§ 13F · FUND PROFILE
RD Lewis Holdings, Inc..
AUM · $135M (13F)Positions · 88Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 21K | $6M | 4.3% | +4% |
| 2 | MU | MICRON TECHNOLOGY INC | 6K | $5M | 4.0% | −14% |
| 3 | AAPL | APPLE INC | 17K | $5M | 3.9% | +2% |
| 4 | WMT | WALMART INC | 41K | $5M | 3.4% | +3% |
| 5 | GOOG | ALPHABET INC | 13K | $5M | 3.4% | +5% |
| 6 | NVDA | NVIDIA CORPORATION | 20K | $4M | 3.2% | +4% |
| 7 | E | ENI SPA | 76K | $4M | 3.1% | +3% |
| 8 | CAT | CATERPILLAR INC | 5K | $4M | 3.1% | −1% |
| 9 | LLY | ELI LILLY & CO | 3K | $4M | 2.9% | +10% |
| 10 | V | VISA INC | 11K | $4M | 2.9% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RD SIGNAL
AC read
RD Lewis Holdings, Inc. is a Other fund managing $135 million in assets. The fund runs a portfolio of 88 positions.
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