Portfolio (Quarterly)
Guide ↗
RD Lewis Holdings, Inc.
· CIK 0002046179| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BAC | BANK AMERICA CORP | Financial Services | 11,289 | $615K | 0.53% | SOLD |
| 2 | — | REV GROUP INC | — | 6,650 | $425K | 0.36% | SOLD |
| 3 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,250 | $245K | 0.21% | SOLD |
| 4 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 1,461 | $235K | 0.20% | SOLD |
| 5 | AA | ALCOA CORP | Basic Materials | 3,603 | $221K | 0.19% | SOLD |
| 6 | LMT | LOCKHEED MARTIN CORP | Industrials | 333 | $209K | 0.18% | SOLD |
| 7 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,396 | $202K | 0.17% | SOLD |
Sector Allocation
Technology
19.0%
Industrials
11.9%
Energy
11.3%
Consumer Cyclical
10.8%
Consumer Defensive
8.8%
Healthcare
8.7%
Basic Materials
7.8%
Financial Services
6.7%
Utilities
6.4%
Communication Services
6.1%