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Portfolio (Quarterly) Guide ↗

RD Lewis Holdings, Inc.

· CIK 0002046179
13F Portfolio $117M AUM 90 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 41 Added 18 Reduced 2 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 2,971.0 $228K 0.20% +82.0 +2.8% $76.89 +5.6%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 15.9%
Consumer Cyclical 11.4%
Industrials 11.1%
Communication Services 10.2%
Consumer Defensive 9.4%
Energy 9.2%
Basic Materials 8.6%
Healthcare 7.9%
Utilities 6.7%
Financial Services 6.5%