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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LEIDOS HOLDINGS INC 3,647.0 $376K 0.28% $102.97
62 QCOM QUALCOMM INC Technology 2,032.0 $375K 0.28% +105.0 +5.5% $184.79 -10.8%
63 BAC BANK OF AMER CORP Financial Services 6,074.0 $346K 0.26% -131.0 -2.1% $56.98 +7.4%
64 MA MASTERCARD INCORPORATED Financial Services 673.0 $346K 0.26% -129.0 -16.1% $513.71 +15.2%
65 XLY SELECT SECTOR SPDR TR 2,862.0 $336K 0.25% $117.28 -1.2%
66 RF REGIONS FINANCIAL CORP NEW Financial Services 11,090.0 $335K 0.25% $30.20 +0.7%
67 MRVL MARVELL TECHNOLOGY INC Technology 1,122.0 $334K 0.25% NEW $297.82 -18.9%
68 NEE NEXTERA ENERGY INC Utilities 3,804.0 $334K 0.25% $87.77 -4.9%
69 GS GOLDMAN SACHS GROUP INC Financial Services 327.0 $330K 0.25% -15.0 -4.4% $1009.94 +3.1%
70 UNH UNITEDHEALTH GROUP INC Healthcare 782.0 $325K 0.25% NEW $415.63 -5.0%
71 JPME J P MORGAN EXCHANGE TRADED F 2,593.0 $322K 0.24% $124.21 +2.6%
72 BLK BLACKROCK INC Financial Services 321.0 $309K 0.23% -8.0 -2.4% $961.56 +21.4%
73 JAVA J P MORGAN EXCHANGE TRADED F 3,866.0 $307K 0.23% $79.41 +4.4%
74 SO SOUTHERN CO Utilities 3,170.0 $303K 0.23% +182.0 +6.1% $95.70 -6.9%
75 AFLG FIRST TR EXCHNG TRADED FD VI 6,903.0 $300K 0.23% $43.42 +3.8%
76 TT TRANE TECHNOLOGIES PLC Industrials 578.0 $284K 0.21% $491.16 -7.5%
77 JGRO J P MORGAN EXCHANGE TRADED F 2,856.0 $282K 0.21% $98.59 -3.3%
78 AFL AFLAC INC Financial Services 2,396.0 $281K 0.21% +15.0 +0.6% $117.25 -0.6%
79 VIS VANGUARD WORLD FD 776.0 $280K 0.21% $360.38 -4.8%
80 NFLX NETFLIX INC. Communication Services 3,834.0 $274K 0.21% +850.0 +28.5% $71.40 +11.8%
Page 4 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%