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David Greenleigh

Luts & Greenleigh Group, Inc.

Assets Managed
$126.269M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
2mo 12d ago
Growth Rate
7.28%(2Q avg: 6.47%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Luts & Greenleigh Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Luts & Greenleigh Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 126.269M in assets, with a quarterly growth rate of 7.28% and a 2-quarter average growth rate of 6.47%. The portfolio is managed by David Greenleigh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XOM
Exxon Mobil Corp
Recent Activity
Decreased -4.89%
31.4%
$39.64M
233,646 shares@ $169.67 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 0.1%
8.24%
$10.403M
10,440 shares@ $996.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.03%
4.64%
$5.854M
23,068 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6.35%
3.04%
$3.827M
10,340 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.64%
2.86%
$3.609M
20,693 shares@ $174.41 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.41%
2.38%
$3M
13,796 shares@ $217.49 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 2.8%
1.77%
$2.229M
5,228 shares@ $426.38 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Increased 0.6%
1.73%
$2.172M
6,923 shares@ $313.81 avg price
IBM
Intl Business Machines Corp
Recent Activity
Decreased -2.37%
1.7%
$2.138M
8,819 shares@ $242.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.47%
1.68%
$2.11M
7,338 shares@ $287.55 avg price

1-10 of 89