Luts & Greenleigh Group, Inc Portfolio Holdings

Luts & Greenleigh Group, Inc

  • $111 Billion
  • Q3 2025

Luts & Greenleigh Group, Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $27B, Costco Wholesale Corp with a value of $9.73B, Apple Inc. with a value of $5.86B, Microsoft Corp with a value of $5.74B, and Nvidia Corp with a value of $3.79B.

Examining the 13F form we can see an increase of $7.15B in the current position value, from $104B to 111B.

Luts & Greenleigh Group, Inc is based out at Bethesda, MD

Below you can find more details about Luts & Greenleigh Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
Energy: $27.3 Billion
ETFs: $20.2 Billion
Technology: $19.8 Billion
Consumer Defensive: $15.7 Billion
Healthcare: $8.42 Billion
Consumer Cyclical: $5.26 Billion
Communication Services: $5.15 Billion
Financial Services: $4.55 Billion
Other: $4.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$27 Billion 24.27% of portfolio
239,799
Q3 2025 Added 0.17%
$404B
$9.73 Billion 8.74% of portfolio
10,516
Q3 2025 Added 0.11%
$4.3T
$5.86 Billion 5.26% of portfolio
23,008
Q3 2025 Added 0.59%
$3.78T
$5.74 Billion 5.15% of portfolio
11,073
Q3 2025 Added 1.57%
$465B
$3.79 Billion 3.41% of portfolio
20,339
Q3 2025 Added 2.24%
$414B
$3.21 Billion 2.88% of portfolio
13,869
Q3 2025 Reduced 0.34%
$0
$2.38 Billion 2.14% of portfolio
5,085
Q3 2025 Reduced 3.98%
$0
$2.19 Billion 1.96% of portfolio
6,839
Q3 2025 Reduced 3.51%
$367B
$1.97 Billion 1.77% of portfolio
4,855
Q3 2025 Reduced 0.08%
$228B
$1.95 Billion 1.75% of portfolio
14,535
Q3 2025 Reduced 0.81%
$2.39T
$1.91 Billion 1.71% of portfolio
8,689
Q3 2025 Reduced 1.19%
$1.65T
$1.72 Billion 1.54% of portfolio
7,061
Q3 2025 Added 2.63%
$0
$1.71 Billion 1.53% of portfolio
8,390
Q3 2025 Reduced 0.36%
$85.9B
$1.63 Billion 1.46% of portfolio
7,359
Q3 2025 Reduced 0.04%
$0
$1.59 Billion 1.42% of portfolio
11,140
Q3 2025 Reduced 2.24%
$306B
$1.46 Billion 1.31% of portfolio
21,961
Q3 2025 Reduced 0.43%
$237B
$1.39 Billion 1.25% of portfolio
8,555
Q3 2025 Added 0.26%
$881B
$1.38 Billion 1.24% of portfolio
4,378
Q3 2025 Reduced 0.79%
$0
$1.25 Billion 1.13% of portfolio
25,691
Q3 2025 Reduced 0.57%
$0
$1.22 Billion 1.09% of portfolio
8,728
Q3 2025 Reduced 1.48%
$522B
$1.21 Billion 1.08% of portfolio
6,513
Q3 2025 Reduced 6.92%
$139B
$1.19 Billion 1.07% of portfolio
3,598
Q3 2025 Added 5.67%
$1.74T
$1.04 Billion 0.94% of portfolio
4,289
Q3 2025 Reduced 1.85%
$1.37T
$1.04 Billion 0.93% of portfolio
1,415
Q3 2025 Added 3.06%
$279B
$1.03 Billion 0.92% of portfolio
9,999
Q3 2025 Added 0.1%
$0
$1.01 Billion 0.91% of portfolio
8,876
Q3 2025 Reduced 1.37%
$0
$1.01 Billion 0.91% of portfolio
14,907
Q3 2025 Reduced 1.55%
$1.29T
$1.01 Billion 0.9% of portfolio
2,265
Q3 2025 Added 1.21%
$130B
$975 Million 0.87% of portfolio
2,742
Q3 2025 Added 11.74%
$0
$844 Million 0.76% of portfolio
1,130
Q3 2025 Added 1.44%
$136B
$799 Million 0.72% of portfolio
3,380
Q3 2025 Reduced 0.79%
$971B
$756 Million 0.68% of portfolio
991
Q3 2025 Reduced 5.08%
$28.3B
$722 Million 0.65% of portfolio
8,805
Q3 2025 Reduced 0.23%
$26.1B
$690 Million 0.62% of portfolio
3,653
Q1 2025 Added 0.16%
$0
$642 Million 0.58% of portfolio
1,049
Q4 2024 Added 2.74%
$136B
$637 Million 0.57% of portfolio
1,724
Q3 2025 Added 0.41%
$76.2B
$635 Million 0.57% of portfolio
10,164
Q3 2025 Reduced 3.43%
$0
$628 Million 0.56% of portfolio
942
Q3 2025 Reduced 2.59%
$662B
$605 Million 0.54% of portfolio
1,203
Q3 2025 Reduced 1.55%
$533B
$607 Million 0.54% of portfolio
1,778
Q3 2025 Reduced 2.2%
$0
$549 Million 0.49% of portfolio
23,412
Q1 2025 Reduced 1.97%
$181B
$528 Million 0.47% of portfolio
18,715
Q3 2025 Added 0.8%
$0
$527 Million 0.47% of portfolio
22,617
Q2 2025 Added 1.97%
$346B
$463 Million 0.42% of portfolio
3,011
Q3 2025 Reduced 3.25%
$0
$459 Million 0.41% of portfolio
8,596
Q3 2025 Reduced 2.27%
$512B
$457 Million 0.41% of portfolio
804
Q3 2025 Reduced 0.12%
$0
$457 Million 0.41% of portfolio
21,200
Q4 2022 New
$593B
$443 Million 0.4% of portfolio
1,575
Q3 2025 Reduced 0.13%
Blackrock Inc
-
$420 Million 0.38% of portfolio
-
Q3 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $111 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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