13F Insight
DOSSIER · 13F-HR · Q2 2026

LUTS & GREENLEIGH GROUP, INC

$132M in tracked AUM across 105 positions as of Q2 2026.

L&
CIK 0001967844 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
105
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LUTS & GREENLEIGH GROUP, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$32M233K24.1%02
COST
COSTCO WHOLESALE CORPORATION
$10M10K7.4%03
AAPL
APPLE INC
$7M24K5.2%04
NVDA
NVIDIA CORPORATION
$4M21K3.2%05
MSFT
MICROSOFT CORP
$4M10K3.0%06
ABBV
ABBVIE INC
$3M14K2.6%07
IWO
ISHARES TR
$3M7K2.0%08
GOOGL
ALPHABET INC
$3M7K2.0%09
IBM
INTERNATIONAL BUSINESS MACHS
$3M9K2.0%10
IWF
ISHARES TR
$3M21K1.9%

Filing history

2026Q2Jun 30
$132M▲ 4.7%
105 positionsView →2026Q1Mar 31
$126M▲ 7.3%
89 positionsView →2025Q4Dec 31
$118M▲ 5.6%
87 positionsView →2025Q3Sep 30
$111M▲ 6.9%
83 positionsView →2025Q2Jun 30
$104M▲ 3.6%
79 positionsLocked2025Q1Mar 31
$101M▼ 0.6%
75 positionsLocked2024Q4Dec 31
$101M▼ 2.8%
78 positionsLocked2024Q3Sep 30
$104M▲ 8.3%
85 positionsLocked2024Q2Jun 30
$96M▲ 21.2%
77 positionsLocked2023Q4Dec 31
$79M▼ 1.6%
62 positionsLocked2023Q3Sep 30
$81M▼ 0.6%
61 positionsLocked2023Q2Jun 30
$81M▲ 2.8%
63 positionsLocked
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