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RD LEWIS HOLDINGS, INC. 13F portfolio summary

RD LEWIS HOLDINGS, INC. of RD LEWIS HOLDINGS, INC. has 88 current stock holdings with a reported portfolio value of $135.2M. The portfolio 1 year return is +21.12%. Top holdings include AMZN (4.34%), MU (4.00%), AAPL (3.92%), WMT (3.44%), GOOG (3.43%).

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RD LEWIS HOLDINGS, INC.

RD LEWIS HOLDINGS, INC.
Latest filing: 2026-06-30

RD LEWIS HOLDINGS, INC. runs RD LEWIS HOLDINGS, INC. and currently holds 88 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $135.20M. Their top holdings are AMZN, MU, AAPL, WMT, GOOG. The top five represent 19.1% of reported portfolio weight. RD LEWIS HOLDINGS, INC. ranks #800 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RD LEWIS HOLDINGS, INC. initiated 3 new positions. They added to 61 existing positions. They trimmed 20 positions. Their current best-performing preview position is MU with returns of +193.70%.

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Top 5 Holdings
AMZN4.3%
MU4.0%
AAPL3.9%
WMT3.4%
GOOG3.4%
Top 5: 19.1%
Portfolio Returns
1 Year
+21.12%
#616/1000
3 Year
+31.20%
#797/1000
5 Year
+31.20%
#791/1000

Portfolio Value

$135.20M

Alpha Score

27.1

#800 of 1000

Holdings

88

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88 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AMZN
AMAZON COM INC
4.34%$219.86$258.63+17.63%
Added
+4.49%
MU
MICRON TECHNOLOGY INC
4.00%$84.16$966.78+1,048.74%
Trimmed
-14.18%
AAPL
APPLE INC
3.92%$248.92$309.35+24.28%
Added
+2.30%
WMT
WALMART INC
3.44%$91.59$103.70+13.22%
Added
+2.77%
GOOG
ALPHABET INC
3.43%$197.32$341.75+73.20%
Added
+5.21%
NVDA
NVIDIA CORPORATION
3.18%$137.42$214.76+56.28%
Added
+3.87%
E
ENI SPA
3.11%$33.20$56.50+70.17%
Added
+2.52%
CAT
CATERPILLAR INC
3.10%$365.24$827.65+126.60%
Trimmed
-1.09%
LLY
ELI LILLY & CO
2.88%$818.80$1,254.77+53.24%
Added
+9.76%
V
VISA INC
2.86%$320.56$371.13+15.78%
Added
+9.44%

Showing 1-10 of 88