LUTS & GREENLEIGH GROUP, INC.

CIK: 0001967844SEC EDGAR →

Portfolio Value

$117.7B

Holdings

87

As of

Q4 2025

New Positions

6

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

EXXON MOBIL CORP

245,682$29.6B
25.12%
2

COSTCO WHSL CORP NEW

10,430$9.0B
7.64%
3

APPLE INC

23,075$6.3B
5.33%
4

MICROSOFT CORP

11,042$5.3B
4.54%
5

NVIDIA CORPORATION

20,828$3.9B
3.30%
6

ABBVIE INC

13,854$3.2B
2.69%
7

INTERNATIONAL BUSINESS MACHS

9,034$2.7B
2.27%
8

ISHARES TR

5,086$2.4B
2.04%
9

ALPHABET INC

7,232$2.3B
1.92%
10

ISHARES TR

6,882$2.2B
1.89%

Quarterly Changes

Top Buys

XOM↑ Increased
$2.5B
IBM↑ Increased
$2.3B
TTNEW
$614.0M
GOOGL↑ Increased
$546.4M
AAPL↑ Increased
$414.5M

Top Sells

COST↓ Decreased
$739.7M
KELCLOSED
$722.2M
MSFT↓ Decreased
$395.0M
HD↓ Decreased
$324.3M
NOWCLOSED
$227.3M

New Positions (7)

$614.0M · 2K shares
$249.0M · 3K shares
$240.0M · 425 shares
$230.0M · 1K shares
$213.0M · 4K shares
$211.0M · 571 shares
$211.0M · 740 shares

Closed Positions (3)

$722.2M · 9K shares
$227.3M · 247 shares
$204.6M · 7K shares

Sector Breakdown

Sector# HoldingsValue%
Energy2$29.8B25.3%
Financial Services32$24.3B20.7%
Technology15$22.6B19.2%
Consumer Defensive6$12.8B10.9%
Healthcare9$9.2B7.8%
Consumer Cyclical4$5.1B4.3%
Communication Services5$5.1B4.3%
Industrials6$4.0B3.4%
Unknown4$3.5B3.0%
Utilities4$1.2B1.1%