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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$25.8 Billion 24.75% of portfolio
239,403
Q2 2025 Reduced 0.36%
$439B
$10.4 Billion 9.97% of portfolio
10,504
Q2 2025 Added 0.01%
$3.95T
$5.42 Billion 5.2% of portfolio
10,902
Q2 2025 Added 1.17%
$3.69T
$4.69 Billion 4.5% of portfolio
22,872
Q2 2025 Reduced 1.52%
$456B
$3.14 Billion 3.01% of portfolio
19,894
Q2 2025 Added 0.38%
$351B
$2.58 Billion 2.48% of portfolio
13,917
Q2 2025 Reduced 0.64%
$229B
$1.99 Billion 1.91% of portfolio
14,654
Q2 2025 Reduced 0.21%
$2.26T
$1.93 Billion 1.85% of portfolio
8,794
Q2 2025 Reduced 0.9%
$405B
$1.78 Billion 1.71% of portfolio
4,859
Q2 2025 Added 0.87%
$95.6B
$1.68 Billion 1.62% of portfolio
7,362
Q2 2025 Added 0.01%
$306B
$1.56 Billion 1.5% of portfolio
22,056
Q2 2025 Added 0.27%
$261B
$1.55 Billion 1.49% of portfolio
8,533
Q2 2025 Added 0.09%
$859B
$1.28 Billion 1.23% of portfolio
4,413
Q2 2025 Added 2.08%
$1.21T
$1.21 Billion 1.16% of portfolio
6,880
Q2 2025 Reduced 0.29%
$452B
$1.07 Billion 1.03% of portfolio
6,997
Q2 2025 Added 0.29%
$1.78T
$1.01 Billion 0.97% of portfolio
1,373
Q2 2025 Added 0.44%
$127B
$939 Million 0.9% of portfolio
3,405
Q2 2025 Added 1.31%
$608B
$814 Million 0.78% of portfolio
1,044
Q2 2025 Reduced 1.88%
$135B
$784 Million 0.75% of portfolio
3,407
Q2 2025 Reduced 0.12%
$1.24T
$775 Million 0.74% of portfolio
4,370
Q2 2025 Reduced 1.38%
$84.1B
$710 Million 0.68% of portfolio
10,525
Q2 2025 Added 0.83%
$1.08T
$711 Million 0.68% of portfolio
2,238
Q2 2025 Reduced 1.02%
$27.3B
$702 Million 0.67% of portfolio
8,825
Q2 2025 Added 0.28%
$142B
$679 Million 0.65% of portfolio
1,717
Q2 2025 Added 0.41%
$551B
$645 Million 0.62% of portfolio
1,818
Q2 2025 Added 4.42%
$621B
$594 Million 0.57% of portfolio
1,222
Q2 2025 Added 0.66%
$24.3B
$576 Million 0.55% of portfolio
3,653
Q1 2025 Added 0.16%
$203B
$537 Million 0.52% of portfolio
18,566
Q2 2025 Reduced 8.2%
$368B
$496 Million 0.48% of portfolio
3,112
Q2 2025 Reduced 4.89%
$548B
$452 Million 0.43% of portfolio
805
Q2 2025 Reduced 0.74%
$545B
$430 Million 0.41% of portfolio
321
Q2 2025 Reduced 1.23%
$293B
$410 Million 0.39% of portfolio
5,912
Q2 2025 Added 2.87%
$203B
$373 Million 0.36% of portfolio
4,708
Q2 2025 Added 3.77%
$210B
$365 Million 0.35% of portfolio
1,237
Q2 2025 Reduced 6.07%
$222B
$364 Million 0.35% of portfolio
1,247
Q2 2025 Reduced 0.16%
$684B
$345 Million 0.33% of portfolio
1,577
Q2 2025 New
$51B
$320 Million 0.31% of portfolio
5,670
Q2 2025 Reduced 2.24%
$173B
$319 Million 0.31% of portfolio
2,002
Q2 2025 Reduced 20.33%
$250B
$310 Million 0.3% of portfolio
2,201
Q2 2025 Reduced 0.63%
$146B
$314 Million 0.3% of portfolio
1,347
Q2 2025 Added 1.2%
$381B
$294 Million 0.28% of portfolio
6,223
Q2 2025 Added 5.98%
$218B
$267 Million 0.26% of portfolio
689
Q2 2025 Reduced 17.09%
$102B
$274 Million 0.26% of portfolio
2,979
Q2 2025 Added 0.1%
$141B
$265 Million 0.25% of portfolio
3,821
Q2 2025 Reduced 2.1%
$202B
$261 Million 0.25% of portfolio
1,975
Q2 2025 Reduced 3.38%
$52.5B
$264 Million 0.25% of portfolio
1,289
Q2 2025 Added 0.39%
$23.7B
$261 Million 0.25% of portfolio
11,090
Q2 2025 Reduced 0.18%
$172B
$255 Million 0.24% of portfolio
248
Q2 2025 New
$182B
$250 Million 0.24% of portfolio
5,770
Q2 2025 Reduced 5.11%

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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