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CIK: 0001967844
Total reported value
$132.2M
$132.2M
83 檔
39.5%
According to the latest 13F quarterly dataset, Luts & Greenleigh Group, Inc. managed an equity portfolio of $132.2M at the end of Q3 2025, spanning 83 distinct U.S. exchange-listed positions.
In Q3 2025, Luts & Greenleigh Group, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 24.27% | -7.28% | +0.17% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.74% | -0.88% | +0.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.52% | +0.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | -0.08% | +1.57% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | +0.35% | +2.24% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.88% | +0.26% | -0.34% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.14% | +0.17% | -3.98% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.96% | +0.32% | -3.51% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.77% | +0.01% | -0.08% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.75% | -0.24% | -0.81% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.35% | -1.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.35% | +2.63% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.53% | +0.13% | -0.36% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.46% | -0.10% | -0.04% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.42% | +0.11% | -2.24% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.31% | +0.03% | -0.43% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.30% | +0.15% | -1.17% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | +0.06% | +0.26% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.06% | -0.79% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.13% | -0.05% | -0.57% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.09% | +0.09% | -1.48% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.01% | -6.92% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.16% | +5.67% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.18% | -1.85% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | — | +3.06% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.13% | +0.10% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.91% | -0.01% | -1.55% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | +0.06% | -1.37% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.10% | +1.21% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.19% | +11.74% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.76% | +0.19% | +1.44% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.05% | -0.79% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.21% | -5.08% | |
| 34 | KEL | Kellanova | Stock-Other | 0.65% | — | -0.23% | |
| 35 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.62% | -0.17% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.05% | — | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | -0.05% | +0.41% | |
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.57% | -0.01% | -3.43% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.05% | -2.59% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.05% | -2.20% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.04% | -1.55% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.49% | -0.02% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.12% | +0.80% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.47% | +0.03% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.04% | -3.25% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | +0.06% | -2.27% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.41% | +0.02% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.06% | -0.12% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.02% | -0.13% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.38% | -0.02% | +0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +2.24% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +1.57% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +5.67% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +2.63% | Add |
| 5 | IWO | Ishares Russell 2000 Growth | +0.4% | -3.51% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +1.21% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | -3.98% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -1.85% | Trim |
| 9 | IWN | Ishares Russell 2000 Value E | +0.2% | -1.17% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.79% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -2.59% | Add |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | +1.44% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +3.06% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.59% | Trim |
| 15 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -2.24% | Add |
| 16 | LDOS | Leidos Holdings Inc | +0.1% | — | Unchanged |
| 17 | EEM | Ishares Msci Emerging Market | +0.1% | -2.27% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +0.10% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +2.00% | Add |
| 20 | EFV | Ishares Msci Eafe Value ETF | 0% | -1.55% | Add |
| 21 | EFG | Ishares Msci Eafe Growth ETF | 0% | -1.37% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 23 | BLK | Blackrock Inc | 0% | +0.28% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | -1.19% | Trim |
| 25 | IWD | Ishares Russell 1000 Value E | 0% | -0.36% | Add |
| 26 | IWS | Ishares Russell Mid-cap Valu | 0% | -1.48% | Add |
| 27 | SCHF | Schwab Intl Equity ETF | 0% | — | Add |
| 28 | HD | Home Depot Inc | 0% | -0.08% | Add |
| 29 | ABBV | Abbvie Inc | 0% | -0.34% | Trim |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -3.25% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.2% | -5.08% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.2% | +3.35% | Trim |
| 33 | KO | Coca-cola Co/the | -0.3% | -0.43% | Trim |
| 34 | GLD | Spdr Gold Shares | -0.5% | +11.74% | Trim |
| 35 | COST | Costco Wholesale CORP | -1.1% | +0.11% | Add |
| 36 | XOM | Exxon Mobil CORP | -4.1% | +0.17% | Trim |
| 37 | ORCL | Oracle CORP | — | NEW | New buy |
| 38 | JMEE | JPM Sma & Mid Cap En Eq Et-u | — | NEW | New buy |
| 39 | ACN | Accenture plc | — | EXIT | Sold out |
| 40 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 43 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 44 | GEV | GE Vernova Inc | — | NEW | New buy |
| 45 | VIS | Vanguard Industrials ETF | — | NEW | New buy |
| 46 | NOW | Servicenow Inc | — | NEW | New buy |
| 47 | JPME | JPM Diver Ret US Mc Equity | — | NEW | New buy |
| 48 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 49 | TEL | TE Connectivity plc | — | NEW | New buy |
| 50 | JAVA | Jpmorgan Active Value ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Luts & Greenleigh Group, Inc. reported a total U.S. public equity portfolio value of $132.2M across 83 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XOM, COST, AAPL) accounted for 39.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ORCL
市值: $442.8K
Top Position Liquidated / Trimmed
ACN
前期市值: $264.9K
During Q3 2025, Luts & Greenleigh Group, Inc.'s top holdings by market value included XOM (24.3%)、COST (8.7%)、AAPL (5.3%). The largest single position, XOM, represented 24.3% of total portfolio value.
In Q3 2025, Luts & Greenleigh Group, Inc. made 48 total portfolio adjustments, initiating 11 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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