LUTS & GREENLEIGH GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$126,269
Net value change ($000)
+8,564 (7.3%)
New positions
7
Sold out positions
5
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 10,075 34.1%
COST 1,409 15.7%
GRNY 556 NEW
DGRW 384 NEW
USFR 272 NEW
JNJ 267 20.2%
AFLG 266 NEW
EPS 236 NEW
PFE 207 NEW
JIVE 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,513 -28.3%
IBM -538 -20.1%
AAPL -419 -6.7%
TT -373 -60.7%
ABT -352 -19.5%
NVDA -275 -7.1%
UNH -255 -100.0%
ISRG -241 -100.0%
TE CONNECTIVITY PLC -214 -100.0%
AXP -211 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type