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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,957.0 $240K 0.19% $60.65 -1.8%
82 EPS WISDOMTREE TR 3,460.0 $236K 0.19% NEW $68.11 +13.8%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 1,597.0 $234K 0.18% +10.0 +0.6% $146.28 -6.2%
84 AMD ADVANCED MICRO DEVICES INC Technology 1,147.0 $233K 0.18% +71.0 +6.6% $203.43 +121.0%
85 ETN EATON CORP PLC Industrials 638.0 $228K 0.18% $357.67 +6.7%
86 ORCL ORACLE CORP Technology 1,514.0 $223K 0.18% +94.0 +6.6% $147.08 +29.0%
87 PANW PALO ALTO NETWORKS INC Technology 1,353.0 $217K 0.17% +33.0 +2.5% $160.32 +57.8%
88 PFE PFIZER INC Healthcare 7,355.0 $207K 0.16% NEW $28.08 -7.6%
89 JIVE J P MORGAN EXCHANGE TRADED F 2,352.0 $201K 0.16% NEW $85.64 +7.9%
Page 5 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%