§ 13F · FUND PROFILE
LUTS & GREENLEIGH GROUP, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.3T (13F)Positions · 79Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 246K | $29.6T | 25.1% | +2% |
| 2 | COST | COSTCO WHSL CORP NEW | 10K | $9.0T | 7.6% | −1% |
| 3 | AAPL | APPLE INC | 23K | $6.3T | 5.3% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 11K | $5.3T | 4.5% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 21K | $3.9T | 3.3% | +2% |
| 6 | ABBV | ABBVIE INC | 14K | $3.2T | 2.7% | ±0% |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 9K | $2.7T | 2.3% | +597% |
| 8 | IWF | ISHARES TR | 5K | $2.4T | 2.0% | ±0% |
| 9 | GOOGL | ALPHABET INC | 7K | $2.3T | 1.9% | +2% |
| 10 | IWO | ISHARES TR | 7K | $2.2T | 1.9% | +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 $104265.8 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed