Luts & Greenleigh Group, Inc Portfolio Holdings

Luts & Greenleigh Group, Inc

  • $104 Billion
  • Q2 2025

Luts & Greenleigh Group, Inc has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $25.8B, Costco Wholesale Corp with a value of $10.4B, Microsoft Corp with a value of $5.42B, Apple Inc. with a value of $4.69B, and Nvidia Corp with a value of $3.14B.

Examining the 13F form we can see an increase of $3.66B in the current position value, from $101B to 104B.

Luts & Greenleigh Group, Inc is based out at Bethesda, MD

Below you can find more details about Luts & Greenleigh Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
Energy: $26 Billion
ETFs: $18.3 Billion
Technology: $17.2 Billion
Consumer Defensive: $16.7 Billion
Healthcare: $7.97 Billion
Consumer Cyclical: $4.79 Billion
Communication Services: $4.43 Billion
Financial Services: $4.32 Billion
Other: $4.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$475B
$25.8 Billion 24.75% of portfolio
239,403
Q2 2025 Reduced 0.36%
$434B
$10.4 Billion 9.97% of portfolio
10,504
Q2 2025 Added 0.01%
$3.75T
$5.42 Billion 5.2% of portfolio
10,902
Q2 2025 Added 1.17%
$3.35T
$4.69 Billion 4.5% of portfolio
22,872
Q2 2025 Reduced 1.52%
$409B
$3.14 Billion 3.01% of portfolio
19,894
Q2 2025 Added 0.38%
$339B
$2.58 Billion 2.48% of portfolio
13,917
Q2 2025 Reduced 0.64%
$0
$2.25 Billion 2.16% of portfolio
5,296
Q2 2025 Added 2.08%
$0
$2.03 Billion 1.94% of portfolio
7,088
Q2 2025 Added 17.7%
$231B
$1.99 Billion 1.91% of portfolio
14,654
Q2 2025 Reduced 0.21%
$2.3T
$1.93 Billion 1.85% of portfolio
8,794
Q2 2025 Reduced 0.9%
$379B
$1.78 Billion 1.71% of portfolio
4,859
Q2 2025 Added 0.87%
$94.1B
$1.68 Billion 1.62% of portfolio
7,362
Q2 2025 Added 0.01%
$0
$1.64 Billion 1.57% of portfolio
8,420
Q2 2025 Added 4.88%
$0
$1.58 Billion 1.52% of portfolio
11,395
Q2 2025 Added 2.78%
$300B
$1.56 Billion 1.5% of portfolio
22,056
Q2 2025 Added 0.27%
$280B
$1.55 Billion 1.49% of portfolio
8,533
Q2 2025 Added 0.09%
$847B
$1.28 Billion 1.23% of portfolio
4,413
Q2 2025 Added 2.08%
$0
$1.26 Billion 1.21% of portfolio
25,837
Q2 2025 Reduced 0.22%
$1.07T
$1.21 Billion 1.16% of portfolio
6,880
Q2 2025 Reduced 0.29%
$0
$1.17 Billion 1.12% of portfolio
8,859
Q2 2025 Added 4.69%
$410B
$1.07 Billion 1.03% of portfolio
6,997
Q2 2025 Added 0.29%
$0
$1.01 Billion 0.97% of portfolio
8,999
Q2 2025 Added 2.96%
$1.62T
$1.01 Billion 0.97% of portfolio
1,373
Q2 2025 Added 0.44%
$260B
$977 Million 0.94% of portfolio
9,989
Q2 2025 Added 1.61%
$0
$961 Million 0.92% of portfolio
15,141
Q2 2025 Added 2.44%
$112B
$939 Million 0.9% of portfolio
3,405
Q2 2025 Added 1.31%
$760B
$814 Million 0.78% of portfolio
1,044
Q2 2025 Reduced 1.88%
$143B
$784 Million 0.75% of portfolio
3,407
Q2 2025 Reduced 0.12%
$1.11T
$775 Million 0.74% of portfolio
4,370
Q2 2025 Reduced 1.38%
$106B
$748 Million 0.72% of portfolio
2,454
Q2 2025 Reduced 47.27%
$0
$739 Million 0.71% of portfolio
1,114
Q2 2024 Reduced 30.68%
$92.7B
$710 Million 0.68% of portfolio
10,525
Q2 2025 Added 0.83%
$1T
$711 Million 0.68% of portfolio
2,238
Q2 2025 Reduced 1.02%
$27.1B
$702 Million 0.67% of portfolio
8,825
Q2 2025 Added 0.28%
$148B
$679 Million 0.65% of portfolio
1,717
Q2 2025 Added 0.41%
$573B
$645 Million 0.62% of portfolio
1,818
Q2 2025 Added 4.42%
$0
$597 Million 0.57% of portfolio
967
Q2 2025 Added 36.39%
$0
$596 Million 0.57% of portfolio
1,049
Q4 2024 Added 2.74%
$631B
$594 Million 0.57% of portfolio
1,222
Q2 2025 Added 0.66%
$22.3B
$576 Million 0.55% of portfolio
3,653
Q1 2025 Added 0.16%
$194B
$537 Million 0.52% of portfolio
18,566
Q2 2025 Reduced 8.2%
$0
$544 Million 0.52% of portfolio
23,412
Q1 2025 Reduced 1.97%
$364B
$496 Million 0.48% of portfolio
3,112
Q2 2025 Reduced 4.89%
$0
$500 Million 0.48% of portfolio
22,617
Q2 2025 Added 1.97%
$0
$449 Million 0.43% of portfolio
21,200
Q4 2022 New
$527B
$452 Million 0.43% of portfolio
805
Q2 2025 Reduced 0.74%
$0
$424 Million 0.41% of portfolio
8,796
Q2 2025 Added 15.06%
$562B
$430 Million 0.41% of portfolio
321
Q2 2025 Reduced 1.23%
$278B
$410 Million 0.39% of portfolio
5,912
Q2 2025 Added 2.87%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $104 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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