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LUTS & GREENLEIGH GROUP, INC
LUTS & GREENLEIGH GROUP, INC is an institution, managing $111.4M across 83 long positions as of Q3 2025 with 57% concentrated in top 10 holdings and 24% allocation to XOM.
- Portfolio Value
- $111.4M
- Positions
- 83
- Top Holding
- XOM at 24.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LUTS & GREENLEIGH GROUP, INC's portfolio (57.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Integrated Energy | $27.0M | 24.27% | +$44.6K Bought | 0.01% 239.8K shares | |
Discount Stores Consumer Defensive | $9.7M | 8.74% | +$11.1K Bought | 0.00% 10.5K shares | |
Consumer Electronics Technology | $5.9M | 5.26% | +$34.6K Bought | 0.00% 23.0K shares | |
Software - Infrastructure Technology | $5.7M | 5.15% | +$88.6K Bought | 0.00% 11.1K shares | |
Semiconductors Technology | $3.8M | 3.41% | +$83.0K Bought | 0.00% 20.3K shares | |
Drug Manufacturers - General Healthcare | $3.2M | 2.88% | -$11.1K Sold | 0.00% 13.9K shares | |
ETF ETF | $2.4M | 2.14% | -$98.8K Sold | — 5.1K shares | |
ETF ETF | $2.2M | 1.96% | -$79.7K Sold | — 6.8K shares | |
Home Improvement Consumer Cyclical | $2.0M | 1.77% | -$1.6K Sold | 0.00% 4.9K shares | |
Medical - Devices Healthcare | $1.9M | 1.75% | -$15.9K Sold | 0.00% 14.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LUTS & GREENLEIGH GROUP, INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-6.92% | |
-5.08% | |
-4.26% |
Analytics
Portfolio insights and performance metrics for LUTS & GREENLEIGH GROUP, INC
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