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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
+13.12%
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
$837M
AUM Growth
+$66.9M
Cap. Flow
-$12.7M
Cap. Flow %
-1.52%
Top 10 Hldgs %
20.4%
Holding
239
New
38
Increased
49
Reduced
88
Closed
33

Top Buys

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$9.48M
2
UBER icon
Uber
UBER
+$5.05M
3
PNC icon
PNC Financial Services
PNC
+$3.92M
4
USB icon
US Bancorp
USB
+$3.84M
5
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.71M

Top Sells

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.56M
2
PSQ icon
ProShares Short QQQ
PSQ
+$8.27M
3
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.35M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.92M

Sector Composition

Rank Sector Weight
1 Technology 20.28%
2 Financials 15.95%
3 Communication Services 10.37%
4 Consumer Discretionary 7.38%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKM icon
176
SK Telecom
SKM
$13.7B
$370K 0.04%
+15,827
New +$341K
HRB icon
177
H&R Block
HRB
$5.18B
$369K 0.04%
6,718
– –
TTE icon
178
TotalEnergies
TTE
$193B
$367K 0.04%
+5,982
New +$355K
L icon
179
Loews
L
$24.3B
$366K 0.04%
3,998
– –
CVX icon
180
Chevron
CVX
$388B
$366K 0.04%
+2,559
New +$361K
SU icon
181
Suncor Energy
SU
$77.7B
$362K 0.04%
+9,653
New +$349K
ASR icon
182
Grupo Aeroportuario del Sureste
ASR
$8.03B
$356K 0.04%
1,117
– –
WFC icon
183
Wells Fargo
WFC
$261B
$347K 0.04%
4,334
-368
-8% -$26.5K
IJR icon
184
iShares Core S&P Small-Cap ETF
IJR
$109B
$345K 0.04%
+3,160
New +$327K
ALV icon
185
Autoliv
ALV
$8.6B
$333K 0.04%
+2,976
New +$291K
CPA icon
186
Copa Holdings
CPA
$5.56B
$332K 0.04%
3,023
– –
ACIW icon
187
ACI Worldwide
ACIW
$5.72B
$327K 0.04%
7,124
– –
MTB icon
188
M&T Bank
MTB
$36.2B
$287K 0.03%
1,478
-24,628
-94% -$4.35M
DDS icon
189
Dillards
DDS
$8.87B
$284K 0.03%
679
– –
ONB icon
190
Old National Bancorp
ONB
$10.1B
$265K 0.03%
12,416
-142,585
-92% -$2.95M
PRIM icon
191
Primoris Services
PRIM
$4.69B
$263K 0.03%
+3,375
New +$229K
CMA
192
DELISTED
Comerica
CMA
$262K 0.03%
4,385
– –
OPRA
193
Opera Ltd
OPRA
$1.65B
$261K 0.03%
13,815
– –
LEA icon
194
Lear
LEA
$7.19B
$257K 0.03%
+2,701
New +$237K
EQNR icon
195
Equinor
EQNR
$95.9B
$244K 0.03%
+9,724
New +$235K
CVE icon
196
Cenovus Energy
CVE
$54.6B
$244K 0.03%
+17,940
New +$233K
CB icon
197
Chubb
CB
$140B
$237K 0.03%
819
– –
SCHD icon
198
Schwab US Dividend Equity ETF
SCHD
$102B
$234K 0.03%
+8,827
New +$231K
EC icon
199
Ecopetrol
EC
$32.9B
$231K 0.03%
+26,071
New +$231K
YPF icon
200
YPF
YPF
$20.2B
$229K 0.03%
+7,266
New +$243K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Leuthold Group held 239 positions worth $837M, up 8.7% from $770M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Leuthold Group's Q2 2025 filing shows 38 new, 49 increased, 88 reduced and 33 closed positions. Its largest new stake was Uber: 61,335 shares worth $5.72M. The largest sale was Janus Henderson AAA CLO ETF, an estimated $8.56M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Financials and Communication Services.

  • Leuthold Group's largest Q2 2025 buy was Uber: 61,335 shares worth $5.72M.
  • Leuthold Group added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025, an estimated $9.48M increase.
  • Leuthold Group's biggest Q2 2025 reduction was Janus Henderson AAA CLO ETF, cutting an estimated $8.56M.
  • Leuthold Group fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q2 2025, selling an estimated $5.23M.
  • Leuthold Group's ten largest holdings make up 20% of its $837M portfolio in Q2 2025.
  • Leuthold Group opened 38 new positions and closed 33 in Q2 2025.
  • Leuthold Group's portfolio value rose 8.7% quarter-over-quarter to $837M.

Based on Leuthold Group's 13F filing for Q2 2025, filed 13 Aug 2025.