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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 963.0 $208K 0.16% NEW $216.47 -3.0%
102 SNDK SANDISK CORP Technology 91.0 $207K 0.16% NEW $2273.73 -34.7%
103 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,670.0 $206K 0.16% NEW $123.44 -5.3%
104 AMGN AMGEN INC Healthcare 557.0 $202K 0.15% NEW $362.12 +20.7%
105 JIG J P MORGAN EXCHANGE TRADED F 2,307.0 $201K 0.15% NEW $87.18 -1.5%
Page 6 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%