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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 639.0 $272K 0.21% $426.12 -2.4%
82 USFR WISDOMTREE TR 5,398.0 $272K 0.21% $50.35 -0.0%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 565.0 $270K 0.20% NEW $477.57 -10.5%
84 EPS WISDOMTREE TR 3,460.0 $269K 0.20% $77.79 +4.2%
85 GE GE AEROSPACE Industrials 678.0 $253K 0.19% NEW $373.67 -8.3%
86 PEP PEPSICO INC Consumer Defensive 1,834.0 $248K 0.19% +56.0 +3.1% $135.42 +3.2%
87 CVX CHEVRON CORPORATION Energy 1,492.0 $247K 0.19% -214.0 -12.5% $165.81 +20.4%
88 TXN TEXAS INSTRS INC Technology 806.0 $240K 0.18% NEW $298.07 -10.6%
89 TRUT VANECK ETF TRUST 7,348.0 $231K 0.17% NEW $31.39 +3.1%
90 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,044.0 $226K 0.17% NEW $110.41 +16.8%
91 XLV SELECT SECTOR SPDR TR 1,410.0 $224K 0.17% NEW $158.66 +8.1%
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,879.0 $223K 0.17% -78.0 -2.0% $57.62 +16.2%
93 PG PROCTER & GAMBLE CO Consumer Defensive 1,489.0 $218K 0.17% -321.0 -17.7% $146.66 -2.4%
94 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,192.0 $218K 0.17% NEW $183.11 -1.3%
95 PNC PNC FINL SVCS GROUP INC Financial Services 885.0 $218K 0.17% NEW $246.22 -1.1%
96 JIVE J P MORGAN EXCHANGE TRADED F 2,352.0 $216K 0.16% $91.95 +6.4%
97 HUM HUMANA INC Healthcare 542.0 $215K 0.16% NEW $397.22 -1.2%
98 CRWD CROWDSTRIKE HLDGS INC Technology 278.0 $212K 0.16% NEW $190.77 +19.5%
99 VZ VERIZON COMMUNICATIONS INC Communication Services 4,998.0 $212K 0.16% -510.0 -9.3% $42.34 +16.7%
100 ORCL ORACLE CORP Technology 1,437.0 $211K 0.16% -77.0 -5.1% $146.52 +3.7%
Page 5 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%