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Luts & Greenleigh Group, Inc.

Portfolio Manager
Luts & Greenleigh Group, Inc.
Performance
+12.04% (2026 Q1)
AUM (13F)
$126.27M
# of Holdings
89
Performance Rank
Allocation (Top 20)
72.21%

Luts & Greenleigh Group, Inc. Holdings Map

Top 50 Luts & Greenleigh Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORP
31.39%233.6K$39.6M
-4.90%(-12.04K)
2025-Q1: 240.3K shares2025-Q2: 239.4K shares2025-Q3: 239.8K shares2025-Q4: 245.7K shares2026-Q1: 233.6K shares
$99.38(+52.51%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
8.24%10.4K$10.4M
+0.10%(+10)
2025-Q1: 10.5K shares2025-Q2: 10.5K shares2025-Q3: 10.5K shares2025-Q4: 10.4K shares2026-Q1: 10.4K shares
$465.44(+121.96%)
2026-03-31
AAPL
APPLE INC
4.64%23.1K$5.9M
-0.03%(-7)
2025-Q1: 23.2K shares2025-Q2: 22.9K shares2025-Q3: 23.0K shares2025-Q4: 23.1K shares2026-Q1: 23.1K shares
$160.04(+86.75%)
2026-03-31
MSFT
MICROSOFT CORP
3.03%10.3K$3.8M
-6.36%(-702)
2025-Q1: 10.8K shares2025-Q2: 10.9K shares2025-Q3: 11.1K shares2025-Q4: 11.0K shares2026-Q1: 10.3K shares
$271.56(+49.21%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.86%20.7K$3.6M
-0.65%(-135)
2025-Q1: 19.8K shares2025-Q2: 19.9K shares2025-Q3: 20.3K shares2025-Q4: 20.8K shares2026-Q1: 20.7K shares
$76.40(+195.60%)
2026-03-31
ABBV
ABBVIE INC
2.38%13.8K$3.0M
-0.42%(-58)
2025-Q1: 14.0K shares2025-Q2: 13.9K shares2025-Q3: 13.9K shares2025-Q4: 13.9K shares2026-Q1: 13.8K shares
$149.20(+39.74%)
2026-03-31
IWF
ISHARES TR
1.77%5.2K$2.2M
+2.79%(+142)
2025-Q1: 5.2K shares2025-Q2: 5.3K shares2025-Q3: 5.1K shares2025-Q4: 5.1K shares2026-Q1: 5.2K shares
$229.35(-45.80%)
2026-03-31
IWO
ISHARES TR
1.72%6.9K$2.2M
+0.60%(+41)
2025-Q1: 6.0K shares2025-Q2: 7.1K shares2025-Q3: 6.8K shares2025-Q4: 6.9K shares2026-Q1: 6.9K shares
$229.00(+61.25%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHS
1.69%8.8K$2.1M
-2.38%(-215)
2025-Q1: 1.3K shares2025-Q2: 1.2K shares2025-Q3: 1.3K shares2025-Q4: 9.0K shares2026-Q1: 8.8K shares
$271.36(-20.90%)
2026-03-31
GOOGL
ALPHABET INC
1.67%7.3K$2.1M
+1.47%(+106)
2025-Q1: 6.9K shares2025-Q2: 6.9K shares2025-Q3: 7.1K shares2025-Q4: 7.2K shares2026-Q1: 7.3K shares
$124.90(+222.35%)
2026-03-31

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