Luts & Greenleigh Group, Inc.

13F filer · CIK 0001967844

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$132MU.S. long equity reported on 13F

Positions7816 new · 3 closed

Net flow last quarter+$4.74MBuys minus sells

Top 10 positions weight52.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202678 positions
XOMExxonMobil Holdings Corp	$31.9M	24.11%	0.01%	-0.3%	Q4 2022
COSTCostco Wholesale Corp	$9.73M	7.36%	0.00%	-0.4%	Q4 2022
AAPLApple Inc.	$6.82M	5.16%	0.00%	+2.2%	Q4 2022
NVDANvidia Corp	$4.25M	3.21%	0.00%	+2.6%	Q1 2023
MSFTMicrosoft Corp	$3.9M	2.95%	0.00%	+1.2%	Q4 2022
ABBVAbbVie Inc.	$3.49M	2.64%	0.00%	+0.4%	Q4 2022
GOOGLAlphabet Inc.	$2.67M	2.02%	0.00%	+2.0%	Q4 2022
IBMInternational Business Machines Corp	$2.58M	1.95%	0.00%	+4.2%	Q4 2023
AMZNAmazon Com Inc	$2.39M	1.81%	0.00%	+13.6%	Q4 2022
KOCoca Cola Co	$1.79M	1.35%	0.00%	+0.3%	Q4 2022
JNJJohnson & Johnson	$1.65M	1.25%	0.00%	-0.3%	Q4 2022
WMWaste Management Inc	$1.64M	1.24%	0.00%	0.0%	Q4 2022
HDHome Depot, Inc.	$1.64M	1.24%	0.00%	-1.4%	Q4 2022
PMPhilip Morris International Inc.	$1.57M	1.18%	0.00%	+1.4%	Q4 2022
IWSImageware Systems Inc	$1.53M	1.16%	Not reported	-0.1%	Q4 2022
GOOGAlphabet Inc.	$1.48M	1.12%	Not reported	+1.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.43M	1.08%	0.00%	-0.3%	Q4 2022
AVGOBroadcom Inc.	$1.36M	1.03%	0.00%	+1.6%	Q2 2024
LLYELI LILLY & Co	$1.24M	0.94%	0.00%	+2.5%	Q3 2023
ABTAbbott Laboratories	$1.21M	0.91%	0.00%	-6.0%	Q4 2022
WMTWalmart Inc.	$1.13M	0.86%	0.00%	-0.4%	Q4 2022
MUMicron Technology Inc	$1.08M	0.82%	0.00%	+16.9%	Q4 2025
TSLATesla, Inc.	$1.02M	0.77%	0.00%	+6.0%	Q2 2024
GLDSPDR Gold Trust	$1.01M	0.76%	0.00%	-1.4%	Q4 2022
UNPUnion Pacific Corp	$930K	0.70%	0.00%	+1.1%	Q4 2022
CATCaterpillar Inc	$928K	0.70%	0.00%	-2.4%	Q4 2023
METAMeta Platforms, Inc.	$851K	0.64%	Not reported	+6.6%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$708K	0.54%	Not reported	+0.4%	Q3 2023
AMDAdvanced Micro Devices Inc	$690K	0.52%	0.00%	+3.5%	Q4 2025
CSCOCisco Systems, Inc.	$685K	0.52%	0.00%	-1.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$681K	0.52%	Not reported	+8.6%	Q2 2024
INTCIntel Corp	$620K	0.47%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$611K	0.46%	0.00%	+2.4%	Q4 2022
VVisa Inc.	$575K	0.44%	0.00%	+3.1%	Q2 2024
GEVGE Vernova Inc.	$553K	0.42%	0.00%	+3.7%	Q3 2025
MDLZMondelez International, Inc.	$553K	0.42%	0.00%	+1.1%	Q4 2022
SYKStryker Corp	$509K	0.39%	0.00%	-3.4%	Q4 2022
DDominion Energy, Inc	$502K	0.38%	0.00%	Not reported	Q1 2023
MSMorgan Stanley	$465K	0.35%	0.00%	-0.6%	Q2 2024
PANWPalo Alto Networks Inc	$449K	0.34%	0.00%	-2.6%	Q2 2024
TAt&T Inc.	$397K	0.30%	0.00%	+4.2%	Q2 2024
MCDMcdonalds Corp	$388K	0.29%	0.00%	+17.6%	Q4 2022
LRCXLam Research Corp	$384K	0.29%	0.00%	New	Q2 2026
LDOSLeidos Holdings, Inc.	$376K	0.28%	0.00%	-0.2%	Q2 2024
QCOMQualcomm Inc	$375K	0.28%	0.00%	+5.5%	Q4 2022
BACBank of America Corp	$346K	0.26%	0.00%	-2.1%	Q2 2024
MAMastercard Inc	$346K	0.26%	0.00%	-16.1%	Q4 2022
RFRegions Financial Corp	$335K	0.25%	0.00%	Not reported	Q4 2022
MRVLMarvell Technology, Inc.	$334K	0.25%	0.00%	New	Q2 2026
NEENextera Energy Inc	$334K	0.25%	0.00%	-0.1%	Q4 2022

Q1 2026Reported May 5, 202665 positions
XOMExxonMobil Holdings Corp	$39.6M	31.39%	0.01%	-4.9%	Q4 2022
COSTCostco Wholesale Corp	$10.4M	8.24%	0.00%	+0.1%	Q4 2022
AAPLApple Inc.	$5.85M	4.64%	0.00%	0.0%	Q4 2022
MSFTMicrosoft Corp	$3.83M	3.03%	0.00%	-6.4%	Q4 2022
NVDANvidia Corp	$3.61M	2.86%	0.00%	-0.7%	Q1 2023
ABBVAbbVie Inc.	$3M	2.38%	0.00%	-0.4%	Q4 2022
IBMInternational Business Machines Corp	$2.14M	1.69%	0.00%	-2.4%	Q4 2023
GOOGLAlphabet Inc.	$2.11M	1.67%	0.00%	+1.5%	Q4 2022
AMZNAmazon Com Inc	$1.84M	1.46%	0.00%	-0.1%	Q4 2022
WMWaste Management Inc	$1.69M	1.34%	0.00%	0.0%	Q4 2022
KOCoca Cola Co	$1.67M	1.32%	0.00%	+0.3%	Q4 2022
JNJJohnson & Johnson	$1.59M	1.26%	0.00%	+1.7%	Q4 2022
HDHome Depot, Inc.	$1.55M	1.23%	0.00%	-1.3%	Q4 2022
ABTAbbott Laboratories	$1.45M	1.15%	0.00%	-1.8%	Q4 2022
PMPhilip Morris International Inc.	$1.41M	1.12%	0.00%	+0.2%	Q4 2022
IWSImageware Systems Inc	$1.36M	1.07%	Not reported	+5.0%	Q4 2022
JPMJPMorgan Chase & Co	$1.29M	1.02%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$1.25M	0.99%	0.00%	+0.3%	Q4 2022
GLDSPDR Gold Trust	$1.19M	0.95%	0.00%	-5.5%	Q4 2022
GOOGAlphabet Inc.	$1.18M	0.94%	Not reported	+12.0%	Q4 2022
AVGOBroadcom Inc.	$1.1M	0.87%	0.00%	-3.4%	Q2 2024
LLYELI LILLY & Co	$927K	0.73%	0.00%	-2.4%	Q3 2023
TSLATesla, Inc.	$850K	0.67%	0.00%	-1.5%	Q2 2024
UNPUnion Pacific Corp	$820K	0.65%	0.00%	0.0%	Q4 2022
METAMeta Platforms, Inc.	$810K	0.64%	Not reported	+0.1%	Q2 2024
CATCaterpillar Inc	$632K	0.50%	0.00%	+8.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$614K	0.49%	Not reported	+0.2%	Q3 2023
BRK.BBerkshire Hathaway Inc	$600K	0.48%	Not reported	+3.0%	Q2 2024
LDOSLeidos Holdings, Inc.	$568K	0.45%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$558K	0.44%	0.00%	+0.2%	Q4 2022
SYKStryker Corp	$550K	0.44%	0.00%	-0.5%	Q4 2022
MDLZMondelez International, Inc.	$545K	0.43%	0.00%	-1.1%	Q4 2022
TAt&T Inc.	$533K	0.42%	0.00%	+0.4%	Q2 2024
VVisa Inc.	$491K	0.39%	0.00%	-5.0%	Q2 2024
CSCOCisco Systems, Inc.	$458K	0.36%	0.00%	-4.1%	Q4 2022
DDominion Energy, Inc	$455K	0.36%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$401K	0.32%	0.00%	-0.5%	Q4 2022
GEVGE Vernova Inc.	$396K	0.31%	0.00%	+16.1%	Q3 2025
MCDMcdonalds Corp	$380K	0.30%	0.00%	+1.6%	Q4 2022
MSMorgan Stanley	$368K	0.29%	0.00%	-0.4%	Q2 2024
NEENextera Energy Inc	$354K	0.28%	0.00%	+0.1%	Q4 2022
CVXChevron Corp	$353K	0.28%	0.00%	Not reported	Q4 2022
BLKBlackRock, Inc.	$316K	0.25%	0.00%	-8.1%	Q4 2022
HONHoneywell International Inc	$314K	0.25%	0.00%	-0.6%	Q4 2022
BACBank of America Corp	$302K	0.24%	0.00%	-0.5%	Q2 2024
GSGoldman Sachs Group Inc	$290K	0.23%	0.00%	+0.6%	Q2 2025
RFRegions Financial Corp	$290K	0.23%	0.00%	Not reported	Q4 2022
SOSouthern Co	$288K	0.23%	0.00%	+2.2%	Q2 2024
NFLXNetflix Inc	$287K	0.23%	0.00%	-0.2%	Q2 2024
JAVASun Microsystems, Inc.	$278K	0.22%	Not reported	+6.9%	Q3 2025

Q4 2025Reported Jan 26, 202668 positions
XOMExxonMobil Holdings Corp	$29.6M	25.12%	0.01%	+2.5%	Q4 2022
COSTCostco Wholesale Corp	$8.99M	7.64%	0.00%	-0.8%	Q4 2022
AAPLApple Inc.	$6.27M	5.33%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$5.34M	4.54%	0.00%	-0.3%	Q4 2022
NVDANvidia Corp	$3.88M	3.30%	0.00%	+2.4%	Q1 2023
ABBVAbbVie Inc.	$3.17M	2.69%	0.00%	-0.1%	Q4 2022
IBMInternational Business Machines Corp	$2.68M	2.27%	0.00%	+597.1%	Q4 2023
GOOGLAlphabet Inc.	$2.26M	1.92%	0.00%	+2.4%	Q4 2022
AMZNAmazon Com Inc	$2.04M	1.74%	0.00%	+1.8%	Q4 2022
ABTAbbott Laboratories	$1.8M	1.53%	0.00%	-1.0%	Q4 2022
HDHome Depot, Inc.	$1.64M	1.40%	0.00%	-1.7%	Q4 2022
WMWaste Management Inc	$1.62M	1.37%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$1.53M	1.30%	0.00%	-0.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.41M	1.20%	0.00%	+0.1%	Q4 2022
PMPhilip Morris International Inc.	$1.37M	1.16%	0.00%	-0.4%	Q4 2022
JNJJohnson & Johnson	$1.32M	1.12%	0.00%	-1.9%	Q4 2022
AVGOBroadcom Inc.	$1.27M	1.08%	0.00%	+1.9%	Q2 2024
IWSImageware Systems Inc	$1.25M	1.06%	Not reported	+1.6%	Q4 2022
GLDSPDR Gold Trust	$1.16M	0.99%	0.00%	+7.1%	Q4 2022
GOOGAlphabet Inc.	$1.16M	0.98%	Not reported	-14.1%	Q4 2022
WMTWalmart Inc.	$1.12M	0.95%	0.00%	+0.3%	Q4 2022
LLYELI LILLY & Co	$1.11M	0.94%	0.00%	+4.2%	Q3 2023
TSLATesla, Inc.	$1.04M	0.89%	0.00%	+2.5%	Q2 2024
METAMeta Platforms, Inc.	$935K	0.79%	Not reported	+0.1%	Q2 2024
UNPUnion Pacific Corp	$782K	0.66%	0.00%	Not reported	Q4 2022
LDOSLeidos Holdings, Inc.	$659K	0.56%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$643K	0.55%	Not reported	Not reported	Q3 2023
TTTrane Technologies plc	$614K	0.52%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$611K	0.52%	Not reported	+1.1%	Q2 2024
VVisa Inc.	$600K	0.51%	0.00%	-3.8%	Q2 2024
SYKStryker Corp	$592K	0.50%	0.00%	-2.4%	Q4 2022
MDLZMondelez International, Inc.	$514K	0.44%	0.00%	-6.0%	Q4 2022
MRKMerck & Co., Inc.	$488K	0.41%	0.00%	-1.7%	Q4 2022
CSCOCisco Systems, Inc.	$474K	0.40%	0.00%	+1.1%	Q4 2022
CATCaterpillar Inc	$473K	0.40%	0.00%	+14.4%	Q4 2023
MAMastercard Inc	$460K	0.39%	0.00%	+0.3%	Q4 2022
TAt&T Inc.	$455K	0.39%	0.00%	-2.0%	Q2 2024
DDominion Energy, Inc	$431K	0.37%	0.00%	+31.5%	Q1 2023
MSMorgan Stanley	$398K	0.34%	0.00%	Not reported	Q2 2024
BLKBlackRock, Inc.	$383K	0.33%	0.00%	-0.8%	Q4 2022
PGPROCTER & GAMBLE Co	$373K	0.32%	0.00%	-13.5%	Q4 2022
MCDMcdonalds Corp	$367K	0.31%	0.00%	-3.7%	Q4 2022
BACBank of America Corp	$343K	0.29%	0.00%	+0.5%	Q2 2024
QCOMQualcomm Inc	$343K	0.29%	0.00%	Not reported	Q4 2022
NEENextera Energy Inc	$305K	0.26%	0.00%	Not reported	Q4 2022
RFRegions Financial Corp	$301K	0.26%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$299K	0.25%	0.00%	+3.7%	Q2 2025
PEPPepsico Inc	$283K	0.24%	0.00%	-5.9%	Q4 2022
PLTRPalantir Technologies Inc.	$282K	0.24%	0.00%	+12.9%	Q3 2025
NFLXNetflix Inc	$280K	0.24%	0.00%	-3.2%	Q2 2024

Q3 2025Reported Nov 7, 202564 positions
XOMExxonMobil Holdings Corp	$27M	24.27%	0.01%	+0.2%	Q4 2022
COSTCostco Wholesale Corp	$9.73M	8.74%	0.00%	+0.1%	Q4 2022
AAPLApple Inc.	$5.86M	5.26%	0.00%	+0.6%	Q4 2022
MSFTMicrosoft Corp	$5.74M	5.15%	0.00%	+1.6%	Q4 2022
NVDANvidia Corp	$3.79M	3.41%	0.00%	+2.2%	Q1 2023
ABBVAbbVie Inc.	$3.21M	2.88%	0.00%	-0.3%	Q4 2022
HDHome Depot, Inc.	$1.97M	1.77%	0.00%	-0.1%	Q4 2022
ABTAbbott Laboratories	$1.95M	1.75%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$1.91M	1.71%	0.00%	-1.2%	Q4 2022
GOOGLAlphabet Inc.	$1.72M	1.54%	0.00%	+2.6%	Q4 2022
WMWaste Management Inc	$1.63M	1.46%	0.00%	0.0%	Q4 2022
KOCoca Cola Co	$1.46M	1.31%	0.00%	-0.4%	Q4 2022
PMPhilip Morris International Inc.	$1.39M	1.25%	0.00%	+0.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.38M	1.24%	0.00%	-0.8%	Q4 2022
IWSImageware Systems Inc	$1.22M	1.09%	Not reported	-1.5%	Q4 2022
JNJJohnson & Johnson	$1.21M	1.08%	0.00%	-6.9%	Q4 2022
AVGOBroadcom Inc.	$1.19M	1.07%	0.00%	+5.7%	Q2 2024
GOOGAlphabet Inc.	$1.04M	0.94%	Not reported	-1.9%	Q4 2022
METAMeta Platforms, Inc.	$1.04M	0.93%	Not reported	+3.1%	Q2 2024
WMTWalmart Inc.	$1.03M	0.92%	0.00%	+0.1%	Q4 2022
TSLATesla, Inc.	$1.01M	0.90%	0.00%	+1.2%	Q2 2024
GLDSPDR Gold Trust	$975K	0.87%	0.00%	+11.7%	Q4 2022
UNPUnion Pacific Corp	$799K	0.72%	0.00%	-0.8%	Q4 2022
LLYELI LILLY & Co	$756K	0.68%	0.00%	-5.1%	Q3 2023
LDOSLeidos Holdings, Inc.	$690K	0.62%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$637K	0.57%	0.00%	+0.4%	Q4 2022
MDLZMondelez International, Inc.	$635K	0.57%	0.00%	-3.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$628K	0.56%	Not reported	-2.6%	Q3 2023
VVisa Inc.	$607K	0.54%	0.00%	-2.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$605K	0.54%	Not reported	-1.6%	Q2 2024
TAt&T Inc.	$528K	0.47%	0.00%	+0.8%	Q2 2024
PGPROCTER & GAMBLE Co	$463K	0.42%	0.00%	-3.3%	Q4 2022
MAMastercard Inc	$457K	0.41%	0.00%	-0.1%	Q4 2022
ORCLOracle Corp	$443K	0.40%	0.00%	-0.1%	Q2 2025
BLKBlackRock, Inc.	$420K	0.38%	0.00%	+0.3%	Q4 2022
CSCOCisco Systems, Inc.	$417K	0.37%	0.00%	+3.0%	Q4 2022
MRKMerck & Co., Inc.	$395K	0.35%	0.00%	0.0%	Q4 2022
MCDMcdonalds Corp	$379K	0.34%	0.00%	+0.1%	Q4 2022
NFLXNetflix Inc	$370K	0.33%	0.00%	-3.7%	Q2 2024
IBMInternational Business Machines Corp	$366K	0.33%	0.00%	+4.8%	Q4 2023
MSMorgan Stanley	$357K	0.32%	0.00%	+2.0%	Q2 2024
CATCaterpillar Inc	$344K	0.31%	0.00%	+4.6%	Q4 2023
DDominion Energy, Inc	$342K	0.31%	0.00%	-1.3%	Q1 2023
QCOMQualcomm Inc	$333K	0.30%	0.00%	+0.1%	Q4 2022
BACBank of America Corp	$320K	0.29%	0.00%	-0.4%	Q2 2024
PEPPepsico Inc	$294K	0.26%	0.00%	+6.1%	Q4 2022
RFRegions Financial Corp	$292K	0.26%	0.00%	Not reported	Q4 2022
HONHoneywell International Inc	$288K	0.26%	0.00%	+1.4%	Q4 2022
NEENextera Energy Inc	$287K	0.26%	0.00%	-0.4%	Q4 2022
SOSouthern Co	$277K	0.25%	0.00%	-1.9%	Q2 2024

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