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:
36.38%
Gain +0.72%
Monthly
1.45%
Yearly
18.94%
Drawdown
16.78%
$133.64M
Equity
Holdings
$133.64M
Investment
$105.05M
$31.01M
Profit +$827,935.53
Realized
$2.43M
Unrealized
$28.59M
Dividends
$3.09M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$827,935.53
Win %
69%
This Week
Compared To Last Week
Gain
0.8%
Profit
$1.06M
Win %
69%
This Month
Compared to last month
Gain
2.9%
Profit
$3.76M
Win %
69%
This Year
Compared to last year
Gain
1.41%
Profit
$1.8M
Win %
70%
NOW ServiceNow, Inc.
+5.28%
+$18,622.8 
LLY Eli Lilly and Company
+4.76%
+$184,457.24 
EXP Eagle Materials Inc.
+4.51%
+$13,124.43 
MLM Martin Marietta Materials, Inc.
+4.44%
+$76,572.42 
SYK Stryker Corporation
+4.01%
+$8,124.7 
VMC Vulcan Materials Company
+3.83%
+$50,864.85 
BALL Ball Corp.
+3.55%
+$7,865.72 
SHW The Sherwin-Williams Company
+3.52%
+$14,252.15 
WM Waste Management, Inc.
+3.49%
+$18,358.14 
HD The Home Depot, Inc.
+3.48%
+$30,635.41 
CRM Salesforce Inc
+3.46%
+$11,977.22 
GILD Gilead Sciences Inc.
+3.24%
+$8,473.87 
NFLX Netflix, Inc.
+3.2%
+$69,300.64 
SBUX Starbucks Corporation
+2.92%
+$7,365.76 
GIS General Mills, Inc.
+2.91%
+$15,526.61 
V Visa Inc. Class A
+2.75%
+$114,505.82 
NVS Novartis AG Sponsored ADR
+2.65%
+$31,396.19 
COF Capital One Financial Corporation
+2.62%
+$9,150.6 
IIPR Innovative Industrial Properties Inc.
+2.62%
+$12,964.45 
YUM Yum! Brands, Inc.
+2.59%
+$22,112.2 
EXR Extra Space Storage Inc.
+2.58%
+$36,517.64 
WFC Wells Fargo & Company
+2.51%
+$22,949.15 
MCHP Microchip Technology Incorporated
+2.47%
+$10,755.36 
MA Mastercard Incorporated
+2.41%
+$47,101.6 
DRI Darden Restaurants, Inc.
+2.41%
+$8,299.5 
DG Dollar General Corporation
+2.34%
+$13,348.64 
RCL Royal Caribbean Group
+2.33%
+$11,355.03 
ABT Abbott Laboratories
+2.33%
+$34,295.8 
PSA Public Storage Common Stock
+2.28%
+$23,155.01 
DIS The Walt Disney Company
+2.17%
+$41,560.32 
MCK McKesson Corporation
+2.1%
+$22,235.1 
T AT&T Inc.
+1.97%
+$7,335.98 
DGX Quest Diagnostics Inc.
+1.86%
+$8,432.64 
MCD McDonald's Corporation
+1.85%
+$51,460.29 
ORLY O'Reilly Automotive Inc.
+1.85%
+$22,150.6 
WMT Walmart Inc.
+1.76%
+$84,050.04 
UPS United Parcel Service, Inc.
+1.66%
+$3,048.03 
UL Unilever PLC Sponsored American Depositary Receipt
+1.56%
+$6,479.44 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.5%
+$3,113.82 
PFE Pfizer Inc.
+1.33%
+$7,170.93 
MSFT Microsoft Corp.
+1.17%
+$44,297.91 
DAL Delta Air Lines, Inc.
+1.06%
+$4,939.38 
UGI UGI Corporation
+0.94%
+$5,371.1 
CSX CSX Corporation
+0.9%
+$2,352.48 
CNQ Canadian Natural Resources Limited
+0.85%
+$26,219.16 
FDX FedEx Corporation
+0.84%
+$2,509.2 
ED Consolidated Edison, Inc.
+0.84%
+$19,885.65 
AXON Axon Enterprise, Inc.
+0.61%
+$14,954.52 
CMC Commercial Metals Company
+0.58%
+$17,033.12 
PG Procter & Gamble Co
+0.57%
+$6,205.93 
DE Deere & Company
+0.52%
+$9,319.4 
KO The Coca-Cola Company
+0.5%
+$1,356.36 
LIN Linde plc
+0.49%
+$10,724.97 
VZ Verizon Communications Inc.
+0.48%
+$9,526 
GOOGL Alphabet Inc
+0.46%
+$3,228.03 
COST Costco Wholesale Corporation
+0.45%
+$15,878.69 
GOOG Alphabet Inc
+0.45%
+$20,602.33 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$8,372.94 
XPO XPO Inc.
+0.3%
+$1,693.42 
META Meta Platforms Inc Class A
+0.3%
+$1,384.31 
XYL Xylem Inc.
+0.18%
+$1,538.43 
ATO Atmos Energy Corporation
+0.16%
+$3,793.21 
E Eni S.p.A. Sponsored ADR
+0.16%
+$6,821.73 
AMAT Applied Materials, Inc.
-4.65%
-$60,901.25 
VLO Valero Energy Corporation
-4.02%
-$49,450.5 
AMD Advanced Micro Devices, Inc.
-3.27%
-$46,320.42 
PSX Phillips 66
-3.07%
-$16,981.24 
FAST Fastenal Co.
-2.84%
-$43,990.4 
CAT Caterpillar Inc.
-2.71%
-$99,339.84 
NVDA NVIDIA Corporation
-1.92%
-$83,495.5 
OXY Occidental Petroleum Corporation
-1.42%
-$3,983.73 
AEP American Electric Power Company, Inc.
-1.25%
-$33,870.46 
CVX Chevron Corporation
-1.23%
-$35,740.71 
EOG EOG Resources, Inc.
-0.93%
-$31,889 
MU Micron Technology, Inc.
-0.76%
-$43,769.88 
ASML ASML Holding N.V. New York Registry Shares
-0.62%
-$8,221.71 
ALCO Alico Inc.
-0.62%
-$2,350.06 
TEX Terex Corporation
-0.54%
-$1,664.04 
ING ING Groep N.V. Sponsored ADR
-0.52%
-$3,199.18 
JPM JPMorgan Chase & Co.
-0.33%
-$1,330.56 
CHD Church & Dwight Co., Inc.
-0.26%
-$769.5 
JNJ Johnson & Johnson
-0.25%
-$3,696.84 
PNC The PNC Financial Services Group, Inc.
-0.2%
-$472.08 
AAPL Apple Inc.
-0.18%
-$10,810.45 
MRK Merck & Co., Inc.
-0.17%
-$832.83 
AMZN Amazon.com Inc
-0.1%
-$5,676.08 
EXC Exelon Corporation
-0.04%
-$71.43 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 534 | Longs Won 362/534 67% | Profit Factor 7.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $313,692.95 |
| Average Win $99,928.45 | Best Trade (Oct 14) $5.29M | Sharpe Ratio -11.2 |
| Average Loss -$29,998.79 | Worst Trade (Oct 14) -$1.1M | Z-Score 8.46 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $58,079.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,464 | 4,018 | 3,571 | 3,125 | 2,679 | 2,232 | 1,786 | 1,339 | 893 | 446 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,297 | $4.3M | $5.92M | - | $1.62M | 37.56% | -0.182% |
| ABT Abbott Laboratories | 14,410 | $1.64M | $1.51M | - | -$134,425.72 | -8.18% | +2.326% |
| AEP American Electric Power Company, Inc. | 21,437 | $2.08M | $2.67M | - | $587,948.49 | 28.24% | -1.253% |
| ALCO Alico Inc. | 9,895 | $387,708.63 | $374,946.29 | - | -$12,762.34 | -3.29% | -0.623% |
| AMAT Applied Materials, Inc. | 2,935 | $538,399.38 | $1.25M | - | $711,558.42 | 132.16% | -4.646% |
| AMD Advanced Micro Devices, Inc. | 2,485 | $323,169.15 | $1.37M | - | $1.05M | 324.6% | -3.265% |
| AMZN Amazon.com Inc | 21,419 | $4.9M | $5.44M | - | $539,087.41 | 11.01% | -0.104% |
| ASML ASML Holding N.V. New York Registry Shares | 799 | $674,764.06 | $1.31M | - | $635,364.23 | 94.16% | -0.624% |
| ATO Atmos Energy Corporation | 14,314 | $2.12M | $2.35M | - | $227,647.87 | 10.72% | +0.162% |
| AXON Axon Enterprise, Inc. | 5,958 | $3.55M | $2.45M | - | -$1.11M | -31.12% | +0.615% |
| BALL Ball Corp. | 3,667 | $202,161.71 | $229,462.52 | - | $27,300.81 | 13.5% | +3.55% |
| BRK-B Berkshire Hathaway Inc. | 5,266 | $2.54M | $2.78M | - | $238,424.94 | 9.38% | +0.302% |
| CAT Caterpillar Inc. | 4,896 | $1.79M | $3.57M | - | $1.77M | 98.8% | -2.709% |
| CHD Church & Dwight Co., Inc. | 2,850 | $299,307.37 | $291,726 | - | -$7,581.37 | -2.53% | -0.263% |
| CMC Commercial Metals Company | 44,824 | $2.31M | $2.94M | - | $629,056.39 | 27.18% | +0.582% |
| CNQ Canadian Natural Resources Limited | 59,589 | $1.87M | $3.11M | - | $1.24M | 66.59% | +0.849% |
| COF Capital One Financial Corporation | 1,796 | $330,431.71 | $358,203.22 | - | $27,771.51 | 8.4% | +2.622% |
| COST Costco Wholesale Corporation | 3,564 | $3.32M | $3.52M | - | $193,410.21 | 5.82% | +0.454% |
| CRM Salesforce Inc | 1,466 | $477,667.19 | $357,879.92 | - | -$119,787.27 | -25.08% | +3.463% |
| CSX CSX Corporation | 5,408 | $196,040 | $263,450.72 | - | $67,410.72 | 34.39% | +0.901% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for RD Lewis Holdings Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.36M, Axon Enterprise, Inc - $563,413.85, Eni S.p.A. Sponsored ADR - $233,337.98, Caterpillar Inc - $210,457.65, and Rev Group Inc - $204,271. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $160,495.94, Delta Air Lines, Inc - $67,246.57, United Parcel Service, Inc - $61,690.42, Chipotle Mexican Grill, Inc - $58,577.5, and Herc Holdings Inc - $56,697.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does RD Lewis Holdings Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.09M earned over time. The largest contributors to dividend income include Eni S.p.A. Sponsored ADR - $208,914.98, Verizon Communications Inc - $189,918.2, Innovative Industrial Properties Inc - $187,435, Canadian Natural Resources Limited - $159,162.66, and EOG Resources, Inc - $144,374.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are RD Lewis Holdings Inc.'s monthly returns?
RD Lewis Holdings Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can RD Lewis Holdings Inc.'s strategy be considered aggressive or moderate?
RD Lewis Holdings Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow RD Lewis Holdings Inc.'s strategy?
RD Lewis Holdings Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
