account_balance
Investment manager · 13F filer · SEC CIK 1967844
Luts & Greenleigh Group, Inc.
Reported value$137Mas of Sep 30, 2026
Positions101 2 new, 6 sold out
Top 10 weight56.0%XOM alone is 26%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XOMExxonMobil Holdings Corp
26.0%Trimmed −6%
COSTCostco Wholesale Corp
6.9%
AAPLApple Inc.
5.8%Added +2%
MSFTMicrosoft Corp
3.8%Trimmed −2%
NVDANVIDIA Corp
3.5%
ABBVAbbVie Inc.
2.7%
IWFiShares Tr
1.9%
GOOGLAlphabet Inc.
1.8%
AMZNAmazon.com Inc
1.8%
IWOiShares Tr
1.8%
IWDiShares Tr
1.6%
XOMExxonMobil Holdings Corp
26.0%Trimmed −6%
COSTCostco Wholesale Corp
6.9%
AAPLApple Inc.
5.8%+2%
MSFTMicrosoft Corp
3.8%
NVDANVIDIA Corp
3.5%
ABBV2.7%IWF1.9%
GOOGLAMZNIWO
IWD1.6%
IBMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XOM ExxonMobil Holdings Corp 26.0% Trimmed −6%COST Costco Wholesale Corp 6.9% HeldAAPL Apple Inc. 5.8% Added +2%MSFT Microsoft Corp 3.8% Trimmed −2%NVDA NVIDIA Corp 3.5% HeldABBV AbbVie Inc. 2.7% Held
IWF iShares Tr 1.9% Held
GOOGL Alphabet Inc. 1.8% HeldAMZN Amazon.com Inc 1.8% HeldIWO iShares Tr 1.8% Held
IWD iShares Tr 1.6% Held
IBM International Business Machines Corp 1.4% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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