RD Lewis Holdings, Inc.

**RD Lewis Holdings, Inc.** manages $117M across a diversified portfolio of 90 positions. The fund maintains significant exposure to mega-cap technology and consumer staples, with top holdings including WMT ($5.2M), AMZN ($4.9M), and AAPL ($4.6M). Notable allocations also include GOOG ($4.4M), CAT ($3.7M), and NVDA ($3.5M), indicating a focus on established market leaders and high-growth technology sectors. This concentrated approach suggests a conviction-driven strategy targeting blue-chip stability alongside secular growth narratives.

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