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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON HONEYWELL INTL INC Industrials 1,388.0 $314K 0.25% -8.0 -0.6% $226.04 -1.0%
62 XLY SELECT SECTOR SPDR TR 2,862.0 $312K 0.25% $108.98 +8.9%
63 BAC BANK AMERICA CORP Financial Services 6,205.0 $302K 0.24% $48.75 +5.6%
64 JPME J P MORGAN EXCHANGE TRADED F 2,593.0 $297K 0.23% +134.0 +5.5% $114.53 +5.2%
65 GS GOLDMAN SACHS GROUP INC Financial Services 342.0 $290K 0.23% +2.0 +0.6% $847.13 +16.6%
66 RF REGIONS FINANCIAL CORP NEW Financial Services 11,090.0 $290K 0.23% $26.12 +5.4%
67 SO SOUTHERN CO Utilities 2,988.0 $288K 0.23% +63.0 +2.1% $96.51 -3.0%
68 NFLX NETFLIX INC. Communication Services 2,984.0 $287K 0.23% $96.15 -7.1%
69 JAVA J P MORGAN EXCHANGE TRADED F 3,871.0 $278K 0.22% +249.0 +6.9% $71.75 +6.3%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 5,508.0 $277K 0.22% +429.0 +8.4% $50.20 -4.7%
71 PEP PEPSICO INC Consumer Defensive 1,778.0 $276K 0.22% -195.0 -9.9% $155.33 -4.2%
72 USFR WISDOMTREE TR 5,398.0 $272K 0.21% NEW $50.34 +0.2%
73 MU MICRON TECHNOLOGY INC Technology 803.0 $271K 0.21% +63.0 +8.5% $337.78 +125.6%
74 AFLG FIRST TR EXCHNG TRADED FD VI 6,903.0 $266K 0.21% NEW $38.57 +12.2%
75 PG PROCTER & GAMBLE CO Consumer Defensive 1,810.0 $261K 0.21% -795.0 -30.5% $144.46 -1.4%
76 AFL AFLAC INC Financial Services 2,381.0 $261K 0.21% $109.71 +7.4%
77 QCOM QUALCOMM INC Technology 1,927.0 $248K 0.20% -77.0 -3.8% $128.78 +57.3%
78 VIS VANGUARD WORLD FD 776.0 $242K 0.19% $312.22 +6.8%
79 JGRO J P MORGAN EXCHANGE TRADED F 2,861.0 $242K 0.19% +177.0 +6.6% $84.52 +14.8%
80 TT TRANE TECHNOLOGIES PLC Industrials 578.0 $241K 0.19% -1K -63.4% $416.74 +8.4%
Page 4 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%