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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 4,642.0 $558K 0.44% $120.29 -3.7%
42 GRNY TIDAL TRUST I 23,295.0 $556K 0.44% NEW $23.87 +12.6%
43 SYK STRYKER CORPORATION Healthcare 1,675.0 $550K 0.44% $328.59 -2.2%
44 MDLZ MONDELEZ INTL INC Consumer Defensive 9,452.0 $545K 0.43% -104.0 -1.1% $57.64 +6.7%
45 SCHZ SCHWAB STRATEGIC TR 23,412.0 $544K 0.43% $23.22 -1.0%
46 T AT&T INC Communication Services 18,398.0 $533K 0.42% $28.99 -14.0%
47 V VISA INC Financial Services 1,626.0 $491K 0.39% -85.0 -5.0% $302.17 +9.5%
48 EEM ISHARES TR 8,330.0 $473K 0.38% +64.0 +0.8% $56.79 +16.3%
49 CSCO CISCO SYS INC Technology 5,906.0 $458K 0.36% -254.0 -4.1% $77.59 +52.3%
50 SCHH SCHWAB STRATEGIC TR 21,200.0 $456K 0.36% $21.49 +10.1%
51 D DOMINION ENERGY INC Utilities 7,357.0 $455K 0.36% $61.82 +10.5%
52 MA MASTERCARD INCORPORATED Financial Services 802.0 $401K 0.32% $499.66 -0.0%
53 GEV GE VERNOVA INC Utilities 454.0 $396K 0.31% +63.0 +16.1% $872.99 +19.6%
54 DGRW WISDOMTREE TR 4,375.0 $384K 0.30% NEW $87.84 +9.2%
55 MCD MCDONALDS CORP Consumer Cyclical 1,221.0 $380K 0.30% +19.0 +1.6% $310.86 -8.6%
56 MS MORGAN STANLEY Financial Services 2,236.0 $368K 0.29% $164.57 +21.8%
57 NEE NEXTERA ENERGY INC Utilities 3,809.0 $354K 0.28% $92.88 -3.4%
58 CVX CHEVRON CORPORATION Energy 1,706.0 $353K 0.28% $206.93 -7.7%
59 JMEE J P MORGAN EXCHANGE TRADED F 5,115.0 $342K 0.27% +231.0 +4.7% $66.77 +9.1%
60 BLK BLACKROCK INC Financial Services 329.0 $316K 0.25% -29.0 -8.1% $961.71 +10.6%
Page 3 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%