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
$319B
$417 Million 0.37% of portfolio
6,091
Q3 2025 Added 3.03%
$235B
$395 Million 0.35% of portfolio
4,710
Q3 2025 Added 0.04%
$224B
$379 Million 0.34% of portfolio
1,248
Q3 2025 Added 0.08%
$49.1B
$370 Million 0.33% of portfolio
309
Q3 2025 Reduced 3.74%
$266B
$366 Million 0.33% of portfolio
1,296
Q3 2025 Added 4.77%
$270B
$357 Million 0.32% of portfolio
2,245
Q3 2025 Added 2.0%
$0
$343 Million 0.31% of portfolio
1,431
Q2 2024 Reduced 33.32%
$291B
$344 Million 0.31% of portfolio
721
Q3 2025 Added 4.64%
$50.4B
$342 Million 0.31% of portfolio
5,595
Q3 2025 Reduced 1.32%
$187B
$333 Million 0.3% of portfolio
2,004
Q3 2025 Added 0.1%
$413B
$320 Million 0.29% of portfolio
6,201
Q3 2025 Reduced 0.35%
$23.3B
$292 Million 0.26% of portfolio
11,090
Q2 2025 Reduced 0.18%
$204B
$294 Million 0.26% of portfolio
2,096
Q3 2025 Added 6.13%
$132B
$288 Million 0.26% of portfolio
1,366
Q3 2025 Added 1.41%
$168B
$287 Million 0.26% of portfolio
3,804
Q3 2025 Reduced 0.44%
$98.6B
$277 Million 0.25% of portfolio
2,922
Q3 2025 Reduced 1.91%
$72.3B
$266 Million 0.24% of portfolio
2,384
Q3 2025 Added 0.63%
$300B
$267 Million 0.24% of portfolio
772
Q3 2025 Added 3.35%
$61.4B
$269 Million 0.24% of portfolio
1,319
Q3 2025 Added 2.33%
$303B
$264 Million 0.24% of portfolio
1,702
Q3 2025 Added 1.55%
$342B
$256 Million 0.23% of portfolio
1,406
Q3 2025 New
$265B
$261 Million 0.23% of portfolio
328
Q2 2025 New
$140B
$241 Million 0.22% of portfolio
645
Q3 2025 Reduced 2.12%
$172B
$243 Million 0.22% of portfolio
5,524
Q3 2025 Reduced 4.26%
Ge Vernova Inc
-
$235 Million 0.21% of portfolio
-
Q3 2025 New
$0
$230 Million 0.21% of portfolio
776
Q2 2025 New
$169B
$227 Million 0.2% of portfolio
247
Q3 2025 Reduced 0.4%
$0
$222 Million 0.2% of portfolio
2,046
Q3 2025 New
Te Connectivity PLC
-
$206 Million 0.19% of portfolio
-
Q3 2025 New
$4.89B
$203 Million 0.18% of portfolio
2,045
Q1 2025 Added 0.05%
$120B
$205 Million 0.18% of portfolio
6,511
Q3 2025 Added 9.48%
$0
$200 Million 0.18% of portfolio
2,902
Q3 2025 New

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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