LUTS & GREENLEIGH GROUP, INC.: 13F holdings

CIK 19678442026Q2

Positions105
Reported value$132.2m
Filed2026-08-07

Change since last quarter

Positions105 (+16 vs prior quarter)
Reported value$132.2m (+4.7%)

Top 10 holdings

SecuritySharesValueWeight
EXXON MOBIL CORP233,067$31.9m24.1%
COST COSTCO WHOLESALE CORPORATION10,396$9.7m7.4%
AAPL APPLE INC23,566$6.8m5.2%
NVDA NVIDIA CORPORATION21,224$4.2m3.2%
MSFT MICROSOFT CORP10,466$3.9m3.0%
ABBV ABBVIE INC13,854$3.5m2.6%
IWO ISHARES TR6,851$2.7m2.0%
GOOGL ALPHABET INC7,483$2.7m2.0%
IBM INTERNATIONAL BUSINESS MACHS9,188$2.6m2.0%
IWF ISHARES TR20,692$2.6m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1967844")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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