LUTS & GREENLEIGH GROUP, INC.

CIK 0001967844 · BETHESDA, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

LUTS & GREENLEIGH GROUP, INC. reported 105 positions worth $132.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: EXMOC (24.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$132.2M
2026 Q2
Positions
105
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.4%
Est. Net Flow (Q)
2026 Q2
10 / 105 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EXMOCEXXON MOBIL CORPSH$31.9M24.11%233,067
2COSTCOSTCO WHOLESALE CORPORATIONSH$9.7M7.36%10,396
3AAPLAPPLE INCSH$6.8M5.16%23,566
4NVDANVIDIA CORPORATIONSH$4.2M3.21%21,224
5MSFTMICROSOFT CORPSH$3.9M2.95%10,466
6ABBVABBVIE INCSH$3.5M2.64%13,854
7IWOISHARES TRSH$2.7M2.04%6,851
8GOOGLALPHABET INCSH$2.7M2.02%7,483
9IBMINTERNATIONAL BUSINESS MACHSSH$2.6M1.95%9,188
10IWFISHARES TRSH$2.6M1.94%20,692

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LUTS & GREENLEIGH GROUP, INC. hold as of Q2 2026?

LUTS & GREENLEIGH GROUP, INC. reported 105 positions worth $132.2M in its Q2 2026 13F filing. Largest positions: EXMOC (24.1%), COST (7.4%), AAPL (5.2%), NVDA (3.2%) and MSFT (3.0%).

What did LUTS & GREENLEIGH GROUP, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LUTS & GREENLEIGH GROUP, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.