Rd Lewis Holdings, Inc. Top Holdings and 13F Report (2025) About Rd Lewis Holdings, Inc.Investment ActivityRd Lewis Holdings, Inc. has $99.06 million in total holdings as of June 30, 2025.Rd Lewis Holdings, Inc. owns shares of 82 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 10.57% of the portfolio was purchased this quarter.About 5.33% of the portfolio was sold this quarter.This quarter, Rd Lewis Holdings, Inc. has purchased 84 new stocks and bought additional shares in 36 stocks.Rd Lewis Holdings, Inc. sold shares of 35 stocks and completely divested from 7 stocks this quarter.Largest Holdings Axon Enterprise $5,285,917Amazon.com $4,326,268Walmart $4,068,651Apple $3,634,786NVIDIA $3,379,857 Largest New Holdings this Quarter 26874R108 - ENI $2,316,211 HoldingN07059210 - ASML $557,660 Holding456837103 - ING Group $358,645 Holding30303M102 - Meta Platforms $300,161 Holding247361702 - Delta Air Lines $252,061 Holding Largest Purchases this Quarter ENI 67,234 shares (about $2.32M)Verizon Communications 31,043 shares (about $1.33M)O'Reilly Automotive 9,850 shares (about $1.02M)Costco Wholesale 774 shares (about $756.55K)Mastercard 1,163 shares (about $652.70K) Largest Sales this Quarter Axon Enterprise 2,545 shares (about $2.22M)Netflix 224 shares (about $264.35K)NVIDIA 750 shares (about $135.58K)Walmart 928 shares (about $95.69K)Micron Technology 650 shares (about $72.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRd Lewis Holdings, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXONAxon Enterprise$5,285,917$2,216,619 ▼-29.5%6,0695.3%AerospaceAMZNAmazon.com$4,326,268$49,312 ▲1.2%19,3894.4%Retail/WholesaleWMTWalmart$4,068,651$95,694 ▼-2.3%39,4564.1%Retail/WholesaleAAPLApple$3,634,786$153,136 ▲4.4%16,5203.7%Computer and TechnologyNVDANVIDIA$3,379,857$135,578 ▼-3.9%18,6973.4%Computer and TechnologyMSFTMicrosoft$3,327,126$37,500 ▲1.1%6,3883.4%Computer and TechnologyVVisa$3,079,969$45,831 ▲1.5%9,2743.1%Business ServicesMCDMcDonald's$3,045,230$42,184 ▲1.4%9,8903.1%Retail/WholesaleCOSTCostco Wholesale$2,789,642$756,546 ▲37.2%2,8542.8%Retail/WholesaleNFLXNetflix$2,735,507$264,346 ▼-8.8%2,3182.8%Consumer DiscretionaryGOOGAlphabet$2,562,470$93,708 ▲3.8%12,9892.6%Computer and TechnologyEOGEOG Resources$2,339,811$75,960 ▲3.4%20,1762.4%EnergyEENI$2,316,211$2,316,211 ▲New Holding67,2342.3%EnergyAEPAmerican Electric Power$2,180,545$84,956 ▲4.1%19,1732.2%UtilitiesCATCaterpillar$2,165,061$14,183 ▼-0.7%5,1902.2%IndustrialsATOAtmos Energy$2,040,509$58,416 ▲2.9%12,5402.1%UtilitiesCMCCommercial Metals$2,026,668$9,133 ▲0.5%38,1672.0%Basic MaterialsMLMMartin Marietta Materials$1,989,394$15,608 ▼-0.8%3,3142.0%ConstructionBRK.BBerkshire Hathaway$1,977,399$52,608 ▲2.7%4,2852.0%FinanceDISWalt Disney$1,790,615$4,064 ▼-0.2%15,8631.8%Consumer DiscretionaryMAMastercard$1,779,067$652,699 ▲57.9%3,1701.8%Business ServicesEDConsolidated Edison$1,732,290$111,825 ▲6.9%16,4981.7%UtilitiesVZVerizon Communications$1,729,511$1,333,297 ▲336.5%40,2681.7%Computer and TechnologyLLYEli Lilly and Company$1,705,328$3,204 ▼-0.2%2,6611.7%MedicalEXRExtra Space Storage$1,652,704$58,220 ▼-3.4%11,9511.7%FinanceCNQCanadian Natural Resources$1,555,338$166,848 ▲12.0%51,1121.6%EnergyLINDE PLC$1,517,667$119,235 ▲8.5%3,2331.5%SHSABTAbbott Laboratories$1,495,183$94,555 ▲6.8%11,3221.5%MedicalCVXChevron$1,477,994$85,770 ▲6.2%9,6501.5%EnergyDEDeere & Company$1,268,120$37,491 ▲3.0%2,5031.3%IndustrialsXYLXylem$1,201,358$396,292 ▲49.2%8,3731.2%Business ServicesVMCVulcan Materials$1,136,863$81,245 ▲7.7%4,0301.1%ConstructionPSAPublic Storage$1,111,145$86,586 ▲8.5%3,9141.1%FinanceORLYO'Reilly Automotive$1,086,952$1,019,179 ▲1,503.8%10,5051.1%Retail/WholesaleFASTFastenal$1,079,885$556,560 ▲106.4%22,7441.1%Retail/WholesaleMUMicron Technology$958,726$72,716 ▼-7.0%8,5701.0%Computer and TechnologyHDHome Depot$956,929$1,931 ▼-0.2%2,4781.0%Retail/WholesaleNVSNovartis$926,317$10,433 ▲1.1%7,9910.9%MedicalIIPRInnovative Industrial Properties$849,369$69,797 ▲9.0%18,4240.9%FinanceNOWServiceNow$721,1490.0%8250.7%Computer and TechnologyYUMYum! Brands$702,251$13,971 ▼-2.0%4,9260.7%Retail/WholesaleWMWaste Management$638,556$5,131 ▼-0.8%2,7380.6%Business ServicesAMATApplied Materials$589,010$1,831 ▼-0.3%3,2160.6%Computer and TechnologyMCHPMicrochip Technology$568,565$55,625 ▼-8.9%8,5860.6%Computer and TechnologyGOOGLAlphabet$560,082$47,165 ▼-7.8%2,8500.6%Computer and TechnologyASMLASML$557,660$557,660 ▲New Holding7820.6%Computer and TechnologyPFEPfizer$544,400$30,651 ▼-5.3%22,4680.5%MedicalWFCWells Fargo & Company$529,179$42,377 ▲8.7%6,8680.5%FinanceBACBank of America$510,695$9,298 ▼-1.8%11,3690.5%FinanceMCKMcKesson$482,846$8,622 ▼-1.8%7280.5%MedicalJNJJohnson & Johnson$474,967$131,907 ▲38.5%2,7690.5%MedicalUGIUGI$466,760$2,837 ▼-0.6%13,1630.5%UtilitiesSHWSherwin-Williams$462,6070.0%1,3220.5%Basic MaterialsPGProcter & Gamble$456,326$3,837 ▼-0.8%2,9730.5%Consumer StaplesDGXQuest Diagnostics$453,625$4,880 ▼-1.1%2,6030.5%MedicalAMDAdvanced Micro Devices$422,380$37,066 ▼-8.1%2,4500.4%Computer and TechnologyDGDollar General$415,921$15,841 ▼-3.7%3,5970.4%Retail/WholesaleCRMSalesforce$407,3280.0%1,6910.4%Computer and TechnologyRCLRoyal Caribbean Cruises$393,730$21,065 ▼-5.1%1,2710.4%Consumer DiscretionaryTAT&T$385,095$253 ▼-0.1%13,7240.4%Computer and TechnologyULUnilever$371,844$146,125 ▲64.7%6,0640.4%Consumer StaplesINGING Group$358,645$358,645 ▲New Holding14,9810.4%FinanceREVGREV Group$345,069$10,002 ▲3.0%6,9000.3%TransportationDRIDarden Restaurants$340,989$27,486 ▼-7.5%1,6500.3%Retail/WholesaleVLOValero Energy$309,730$9,016 ▲3.0%2,3360.3%EnergyMETAMeta Platforms$300,161$300,161 ▲New Holding3940.3%Computer and TechnologyCHDChurch & Dwight$297,620$17,600 ▼-5.6%3,2130.3%Consumer StaplesCOFCapital One Financial$292,072$3,317 ▲1.1%1,4090.3%FinanceSBUXStarbucks$288,806$20,935 ▼-6.8%3,1730.3%Retail/WholesaleSYKStryker$274,3740.0%7290.3%MedicalCMGChipotle Mexican Grill$271,082$10,673 ▼-3.8%6,3500.3%Retail/WholesaleMRKMerck & Co., Inc.$262,4880.0%3,2660.3%MedicalSTZConstellation Brands$259,137$59,761 ▲30.0%1,4960.3%Consumer StaplesEXPEagle Materials$255,645$5,606 ▲2.2%1,1400.3%ConstructionDALDelta Air Lines$252,061$252,061 ▲New Holding4,7000.3%TransportationBALLBall$249,665$15,564 ▼-5.9%4,6200.3%IndustrialsMDLZMondelez International$243,9840.0%3,9100.2%Consumer StaplesCHTRCharter Communications$222,810$56,932 ▼-20.4%8610.2%Consumer DiscretionaryEXCExelon$221,871$13,890 ▼-5.9%4,8720.2%UtilitiesOXYOccidental Petroleum$208,317$34,872 ▼-14.3%4,7790.2%EnergyKOCocaCola$203,331$141 ▲0.1%2,8870.2%Consumer StaplesUPSUnited Parcel Service$201,781$62,619 ▼-23.7%2,3330.2%TransportationDLTRDollar Tree$0$422,883 ▼-100.0%00.0%Retail/WholesaleCVSCVS Health$0$353,828 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$272,580 ▼-100.0%00.0%MedicalADBEAdobe$0$218,239 ▼-100.0%00.0%Computer and TechnologyKRKroger$0$210,731 ▼-100.0%00.0%Retail/WholesaleGXOGXO Logistics$0$200,882 ▼-100.0%00.0%TransportationPPGPPG Industries$0$200,097 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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