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RD Lewis Holdings, Inc.
RD Lewis Holdings, Inc. is an institution, managing $106.7M across 81 long positions as of Q3 2025 with AMZN as the largest holding (5% allocation).
- Portfolio Value
- $106.7M
- Positions
- 81
- Top Holding
- AMZN at 4.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RD Lewis Holdings, Inc.'s portfolio (34.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $4.8M | 4.52% | +$91.3K Bought | 0.00% 19.8K shares | |
Consumer Electronics Technology | $4.6M | 4.34% | +$116.5K Bought | 0.00% 16.9K shares | |
Discount Stores Consumer Defensive | $4.2M | 3.90% | +$81.7K Bought | 0.00% 40.2K shares | |
Internet Content & Information Communication Services | $3.7M | 3.46% | -$37.9K Sold | 0.00% 12.9K shares | |
Semiconductors Technology | $3.7M | 3.45% | +$52.3K Bought | 0.00% 19.0K shares | |
Aerospace & Defense Industrials | $3.6M | 3.33% | +$94.5K Bought | 0.01% 6.2K shares | |
Software - Infrastructure Technology | $3.3M | 3.07% | +$8.7K Bought | 0.00% 6.4K shares | |
Financial - Credit Services Financial Services | $3.2M | 3.02% | +$79.3K Bought | 0.00% 9.5K shares | |
Restaurants Consumer Cyclical | $3.2M | 2.97% | +$128.3K Bought | 0.00% 10.3K shares | |
Agricultural - Machinery Industrials | $3.0M | 2.83% | +$45.8K Bought | 0.00% 5.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RD Lewis Holdings, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+16.58% | |
+14.47% | |
+9.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-22.83% |
Analytics
Portfolio insights and performance metrics for RD Lewis Holdings, Inc.
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