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Portfolio (Quarterly) Guide ↗

LUTS & GREENLEIGH GROUP, INC.

· CIK 0001967844
13F Portfolio $118M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TEL TE CONNECTIVITY PLC Technology 939.0 $214K 0.18% NEW $227.51 -11.5%
82 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,950.0 $213K 0.18% NEW $53.95 +10.4%
83 AXP AMERICAN EXPRESS CO Financial Services 571.0 $211K 0.18% NEW $369.95 -16.3%
84 MU MICRON TECHNOLOGY INC Technology 740.0 $211K 0.18% NEW $285.34 +167.1%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 5,079.0 $207K 0.18% NEW $40.73 +17.4%
86 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,044.0 $206K 0.17% NEW $100.66 -4.1%
87 ETN EATON CORP PLC Industrials 639.0 $204K 0.17% NEW $318.51 +19.8%
Page 5 of 5  ·  87 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 30.7%
Technology 22.6%
Consumer Defensive 14.6%
Healthcare 9.5%
Financial Services 6.7%
Communication Services 5.5%
Consumer Cyclical 5.2%
Industrials 4.1%
Utilities 1.3%