StockDriftsStockDriftsTop 50 Luts & Greenleigh Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 24.11% | 233.1K | $31.9M | -0.25%(-579) | $99.38(+61.83%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 7.36% | 10.4K | $9.7M | -0.42%(-44) | $465.44(+104.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.16% | 23.6K | $6.8M | +2.16%(+498) | $162.32(+88.13%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.21% | 21.2K | $4.2M | +2.57%(+531) | $79.05(+185.96%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 10.5K | $3.9M | +1.22%(+126) | $272.70(+78.24%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.64% | 13.9K | $3.5M | +0.42%(+58) | $149.55(+66.78%) | 2026-06-30 | |
| IWO | ISHARES TR | 2.04% | 6.9K | $2.7M | -1.04%(-72) | $229.00(+72.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.02% | 7.5K | $2.7M | +1.98%(+145) | $128.59(+168.07%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.95% | 9.2K | $2.6M | +4.18%(+369) | $270.87(-14.84%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.94% | 20.7K | $2.6M | -1.05%(-220) | $57.34(+115.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.90% | +25.63% | — | — | +29.36% |
| Top 20 Holdings Unweighted | +11.77% | +39.63% | — | — | +45.29% |
Luts & Greenleigh Group INC reports $132.18M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are XOM (24.1%), COST (7.4%) and AAPL (5.2%). The top 20 holdings account for 66.94% of reported assets. Its disclosed equity book has returned +25.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Luts & Greenleigh Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967844). View Luts & Greenleigh Group INC’s 13F filings on SEC