Top 50 Luts & Greenleigh Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 31.39% | 233.6K | $39.6M | -4.90%(-12.04K) | $99.38(+52.51%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.24% | 10.4K | $10.4M | +0.10%(+10) | $465.44(+121.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.64% | 23.1K | $5.9M | -0.03%(-7) | $160.04(+86.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.03% | 10.3K | $3.8M | -6.36%(-702) | $271.56(+49.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 20.7K | $3.6M | -0.65%(-135) | $76.40(+195.60%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.38% | 13.8K | $3.0M | -0.42%(-58) | $149.20(+39.74%) | 2026-03-31 | |
| IWF | ISHARES TR | 1.77% | 5.2K | $2.2M | +2.79%(+142) | $229.35(-45.80%) | 2026-03-31 | |
| IWO | ISHARES TR | 1.72% | 6.9K | $2.2M | +0.60%(+41) | $229.00(+61.25%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.69% | 8.8K | $2.1M | -2.38%(-215) | $271.36(-20.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.67% | 7.3K | $2.1M | +1.47%(+106) | $124.90(+222.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.39% | +34.52% |
| Top 20 Holdings Unweighted | +10.22% | +33.89% |
Sign up free to track Luts & Greenleigh Group, Inc., compare funds side by side, and get alerts the moment positions change.