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Rd Lewis Holdings - Q2 2026 13F Filings

RD

Rd Lewis Holdings, Inc.

CIK: 0002046179
Address: Florida Maitland 253 North Orlando Avenue Suite 302
$135.2 M
Portfolio Value
88
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+16.54%
$134.56 M 99.53%
Options
+100.00%
$639,965 0.47%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Rd Lewis Holdings Q2 2026 Filing Summary

Rd Lewis Holdings, Inc. filed its 13F report for Q2 2026 on August 12, 2026. The portfolio totaled 135.2 M reflecting a +17.10% change from the prior quarter, spanning 88 assets. The top 10 holdings comprised 34.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Rd Lewis Holdings’s Q2 2026 Filing

Rd Lewis Holdings submitted their Form 13F-HR for the Q2 2026 period on 08/12/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Rd Lewis Holdings reported a managed portfolio value of 135.2 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Rd Lewis Holdings bought or sold during Q2 2026, please visit Rd Lewis Holdings's Portfolio Analysis page.