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CIK: 0001967844
Total reported value
$132.2M
$132.2M
87 檔
40.9%
As reported in its official Q4 2025 Form 13F filing, Luts & Greenleigh Group, Inc.'s tracked investment portfolio stood at $132.2M with 87 total positions.
In Q4 2025, Luts & Greenleigh Group, Inc. displayed an active expansion posture, initiating 7 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 | 25.12% | -7.28% | +2.45% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.64% | -0.88% | -0.82% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.33% | +0.52% | +0.29% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.08% | -0.28% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | +0.35% | +2.40% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.69% | +0.26% | -0.11% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.27% | +0.26% | +597.07% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.04% | +0.17% | +0.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.35% | +2.42% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.89% | +0.32% | +0.63% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.35% | +1.84% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.24% | -0.98% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.51% | +0.13% | +0.38% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | +0.01% | -1.65% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.37% | -0.10% | — | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.31% | +0.11% | +1.27% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.30% | +0.03% | -0.29% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.27% | +0.15% | +0.98% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.06% | +0.11% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.16% | +0.06% | -0.35% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.01% | -1.90% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.16% | +1.86% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.06% | -0.05% | — | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | +0.09% | +1.58% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.19% | +7.08% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.18% | -14.13% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.13% | +0.25% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.21% | +4.24% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.92% | -0.01% | +1.25% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.10% | +2.47% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.87% | +0.06% | +1.31% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | — | +0.07% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.19% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | +0.05% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.05% | +4.77% | |
| 36 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.56% | -0.17% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.05% | — | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.52% | +0.02% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.04% | +1.08% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.05% | -3.77% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.50% | -0.05% | -2.38% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.46% | -0.02% | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | +0.03% | — | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | -0.01% | -5.98% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.02% | -1.68% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.16% | +1.13% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.20% | +14.42% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.06% | +0.25% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.39% | -0.12% | -2.04% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | +0.06% | -3.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +1.9% | +597.07% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.9% | +2.45% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.42% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +4.24% | Add |
| 5 | GLD | Spdr Gold Shares | +0.1% | +7.08% | Add |
| 6 | CAT | Caterpillar Inc | +0.1% | +14.42% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +0.29% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -1.68% | Trim |
| 9 | D | Dominion Energy Inc | +0.1% | +31.49% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | -1.90% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -14.13% | Trim |
| 12 | JAVA | Jpmorgan Active Value ETF | 0% | +24.81% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +1.84% | Add |
| 14 | WMT | Walmart Inc | 0% | +0.25% | Add |
| 15 | CSCO | Cisco Systems Inc | 0% | +1.13% | Add |
| 16 | JPME | JPM Diver Ret US Mc Equity | 0% | +20.19% | Add |
| 17 | MS | Morgan Stanley | 0% | — | Unchanged |
| 18 | GS | Goldman Sachs Group Inc | 0% | +3.66% | Add |
| 19 | AVGO | Broadcom Inc | 0% | +1.86% | Add |
| 20 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.25% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +4.77% | Add |
| 22 | KO | Coca-cola Co/the | 0% | -0.29% | Trim |
| 23 | IWD | Ishares Russell 1000 Value E | 0% | +0.38% | Add |
| 24 | IWN | Ishares Russell 2000 Value E | 0% | +0.98% | Add |
| 25 | ETN | Eaton Corporation plc | -0.1% | -0.93% | Trim |
| 26 | BLK | Blackrock Inc | -0.1% | -0.83% | Trim |
| 27 | SYK | Stryker CORP | -0.1% | -2.38% | Trim |
| 28 | T | At&t Inc | -0.1% | -2.04% | Trim |
| 29 | NFLX | Netflix Inc | -0.1% | +867.96% | Add |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -13.48% | Trim |
| 31 | NVDA | Nvidia CORP | -0.1% | +2.40% | Add |
| 32 | IWP | Ishares Russell Mid-cap Grow | -0.1% | +1.27% | Add |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -5.98% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.07% | Add |
| 35 | ORCL | Oracle CORP | -0.2% | -9.84% | Trim |
| 36 | ABBV | Abbvie Inc | -0.2% | -0.11% | Trim |
| 37 | ABT | Abbott Laboratories | -0.2% | -0.98% | Trim |
| 38 | HD | Home Depot Inc | -0.4% | -1.65% | Trim |
| 39 | MSFT | Microsoft CORP | -0.6% | -0.28% | Trim |
| 40 | COST | Costco Wholesale CORP | -1.1% | -0.82% | Trim |
| 41 | KEL | Kellanova | — | EXIT | Sold out |
| 42 | TT | Trane Technologies plc | — | NEW | New buy |
| 43 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 44 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 45 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 46 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 48 | AXP | American Express Co | — | NEW | New buy |
| 49 | MU | Micron Technology Inc | — | NEW | New buy |
| 50 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Luts & Greenleigh Group, Inc. reported a total U.S. public equity portfolio value of $132.2M across 87 disclosed positions in Q4 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 40.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
TT
市值: $614.2K
Top Position Liquidated / Trimmed
KEL
前期市值: $722.2K
During Q4 2025, Luts & Greenleigh Group, Inc.'s top holdings by market value included XOM (25.1%)、COST (7.6%)、AAPL (5.3%). The largest single position, XOM, represented 25.1% of total portfolio value.
In Q4 2025, Luts & Greenleigh Group, Inc. made 49 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 16 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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