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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.27B
$230 Million 0.22% of portfolio
2,045
Q1 2025 Added 0.05%

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
Track This Portfolio

Track Luts & Greenleigh Group, Inc Portfolio

Follow Luts & Greenleigh Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Luts & Greenleigh Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Luts & Greenleigh Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email