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Rd Lewis Holdings - Q4 2025 13F Filings

RD

Rd Lewis Holdings, Inc.

CIK: 0002046179
Address: Florida Maitland 253 North Orlando Avenue Suite 302
$117.1 M
Portfolio Value
90
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XPO Xpo
+$343,311
2. PNC The Pnc Financial Services Group
+$256,033
3. FDX Fedex Corporation
+$245,634
4. CMG Chipotle Mexican Grill
+$244,812
5. STZ Constellation Brands
+$234,666

Top Sells

Q4 2025
1. IIPR Innovative Industrial Properties
−$400,191.19
2. IBM International Business Machines Corporation
−$219,856
3. MU Micron Technology
−$99,407.29
4. PSA Public Storage
−$64,294.19
5. EXR Extra Space Storage
−$63,120.85

Asset Allocation

Stocks/ETFs
+9.77%
$117.1 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Rd Lewis Holdings Q4 2025 Filing Summary

Rd Lewis Holdings, Inc. filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 117.1 M reflecting a +9.77% change from the prior quarter, spanning 90 assets. The top 10 holdings comprised 33.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Rd Lewis Holdings’s Q4 2025 Filing

Rd Lewis Holdings submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Rd Lewis Holdings reported a managed portfolio value of 117.1 M, consisting of 90 individual positions.

This page displays the raw filing documents. To see which stocks Rd Lewis Holdings bought or sold during Q4 2025, please visit Rd Lewis Holdings's Portfolio Analysis page.