Luts & Greenleigh Group, Inc Portfolio Holdings

Luts & Greenleigh Group, Inc

  • $118 Billion
  • Q4 2025

Luts & Greenleigh Group, Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $29.6B, Costco Wholesale Corp with a value of $8.99B, Apple Inc. with a value of $6.27B, Microsoft Corp with a value of $5.34B, and Nvidia Corp with a value of $3.88B.

Examining the 13F form we can see an increase of $6.29B in the current position value, from $111B to 118B.

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 $118 Billion
Energy: $29.8 Billion
Technology: $22.4 Billion
ETFs: $20.8 Billion
Consumer Defensive: $14.2 Billion
Healthcare: $9.19 Billion
Communication Services: $5.3 Billion
Consumer Cyclical: $5.1 Billion
Financial Services: $4.9 Billion
Other: $4.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$29.6 Billion 25.12% of portfolio
245,682
Q4 2025 Added 2.45%
$404B
$8.99 Billion 7.64% of portfolio
10,430
Q4 2025 Reduced 0.82%
$4.3T
$6.27 Billion 5.33% of portfolio
23,075
Q4 2025 Added 0.29%
$3.78T
$5.34 Billion 4.54% of portfolio
11,042
Q4 2025 Reduced 0.28%
$465B
$3.88 Billion 3.3% of portfolio
20,828
Q4 2025 Added 2.4%
$414B
$3.17 Billion 2.69% of portfolio
13,854
Q4 2025 Reduced 0.11%
$266B
$2.68 Billion 2.27% of portfolio
9,034
Q4 2025 Added 597.07%
$0
$2.41 Billion 2.04% of portfolio
5,086
Q4 2025 Added 0.02%
$1.65T
$2.26 Billion 1.92% of portfolio
7,232
Q4 2025 Added 2.42%
$0
$2.22 Billion 1.89% of portfolio
6,882
Q4 2025 Added 0.63%
$2.39T
$2.04 Billion 1.74% of portfolio
8,849
Q4 2025 Added 1.84%
$228B
$1.8 Billion 1.53% of portfolio
14,393
Q4 2025 Reduced 0.98%
$0
$1.77 Billion 1.51% of portfolio
8,422
Q4 2025 Added 0.38%
$367B
$1.64 Billion 1.4% of portfolio
4,775
Q4 2025 Reduced 1.65%
$85.9B
$1.62 Billion 1.37% of portfolio
7,359
Q3 2025 Reduced 0.04%
$0
$1.54 Billion 1.31% of portfolio
11,281
Q4 2025 Added 1.27%
$0
$1.5 Billion 1.27% of portfolio
8,263
Q4 2025 Added 0.98%
$881B
$1.41 Billion 1.2% of portfolio
4,383
Q4 2025 Added 0.11%
$237B
$1.37 Billion 1.16% of portfolio
8,525
Q4 2025 Reduced 0.35%
$522B
$1.32 Billion 1.12% of portfolio
6,389
Q4 2025 Reduced 1.9%
$139B
$1.27 Billion 1.08% of portfolio
3,665
Q4 2025 Added 1.86%
$0
$1.25 Billion 1.06% of portfolio
25,691
Q3 2025 Reduced 0.57%
$0
$1.25 Billion 1.06% of portfolio
8,866
Q4 2025 Added 1.58%
$130B
$1.16 Billion 0.99% of portfolio
2,936
Q4 2025 Added 7.08%
$1.74T
$1.16 Billion 0.98% of portfolio
3,683
Q4 2025 Reduced 14.13%
$279B
$1.12 Billion 0.95% of portfolio
10,024
Q4 2025 Added 0.25%
$971B
$1.11 Billion 0.94% of portfolio
1,033
Q4 2025 Added 4.24%
$0
$1.08 Billion 0.92% of portfolio
15,094
Q4 2025 Added 1.25%
$1.29T
$1.04 Billion 0.89% of portfolio
2,321
Q4 2025 Added 2.47%
$0
$1.02 Billion 0.87% of portfolio
8,992
Q4 2025 Added 1.31%
$1.37T
$935 Million 0.79% of portfolio
1,416
Q4 2025 Added 0.07%
$0
$852 Million 0.72% of portfolio
1,130
Q3 2025 Added 1.44%
$136B
$782 Million 0.66% of portfolio
3,380
Q3 2025 Reduced 0.79%
$0
$689 Million 0.59% of portfolio
1,099
Q4 2025 Added 4.77%
$26.1B
$659 Million 0.56% of portfolio
3,653
Q1 2025 Added 0.16%
$0
$643 Million 0.55% of portfolio
942
Q3 2025 Reduced 2.59%
$662B
$611 Million 0.52% of portfolio
1,216
Q4 2025 Added 1.08%
$96.9B
$614 Million 0.52% of portfolio
1,578
Q4 2025 New
$533B
$600 Million 0.51% of portfolio
1,711
Q4 2025 Reduced 3.77%
$136B
$592 Million 0.5% of portfolio
1,683
Q4 2025 Reduced 2.38%
$0
$544 Million 0.46% of portfolio
22,617
Q2 2025 Added 1.97%
$0
$547 Million 0.46% of portfolio
23,412
Q1 2025 Reduced 1.97%
$76.2B
$514 Million 0.44% of portfolio
9,556
Q4 2025 Reduced 5.98%
$235B
$488 Million 0.41% of portfolio
4,631
Q4 2025 Reduced 1.68%
$291B
$473 Million 0.4% of portfolio
825
Q4 2025 Added 14.42%
$319B
$474 Million 0.4% of portfolio
6,160
Q4 2025 Added 1.13%
$181B
$455 Million 0.39% of portfolio
18,334
Q4 2025 Reduced 2.04%
$512B
$460 Million 0.39% of portfolio
806
Q4 2025 Added 0.25%
$0
$443 Million 0.38% of portfolio
21,200
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $118 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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