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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 $135,202,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 21,419 $5,872,944 4.34%
2.
Micron Technology Inc
 MU 6,316 $5,410,399 4%
3.
Apple Inc.
 AAPL 17,297 $5,303,039 3.92%
4.
Walmart Inc.
 WMT 41,201 $4,644,589 3.44%
5.
Alphabet Inc.
 GOOGL 13,249 $4,643,361 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.