RLH
RD Lewis Holdings Inc. Portfolio
Invests via RD Lewis Holdings Inc. | Managed by Delcena D. Lewis, Regina Blake
Invests via RD Lewis Holdings Inc.
Managed by Delcena D. Lewis, Regina Blake
Automatically Tracked
Company Profile
A private holding company that consolidates diversified operating assets and investment stakes across energy, industrial services, and commercial real estate, RD Lewis Holdings Inc. positions itself as a family-owned owner-operator emphasizing operational cash flow and long-term asset stewardship. Capital strategy centers on direct ownership, selective acquisitions and portfolio optimization to generate stable EBITDA, with relevance to credit investors and private-equity buyers seeking mid-market control opportunities and asset-level synergies.
A private holding company that consolidates diversified operating assets and investment stakes across energy, industrial services, and commercial real estate, RD Lewis Holdings Inc. positions itself as a family-owned owner-operator emphasizing operational cash flow and long-term asset stewardship. Capital strategy centers on direct ownership, selective acquisitions and portfolio optimization to generate stable EBITDA, with relevance to credit investors and private-equity buyers seeking mid-market control opportunities and asset-level synergies.
Investment Philosophy & Strategy
A private holding company that consolidates diversified operating assets and investment stakes across energy, industrial services, and commercial real estate, RD Lewis Holdings Inc. positions itself as a family-owned owner-operator emphasizing operational cash flow and long-term asset stewardship. Capital strategy centers on direct ownership, selective acquisitions and portfolio optimization to generate stable EBITDA, with relevance to credit investors and private-equity buyers seeking mid-market control opportunities and asset-level synergies.
A private holding company that consolidates diversified operating assets and investment stakes across energy, industrial services, and commercial real estate, RD Lewis Holdings Inc. positions itself as a family-owned owner-operator emphasizing operational cash flow and long-term asset stewardship. Capital strategy centers on direct ownership, selective acquisitions and portfolio optimization to generate stable EBITDA, with relevance to credit investors and private-equity buyers seeking mid-market control opportunities and asset-level synergies.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.51%
Gain
Monthly
0.08%
Yearly
0.98%
Drawdown
24.7%
$122.53M
Equity
Holdings
$122.53M
Investment
$96.14M
$27.71M
Profit -$637,467.61
Realized
$1.32M
Unrealized
$26.39M
Dividends
$2.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$637,467.61
Win %
74%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$450,070.67
Win %
74%
This Month
Compared to last month
Gain
-1.66%
Profit
-$2.07M
Win %
74%
This Year
Compared to last year
Gain
9.11%
Profit
$10.23M
Win %
74%
T AT&T Inc.
+3.3%
+$10,241.35 
E Eni S.p.A. Sponsored ADR
+3.29%
+$116,812.56 
CMG Chipotle Mexican Grill, Inc.
+2.9%
+$6,187.5 
OXY Occidental Petroleum Corporation
+2.59%
+$5,878.31 
WMT Walmart Inc.
+2.56%
+$117,864.6 
MRK Merck & Co., Inc.
+2.49%
+$10,369.52 
GILD Gilead Sciences Inc.
+2.44%
+$5,411.6 
VZ Verizon Communications Inc.
+2.39%
+$45,122.8 
ABT Abbott Laboratories
+2.37%
+$29,760.12 
ED Consolidated Edison, Inc.
+2.36%
+$49,531.15 
DG Dollar General Corporation
+2.32%
+$10,463.66 
DGX Quest Diagnostics Inc.
+2.28%
+$10,961.46 
CVX Chevron Corporation
+2.15%
+$44,926.31 
JNJ Johnson & Johnson
+2.1%
+$20,432.21 
PSX Phillips 66
+2.06%
+$6,146.15 
MCK McKesson Corporation
+2.06%
+$14,281.52 
ORLY O'Reilly Automotive Inc.
+1.87%
+$18,120.55 
WM Waste Management, Inc.
+1.87%
+$11,313.56 
EXC Exelon Corporation
+1.84%
+$4,202.82 
EOG EOG Resources, Inc.
+1.83%
+$54,714.14 
ATO Atmos Energy Corporation
+1.83%
+$43,532.37 
CHD Church & Dwight Co., Inc.
+1.78%
+$5,229.69 
COST Costco Wholesale Corporation
+1.75%
+$54,083.89 
AEP American Electric Power Company, Inc.
+1.75%
+$47,175.51 
PFE Pfizer Inc.
+1.72%
+$8,118.14 
DE Deere & Company
+1.67%
+$26,656.63 
PG Procter & Gamble Co
+1.66%
+$9,992.31 
CNQ Canadian Natural Resources Limited
+1.63%
+$38,595.9 
UGI UGI Corporation
+1.56%
+$8,444.45 
VLO Valero Energy Corporation
+1.52%
+$10,387.44 
NVS Novartis AG Sponsored ADR
+1.51%
+$18,206.8 
WFC Wells Fargo & Company
+1.35%
+$9,823.45 
BALL Ball Corp.
+1.35%
+$3,433.15 
HD The Home Depot, Inc.
+1.28%
+$11,885.95 
YUM Yum! Brands, Inc.
+1.27%
+$10,363.86 
SHW The Sherwin-Williams Company
+1.25%
+$5,520.48 
EXR Extra Space Storage Inc.
+1.12%
+$18,989.04 
LIN Linde plc
+1.05%
+$20,819.02 
UL Unilever PLC Sponsored American Depositary Receipt
+1.04%
+$3,563.3 
VMC Vulcan Materials Company
+1.02%
+$13,858.65 
ALCO Alico Inc.
+0.97%
+$2,064 
PSA Public Storage Common Stock
+0.94%
+$10,807.15 
MCD McDonald's Corporation
+0.68%
+$19,783.94 
CRM Salesforce Inc
+0.66%
+$1,808.06 
SBUX Starbucks Corporation
+0.58%
+$1,929.69 
MLM Martin Marietta Materials, Inc.
+0.53%
+$10,394.4 
XYL Xylem Inc.
+0.53%
+$5,340.06 
CSX CSX Corporation
+0.45%
+$1,305.71 
IIPR Innovative Industrial Properties Inc.
+0.42%
+$2,411.64 
LLY Eli Lilly and Company
+0.33%
+$11,187.43 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$5,417.22 
EXP Eagle Materials Inc.
+0.21%
+$517.44 
AAPL Apple Inc.
+0.19%
+$10,482.79 
FAST Fastenal Co.
+0.15%
+$1,848.28 
PNC The PNC Financial Services Group, Inc.
+0.14%
+$377.77 
DRI Darden Restaurants, Inc.
+0.09%
+$288.75 
NFLX Netflix, Inc.
-10.45%
-$202,253.1 
AMAT Applied Materials, Inc.
-8.18%
-$129,600.36 
AMD Advanced Micro Devices, Inc.
-7.73%
-$94,307.55 
MU Micron Technology, Inc.
-5.41%
-$339,590.4 
NVDA NVIDIA Corporation
-4.32%
-$169,355.96 
AA Alcoa Corporation
-4.18%
-$7,062.24 
ASML ASML Holding N.V. New York Registry Shares
-4.08%
-$56,102.19 
META Meta Platforms Inc Class A
-3.91%
-$11,674 
MCHP Microchip Technology Incorporated
-3.9%
-$19,685.49 
GOOGL Alphabet Inc
-3.67%
-$29,360.1 
GOOG Alphabet Inc
-3.55%
-$158,168.08 
CAT Caterpillar Inc.
-3.23%
-$140,283 
AXON Axon Enterprise, Inc.
-2.88%
-$95,157.04 
ING ING Groep N.V. Sponsored ADR
-2.68%
-$13,471.92 
DAL Delta Air Lines, Inc.
-2.34%
-$9,711.52 
COF Capital One Financial Corporation
-1.62%
-$4,712.82 
TEX Terex Corporation
-1.52%
-$6,477 
MSFT Microsoft Corp.
-1.49%
-$39,652.67 
SYK Stryker Corporation
-1.49%
-$3,537.48 
AMZN Amazon.com Inc
-1.41%
-$71,951.49 
RCL Royal Caribbean Group
-1.17%
-$5,481.14 
V Visa Inc. Class A
-1.02%
-$36,097.02 
CMC Commercial Metals Company
-0.84%
-$22,981.28 
KO The Coca-Cola Company
-0.8%
-$2,033.88 
MA Mastercard Incorporated
-0.47%
-$8,248.2 
DIS The Walt Disney Company
-0.39%
-$5,983.67 
NOW ServiceNow, Inc.
-0.37%
-$1,309 
FDX FedEx Corporation
-0.3%
-$664.05 
XPO XPO Inc.
-0.19%
-$850.34 
BAC Bank of America Corporation
-0.03%
-$224.31 Events
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Dividends
Dividend Analysis
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| Trades 450 | Longs Won 312/450 69% | Profit Factor 8.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $328,797.53 |
| Average Win $100,280.99 | Best Trade (Jul 15) $6.62M | Sharpe Ratio -9.73 |
| Average Loss -$25,900.17 | Worst Trade (Jul 17) -$490,913.5 | Z-Score 8.79 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $61,585.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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