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Portfolio (Quarterly) Guide ↗

RD Lewis Holdings, Inc.

· CIK 0002046179
13F Portfolio $107M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 81 New
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 1,671.0 $206K 0.19% NEW $123.40 +5.1%
Page 5 of 5  ·  81 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 16.7%
Consumer Cyclical 11.4%
Communication Services 11.1%
Industrials 10.7%
Energy 8.6%
Consumer Defensive 8.5%
Healthcare 8.2%
Basic Materials 7.6%
Utilities 6.9%
Financial Services 6.7%