Rd Lewis Holdings, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$115.5M
Q ending 2026-03-31
Prior quarter
$117.1M
Q ending 2025-12-31
Change
-1.4% QoQ · +30.7% YoY
Positions
86
reported holdings

Largest positions

All 86 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Walmart IncWMTShares$5.2M40K
Amazon Com IncAMZNShares$4.8M20K
Apple IncAAPLShares$4.4M17K
Eni SpaEShares$4.1M74K
Alphabet IncGOOGShares$4.0M13K
Caterpillar IncCATShares$3.9M5K
Nvidia CorporationNVDAShares$3.5M19K
Costco Wholesale CorporationCOSTShares$3.4M3K
Mcdonalds CorpMCDShares$3.3M11K
Micron Technology IncMUShares$3.1M7K
Visa IncVShares$3.0M10K
Eog Res IncEOGShares$2.9M22K
Eli Lilly & CoLLYShares$2.8M3K
American Elec Pwr Co IncAEPShares$2.8M20K
Commercial Metals CoCMCShares$2.7M41K
Netflix Inc.NFLXShares$2.7M26K
Atmos Energy CorpATOShares$2.6M13K
Canadian Nat Res Ltd Med TerCNQShares$2.5M55K
Microsoft CorpMSFTShares$2.5M7K
Berkshire Hathaway Inc DelBRK/BShares$2.3M5K
Chevron CorporationCVXShares$2.2M11K
Consolidated Edison IncEDShares$2.1M19K
Axon Enterprise IncAXONShares$2.1M6K
Martin Marietta Matls IncMLMShares$2.1M3K
Verizon Communications IncVZShares$2.1M43K
Linde PlcShares$1.9M4K
Deere & CoDEShares$1.6M3K
Mastercard IncorporatedMAShares$1.6M3K
Extra Space Storage IncEXRShares$1.6M11K
Disney Walt CoDISShares$1.6M16K
Vulcan Matls CoVMCShares$1.4M5K
Abbott LaboratoriesABTShares$1.3M13K
Fastenal CoFASTShares$1.3M26K
Novartis AgNVSShares$1.2M8K
Applied Matls IncAMATShares$1.1M3K
Asml Hldg NvShares$1.1M770
Oreilly Automotive IncORLYShares$1.1M11K
Xylem IncXYLShares$1.0M8K
Public Storage Oper CoPSAShares$1.0M4K
Johnson & JohnsonJNJShares$942K4K
Home Depot IncHDShares$907K3K
Yum Brands IncYUMShares$861K5K
Mckesson CorpMCKShares$721K826
Alphabet IncGOOGLShares$718K2K
Wells Fargo & CoWFCShares$710K8K
Bank America CorpBACShares$594K11K
Procter & Gamble CoPGShares$584K4K
Waste Mgmt Inc DelWMShares$583K3K
Advanced Micro Devices IncAMDShares$576K2K
Ugi Corp NewUGIShares$564K15K
Valero Energy CorpVLOShares$533K2K
Pfizer IncPFEShares$512K19K
Quest Diagnostics IncDGXShares$455K2K
Innovative Indl Pptys IncIIPRShares$447K9K
Royal Caribbean GroupShares$441K2K
Microchip Technology Inc.MCHPShares$439K6K
Xpo IncXPOShares$439K2K
Ing Groep N.V.INGShares$438K15K
Sherwin Williams CoSHWShares$437K1K
Dollar Gen CorpDGShares$424K4K
Terex Corp NewTEXShares$417K6K
Merck & Co IncMRKShares$401K3K
At&T IncTShares$379K14K
Delta Air Lines IncDALShares$324K5K
Darden Restaurants IncDRIShares$324K2K
Unilever PlcULShares$320K5K
Servicenow IncNOWShares$305K3K
Starbucks CorpSBUXShares$297K3K
Church & Dwight Co IncCHDShares$285K3K
Meta Platforms IncMETAShares$282K449
Salesforce IncCRMShares$271K2K
Capital One Finl CorpCOFShares$268K1K
Alcoa CorpAAShares$264K4K
Fedex CorpFDXShares$264K699
Ball CorpBALLShares$254K4K
Occidental Pete CorpOXYShares$248K4K
Pnc Finl Svcs Group IncPNCShares$244K1K
Stryker CorporationSYKShares$244K719
Exelon CorpEXCShares$242K5K
Csx CorpCSXShares$241K6K
Phillips 66PSXShares$239K1K
Coca Cola CoKOShares$234K3K
Eagle Matls IncEXPShares$232K1K
Gilead Sciences IncGILDShares$232K2K
Alico IncALCOShares$229K5K
Chipotle Mexican Grill IncCMGShares$214K6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.