Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LUTS & GREENLEIGH GROUP, INC (CIK 1967844) reported $126.3M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($39.6M, 31.39%), COST ($10.4M, 8.24%), AAPL ($5.9M, 4.64%), MSFT ($3.8M, 3.03%), NVDA ($3.6M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $39.6M | 31.39% | 233,646 | Trimmed |
| 2 | COST | COSTCO WHOLESALE CORPORATION | $10.4M | 8.24% | 10,440 | Added |
| 3 | AAPL | APPLE INC | $5.9M | 4.64% | 23,068 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $3.8M | 3.03% | 10,340 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $3.6M | 2.86% | 20,693 | Trimmed |
| 6 | ABBV | ABBVIE INC | $3.0M | 2.38% | 13,796 | Trimmed |
| 7 | IWF | ISHARES TR | $2.2M | 1.77% | 5,228 | Added |
| 8 | IWO | ISHARES TR | $2.2M | 1.72% | 6,923 | Added |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $2.1M | 1.69% | 8,819 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $2.1M | 1.67% | 7,338 | Added |
| 11 | IWD | ISHARES TR | $1.9M | 1.48% | 8,757 | Added |
| 12 | AMZN | AMAZON COM INC | $1.8M | 1.46% | 8,837 | Trimmed |
| 13 | WM | WASTE MGMT INC DEL | $1.7M | 1.34% | 7,360 | Added |
| 14 | KO | COCA COLA CO | $1.7M | 1.32% | 21,958 | Added |
| 15 | IWN | ISHARES TR | $1.6M | 1.27% | 8,476 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $1.6M | 1.26% | 6,500 | Added |
| 17 | HD | HOME DEPOT INC | $1.6M | 1.23% | 4,715 | Trimmed |
| 18 | IWP | ISHARES TR | $1.5M | 1.19% | 11,762 | Added |
| 19 | ABT | ABBOTT LABORATORIES | $1.5M | 1.15% | 14,133 | Trimmed |
| 20 | PM | PHILIP MORRIS INTL INC | $1.4M | 1.12% | 8,540 | Added |
| 21 | IWS | ISHARES TR | $1.4M | 1.07% | 9,312 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.02% | 4,384 | Added |
| 23 | WMT | WALMART INC | $1.2M | 0.99% | 10,057 | Added |
| 24 | ISTB | ISHARES TR | $1.2M | 0.98% | 25,658 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $1.2M | 0.95% | 2,776 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31