Lutz, FLCIK 10160214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 31.8K | $11.01M | 9.0% | −822 | Reduced |
| 2 | Abbvie Inc | 24.9K | $5.68M | 4.7% | −532 | Reduced |
| 3 | Amgen Inc | 15.7K | $5.13M | 4.2% | −258 | Reduced |
| 4 | Omega Healthcare Invs Inc |
| 114.1K |
| $5.06M |
| 4.2% |
| −1.5K |
| Reduced |
| 5 | Aflac Inc | 43.0K | $4.74M | 3.9% | −496 | Reduced |
| 6 | Altria Group Inc | 78.6K | $4.53M | 3.7% | −12.8K | Reduced |
| 7 | Ugi Corp New | 119.3K | $4.47M | 3.7% | −9.4K | Reduced |
| 8 | Ameriprise Finl Inc | 7.1K | $3.48M | 2.9% | −763 | Reduced |
| 9 | Cencora Inc | 9.6K | $3.26M | 2.7% | −41 | Reduced |
| 10 | Truist Finl Corp | 65.5K | $3.23M | 2.7% | −637 | Reduced |
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