LUTS & GREENLEIGH GROUP, INC.

Est. AUM

$126.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EXXON MOBIL CORP	COM	$39.6M	233646	31.39%	SOLE
2	COSTCO WHOLESALE CORPORATION	COM	$10.4M	10440	8.24%	SOLE
3	APPLE INC	COM	$5.9M	23068	4.64%	SOLE
4	MICROSOFT CORP	COM	$3.8M	10340	3.03%	SOLE
5	NVIDIA CORPORATION	COM	$3.6M	20693	2.86%	SOLE
6	ABBVIE INC	COM	$3.0M	13796	2.38%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$2.2M	5228	1.77%	SOLE
8	ISHARES TR	RUS 2000 GRW ETF	$2.2M	6923	1.72%	SOLE
9	INTERNATIONAL BUSINESS MACHS	COM	$2.1M	8819	1.69%	SOLE
10	ALPHABET INC	CAP STK CL A	$2.1M	7338	1.67%	SOLE
11	ISHARES TR	RUS 1000 VAL ETF	$1.9M	8757	1.48%	SOLE
12	AMAZON COM INC	COM	$1.8M	8837	1.46%	SOLE
13	WASTE MGMT INC DEL	COM	$1.7M	7360	1.34%	SOLE
14	COCA COLA CO	COM	$1.7M	21958	1.32%	SOLE
15	ISHARES TR	RUS 2000 VAL ETF	$1.6M	8476	1.27%	SOLE
16	JOHNSON & JOHNSON	COM	$1.6M	6500	1.26%	SOLE
17	HOME DEPOT INC	COM	$1.6M	4715	1.23%	SOLE
18	ISHARES TR	RUS MD CP GR ETF	$1.5M	11762	1.19%	SOLE
19	ABBOTT LABORATORIES	COM	$1.5M	14133	1.15%	SOLE
20	PHILIP MORRIS INTL INC	COM	$1.4M	8540	1.12%	SOLE
21	ISHARES TR	RUS MDCP VAL ETF	$1.4M	9312	1.07%	SOLE
22	JPMORGAN CHASE & CO	COM	$1.3M	4384	1.02%	SOLE
23	WALMART INC	COM	$1.3M	10057	0.99%	SOLE
24	ISHARES TR	CORE 1 5 YR USD	$1.2M	25658	0.98%	SOLE
25	SPDR GOLD TR	GOLD SHS	$1.2M	2776	0.95%	SOLE
26	ALPHABET INC	CAP STK CL C	$1.2M	4123	0.94%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$1.2M	15689	0.92%	SOLE
28	BROADCOM INC	COM	$1.1M	3541	0.87%	SOLE
29	ISHARES TR	EAFE GRWTH ETF	$1.0M	9377	0.83%	SOLE
30	ELI LILLY & CO	COM	$927K	1008	0.73%	SOLE
31	TESLA INC	COM	$850K	2286	0.67%	SOLE
32	UNION PAC CORP	COM	$820K	3381	0.65%	SOLE
33	META PLATFORMS INC	CL A	$810K	1417	0.64%	SOLE
34	VANGUARD WORLD FD	INF TECH ETF	$777K	1114	0.62%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$665K	1113	0.53%	SOLE
36	CATERPILLAR INC	COM	$632K	892	0.50%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$614K	944	0.49%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$600K	1253	0.48%	SOLE
39	LEIDOS HOLDINGS INC	COM	$568K	3653	0.45%	SOLE
40	SCHWAB STRATEGIC TR	INTL EQTY ETF	$560K	22617	0.44%	SOLE
41	MERCK & CO INC	COM	$558K	4642	0.44%	SOLE
42	TIDAL TRUST I	FUNDSTRAT GRANNY	$556K	23295	0.44%	SOLE
43	STRYKER CORPORATION	COM	$550K	1675	0.44%	SOLE
44	MONDELEZ INTL INC	CL A	$545K	9452	0.43%	SOLE
45	SCHWAB STRATEGIC TR	US AGGREGATE B	$544K	23412	0.43%	SOLE
46	AT&T INC	COM	$533K	18398	0.42%	SOLE
47	VISA INC	COM CL A	$491K	1626	0.39%	SOLE
48	ISHARES TR	MSCI EMG MKT ETF	$473K	8330	0.37%	SOLE
49	CISCO SYS INC	COM	$458K	5906	0.36%	SOLE
50	SCHWAB STRATEGIC TR	US REIT ETF	$456K	21200	0.36%	SOLE

1–50 of 89

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.