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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 $101,234,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 247,156 $26,586,581 26.26%
2.
Costco Wholesale Corp W
 COST 10,533 $9,650,660 9.53%
3.
Apple Inc.
 AAPL 25,380 $6,355,582 6.27%
4.
Microsoft Corp
 MSFT 10,839 $4,568,594 4.51%
5.
Nvidia Corp
 NVDA 20,374 $2,735,970 2.7%
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)