LUTS & GREENLEIGH GROUP, INC.
Filing Date
Global Rank
#5,959
/ 8,645
▼ 42
Top Industry
Oil & Gas Integrated
30.4%
3Y Alpha vs SPY
+1.2%
Period ended 52 days ago
Filed Aug 7, 2026 · 14d
14 quarters · since Dec 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+81.0%
SPY
+73.6%
Annualised alpha
+1.7%
Max drawdown
−13.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
29.7%
−8.1 pts
Top 5
53.0%
−7.4 pts
Top 10
66.2%
−5.6 pts
HHI
1,101
Diversified−532
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 29.9% | $32,112,233 |
| Technology | 23.6% | $25,275,340 |
| Consumer Defensive | 14.2% | $15,233,823 |
| Healthcare | 9.0% | $9,662,368 |
| Communication Services | 5.7% | $6,101,719 |
| Consumer Cyclical | 5.1% | $5,439,991 |
| Financial Services | 5.0% | $5,317,035 |
| Industrials | 4.7% | $5,068,783 |
| Unclassified | 1.6% | $1,716,193 |
| Utilities | 1.1% | $1,139,686 |
| Real Estate | 0.2% | $206,144 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +1,204 | 10,041 | $2,393,171 | |
| NFLX | Netflix Inc | +850 | 3,834 | $273,747 | |
| T | At&T Inc. | +776 | 19,174 | $396,901 | |
| NVDA | Nvidia Corp | +531 | 21,224 | $4,246,710 | |
| AAPL | Apple Inc. | +498 | 23,566 | $6,819,057 | |
| IBM | International Business Machines Corp | +369 | 9,188 | $2,583,757 | |
| MCD | Mcdonalds Corp | +215 | 1,436 | $388,165 | |
| GOOGL | Alphabet Inc. | +199 | 11,660 | $4,150,058 | |
| SO | Southern Co | +182 | 3,170 | $303,400 | |
| MU | Micron Technology Inc | +136 | 939 | $1,083,878 | |
| TSLA | Tesla, Inc. | +136 | 2,422 | $1,018,693 | |
| MSFT | Microsoft Corp | +126 | 10,466 | $3,904,027 | |
| PM | Philip Morris International Inc. | +115 | 8,655 | $1,565,776 | |
| MRK | Merck & Co., Inc. | +113 | 4,755 | $611,017 | |
| BRK-B | Berkshire Hathaway Inc | +108 | 1,361 | $681,030 | |
| QCOM | Qualcomm Inc/De | +105 | 2,032 | $375,493 | |
| MDLZ | Mondelez International, Inc. | +103 | 9,555 | $552,661 | |
| META | Meta Platforms, Inc. | +94 | 1,511 | $851,131 | |
| ABBV | AbbVie Inc. | +58 | 13,854 | $3,486,220 | |
| KO | Coca Cola Co | +57 | 22,015 | $1,789,159 | |
| PEP | Pepsico Inc | +56 | 1,834 | $248,323 | |
| AVGO | Broadcom Inc. | +55 | 3,596 | $1,358,389 | |
| V | Visa Inc. | +50 | 1,676 | $575,018 | |
| AMD | Advanced Micro Devices Inc | +40 | 1,187 | $689,540 | |
| UNP | Union Pacific Corp | +37 | 3,418 | $929,696 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −851 | 13,282 | $1,205,208 | |
| XOM | ExxonMobil Holdings Corp | −579 | 233,067 | $31,864,920 | |
| VZ | Verizon Communications Inc | −510 | 4,998 | $211,615 | |
| PG | PROCTER & GAMBLE Co | −321 | 1,489 | $218,346 | |
| CVX | Chevron Corp | −214 | 1,492 | $247,313 | |
| BAC | Bank Of America Corp /De/ | −131 | 6,074 | $346,096 | |
| MA | Mastercard Inc | −129 | 673 | $345,652 | |
| BMY | Bristol Myers Squibb Co | −78 | 3,879 | $223,507 | |
| ORCL | Oracle Corp | −77 | 1,437 | $210,592 | |
| CSCO | Cisco Systems, Inc. | −72 | 5,834 | $685,261 | |
| HD | Home Depot, Inc. | −65 | 4,650 | $1,639,962 | |
| SYK | Stryker Corp | −57 | 1,618 | $509,411 | |
| COST | Costco Wholesale Corp /New | −44 | 10,396 | $9,725,146 | |
| WMT | Walmart Inc. | −41 | 10,016 | $1,134,412 | |
| GLD | Spdr Gold Trust | −39 | 2,737 | $1,008,256 | |
| PANW | Palo Alto Networks Inc | −35 | 1,318 | $449,464 | |
| CAT | Caterpillar Inc | −21 | 871 | $927,527 | |
| JNJ | Johnson & Johnson | −19 | 6,481 | $1,645,979 | |
| GS | Goldman Sachs Group Inc | −15 | 327 | $330,717 | |
| MS | Morgan Stanley | −13 | 2,223 | $464,695 | |
| JPM | Jpmorgan Chase & Co | −11 | 4,373 | $1,431,414 | |
| BLK | BlackRock, Inc. | −8 | 321 | $308,660 | |
| LDOS | Leidos Holdings, Inc. | −6 | 3,647 | $375,531 | |
| NEE | Nextera Energy Inc | −5 | 3,804 | $333,877 | |
| WM | Waste Management Inc | −1 | 7,359 | $1,640,173 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 4,442 | $620,236 | |
| LRCX | Lam Research Corp | 887 | $384,363 | |
| MRVL | Marvell Technology, Inc. | 1,122 | $334,232 | |
| UNH | Unitedhealth Group Inc | 782 | $325,022 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 565 | $269,827 | |
| GE | General Electric Co | 678 | $253,388 | |
| TXN | Texas Instruments Inc | 806 | $240,244 | |
| SAIC | Science Applications International Corp | 2,044 | $225,678 | |
| LYV | Live Nation Entertainment, Inc. | 1,192 | $218,267 | |
| PNC | Pnc Financial Services Group, Inc. | 885 | $217,904 | |
| HUM | Humana Inc | 542 | $215,293 | |
| CRWD | CrowdStrike Holdings, Inc. | 278 | $212,152 | |
| BA | Boeing Co | 963 | $208,460 | |
| SNDK | Sandisk Corp | 91 | $206,909 | |
| FRT | Federal Realty Investment Trust | 1,670 | $206,144 | |
| AMGN | Amgen Inc | 557 | $201,700 | |
| No positions match the current search. | ||||
74 tracked positions ·
$107,273,315 total
· filing declares
105 positions · $132,175,995
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 233,067 | $31,864,920 | 29.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 10,396 | $9,725,146 | 9.07% | |
| AAPL |
Apple Inc.
Technology
|
Added | 23,566 | $6,819,057 | 6.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,224 | $4,246,710 | 3.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,660 | $4,150,058 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,466 | $3,904,027 | 3.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 13,854 | $3,486,220 | 3.25% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,188 | $2,583,757 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,041 | $2,393,171 | 2.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 22,015 | $1,789,159 | 1.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,481 | $1,645,979 | 1.53% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 7,359 | $1,640,173 | 1.53% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,650 | $1,639,962 | 1.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 8,655 | $1,565,776 | 1.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,373 | $1,431,414 | 1.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,596 | $1,358,389 | 1.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,033 | $1,239,011 | 1.16% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 13,282 | $1,205,208 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 10,016 | $1,134,412 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
Added | 939 | $1,083,878 | 1.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,422 | $1,018,693 | 0.95% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,737 | $1,008,256 | 0.94% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,418 | $929,696 | 0.87% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 871 | $927,527 | 0.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,511 | $851,131 | 0.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 948 | $707,937 | 0.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,187 | $689,540 | 0.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,834 | $685,261 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,361 | $681,030 | 0.63% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,442 | $620,236 | 0.58% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,755 | $611,017 | 0.57% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,676 | $575,018 | 0.54% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 471 | $553,359 | 0.52% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 9,555 | $552,661 | 0.52% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,618 | $509,411 | 0.47% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 7,357 | $502,409 | 0.47% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 2,223 | $464,695 | 0.43% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,318 | $449,464 | 0.42% | |
| T |
At&T Inc.
Communication Services
|
Added | 19,174 | $396,901 | 0.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,436 | $388,165 | 0.36% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 887 | $384,363 | 0.36% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 3,647 | $375,531 | 0.35% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,032 | $375,493 | 0.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 6,074 | $346,096 | 0.32% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 673 | $345,652 | 0.32% | |
| RF |
Regions Financial Corp
Financial Services
|
Held | 11,090 | $334,918 | 0.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 1,122 | $334,232 | 0.31% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,804 | $333,877 | 0.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 327 | $330,717 | 0.31% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 782 | $325,022 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.