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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
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,361.0 $681K 0.52% +108.0 +8.6% $500.39
42 GRNY TIDAL TRUST I 23,295.0 $644K 0.49% $27.65 +1.6%
43 SCHF SCHWAB STRATEGIC TR 22,617.0 $626K 0.47% $27.70 +2.6%
44 INTC INTEL CORP Technology 4,442.0 $620K 0.47% NEW $139.63 -34.0%
45 MRK MERCK & CO INC Healthcare 4,755.0 $611K 0.46% +113.0 +2.4% $128.49 +16.4%
46 V VISA INC Financial Services 1,676.0 $575K 0.43% +50.0 +3.1% $343.08 +10.7%
47 EEM ISHARES TR 8,337.0 $570K 0.43% $68.41 -1.2%
48 GEV GE VERNOVA INC Utilities 471.0 $553K 0.42% +17.0 +3.7% $1175.08 -18.8%
49 MDLZ MONDELEZ INTL INC Consumer Defensive 9,555.0 $553K 0.42% +103.0 +1.1% $57.84 +7.9%
50 SCHZ SCHWAB STRATEGIC TR 23,412.0 $542K 0.41% $23.13 -1.2%
51 SYK STRYKER CORPORATION Healthcare 1,618.0 $509K 0.39% -57.0 -3.4% $314.84 +2.3%
52 D DOMINION ENERGY INC Utilities 7,357.0 $502K 0.38% $68.29 -2.7%
53 SCHH SCHWAB STRATEGIC TR 21,200.0 $502K 0.38% $23.68 +0.7%
54 MS MORGAN STANLEY Financial Services 2,223.0 $465K 0.35% -13.0 -0.6% $209.04 +2.8%
55 PANW PALO ALTO NETWORKS INC Technology 1,318.0 $449K 0.34% -35.0 -2.6% $341.02 +12.3%
56 DGRW WISDOMTREE TR 4,375.0 $418K 0.32% $95.62 +4.2%
57 JMEE J P MORGAN EXCHANGE TRADED F 5,115.0 $399K 0.30% $78.03 -0.3%
58 T AT&T INC Communication Services 19,174.0 $397K 0.30% +776.0 +4.2% $20.70 +22.9%
59 MCD MCDONALDS CORP Consumer Cyclical 1,436.0 $388K 0.29% +215.0 +17.6% $270.25 -3.8%
60 LRCX LAM RESEARCH CORP Technology 887.0 $384K 0.29% NEW $433.15 -26.5%
Page 3 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%