Long-term investor

Luts & Greenleigh Group, Inc. @lutsgreenleighgroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967844).

Record

  • Tracked since 2025-06-30 (449 days), 69 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -7.1% · 1 year n/a · all -7.4%
  • Max drawdown n/a · win rate 38% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • XOM · 24.1% · long · since 2025-06-30
  • COST · 7.4% · long · since 2025-06-30
  • AAPL · 5.2% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • MSFT · 3.0% · long · since 2025-06-30
  • ABBV · 2.6% · long · since 2025-06-30
  • 464287648 · 2.0% · long · since 2025-06-30
  • GOOGL · 2.0% · long · since 2025-06-30
  • IBM · 2.0% · long · since 2025-06-30
  • 464287614 · 1.9% · long · since 2025-06-30
  • AMZN · 1.8% · long · since 2025-06-30
  • 464287598 · 1.6% · long · since 2025-06-30

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