Holders — by stockHoldings — by fund
LUTS & GREENLEIGH GROUP, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001967844
$132.2M
disclosed book value
105
positions
24.1%
largest position share
Positions, as of 2026-06-30
top 100 of 105 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EXMOCEXXON MOBIL CORP | 233,067 | $31.9M | 24.1% |
| 2 | COSTCOSTCO WHOLESALE CORPORATION | 10,396 | $9.7M | 7.4% |
| 3 | AAPLAPPLE INC | 23,566 | $6.8M | 5.2% |
| 4 | NVDANVIDIA CORPORATION | 21,224 | $4.2M | 3.2% |
| 5 | MSFTMICROSOFT CORP | 10,466 | $3.9M | 3% |
| 6 | ABBVABBVIE INC | 13,854 | $3.5M | 2.6% |
| 7 | IWOISHARES TR | 6,851 | $2.7M | 2% |
| 8 | GOOGLALPHABET INC | 7,483 | $2.7M | 2% |
| 9 | IBMINTERNATIONAL BUSINESS MACHS | 9,188 | $2.6M | 2% |
| 10 | IWFISHARES TR | 20,692 | $2.6M | 1.9% |
| 11 | AMZNAMAZON COM INC | 10,041 | $2.4M | 1.8% |
| 12 | IWDISHARES TR | 8,762 | $2.1M | 1.6% |
| 13 | IWNISHARES TR | 8,472 | $1.9M | 1.4% |
| 14 | KOCOCA COLA CO | 22,015 | $1.8M | 1.4% |
| 15 | IWPISHARES TR | 11,758 | $1.7M | 1.3% |
| 16 | JNJJOHNSON & JOHNSON | 6,481 | $1.6M | 1.2% |
| 17 | WMWASTE MGMT INC DEL | 7,359 | $1.6M | 1.2% |
| 18 | HDHOME DEPOT INC | 4,650 | $1.6M | 1.2% |
| 19 | PMPHILIP MORRIS INTL INC | 8,655 | $1.6M | 1.2% |
| 20 | IWSISHARES TR | 9,307 | $1.5M | 1.2% |
| 21 | GOOGALPHABET INC | 4,177 | $1.5M | 1.1% |
| 22 | JPMJPMORGAN CHASE & CO | 4,373 | $1.4M | 1.1% |
| 23 | AVGOBROADCOM INC | 3,596 | $1.4M | 1% |
| 24 | LLYELI LILLY & CO | 1,033 | $1.2M | 0.9% |
| 25 | ISTBISHARES TR | 25,576 | $1.2M | 0.9% |
| 26 | ABTABBOTT LABORATORIES | 13,282 | $1.2M | 0.9% |
| 27 | EFVISHARES TR | 15,719 | $1.2M | 0.9% |
| 28 | EFGISHARES TR | 9,405 | $1.2M | 0.9% |
| 29 | WMTWALMART INC | 10,016 | $1.1M | 0.9% |
| 30 | MUMICRON TECHNOLOGY INC | 939 | $1.1M | 0.8% |
| 31 | VGTVANGUARD WORLD FD | 8,913 | $1.1M | 0.8% |
| 32 | TSLATESLA INC | 2,422 | $1.0M | 0.8% |
| 33 | GLDSPDR GOLD TR | 2,737 | $1.0M | 0.8% |
| 34 | UNPUNION PAC CORP | 3,418 | $929,696 | 0.7% |
| 35 | CATCATERPILLAR INC | 871 | $927,768 | 0.7% |
| 36 | METAMETA PLATFORMS INC | 1,511 | $850,924 | 0.6% |
| 37 | VOOVANGUARD INDEX FDS | 1,121 | $770,056 | 0.6% |
| 38 | SPYSTATE STR SPDR S&P 500 ETF T | 948 | $707,735 | 0.5% |
| 39 | AMDADVANCED MICRO DEVICES INC | 1,187 | $689,540 | 0.5% |
| 40 | CSCOCISCO SYS INC | 5,834 | $685,216 | 0.5% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,361 | $681,031 | 0.5% |
| 42 | GRNYTIDAL TRUST I | 23,295 | $644,107 | 0.5% |
| 43 | SCHFSCHWAB STRATEGIC TR | 22,617 | $626,491 | 0.5% |
| 44 | INTCINTEL CORP | 4,442 | $620,236 | 0.5% |
| 45 | MRKMERCK & CO INC | 4,755 | $610,986 | 0.5% |
| 46 | VVISA INC | 1,676 | $575,005 | 0.4% |
| 47 | EEMISHARES TR | 8,337 | $570,345 | 0.4% |
| 48 | GEVGE VERNOVA INC | 471 | $553,462 | 0.4% |
| 49 | MDLZMONDELEZ INTL INC | 9,555 | $552,661 | 0.4% |
| 50 | SCHZSCHWAB STRATEGIC TR | 23,412 | $541,520 | 0.4% |
| 51 | SYKSTRYKER CORPORATION | 1,618 | $509,411 | 0.4% |
| 52 | DDOMINION ENERGY INC | 7,357 | $502,410 | 0.4% |
| 53 | SCHHSCHWAB STRATEGIC TR | 21,200 | $502,016 | 0.4% |
| 54 | MSMORGAN STANLEY | 2,223 | $464,694 | 0.4% |
| 55 | PANWPALO ALTO NETWORKS INC | 1,318 | $449,464 | 0.3% |
| 56 | DGRWWISDOMTREE TR | 4,375 | $418,338 | 0.3% |
| 57 | JMEEJ P MORGAN EXCHANGE TRADED F | 5,115 | $399,123 | 0.3% |
| 58 | TAT&T INC | 19,174 | $396,897 | 0.3% |
| 59 | MCDMCDONALDS CORP | 1,436 | $388,079 | 0.3% |
| 60 | LRCXLAM RESEARCH CORP | 887 | $384,203 | 0.3% |
| 61 | LDOSLEIDOS HOLDINGS INC | 3,647 | $375,532 | 0.3% |
| 62 | QCOMQUALCOMM INC | 2,032 | $375,493 | 0.3% |
| 63 | BACBANK OF AMER CORP | 6,074 | $346,106 | 0.3% |
| 64 | MAMASTERCARD INCORPORATED | 673 | $345,724 | 0.3% |
| 65 | XLYSELECT SECTOR SPDR TR | 2,862 | $335,655 | 0.3% |
| 66 | RFREGIONS FINANCIAL CORP NEW | 11,090 | $334,918 | 0.3% |
| 67 | MRVLMARVELL TECHNOLOGY INC | 1,122 | $334,155 | 0.3% |
| 68 | NEENEXTERA ENERGY INC | 3,804 | $333,877 | 0.3% |
| 69 | GSGOLDMAN SACHS GROUP INC | 327 | $330,249 | 0.2% |
| 70 | UNHUNITEDHEALTH GROUP INC | 782 | $325,023 | 0.2% |
| 71 | JPMEJ P MORGAN EXCHANGE TRADED F | 2,593 | $322,088 | 0.2% |
| 72 | BLKBLACKROCK INC | 321 | $308,661 | 0.2% |
| 73 | JAVAJ P MORGAN EXCHANGE TRADED F | 3,866 | $306,999 | 0.2% |
| 74 | SOSOUTHERN CO | 3,170 | $303,369 | 0.2% |
| 75 | AFLGFIRST TR EXCHNG TRADED FD VI | 6,903 | $299,728 | 0.2% |
| 76 | TRANE TECHNOLOGIES PLC | 578 | $283,890 | 0.2% |
| 77 | JGROJ P MORGAN EXCHANGE TRADED F | 2,856 | $281,573 | 0.2% |
| 78 | AFLAFLAC INC | 2,396 | $280,931 | 0.2% |
| 79 | VISVANGUARD WORLD FD | 776 | $279,655 | 0.2% |
| 80 | NFLXNETFLIX INC. | 3,834 | $273,748 | 0.2% |
| 81 | EATON CORP PLC | 639 | $272,291 | 0.2% |
| 82 | USFRWISDOMTREE TR | 5,398 | $271,789 | 0.2% |
| 83 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 565 | $269,827 | 0.2% |
| 84 | EPSWISDOMTREE TR | 3,460 | $269,153 | 0.2% |
| 85 | GEGE AEROSPACE | 678 | $253,346 | 0.2% |
| 86 | PEPPEPSICO INC | 1,834 | $248,355 | 0.2% |
| 87 | CVXCHEVRON CORPORATION | 1,492 | $247,382 | 0.2% |
| 88 | TXNTEXAS INSTRS INC | 806 | $240,244 | 0.2% |
| 89 | TRUTVANECK ETF TRUST | 7,348 | $230,674 | 0.2% |
| 90 | SAICSCIENCE APPLICATIONS INTL CO | 2,044 | $225,678 | 0.2% |
| 91 | XLVSELECT SECTOR SPDR TR | 1,410 | $223,711 | 0.2% |
| 92 | BMYBRISTOL-MYERS SQUIBB CO | 3,879 | $223,497 | 0.2% |
| 93 | PGPROCTER & GAMBLE CO | 1,489 | $218,383 | 0.2% |
| 94 | LYVLIVE NATION ENTERTAINMENT IN | 1,192 | $218,267 | 0.2% |
| 95 | PNCPNC FINL SVCS GROUP INC | 885 | $217,905 | 0.2% |
| 96 | JIVEJ P MORGAN EXCHANGE TRADED F | 2,352 | $216,277 | 0.2% |
| 97 | HUMHUMANA INC | 542 | $215,293 | 0.2% |
| 98 | CRWDCROWDSTRIKE HLDGS INC | 278 | $212,140 | 0.2% |
| 99 | VZVERIZON COMMUNICATIONS INC | 4,998 | $211,616 | 0.2% |
| 100 | ORCLORACLE CORP | 1,437 | $210,550 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.