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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 $79,317,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 253,021 $25,297,037 31.89%
2.
Costco Wholesale Corp W
 COST 15,500 $10,231,390 12.89%
3.
Microsoft Corp
 MSFT 9,273 $3,487,147 4.39%
4.
Apple Inc.
 AAPL 16,078 $3,095,444 3.9%
5.
Abbvie Inc.
 ABBV 13,554 $2,100,502 2.64%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)