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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
ACM icon
126
Aecom
ACM
$9.07B
$2.41M 0.26%
28,389
+1,737
+7% +$165K
EMXC icon
127
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$2.34M 0.25%
29,743
– –
WTM icon
128
White Mountains Insurance
WTM
$5.47B
$2.31M 0.25%
1,052
-65
-6% -$139K
IBB icon
129
iShares Biotechnology ETF
IBB
$9.31B
$2.24M 0.24%
13,262
-4,926
-27% -$842K
LST
130
Leuthold Select Industries ETF
LST
$109M
$2.21M 0.24%
54,596
+31,374
+135% +$1.31M
CTS icon
131
CTS Corp
CTS
$1.72B
$2.15M 0.23%
45,072
+2,309
+5% +$116K
KAMO
132
Kensington Credit Opportunities ETF
KAMO
$101M
$2.01M 0.21%
+81,551
New +$2.05M
CNXC icon
133
Concentrix
CNXC
$1.36B
$1.81M 0.19%
66,034
+4,571
+7% +$162K
OIH icon
134
VanEck Oil Services ETF
OIH
$2.06B
$1.74M 0.18%
4,294
+1,984
+86% +$726K
AMD icon
135
Advanced Micro Devices
AMD
$851B
$1.59M 0.17%
+7,836
New +$1.67M
IBM icon
136
IBM
IBM
$202B
$1.49M 0.16%
+6,130
New +$1.66M
AVGO icon
137
Broadcom
AVGO
$1.82T
$1.43M 0.15%
+4,616
New +$1.52M
IHF icon
138
iShares US Healthcare Providers ETF
IHF
$1.18B
$1.34M 0.14%
31,970
-25,776
-45% -$1.18M
PKB icon
139
Invesco Building & Construction ETF
PKB
$438M
$1.15M 0.12%
11,781
+2,201
+23% +$223K
IYT icon
140
iShares US Transportation ETF
IYT
$2.33B
$1.14M 0.12%
15,343
-2,686
-15% -$209K
XOM icon
141
ExxonMobil
XOM
$651B
$1.12M 0.12%
6,577
-197
-3% -$28.7K
SHEL icon
142
Shell
SHEL
$245B
$1.12M 0.12%
+11,991
New +$969K
AROC icon
143
Archrock
AROC
$6.33B
$943K 0.1%
+27,109
New +$865K
PICK icon
144
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.19B
$878K 0.09%
15,519
-2,722
-15% -$158K
XLI icon
145
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$865K 0.09%
5,349
-937
-15% -$157K
AMAT icon
146
Applied Materials
AMAT
$426B
$809K 0.09%
2,367
-71
-3% -$23.9K
BCI icon
147
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.56B
$798K 0.09%
32,841
– –
PSO icon
148
Pearson
PSO
$9.78B
$789K 0.08%
60,124
+29,895
+99% +$388K
PPH icon
149
VanEck Pharmaceutical ETF
PPH
$945M
$775K 0.08%
7,465
-1,314
-15% -$140K
SAN icon
150
Banco Santander
SAN
$194B
$756K 0.08%
66,999
-874
-1% -$10.4K
4 5
6
7 8

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.