LUTS & GREENLEIGH GROUP, INC.

Q3 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$137,186
Net value change ($000)
+5,010 (3.8%)
New positions
3
Sold out positions
7
Turnover %
50.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 35,629 NEW
MSFT 1,337 34.2%
AAPL 1,203 17.6%
CAT 899 96.9%
NVDA 523 12.3%
PLTR 280 NEW
META 265 31.1%
CASY 233 NEW
ABBV 177 5.1%
GLD 160 15.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -31,865 -100.0%
IBM -614 -23.8%
HD -336 -20.5%
IWO -274 -10.2%
COST -266 -2.7%
PEP -248 -100.0%
PNC -218 -100.0%
ORCL -211 -100.0%
BA -208 -100.0%
SNDK -207 -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