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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
NTGR icon
151
NETGEAR
NTGR
$669M
$755K 0.08%
34,565
-124,867
-78% -$2.69M
VCSH icon
152
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$745K 0.08%
9,395
-864
-8% -$68.9K
IAK icon
153
iShares US Insurance ETF
IAK
$511M
$742K 0.08%
5,786
-1,010
-15% -$134K
DVN icon
154
Devon Energy
DVN
$51.9B
$735K 0.08%
+14,606
New +$626K
VIAV icon
155
Viavi Solutions
VIAV
$9.75B
$711K 0.08%
21,371
-638
-3% -$16.9K
XRT icon
156
State Street SPDR S&P Retail ETF
XRT
$365M
$704K 0.08%
8,749
-1,537
-15% -$132K
VOD icon
157
Vodafone
VOD
$34.9B
$683K 0.07%
45,478
-1,359
-3% -$19.9K
ASML icon
158
ASML
ASML
$675B
$683K 0.07%
517
-15
-3% -$20.6K
GHC icon
159
Graham Holdings Company
GHC
$4.97B
$644K 0.07%
609
+296
+95% +$326K
MFG icon
160
Mizuho Financial
MFG
$129B
$633K 0.07%
79,775
-2,383
-3% -$20.2K
SU icon
161
Suncor Energy
SU
$77.7B
$622K 0.07%
9,411
-281
-3% -$15.5K
VGSH icon
162
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$620K 0.07%
10,598
-553
-5% -$32.5K
GM icon
163
General Motors
GM
$74.7B
$611K 0.07%
8,203
-245
-3% -$19.5K
MKSI icon
164
MKS Inc
MKSI
$22.2B
$584K 0.06%
2,542
-76
-3% -$17.2K
TMUS icon
165
T-Mobile US
TMUS
$193B
$580K 0.06%
2,761
-304
-10% -$62.4K
KBWB icon
166
Invesco KBW Bank ETF
KBWB
$7.08B
$576K 0.06%
7,281
-1,273
-15% -$106K
AMX icon
167
America Movil
AMX
$78.1B
$558K 0.06%
21,891
-654
-3% -$14.9K
TIMB icon
168
TIM SA
TIMB
$10.2B
$538K 0.06%
20,317
-607
-3% -$14.9K
TTE icon
169
TotalEnergies
TTE
$193B
$531K 0.06%
5,832
-76
-1% -$5.81K
CVX icon
170
Chevron
CVX
$388B
$516K 0.06%
2,495
-74
-3% -$13.5K
SEM
171
DELISTED
Select Medical
SEM
$495K 0.05%
30,357
-907
-3% -$14.2K
NHC icon
172
National Healthcare
NHC
$3.53B
$489K 0.05%
3,063
-92
-3% -$14.1K
AMKR icon
173
Amkor Technology
AMKR
$16.1B
$486K 0.05%
10,782
-322
-3% -$15.4K
KCE icon
174
State Street SPDR S&P Capital Markets ETF
KCE
$453M
$477K 0.05%
3,470
-610
-15% -$90K
UBS icon
175
UBS Group
UBS
$170B
$468K 0.05%
11,983
-358
-3% -$15.3K
5 6
7
8 9

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PGA
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OCM
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MPMG
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NM
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APM
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PWAM
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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.