,6953.46%+1,133
MICRON TECHNOLOGY INC(MU)8,5708,045-5259591,9701.85%+1,011
APPLE INC(AAPL)16,52016,946+4263,6354,6344.34%+1,000
CATERPILLAR INC(CAT)5,1905,270+802,1653,0202.83%+854
AMAZON COM INC(AMZN)19,38919,763+3744,3264,8264.52%+500
COMMERCIAL METALS CO(CMC)38,16740,112+1,9452,0272,4612.31%+434
ENI S P A(E)67,23470,622+3,3882,3162,6842.52%+367
ATMOS ENERGY CORP(ATO)12,54013,454+9142,0412,3932.24%+352
BERKSHIRE HATHAWAY INC DEL4,2854,621+3361,9772,3222.18%+344
NVIDIA CORPORATION(NVDA)18,69718,967+2703,3803,6763.45%+296
ASML HOLDING N V
N Y REGISTRY SHS
78278205588110.76%+254
INTERNATIONAL BUSINESS MACHS(IBM)0698+69802200.21%+220
CANADIAN NAT RES LTD(CNQ)51,11254,469+3,3571,5551,7671.66%+212
ADVANCED MICRO DEVICES INC(AMD)2,4502,435-154226300.59%+208
PHILLIPS 66(PSX)01,498+1,49802070.19%+207
GILEAD SCIENCES INC(GILD)01,671+1,67102060.19%+206
AMERICAN ELEC PWR CO INC19,17319,293+1202,1812,3672.22%+186
ALPHABET INC(GOOG)2,8502,575-2755607380.69%+178
NETFLIX INC(NFLX)2,3182,498+1802,7362,8922.71%+157
JOHNSON & JOHNSON(JNJ)2,7693,228+4594756270.59%+153
MCKESSON CORP(MCK)728752+244836320.59%+149
CHEVRON CORP NEW(CVX)9,65010,580+9301,4781,6221.52%+144
VISA INC(V)9,2749,508+2343,0803,2223.02%+142
NOVARTIS AG(NVS)7,9917,99109261,0570.99%+131
MCDONALDS CORP(MCD)9,89010,308+4183,0453,1642.97%+119
APPLIED MATLS INC3,2163,061-1555897060.66%+117
INNOVATIVE INDL PPTYS INC(IIPR)18,42418,982+5588499580.90%+109
VULCAN MATLS CO(VMC)4,0304,215+1851,1371,2441.17%+107
VALERO ENERGY CORP(VLO)2,3362,33603104150.39%+105
BANK AMERICA CORP11,36911,289-805116110.57%+100
WALMART INC(WMT)39,45640,246+7904,0694,1633.90%+94
MARTIN MARIETTA MATLS INC(MLM)3,3143,389+751,9892,0841.95%+94
MASTERCARD INCORPORATED(MA)3,1703,300+1301,7791,8521.74%+73
EXTRA SPACE STORAGE INC(EXR)11,95112,946+9951,6531,7171.61%+64
XYLEM INC(XYL)8,3738,37301,2011,2551.18%+54
ING GROEP N.V.(ING)14,98115,161+1803594020.38%+43
PUBLIC STORAGE OPER CO(PSA)3,9144,186+2721,1111,1521.08%+41
MERCK & CO INC(MRK)3,2663,26602622990.28%+36
ABBOTT LABS11,32211,852+5301,4951,5271.43%+32
DELTA AIR LINES INC DEL(DAL)4,7004,660-402522820.26%+30
YUM BRANDS INC(YUM)4,9264,891-357027310.68%+28
DISNEY WALT CO(DIS)15,86315,583-2801,7911,8181.70%+27
WELLS FARGO CO NEW(WFC)6,8686,393-4755295510.52%+22
COSTCO WHSL CORP NEW(COST)2,8543,075+2212,7902,8112.63%+21
REV GROUP INC6,9006,90003453630.34%+18
UNITED PARCEL SERVICE INC(UPS)2,3332,258-752022170.20%+15
SALESFORCE INC(CRM)1,6911,686-54074150.39%+7
CAPITAL ONE FINL CORP(COF)1,4091,346-632922990.28%+7
COCA COLA CO(KO)2,8872,889+22032070.19%+3
DEERE & CO(DE)2,5032,642+1391,2681,2701.19%+2
EXELON CORP(EXC)4,8724,87202222240.21%+2
PFIZER INC(PFE)22,46821,088-1,3805445460.51%+1
CONSOLIDATED EDISON INC(ED)16,49817,256+7581,7321,7291.62%-3
UNILEVER PLC(UL)6,0646,036-283723680.35%-4
STRYKER CORPORATION(SYK)72972902742680.25%-7
SHERWIN WILLIAMS CO(SHW)1,3221,32204634560.43%-7
SERVICENOW INC(NOW)82582507217130.67%-8
AT&T INC(T)13,72414,576+8523853740.35%-11
EAGLE MATLS INC(EXP)1,1401,154+142562390.22%-16
UGI CORP NEW(UGI)13,16312,986-1774674490.42%-18
PROCTER AND GAMBLE CO(PG)2,9732,961-124564380.41%-18
OREILLY AUTOMOTIVE INC(ORLY)10,50510,885+3801,0871,0681.00%-19
VERIZON COMMUNICATIONS INC(VZ)40,26841,908+1,6401,7301,7101.60%-20
STARBUCKS CORP(SBUX)3,1733,083-902892690.25%-20
MONDELEZ INTL INC(MDLZ)3,9103,91002442230.21%-21
CHURCH & DWIGHT CO INC(CHD)3,2133,21302982740.26%-23
QUEST DIAGNOSTICS INC(DGX)2,6032,303-3004544300.40%-23
META PLATFORMS INC(META)394451+573002750.26%-25
BALL CORP4,6204,62002502150.20%-35
HOME DEPOT INC(HD)2,4782,47809579200.86%-37
LINDE PLC(LIN)3,2333,423+1901,5181,4681.38%-49
DARDEN RESTAURANTS INC(DRI)1,6501,65003412900.27%-51
ROYAL CARIBBEAN GROUP
COM
1,2711,296+253943410.32%-52
MICROSOFT CORP(MSFT)6,3886,405+173,3273,2743.07%-53
DOLLAR GEN CORP NEW(DG)3,5973,444-1534163590.34%-57
WASTE MGMT INC DEL(WM)2,7382,73806395580.52%-81
EOG RES INC(EOG)20,17620,401+2252,3402,2182.08%-121
FASTENAL CO(FAST)22,74423,179+4351,0809500.89%-130
MICROCHIP TECHNOLOGY INC.(MCHP)8,5866,626-1,9605693690.35%-200
OCCIDENTAL PETE CORP(OXY)4,7790-4,7792080—-208
CHARTER COMMUNICATIONS INC N(CHTR)8610-8612230—-223
CONSTELLATION BRANDS INC(STZ)1,4960-1,4962590—-259
CHIPOTLE MEXICAN GRILL INC(CMG)6,3500-6,3502710—-271
AXON ENTERPRISE INC(AXON)6,0696,235+1665,2863,5513.33%-1,735
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