LUTS & GREENLEIGH GROUP, INC.

CIK

1967844

Location

BETHESDA, MD

Portfolio Value

Small $133,180,390

Diversification

Diversified

Filing Date

Global Rank

#7,807 / 8,827 ▼ 275 · as of Jun 2026

Top Industry

Oil & Gas Integrated 32.4%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.7% of the book (60%+)

Turnover

Low turnover

5.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 59.0%; sector active share 36.2% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

101 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.8%

+2.6 pts

Top 5

52.9%

+3.6 pts

Top 10

65.5%

+2.8 pts

HHI

962

Diversified+133

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Energy	27.0%	$35,933,911	2
Technology	20.5%	$27,312,807	19
Unclassified	16.7%	$22,191,538	32
Consumer Defensive	11.1%	$14,813,779	6
Healthcare	7.5%	$9,942,113	10
Communication Services	4.6%	$6,135,364	7
Industrials	4.1%	$5,433,550	7
Consumer Cyclical	4.0%	$5,362,308	5
Financial Services	3.8%	$5,063,210	10
Utilities	0.7%	$991,810	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAT	Caterpillar Inc	+1,382	2,253	$1,826,709
CRWD	CrowdStrike Holdings, Inc.	+917	1,195	$316,376
AAPL	Apple Inc.	+524	24,090	$8,022,451
TSLA	Tesla, Inc.	+438	2,860	$1,014,756
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+352	9,265	$1,164,332
GLD	Spdr Gold Trust	+329	3,066	$1,167,655
JAVA	JPMorgan Active Value ETF	+244	4,110	$327,649
JGRO	JPMorgan Active Growth ETF	+210	3,066	$296,114
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	+200	5,315	$391,077
KO	Coca Cola Co	+180	22,195	$1,910,545
INTC	Intel Corp	+163	4,605	$553,659
JIVE	JPMorgan International Value ETF	+150	2,502	$238,240
ABBV	AbbVie Inc.	+150	14,004	$3,663,306
JPME	JPMorgan Diversified Return U.S. Mid Cap Equity ETF	+124	2,717	$323,159
JIG	JPMorgan International Growth ETF	+115	2,422	$203,012
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+90	2,952	$321,295
V	Visa Inc.	+86	1,762	$633,139
MRK	Merck & Co., Inc.	+50	4,805	$698,214
META	Meta Platforms, Inc.	+28	1,539	$1,116,052
LDOS	Leidos Holdings, Inc.	+15	3,662	$446,141
JNJ	Johnson & Johnson	+11	6,492	$1,718,692
VOO	VANGUARD 500 INDEX FUND	+10	1,131	$792,672
MA	Mastercard Inc	+5	678	$373,896
PANW	Palo Alto Networks Inc	+3	1,321	$524,846
PM	Philip Morris International Inc.	+1	8,656	$1,651,737
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−14,147	218,920	$35,629,230
ISTB	iShares Core 1-5 Year USD Bond ETF	−1,226	24,350	$1,150,537
TRUT	VanEck Technology TruSector ETF	−979	6,369	$213,463
T	At&T Inc.	−434	18,740	$457,256
NVDA	Nvidia Corp	−339	20,885	$4,769,716
MSFT	Microsoft Corp	−248	10,218	$5,240,812
IBM	International Business Machines Corp	−232	8,956	$1,969,693
ABT	Abbott Laboratories	−219	13,063	$1,291,016
GOOG	Alphabet Inc.	−216	3,961	$1,349,671
IWF	iShares Russell 1000 Growth ETF	−193	20,499	$2,567,704
EFV	iShares MSCI EAFE Value ETF	−192	15,527	$1,228,806
—		−148	11,610	$0
GOOGL	Alphabet Inc.	−139	7,344	$2,526,923
EFG	iShares MSCI EAFE Growth ETF	−121	9,284	$1,112,500
VZ	Verizon Communications Inc	−121	4,877	$223,707
IWD	iShares Russell 1000 Value ETF	−108	8,654	$2,145,586
AVGO	Broadcom Inc.	−103	3,493	$1,226,706
IWS	iShares Russell Mid-Cap Value ETF	−100	9,207	$1,479,933
NFLX	Netflix Inc	−98	3,736	$259,950
QCOM	Qualcomm Inc	−91	1,941	$357,221
PG	PROCTER & GAMBLE Co	−83	1,406	$204,263
AMZN	Amazon Com Inc	−77	9,964	$2,482,530
—		−76	8,396	$0
EEM	iShares MSCI Emerging Markets ETF	−70	8,267	$552,152
HD	Home Depot, Inc.	−67	4,583	$1,303,817
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,499	$280,387
CASY	Caseys General Stores Inc	383	$233,040
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	1,834	$248,323
PNC	Pnc Financial Services Group, Inc.	885	$217,904
ORCL	Oracle Corp	1,437	$210,592
BA	Boeing Co	963	$208,460
SNDK	Sandisk Corp	91	$206,909
FRT	Federal Realty Investment Trust	1,670	$206,144
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $133,180,390 total · filing declares 101 positions · $137,185,650 · as of Sep 30, 2026

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

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	ExxonMobil Holdings Corp Energy	Reduced	218,920	-14,147	$35,629,230	+11.8%	26.75%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	10,391	-5	$9,459,342	−2.7%	7.10%
AAPL	Apple Inc. Technology	Added	24,090	+524	$8,022,451	+17.6%	6.02%
MSFT	Microsoft Corp Technology	Reduced	10,218	-248	$5,240,812	+34.2%	3.94%
NVDA	Nvidia Corp Technology	Reduced	20,885	-339	$4,769,716	+12.3%	3.58%
ABBV	AbbVie Inc. Healthcare	Added	14,004	+150	$3,663,306	+5.1%	2.75%
IWF	iShares Russell 1000 Growth ETF	Reduced	20,499	-193	$2,567,704	−0.1%	1.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,344	-139	$2,526,923	−5.5%	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,964	-77	$2,482,530	+3.7%	1.86%
IWO	iShares Russell 2000 Growth ETF	Reduced	6,794	-57	$2,424,778	−10.2%	1.82%
IWD	iShares Russell 1000 Value ETF	Reduced	8,654	-108	$2,145,586	+1.0%	1.61%
IBM	International Business Machines Corp Technology	Reduced	8,956	-232	$1,969,693	−23.8%	1.48%
KO	Coca Cola Co Consumer Defensive	Added	22,195	+180	$1,910,545	+6.8%	1.43%
CAT	Caterpillar Inc Industrials	Added	2,253	+1,382	$1,826,709	+96.9%	1.37%
JNJ	Johnson & Johnson Healthcare	Added	6,492	+11	$1,718,692	+4.4%	1.29%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,656	+1	$1,651,737	+5.5%	1.24%
WM	Waste Management Inc Industrials	Held	7,359	0	$1,500,647	−8.5%	1.13%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	9,207	-100	$1,479,933	−3.4%	1.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,334	-39	$1,433,817	+0.2%	1.08%
GOOG	Alphabet Inc. Communication Services	Reduced	3,961	-216	$1,349,671	−8.6%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,583	-67	$1,303,817	−20.5%	0.98%
ABT	Abbott Laboratories Healthcare	Reduced	13,063	-219	$1,291,016	+7.1%	0.97%
EFV	iShares MSCI EAFE Value ETF	Reduced	15,527	-192	$1,228,806	+2.1%	0.92%
AVGO	Broadcom Inc. Technology	Reduced	3,493	-103	$1,226,706	−9.7%	0.92%
LLY	ELI LILLY & Co Healthcare	Reduced	1,011	-22	$1,169,807	−5.6%	0.88%
GLD	Spdr Gold Trust	Added	3,066	+329	$1,167,655	+15.8%	0.88%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	9,265	+352	$1,164,332	+9.3%	0.87%
ISTB	iShares Core 1-5 Year USD Bond ETF	Reduced	24,350	-1,226	$1,150,537	−6.8%	0.86%
META	Meta Platforms, Inc. Communication Services	Added	1,539	+28	$1,116,052	+31.1%	0.84%
EFG	iShares MSCI EAFE Growth ETF	Reduced	9,284	-121	$1,112,500	−4.9%	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,972	-44	$1,036,290	−8.6%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,860	+438	$1,014,756	−0.4%	0.76%
MU	Micron Technology Inc Technology	Reduced	880	-59	$937,296	−13.5%	0.70%
UNP	Union Pacific Corp Industrials	Held	3,418	0	$930,140	+0.0%	0.70%
VOO	VANGUARD 500 INDEX FUND	Added	1,131	+10	$792,672	+3.0%	0.60%
AMD	Advanced Micro Devices Inc Technology	Held	1,187	0	$726,159	+5.3%	0.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	944	-4	$719,922	+1.7%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	4,805	+50	$698,214	+14.3%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,356	-5	$675,220	−0.9%	0.51%
V	Visa Inc. Financial Services	Added	1,762	+86	$633,139	+10.1%	0.48%
CSCO	Cisco Systems, Inc. Technology	Held	5,834	0	$627,913	−8.4%	0.47%
SCHF	Schwab International Equity ETF	Held	22,617	0	$621,288	−0.8%	0.47%
INTC	Intel Corp Technology	Added	4,605	+163	$553,659	−10.7%	0.42%
EEM	iShares MSCI Emerging Markets ETF	Reduced	8,267	-70	$552,152	−3.2%	0.41%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	9,540	-15	$551,602	−0.2%	0.41%
PANW	Palo Alto Networks Inc Technology	Added	1,321	+3	$524,846	+16.8%	0.39%
SCHZ	Schwab U.S. Aggregate Bond ETF	Held	23,412	0	$517,405	−4.5%	0.39%
SCHH	Schwab U.S. REIT ETF	Held	21,200	0	$467,248	−6.9%	0.35%
T	At&T Inc. Communication Services	Reduced	18,740	-434	$457,256	+15.2%	0.34%
LDOS	Leidos Holdings, Inc. Technology	Added	3,662	+15	$446,141	+18.8%	0.33%

Showing the top 50 of 101 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.