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Home > Institutional Investor > Rd Lewis Holdings, Inc. > Profile

Instuitional Investor - Rd Lewis Holdings, Inc.

Fund Profile
Filing Period:
Fund Name: Rd Lewis Holdings, Inc.
Portfolio Value $117,100,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 41,024 $5,239,239 4.47%
2.
Amazon Com Inc
 AMZN 20,418 $4,872,143 4.16%
3.
Apple Inc.
 AAPL 17,108 $4,610,129 3.94%
4.
Alphabet Inc.
 GOOGL 12,776 $4,352,783 3.72%
5.
Caterpillar Inc
 CAT 5,292 $3,720,045 3.18%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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