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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
+6.45%
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
$926M
AUM Growth
+$12M
Cap. Flow
-$23M
Cap. Flow %
-2.49%
Top 10 Hldgs %
18.44%
Holding
248
New
43
Increased
108
Reduced
50
Closed
41

Top Buys

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$9.95M
2
FDX icon
FedEx
FDX
+$9.9M
3
UNH icon
UnitedHealth
UNH
+$9.53M
4
ELV icon
Elevance Health
ELV
+$7.61M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.32M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$19.1M
2
NFLX icon
Netflix
NFLX
+$17.9M
3
URI icon
United Rentals
URI
+$12.3M
4
PHM icon
Pultegroup
PHM
+$11.8M
5
DHI icon
D.R. Horton
DHI
+$9.97M

Sector Composition

Rank Sector Weight
1 Healthcare 16.75%
2 Financials 16.55%
3 Technology 13.9%
4 Industrials 7.89%
5 Materials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARG icon
76
CarGurus
CARG
$3.01B
$4.97M 0.54%
129,570
-1,789
-1% -$64.5K
CHRW icon
77
C.H. Robinson
CHRW
$22B
$4.93M 0.53%
+30,656
New +$4.53M
GSK icon
78
GSK
GSK
$103B
$4.92M 0.53%
+100,358
New +$4.68M
GT icon
79
Goodyear
GT
$2.07B
$4.91M 0.53%
560,093
+182,974
+49% +$1.44M
NTCT icon
80
NETSCOUT
NTCT
$2.86B
$4.87M 0.53%
179,984
+56,144
+45% +$1.52M
EXPD icon
81
Expeditors International
EXPD
$22.9B
$4.85M 0.52%
+32,545
New +$4.43M
CVSA
82
Covista Inc
CVSA
$3.94B
$4.84M 0.52%
46,811
-3,261
-7% -$373K
TRV icon
83
Travelers Companies
TRV
$80.8B
$4.81M 0.52%
16,592
+126
+0.8% +$35.5K
HUM icon
84
Humana
HUM
$46.7B
$4.66M 0.5%
+18,186
New +$4.77M
VMI icon
85
Valmont Industries
VMI
$9.44B
$4.63M 0.5%
11,498
+10,437
+984% +$4.25M
UHS icon
86
Universal Health Services
UHS
$9.43B
$4.59M 0.5%
21,072
+2,374
+13% +$525K
SNY icon
87
Sanofi
SNY
$104B
$4.55M 0.49%
+93,850
New +$4.65M
FXE icon
88
Invesco CurrencyShares Euro Currency Trust
FXE
$331M
$4.46M 0.48%
41,165
-541
-1% -$58.1K
SSNC icon
89
SS&C Technologies
SSNC
$17.8B
$4.45M 0.48%
50,865
+478
+0.9% +$40.8K
RJF icon
90
Raymond James Financial
RJF
$32.5B
$4.42M 0.48%
27,534
+79
+0.3% +$12.8K
AGG icon
91
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.27M 0.46%
42,755
-5,015
-10% -$503K
AIZ icon
92
Assurant
AIZ
$13.7B
$4.19M 0.45%
17,403
+32
+0.2% +$7.15K
VONV icon
93
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$4.18M 0.45%
45,234
-5,585
-11% -$507K
ALL icon
94
Allstate
ALL
$66.9B
$4.13M 0.45%
19,838
+82
+0.4% +$16.8K
XLC icon
95
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$4.13M 0.45%
35,077
-37,170
-51% -$4.28M
RIO icon
96
Rio Tinto
RIO
$148B
$4.07M 0.44%
+50,899
New +$3.66M
MKL icon
97
Markel Group
MKL
$25B
$4.06M 0.44%
1,890
+23
+1% +$46.6K
NTGR icon
98
NETGEAR
NTGR
$669M
$3.91M 0.42%
159,432
+57,266
+56% +$1.65M
EQX icon
99
Equinox Gold
EQX
$7.32B
$3.86M 0.42%
275,129
-227,741
-45% -$2.87M
VC icon
100
Visteon
VC
$2.77B
$3.85M 0.42%
40,502
+14,319
+55% +$1.52M
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 Q4 2025 Portfolio in Review

As of Q4 2025, Leuthold Group held 248 positions worth $926M, up 1.3% from $914M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Leuthold Group's Q4 2025 filing shows 43 new, 108 increased, 50 reduced and 41 closed positions. Its largest new stake was United Parcel Service: 106,348 shares worth $10.5M. The largest sale was Oracle, an estimated $19.1M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 8.8% a quarter earlier, followed by Financials and Technology.

  • Leuthold Group's largest Q4 2025 buy was United Parcel Service: 106,348 shares worth $10.5M.
  • Leuthold Group added most to Direxion Daily S&P 500 Bear 1X ETF in Q4 2025, an estimated $5.74M increase.
  • Leuthold Group's biggest Q4 2025 reduction was T-Mobile US, cutting an estimated $7.99M.
  • Leuthold Group fully exited Oracle in Q4 2025, selling an estimated $19.1M.
  • Leuthold Group's ten largest holdings make up 18% of its $926M portfolio in Q4 2025.
  • Leuthold Group opened 43 new positions and closed 41 in Q4 2025.
  • Leuthold Group's portfolio value rose 1.3% quarter-over-quarter to $926M.

Based on Leuthold Group's 13F filing for Q4 2025, filed 5 Feb 2026.