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Home > Institutional Investor > Luts & Greenleigh Group, Inc > Profile

Instuitional Investor - Luts & Greenleigh Group, Inc

Fund Profile
Filing Period:
Fund Name: Luts & Greenleigh Group, Inc
Portfolio Value $104,265,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 239,403 $25,807,601 24.75%
2.
Costco Wholesale Corp W
 COST 10,504 $10,398,046 9.97%
3.
Microsoft Corp
 MSFT 10,902 $5,422,725 5.2%
4.
Apple Inc.
 AAPL 22,872 $4,692,700 4.5%
5.
Nvidia Corp
 NVDA 19,894 $3,143,087 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)