Portfolio (Quarterly) Guide ↗

LUTS & GREENLEIGH GROUP, INC.

· CIK 0001967844

13F Portfolio $132M AUM 105 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 30 Added 18 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,388	$314K	0.25%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,597	$234K	0.18%	SOLD
3	PFE	PFIZER INC	Healthcare	7,355	$207K	0.16%	SOLD

Sector Allocation

Energy 30.7%

Technology 23.8%

Consumer Defensive 14.5%

Healthcare 9.2%

Financial Services 6.1%

Consumer Cyclical 5.2%

Communication Services 4.4%

Industrials 4.3%

Utilities 1.6%

Real Estate 0.2%