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Leuthold Group Portfolio holdings

AUM $939M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
+3.06%
1 Year Est. Return
+37.7%
3 Year Est. Return
+105.66%
5 Year Est. Return
+147.78%
10 Year Est. Return
+575.01%
AUM
$939M
AUM Growth
+$12.7M
Cap. Flow
+$7.14M
Cap. Flow %
0.76%
Top 10 Hldgs %
18.43%
Holding
229
New
22
Increased
94
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$8.32M
2
SPDN icon
Direxion Daily S&P 500 Bear 1X ETF
SPDN
+$6.99M
3
BKR icon
Baker Hughes
BKR
+$5.44M
4
LRCX icon
Lam Research
LRCX
+$4.64M
5
DELL icon
Dell
DELL
+$4.55M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$9.29M
2
ELV icon
Elevance Health
ELV
+$7.9M
3
UBER icon
Uber
UBER
+$5.21M
4
GT icon
Goodyear
GT
+$4.91M
5
HUM icon
Humana
HUM
+$4.66M

Sector Composition

Rank Sector Weight
1 Technology 15.39%
2 Healthcare 14.55%
3 Financials 14.38%
4 Industrials 8.64%
5 Materials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
51
United Therapeutics
UTHR
$26.3B
$6.37M 0.68%
10,736
+64
+0.6% +$31.9K
THC icon
52
Tenet Healthcare
THC
$20.1B
$6.27M 0.67%
33,227
+443
+1% +$93.3K
BMY icon
53
Bristol-Myers Squibb
BMY
$127B
$6.26M 0.67%
103,233
+2,208
+2% +$129K
AEM icon
54
Agnico Eagle Mines
AEM
$72.6B
$6.23M 0.66%
30,707
+632
+2% +$132K
FFIV icon
55
F5
FFIV
$22.1B
$6.21M 0.66%
21,459
+748
+4% +$207K
GTX icon
56
Garrett Motion
GTX
$5.9B
$6.2M 0.66%
341,259
+8,027
+2% +$150K
MA icon
57
Mastercard
MA
$477B
$6.16M 0.66%
12,330
-3,289
-21% -$1.73M
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$6.1M 0.65%
123,612
-44,208
-26% -$2.3M
BIIB icon
59
Biogen
BIIB
$29.9B
$6.08M 0.65%
33,143
+554
+2% +$102K
MRK icon
60
Merck
MRK
$324B
$6.06M 0.65%
50,410
+1,114
+2% +$129K
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$186B
$6.02M 0.64%
66,484
-406
-0.6% -$37.9K
EGO icon
62
Eldorado Gold
EGO
$8.31B
$5.98M 0.64%
174,224
-317
-0.2% -$12.9K
LEA icon
63
Lear
LEA
$7.19B
$5.84M 0.62%
48,222
+709
+1% +$88.4K
ALV icon
64
Autoliv
ALV
$8.6B
$5.83M 0.62%
55,412
+833
+2% +$98.3K
NTCT icon
65
NETSCOUT
NTCT
$2.86B
$5.81M 0.62%
182,878
+2,894
+2% +$84K
APTV icon
66
Aptiv
APTV
$12B
$5.71M 0.61%
82,223
+1,209
+1% +$93.2K
DY icon
67
Dycom Industries
DY
$12.9B
$5.67M 0.6%
16,742
+603
+4% +$227K
GSK icon
68
GSK
GSK
$103B
$5.66M 0.6%
102,505
+2,147
+2% +$116K
DELL icon
69
Dell
DELL
$283B
$5.61M 0.6%
+34,161
New +$4.55M
CVSA
70
Covista Inc
CVSA
$3.94B
$5.48M 0.58%
47,562
+751
+2% +$80.2K
GVA icon
71
Granite Construction
GVA
$5.45B
$5.46M 0.58%
45,579
+356
+0.8% +$44.4K
PLXS icon
72
Plexus
PLXS
$6.81B
$5.35M 0.57%
26,422
+418
+2% +$79.4K
OII icon
73
Oceaneering
OII
$5.25B
$5.33M 0.57%
150,172
+2,533
+2% +$81.9K
FXY icon
74
Invesco CurrencyShares Japanese Yen Trust
FXY
$423M
$5.32M 0.57%
91,849
-277
-0.3% -$16.2K
UTI icon
75
Universal Technical Institute
UTI
$2.08B
$5.2M 0.55%
144,056
+2,308
+2% +$72.8K
1 2
3
4 5

Similar funds

IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PGA
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OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
LJAC
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Leuthold Group's Q1 2026 Portfolio in Review

As of Q1 2026, Leuthold Group held 229 positions worth $939M, up 1.4% from $926M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Leuthold Group's Q1 2026 filing shows 22 new, 94 increased, 84 reduced and 18 closed positions. Its largest new stake was NVIDIA: 45,341 shares worth $7.91M. The largest sale was UnitedHealth, an estimated $9.29M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

  • Leuthold Group's largest Q1 2026 buy was NVIDIA: 45,341 shares worth $7.91M.
  • Leuthold Group added most to Direxion Daily S&P 500 Bear 1X ETF in Q1 2026, an estimated $6.99M increase.
  • Leuthold Group's biggest Q1 2026 reduction was Raymond James Financial, cutting an estimated $3.95M.
  • Leuthold Group fully exited UnitedHealth in Q1 2026, selling an estimated $9.29M.
  • Leuthold Group's ten largest holdings make up 18% of its $939M portfolio in Q1 2026.
  • Leuthold Group opened 22 new positions and closed 18 in Q1 2026.
  • Leuthold Group's portfolio value rose 1.4% quarter-over-quarter to $939M.

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