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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
CVE icon
176
Cenovus Energy
CVE
$54.6B
$465K 0.05%
17,536
-524
-3% -$11.2K
IBKR icon
177
Interactive Brokers
IBKR
$40.9B
$463K 0.05%
6,904
-206
-3% -$14.7K
ORI icon
178
Old Republic International
ORI
$10.3B
$458K 0.05%
11,476
-343
-3% -$14.1K
AXS icon
179
AXIS Capital
AXS
$8.59B
$455K 0.05%
4,482
-134
-3% -$13.8K
PLAB icon
180
Photronics
PLAB
$1.79B
$431K 0.05%
10,666
-319
-3% -$11.5K
L icon
181
Loews
L
$24.3B
$415K 0.04%
3,887
-116
-3% -$12.4K
EQNR icon
182
Equinor
EQNR
$95.9B
$401K 0.04%
9,504
-284
-3% -$8.56K
RJF icon
183
Raymond James Financial
RJF
$32.5B
$383K 0.04%
2,642
-24,892
-90% -$3.95M
EC icon
184
Ecopetrol
EC
$32.9B
$382K 0.04%
25,483
-761
-3% -$9.64K
XLE icon
185
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$370K 0.04%
+6,047
New +$324K
FITB
186
Fifth Third Bancorp
FITB
$52B
$370K 0.04%
+7,958
New +$392K
ASR icon
187
Grupo Aeroportuario del Sureste
ASR
$8.03B
$365K 0.04%
1,087
-32
-3% -$11K
WFC icon
188
Wells Fargo
WFC
$261B
$345K 0.04%
4,334
– –
MRVL icon
189
Marvell Technology
MRVL
$174B
$340K 0.04%
+3,435
New +$288K
UGI icon
190
UGI
UGI
$8B
$338K 0.04%
9,276
-277
-3% -$10.4K
CPA icon
191
Copa Holdings
CPA
$5.56B
$334K 0.04%
2,939
-88
-3% -$11.6K
MDU icon
192
MDU Resources
MDU
$4.44B
$321K 0.03%
15,503
-463
-3% -$9.48K
ACMR icon
193
ACM Research
ACMR
$5.83B
$320K 0.03%
8,120
-242
-3% -$12.8K
INVX
194
Innovex International
INVX
$1.87B
$306K 0.03%
12,528
-374
-3% -$9.39K
MTB icon
195
M&T Bank
MTB
$36.2B
$297K 0.03%
1,437
-43
-3% -$9.26K
NJR icon
196
New Jersey Resources
NJR
$6.06B
$284K 0.03%
5,178
-155
-3% -$8.01K
FNDF icon
197
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$283K 0.03%
5,781
– –
MBSD icon
198
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.7M
$275K 0.03%
13,302
– –
ONB icon
199
Old National Bancorp
ONB
$10.1B
$267K 0.03%
12,073
-361
-3% -$8.43K
CB icon
200
Chubb
CB
$140B
$259K 0.03%
796
-24
-3% -$7.7K
6 7
8
9 10

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.