Luts & Greenleigh Group, Inc. holds a focused book of 105 stocks worth $132.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Intel Corp and trimmed ExxonMobil Holdings Corp. Their largest long position is ExxonMobil Holdings Corp at 24% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Luts & Greenleigh Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $651.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $642.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.6B |
| LPL Financial LLC | 80 / 80 | $73.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $68.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $23.6B |
| Cetera Investment Advisers | 80 / 80 | $19.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $18.7B |
Ranked by how many of Luts & Greenleigh Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp COM | $31.9M | 233.1K | 24.1% | ▼−0.2% Reduced · −579 sh | |
| 2 | Costco Wholesale Corporation COM | $9.7M | 10.4K | 7.4% | ▼−0.4% Reduced · −44 sh | |
| 3 | Apple Inc COM | $6.8M | 23.6K | 5.2% | ▲+2.1% Added · +498 sh | |
| 4 | Nvidia Corporation COM | $4.2M | 21.2K | 3.2% | ▲+2.6% Added · +531 sh | |
| 5 | Microsoft Corp COM | $3.9M | 10.5K | 3.0% | ▲+1.2% Added · +126 sh | |
| 6 | Abbvie Inc COM | $3.5M | 13.9K | 2.6% | ▲+0.4% Added · +58 sh | |
| 7 | Ishares TR RUS 2000 GRW ETF | $2.7M | 6.9K | 2.0% | ▼−1.0% Reduced · −72 sh | |
| 8 | Alphabet Inc CAP STK CL A | $2.7M | 7.5K | 2.0% | ▲+2.0% Added · +145 sh | |
| 9 | International Business Machs COM | $2.6M | 9.2K | 2.0% | ▲+4.2% Added · +369 sh | |
| 10 | Ishares TR RUS 1000 GRW ETF | $2.6M | 20.7K | 1.9% | ▲+296% Added · +15K sh | |
| 11 | Amazon Com Inc COM | $2.4M | 10.0K | 1.8% | ▲+14% Added · +1K sh | |
| 12 | Ishares TR RUS 1000 VAL ETF | $2.1M | 8.8K | 1.6% | ▲+0.1% Added · +5 sh | |
| 13 | Ishares TR RUS 2000 VAL ETF | $1.9M | 8.5K | 1.4% | ▼~0% Reduced · −4 sh | |
| 14 | Coca Cola Co COM | $1.8M | 22.0K | 1.4% | ▲+0.3% Added · +57 sh | |
| 15 | Ishares TR RUS MD CP GR ETF | $1.7M | 11.8K | 1.3% | ▼~0% Reduced · −4 sh | |
| 16 | Johnson & Johnson COM | $1.6M | 6.5K | 1.2% | ▼−0.3% Reduced · −19 sh | |
| 17 | Waste Mgmt Inc Del COM | $1.6M | 7.4K | 1.2% | ▼~0% Reduced · −1 sh | |
| 18 | Home Depot Inc COM | $1.6M | 4.7K | 1.2% | ▼−1.4% Reduced · −65 sh | |
| 19 | Philip Morris Intl Inc COM | $1.6M | 8.7K | 1.2% | ▲+1.3% Added · +115 sh | |
| 20 | Ishares TR RUS MDCP VAL ETF | $1.5M | 9.3K | 1.2% | ▼−0.1% Reduced · −5 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.5M | 4.2K | 1.1% | ▲+1.3% Added · +54 sh | |
| 22 | JPMorgan Chase & Co COM | $1.4M | 4.4K | 1.1% | ▼−0.3% Reduced · −11 sh | |
| 23 | Broadcom Inc COM | $1.4M | 3.6K | 1.0% | ▲+1.6% Added · +55 sh | |
| 24 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.9% | ▲+2.5% Added · +25 sh | |
| 25 | Ishares TR CORE 1 5 YR USD | $1.2M | 25.6K | 0.9% | ▼−0.3% Reduced · −82 sh | |
| 26 | Abbott Laboratories COM | $1.2M | 13.3K | 0.9% | ▼−6.0% Reduced · −851 sh | |
| 27 | Ishares TR EAFE VALUE ETF | $1.2M | 15.7K | 0.9% | ▲+0.2% Added · +30 sh | |
| 28 | Ishares TR EAFE GRWTH ETF | $1.2M | 9.4K | 0.9% | ▲+0.3% Added · +28 sh | |
| 29 | Walmart Inc COM | $1.1M | 10.0K | 0.9% | ▼−0.4% Reduced · −41 sh | |
| 30 | Micron Technology Inc COM | $1.1M | 939 | 0.8% | ▲+17% Added · +136 sh | |
| 31 | Vanguard World FD INF TECH ETF | $1.1M | 8.9K | 0.8% | ▲+700% Added · +8K sh | |
| 32 | Tesla Inc COM | $1.0M | 2.4K | 0.8% | ▲+5.9% Added · +136 sh | |
| 33 | SPDR Gold TR GOLD SHS | $1.0M | 2.7K | 0.8% | ▼−1.4% Reduced · −39 sh | |
| 34 | Union Pac Corp COM | $930K | 3.4K | 0.7% | ▲+1.1% Added · +37 sh | |
| 35 | Caterpillar Inc COM | $928K | 871 | 0.7% | ▼−2.4% Reduced · −21 sh | |
| 36 | Meta Platforms Inc CL A | $851K | 1.5K | 0.6% | ▲+6.6% Added · +94 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $770K | 1.1K | 0.6% | ▲+0.7% Added · +8 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $708K | 948 | 0.5% | ▲+0.4% Added · +4 sh | |
| 39 | Advanced Micro Devices Inc COM | $690K | 1.2K | 0.5% | ▲+3.5% Added · +40 sh | |
| 40 | Cisco Sys Inc COM | $685K | 5.8K | 0.5% | ▼−1.2% Reduced · −72 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $681K | 1.4K | 0.5% | ▲+8.6% Added · +108 sh | |
| 42 | Tidal Trust I FUND GRAN US ETF | $644K | 23.3K | 0.5% | —Held | |
| 43 | Schwab Strategic TR INTL EQTY ETF | $626K | 22.6K | 0.5% | —Held | |
| 44 | Intel Corp COM | $620K | 4.4K | 0.5% | ▲New New position | |
| 45 | Merck & Co Inc COM | $611K | 4.8K | 0.5% | ▲+2.4% Added · +113 sh | |
| 46 | Visa Inc COM CL A | $575K | 1.7K | 0.4% | ▲+3.1% Added · +50 sh | |
| 47 | Ishares TR MSCI EMG MKT ETF | $570K | 8.3K | 0.4% | ▲+0.1% Added · +7 sh | |
| 48 | Ge Vernova Inc COM | $553K | 471 | 0.4% | ▲+3.7% Added · +17 sh | |
| 49 | Mondelez Intl Inc CL A | $553K | 9.6K | 0.4% | ▲+1.1% Added · +103 sh | |
| 50 | Schwab Strategic TR US AGGREGATE B | $542K | 23.4K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1967844/holdings"
Use Arkolith to show LUTS & GREENLEIGH GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.