We are live on ! Find out more
LG

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
CHRW icon
76
C.H. Robinson
CHRW
$22B
$5.2M 0.55%
31,285
+629
+2% +$113K
PNC icon
77
PNC Financial Services
PNC
$100B
$5.13M 0.55%
24,672
+503
+2% +$110K
USB icon
78
US Bancorp
USB
$99.6B
$5.06M 0.54%
97,348
+2,043
+2% +$112K
V icon
79
Visa
V
$677B
$5.01M 0.53%
16,576
-4,291
-21% -$1.38M
HIG icon
80
Hartford Financial Services
HIG
$38.5B
$4.98M 0.53%
36,823
+520
+1% +$71K
SANM icon
81
Sanmina
SANM
$11.2B
$4.97M 0.53%
38,313
+653
+2% +$95.9K
TRV icon
82
Travelers Companies
TRV
$80.8B
$4.91M 0.52%
16,833
+241
+1% +$70.6K
TS icon
83
Tenaris
TS
$29.1B
$4.89M 0.52%
+83,994
New +$4.14M
RIO icon
84
Rio Tinto
RIO
$148B
$4.88M 0.52%
52,263
+1,364
+3% +$124K
EXPD icon
85
Expeditors International
EXPD
$22.9B
$4.77M 0.51%
33,318
+773
+2% +$117K
CRH icon
86
CRH
CRH
$66.7B
$4.7M 0.5%
44,686
+1,018
+2% +$120K
VMI icon
87
Valmont Industries
VMI
$9.44B
$4.64M 0.49%
11,620
+122
+1% +$53.3K
SNY icon
88
Sanofi
SNY
$104B
$4.63M 0.49%
96,085
+2,235
+2% +$104K
LRCX icon
89
Lam Research
LRCX
$382B
$4.43M 0.47%
+20,757
New +$4.64M
PRDO icon
90
Perdoceo Education
PRDO
$1.9B
$4.39M 0.47%
117,983
+7,210
+7% +$238K
FXE icon
91
Invesco CurrencyShares Euro Currency Trust
FXE
$331M
$4.35M 0.46%
40,779
-386
-0.9% -$41.7K
DAL icon
92
Delta Air Lines
DAL
$55.9B
$4.31M 0.46%
64,885
+55,903
+622% +$3.76M
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.24M 0.45%
42,755
– –
VONV icon
94
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$4.24M 0.45%
45,234
– –
ALL icon
95
Allstate
ALL
$66.9B
$4.17M 0.44%
20,116
+278
+1% +$57K
EQX icon
96
Equinox Gold
EQX
$7.32B
$4.08M 0.44%
282,460
+7,331
+3% +$112K
CARG icon
97
CarGurus
CARG
$3.01B
$3.97M 0.42%
116,455
-13,115
-10% -$429K
NOV icon
98
NOV
NOV
$7.45B
$3.91M 0.42%
208,123
+181,272
+675% +$3.4M
PSQ icon
99
ProShares Short QQQ
PSQ
$694M
$3.9M 0.42%
121,245
+8,372
+7% +$257K
AIZ icon
100
Assurant
AIZ
$13.7B
$3.86M 0.41%
17,723
+320
+2% +$73K
2 3
4
5 6

Similar funds

IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
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
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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.