Portfolio (Quarterly) Guide ↗

LUTS & GREENLEIGH GROUP, INC.

· CIK 0001967844

13F Portfolio $126M AUM 89 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 29 Added 20 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	771	$255K	0.22%	SOLD
2	ISRG	INTUITIVE SURGICAL INC	Healthcare	425	$241K	0.20%	SOLD
3	TEL	TE CONNECTIVITY PLC	Technology	939	$214K	0.18%	SOLD
4	AXP	AMERICAN EXPRESS CO	Financial Services	571	$211K	0.18%	SOLD
5	SAIC	SCIENCE APPLICATIONS INTL CO	Technology	2,044	$206K	0.17%	SOLD

Sector Allocation

Energy 38.5%

Technology 17.7%

Consumer Defensive 15.2%

Healthcare 8.2%

Financial Services 5.6%

Communication Services 5.0%

Consumer Cyclical 4.5%

Industrials 3.8%

Utilities 1.4%