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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
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWS ISHARES TR 9,312.0 $1.4M 1.07% +446.0 +5.0% $145.74 +8.1%
22 JPM JPMORGAN CHASE & CO Financial Services 4,384.0 $1.3M 1.02% $294.16 +3.0%
23 WMT WALMART INC Consumer Defensive 10,057.0 $1.2M 0.99% $124.29 +5.3%
24 ISTB ISHARES TR 25,658.0 $1.2M 0.98% $48.46 -0.6%
25 GLD SPDR GOLD TR Financial Services 2,776.0 $1.2M 0.95% -160.0 -5.5% $430.29 -3.1%
26 GOOG ALPHABET INC Communication Services 4,123.0 $1.2M 0.94% +440.0 +11.9% $286.86 +33.7%
27 EFV ISHARES TR 15,689.0 $1.2M 0.92% +595.0 +3.9% $74.35 +6.2%
28 AVGO BROADCOM INC Technology 3,541.0 $1.1M 0.87% -124.0 -3.4% $309.54 +33.9%
29 EFG ISHARES TR 9,377.0 $1.0M 0.83% +385.0 +4.3% $111.37 +9.0%
30 LLY ELI LILLY & CO Healthcare 1,008.0 $927K 0.73% -25.0 -2.4% $919.96 +13.2%
31 TSLA TESLA INC Consumer Cyclical 2,286.0 $850K 0.67% -35.0 -1.5% $371.70 +12.3%
32 UNP UNION PAC CORP Industrials 3,381.0 $820K 0.65% $242.62 +9.6%
33 META META PLATFORMS INC Communication Services 1,417.0 $810K 0.64% $571.94 +6.2%
34 VGT VANGUARD WORLD FD 1,114.0 $777K 0.62% -16.0 -1.4% $697.83 -83.6%
35 VOO VANGUARD INDEX FDS 1,113.0 $665K 0.53% +14.0 +1.3% $597.61 +14.3%
36 CAT CATERPILLAR INC Industrials 892.0 $632K 0.50% +67.0 +8.1% $708.60 +22.2%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 944.0 $614K 0.49% $650.02 +14.3%
38 BERKSHIRE HATHAWAY INC DEL 1,253.0 $600K 0.48% +37.0 +3.0% $479.20
39 LEIDOS HOLDINGS INC 3,653.0 $568K 0.45% $155.52
40 SCHF SCHWAB STRATEGIC TR 22,617.0 $560K 0.44% $24.75 +10.5%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%