LUTS & GREENLEIGH GROUP, INC.

Q2 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$132,176
Net value change ($000)
+5,907 (4.7%)
New positions
19
Sold out positions
3
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 965 16.5%
MU 813 300.0%
NVDA 638 17.7%
INTC 620 NEW
GOOGL 564 26.7%
AMZN 552 30.0%
IWO 527 24.3%
ABBV 486 16.2%
AMD 457 196.1%
IBM 446 20.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -7,775 -19.6%
COST -678 -6.5%
HON -314 -100.0%
ABT -246 -17.0%
PLTR -234 -100.0%
PFE -207 -100.0%
LDOS -192 -33.8%
GLD -186 -15.6%
T -136 -25.5%
WMT -116 -9.3%
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