LUTS & GREENLEIGH GROUP, INC.

CIK

1967844

Location

BETHESDA, MD

Portfolio Value

Small $103,785,233

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,274 / 8,232 ▲ 439

Top Industry

Oil & Gas Integrated 39.2%

3Y Alpha vs SPY

-4.0%

Period ended 2 months ago

Filed May 5, 2026 · 40d

13 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.2%

SPY

+76.3%

Annualised alpha

-3.8%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.2%

+7.8 pts

Top 5

61.0%

+5.5 pts

Top 10

71.4%

+3.6 pts

HHI

1,664

Moderately concentrated+507

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	38.5%	$39,993,351	2
Technology	18.3%	$18,976,837	13
Consumer Defensive	15.2%	$15,816,874	7
Healthcare	8.2%	$8,522,809	8
Consumer Cyclical	4.5%	$4,620,491	4
Financial Services	4.4%	$4,609,293	10
Industrials	4.2%	$4,322,591	7
Communication Services	3.9%	$4,017,593	5
Unclassified	1.7%	$1,808,405	2
Utilities	1.1%	$1,096,989	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+429	5,508	$276,501
JNJ	Johnson & Johnson	+111	6,500	$1,588,860
GOOGL	Alphabet Inc.	+106	7,338	$2,110,115
ORCL	Oracle Corp	+94	1,514	$222,724
AMD	Advanced Micro Devices Inc	+71	1,147	$233,334
CAT	Caterpillar Inc	+67	892	$631,946
T	At&T Inc.	+64	18,398	$533,358
GEV	GE Vernova Inc.	+63	454	$396,296
SO	Southern Co	+63	2,988	$288,401
MU	Micron Technology Inc	+63	803	$271,285
KO	Coca Cola Co	+60	21,958	$1,669,905
BRK-B	Berkshire Hathaway Inc	+37	1,253	$600,437
PANW	Palo Alto Networks Inc	+33	1,353	$216,912
WMT	Walmart Inc.	+33	10,057	$1,249,883
MCD	Mcdonalds Corp	+19	1,221	$379,474
PM	Philip Morris International Inc.	+15	8,540	$1,412,003
MRK	Merck & Co., Inc.	+11	4,642	$558,386
PLTR	Palantir Technologies Inc.	+10	1,597	$233,609
COST	Costco Wholesale Corp /New	+10	10,440	$10,402,729
BMY	Bristol Myers Squibb Co	+7	3,957	$239,992
NEE	Nextera Energy Inc	+5	3,809	$353,779
SPY	Spdr S&P 500 ETF Trust	+2	944	$613,920
GS	Goldman Sachs Group Inc	+2	342	$289,328
AFL	Aflac Inc	+2	2,381	$261,219
JPM	Jpmorgan Chase & Co	+1	4,384	$1,289,597
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−12,036	233,646	$39,640,380
TT	Trane Technologies plc	−1,000	578	$240,875
PG	PROCTER & GAMBLE Co	−795	1,810	$261,436
MSFT	Microsoft Corp	−702	10,340	$3,827,557
ABT	Abbott Laboratories	−260	14,133	$1,451,035
CSCO	Cisco Systems, Inc.	−254	5,906	$458,246
IBM	International Business Machines Corp	−215	8,819	$2,137,637
PEP	Pepsico Inc	−195	1,778	$276,105
GLD	Spdr Gold Trust	−160	2,776	$1,194,485
NVDA	Nvidia Corp	−135	20,693	$3,608,859
AVGO	Broadcom Inc.	−124	3,541	$1,095,974
MDLZ	Mondelez International, Inc.	−104	9,452	$544,813
V	Visa Inc.	−85	1,626	$491,442
QCOM	Qualcomm Inc/De	−77	1,927	$248,159
HD	Home Depot, Inc.	−60	4,715	$1,550,716
ABBV	AbbVie Inc.	−58	13,796	$3,000,492
TSLA	Tesla, Inc.	−35	2,286	$849,820
BLK	BlackRock, Inc.	−29	329	$316,402
BAC	Bank Of America Corp /De/	−28	6,205	$302,493
LLY	ELI LILLY & Co	−25	1,008	$927,128
AMZN	Amazon Com Inc	−12	8,837	$1,840,481
MS	Morgan Stanley	−9	2,236	$367,978
HON	Honeywell International Inc	−8	1,388	$313,729
SYK	Stryker Corp	−8	1,675	$550,388
NFLX	Netflix Inc	−7	2,984	$286,911
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PFE	Pfizer Inc	7,355	$206,528
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	771	$254,514
ISRG	Intuitive Surgical Inc	425	$240,703
TEL	TE Connectivity plc	939	$213,631
AXP	American Express Co	571	$211,241
SAIC	Science Applications International Corp	2,044	$205,749
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $103,785,233 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Reduced	233,646	-12,036	$39,640,380	+34.1%	38.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,440	+10	$10,402,729	+15.7%	10.02%
AAPL	Apple Inc. Technology	Reduced	23,068	-7	$5,854,427	−6.7%	5.64%
MSFT	Microsoft Corp Technology	Reduced	10,340	-702	$3,827,557	−28.3%	3.69%
NVDA	Nvidia Corp Technology	Reduced	20,693	-135	$3,608,859	−7.1%	3.48%
ABBV	AbbVie Inc. Healthcare	Reduced	13,796	-58	$3,000,492	−5.2%	2.89%
IBM	International Business Machines Corp Technology	Reduced	8,819	-215	$2,137,637	−20.1%	2.06%
GOOGL	Alphabet Inc. Communication Services	Added	7,338	+106	$2,110,115	−6.8%	2.03%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,837	-12	$1,840,481	−9.9%	1.77%
WM	Waste Management Inc Industrials	Added	7,360	+1	$1,691,254	+4.6%	1.63%
KO	Coca Cola Co Consumer Defensive	Added	21,958	+60	$1,669,905	+9.1%	1.61%
JNJ	Johnson & Johnson Healthcare	Added	6,500	+111	$1,588,860	+20.2%	1.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,715	-60	$1,550,716	−5.6%	1.49%
ABT	Abbott Laboratories Healthcare	Reduced	14,133	-260	$1,451,035	−19.5%	1.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,540	+15	$1,412,003	+3.3%	1.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,384	+1	$1,289,597	−8.7%	1.24%
WMT	Walmart Inc. Consumer Defensive	Added	10,057	+33	$1,249,883	+11.9%	1.20%
GLD	Spdr Gold Trust	Reduced	2,776	-160	$1,194,485	+2.7%	1.15%
AVGO	Broadcom Inc. Technology	Reduced	3,541	-124	$1,095,974	−13.6%	1.06%
LLY	ELI LILLY & Co Healthcare	Reduced	1,008	-25	$927,128	−16.5%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,286	-35	$849,820	−18.6%	0.82%
UNP	Union Pacific Corp Industrials	Added	3,381	+1	$820,298	+4.9%	0.79%
META	Meta Platforms, Inc. Communication Services	Added	1,417	+1	$810,708	−13.3%	0.78%
CAT	Caterpillar Inc Industrials	Added	892	+67	$631,946	+33.7%	0.61%
SPY	Spdr S&P 500 ETF Trust	Added	944	+2	$613,920	−4.4%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,253	+37	$600,437	−1.8%	0.58%
LDOS	Leidos Holdings, Inc. Technology	Held	3,653	0	$568,114	−13.8%	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	4,642	+11	$558,386	+14.6%	0.54%
SYK	Stryker Corp Healthcare	Reduced	1,675	-8	$550,388	−7.0%	0.53%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	9,452	-104	$544,813	+5.9%	0.52%
T	At&T Inc. Communication Services	Added	18,398	+64	$533,358	+17.1%	0.51%
V	Visa Inc. Financial Services	Reduced	1,626	-85	$491,442	−18.1%	0.47%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,906	-254	$458,246	−3.4%	0.44%
D	Dominion Energy, Inc Utilities	Held	7,357	0	$454,809	+5.5%	0.44%
MA	Mastercard Inc Financial Services	Reduced	802	-4	$400,727	−12.9%	0.39%
GEV	GE Vernova Inc. Industrials	Added	454	+63	$396,296	+55.1%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,221	+19	$379,474	+3.3%	0.37%
MS	Morgan Stanley Financial Services	Reduced	2,236	-9	$367,978	−7.7%	0.35%
NEE	Nextera Energy Inc Utilities	Added	3,809	+5	$353,779	+15.8%	0.34%
CVX	Chevron Corp Energy	Held	1,706	0	$352,971	+35.8%	0.34%
BLK	BlackRock, Inc. Financial Services	Reduced	329	-29	$316,402	−17.4%	0.30%
HON	Honeywell International Inc Industrials	Reduced	1,388	-8	$313,729	+15.2%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,205	-28	$302,493	−11.8%	0.29%
RF	Regions Financial Corp Financial Services	Held	11,090	0	$289,670	−3.6%	0.28%
GS	Goldman Sachs Group Inc Financial Services	Added	342	+2	$289,328	−3.2%	0.28%
SO	Southern Co Utilities	Added	2,988	+63	$288,401	+13.1%	0.28%
NFLX	Netflix Inc Communication Services	Reduced	2,984	-7	$286,911	+2.3%	0.28%
VZ	Verizon Communications Inc Communication Services	Added	5,508	+429	$276,501	+33.7%	0.27%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,778	-195	$276,105	−2.5%	0.27%
MU	Micron Technology Inc Technology	Added	803	+63	$271,285	+28.4%	0.26%