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Leuthold Group’s Benchmark Electronics BHE Stock Holding History

Leuthold Group’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81M Buy
50,065
+2,439
+5% +$131K 0.3% 120
2025
Q4 		$2.04M Buy
47,626
+417
+0.9% +$18.1K 0.22% 132
2025
Q3 		$1.82M Buy
47,209
+2,112
+5% +$83.5K 0.2% 129
2025
Q2 		$1.75M Buy
+45,097
New +$1.65M 0.21% 131
2018
Q2 		– Sell
-90,209
Closed -$2.69M – 206
2018
Q1 		$2.69M Sell
90,209
-15,612
-15% -$469K 0.31% 120
2017
Q4 		$3.08M Sell
105,821
-6,994
-6% -$218K 0.31% 125
2017
Q3 		$3.85M Sell
112,815
-2,341
-2% -$76.9K 0.39% 108
2017
Q2 		$3.72M Sell
115,156
-3,876
-3% -$125K 0.4% 105
2017
Q1 		$3.79M Sell
119,032
-2,543
-2% -$79.7K 0.41% 104
2016
Q4 		$3.71M Sell
121,575
-10,807
-8% -$296K 0.41% 107
2016
Q3 		$3.3M Sell
132,382
-3,802
-3% -$90.1K 0.35% 116
2016
Q2 		$2.88M Buy
+136,184
New +$2.85M 0.3% 122
2015
Q4 		– Sell
-45,274
Closed -$985K – 191
2015
Q3 		$985K Sell
45,274
-125,638
-74% -$2.68M 0.1% 165
2015
Q2 		$3.72M Buy
170,912
+6,481
+4% +$154K 0.35% 108
2015
Q1 		$3.95M Sell
164,431
-1,171
-0.7% -$28K 0.37% 98
2014
Q4 		$4.21M Sell
165,602
-30,105
-15% -$707K 0.41% 92
2014
Q3 		$4.35M Sell
195,707
-10,427
-5% -$253K 0.39% 97
2014
Q2 		$5.25M Buy
206,134
+783
+0.4% +$18.4K 0.45% 85
2014
Q1 		$4.65M Buy
205,351
+57,124
+39% +$1.33M 0.41% 90
2013
Q4 		$3.42M Buy
148,227
+25,699
+21% +$583K 0.31% 104
2013
Q3 		$2.81M Buy
+122,528
New +$2.71M 0.26% 112

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leuthold Group's BHE Position: Q1 2026 in Review

Leuthold Group increased its Benchmark Electronics (BHE) stake by 5.1% in Q1 2026, buying an estimated $131K and bringing the position to 50,065 shares worth $2.81M. The position accounts for 0.3% of the portfolio, ranked #120.

Leuthold Group first reported a position in BHE in Q3 2013 and has held it in 21 quarters since. The position peaked at $5.25M in Q2 2014. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Leuthold Group held 50,065 shares of Benchmark Electronics worth $2.81M as of Q1 2026.
  • Leuthold Group bought 2,439 Benchmark Electronics shares in Q1 2026, an estimated $131K.
  • Benchmark Electronics made up 0.3% of Leuthold Group's portfolio in Q1 2026, its #120 holding.
  • Leuthold Group first reported a position in Benchmark Electronics in Q3 2013 and has held it in 21 quarters since.
  • Leuthold Group's Benchmark Electronics position peaked at $5.25M in Q2 2014.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.