§ 13F · FUND PROFILE
LUTS & GREENLEIGH GROUP, INC..
AUM · $132M (13F)Positions · 105Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 233K | $32M | 24.1% | ±0% |
| 2 | COST | COSTCO WHOLESALE CORPORATION | 10K | $10M | 7.4% | ±0% |
| 3 | AAPL | APPLE INC | 24K | $7M | 5.2% | +2% |
| 4 | NVDA | NVIDIA CORPORATION | 21K | $4M | 3.2% | +3% |
| 5 | MSFT | MICROSOFT CORP | 10K | $4M | 3.0% | +1% |
| 6 | ABBV | ABBVIE INC | 14K | $3M | 2.6% | ±0% |
| 7 | IWO | ISHARES TR | 7K | $3M | 2.0% | −1% |
| 8 | GOOGL | ALPHABET INC | 7K | $3M | 2.0% | +2% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 9K | $3M | 2.0% | +4% |
| 10 | IWF | ISHARES TR | 21K | $3M | 1.9% | +296% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LUTS SIGNAL
AC read
LUTS & GREENLEIGH GROUP, INC. is a Other fund managing $132 million in assets. The fund runs a portfolio of 105 positions.
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