§ 13F · FUND PROFILE
LUTS & GREENLEIGH GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 83Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 234K | $40M | 31.4% | −5% |
| 2 | COST | COSTCO WHOLESALE CORPORATION | 10K | $10M | 8.2% | ±0% |
| 3 | AAPL | APPLE INC | 23K | $6M | 4.6% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 10K | $4M | 3.0% | −6% |
| 5 | NVDA | NVIDIA CORPORATION | 21K | $4M | 2.9% | −1% |
| 6 | ABBV | ABBVIE INC | 14K | $3M | 2.4% | ±0% |
| 7 | IWF | ISHARES TR | 5K | $2M | 1.8% | +3% |
| 8 | IWO | ISHARES TR | 7K | $2M | 1.7% | +1% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 9K | $2M | 1.7% | −2% |
| 10 | GOOGL | ALPHABET INC | 7K | $2M | 1.7% | +1% |
§ 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 $111 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed