LUTS & GREENLEIGH GROUP, INC.
•CIK: 1967844•Filing: Q4 2025
**LUTS & GREENLEIGH GROUP, INC.** manages $118M across a diversified portfolio of 87 positions. The fund exhibits significant conviction in established mega-cap names, with XOM leading top holdings at $29.6M. Notable allocations include COST ($9.0M), AAPL ($6.3M), and MSFT ($5.3M), suggesting a focus on energy value alongside core technology leaders. This concentrated exposure indicates a strategy targeting stable cash flows within cyclical and growth sectors.
Total AUM
$117.7M
QoQ Performance
+5.7%
Positions
71
Top 10 Concentration
56.7%
Latest Filing
Q4 2025
Top Holdings Allocation
XOM
COST
AAPL
XOM25.1%
COST7.6%
AAPL5.3%
MSFT4.5%
NVDA3.3%
ABBV2.7%
IBM2.3%
IWF2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Energy25.1%
Other23.8%
Technology21.3%
Consumer12.9%
Healthcare7.1%
Financial3.8%
Consumer Staples2.0%
Industrial1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑40 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023