LUTS & GREENLEIGH GROUP, INC.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 117,705
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 87 | 117,705 | 13F-HR | LUTS & GREENLEIGH GROUP, INC. |
| Q3 2025 | 11/7/2025 | 83 | 111,412 | 13F-HR | LUTS & GREENLEIGH GROUP, INC |
| Q2 2025 | 7/11/2025 | 79 | 104,266 | 13F-HR | LUTS & GREENLEIGH GROUP, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.2 K | 85.1% | 5.941 K | 0 | 5.941 K |
| ETFs | 16.27 K | 13.8% | 356 | 0 | 356 |
| Other | 1.252 K | 1.1% | 0 | 3 | -3 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
117,705
Holdings
87
QoQ value change ($000)
6,293
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.