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Leuthold Group, LLC

SEC CIK
0001170152
Latest filing
Aug 4, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
174
−8 vs. Q3 2023
Portfolio value
$799.2M
+$86.2M (+12.1%) vs. Q3 2023
Filed
Feb 6, 2024
SEC
Holdings of Leuthold Group, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock66,783$25.1M3.1%−48−0.1%ReducedHistory
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF1,731,572$23.0M2.9%−59,206−3.3%Reduced–
LRCXLam Research CorpCOM27,189$21.3M2.7%−32−0.1%ReducedHistory
AAPLApple Inc.Stock94,640$18.2M2.3%−67−0.1%ReducedHistory
iShares Tr464288117INTL TREA BD ETF434,670$18.0M2.2%+114,591+35.8%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF81,779$15.7M2.0%+6,002+7.9%Added–
AMATApplied Materials IncStock93,035$15.1M1.9%−103−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock41,348$14.6M1.8%−200.0%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT264,270$13.7M1.7%−797−0.3%Reduced–
GOOGLAlphabet Inc.Stock97,342$13.6M1.7%+22,719+30.4%AddedHistory
UNHUnitedHealth Group IncStock25,268$13.3M1.7%+187+0.7%AddedHistory
iShares Tr464288588MBS ETF135,433$12.7M1.6%+115,432+577.1%Added–
ProShares Tr74348A210SHRT RUSSELL2000582,718$12.3M1.5%−22,769−3.8%Reduced–
PHMPultegroup IncCOM115,879$12.0M1.5%−87−0.1%ReducedHistory
DHIHorton D R IncCOM75,937$11.5M1.4%−54−0.1%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD139,104$11.4M1.4%−27,789−16.7%Reduced–
KLACKLA CorpCOM NEW18,146$10.5M1.3%−21−0.1%ReducedHistory
SPDR Series Trust78464A516ST INTL BBG ETF454,432$10.5M1.3%−117,347−20.5%Reduced–
URIUnited Rentals, Inc.COM16,217$9.30M1.2%−12−0.1%ReducedHistory
JBLJabil IncStock71,024$9.05M1.1%−42−0.1%ReducedHistory
HUMHumana IncStock18,375$8.41M1.1%+181+1.0%AddedHistory
ORCLOracle CorpStock79,727$8.41M1.1%−53−0.1%ReducedHistory
MCKMcKesson CorpStock18,105$8.38M1.0%−10−0.1%ReducedHistory
NFLXNetflix IncStock16,925$8.24M1.0%−9−0.1%ReducedHistory
TOLToll Brothers, Inc.COM77,662$7.98M1.0%−114−0.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM79,466$7.95M1.0%−71−0.1%ReducedHistory
MAMastercard IncStock18,439$7.86M1.0%−11−0.1%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF107,429$7.81M1.0%+35,274+48.9%Added–
LENLennar CorpCL A50,716$7.56M0.9%−61−0.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF15,763$7.53M0.9%+1,361+9.5%Added–
SHELShell plcADR114,140$7.51M0.9%−122−0.1%ReducedHistory
CORCencora, Inc.Stock35,477$7.29M0.9%−26−0.1%ReducedHistory
RGAReinsurance Group of America IncCOM NEW44,716$7.23M0.9%+11,305+33.8%AddedHistory
CAHCardinal Health IncStock71,441$7.20M0.9%−53−0.1%ReducedHistory
CRHCRH Public Ltd CoADR103,981$7.19M0.9%−115−0.1%ReducedHistory
ELVElevance Health, Inc.Stock15,205$7.17M0.9%+231+1.5%AddedHistory
FLEXFlex Ltd.Stock234,574$7.15M0.9%−151−0.1%ReducedHistory
TMUST-Mobile US, Inc.Stock43,056$6.90M0.9%+13,342+44.9%AddedHistory
GDDYGoDaddy Inc.CL A64,134$6.81M0.9%−43−0.1%ReducedHistory
AKAMAkamai Technologies IncCOM57,090$6.76M0.8%−33−0.1%ReducedHistory
EGEverest Group, Ltd.COM18,870$6.67M0.8%+4,094+27.7%AddedHistory
XUnited States Steel CorpCOM136,181$6.63M0.8%−146−0.1%ReducedHistory
MTHMeritage Homes CORPCOM37,896$6.60M0.8%−71−0.2%ReducedHistory
TELTE Connectivity plcREG SHS46,000$6.46M0.8%−32−0.1%ReducedHistory
VVisa Inc.Stock24,495$6.38M0.8%−28−0.1%ReducedHistory
OKTAOkta, Inc.CL A70,408$6.37M0.8%−46−0.1%ReducedHistory
RNRRenaissancere Holdings LtdCOM31,661$6.21M0.8%+7,500+31.0%AddedHistory
CHKPCheck Point Software Technologies LtdORD40,339$6.16M0.8%+1,196+3.1%AddedHistory
CMCSAComcast CorpStock139,107$6.10M0.8%+139,107NewHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC239,460$6.07M0.8%+725+0.3%Added–
WCCWesco International IncCOM34,336$5.97M0.7%−79−0.2%ReducedHistory
ADBEAdobe Inc.Stock9,909$5.91M0.7%−40.0%ReducedHistory
WIXWix.com Ltd.SHS47,477$5.84M0.7%−33−0.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF82,252$5.79M0.7%+7,351+9.8%Added–
CNCCentene CorpStock77,727$5.77M0.7%+1,665+2.2%AddedHistory
SPDR Series Trust78464A151SST SPDR BLOOMBE184,786$5.53M0.7%+2,921+1.6%Added–
QLYSQualys, Inc.COM27,744$5.45M0.7%−18−0.1%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF54,897$5.41M0.7%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock106,656$5.39M0.7%−239−0.2%ReducedHistory
AERAerCap Holdings N.V.SHS69,053$5.13M0.6%−46−0.1%ReducedHistory
SLBSLB LimitedStock97,857$5.09M0.6%+10.0%AddedHistory
HCAHCA Healthcare, Inc.COM18,282$4.95M0.6%−40−0.2%ReducedHistory
MTCHMatch Group, Inc.COM131,027$4.78M0.6%+131,027NewHistory
CHTRCharter Communications, Inc.CL A12,034$4.68M0.6%−27−0.2%ReducedHistory
FXEInvesco CurrencyShares Euro TrustEURO SHS45,612$4.65M0.6%+886+2.0%AddedHistory
BKRBaker Hughes CoCL A136,045$4.65M0.6%+69+0.1%AddedHistory
SUMSummit Materials, Inc.CL A118,971$4.58M0.6%−120−0.1%ReducedHistory
LKQLKQ CorpCOM95,520$4.56M0.6%−121−0.1%ReducedHistory
EXPEagle Materials IncCOM22,503$4.56M0.6%−26−0.1%ReducedHistory
TMHCTaylor Morrison Home CorpCOM84,740$4.52M0.6%−59−0.1%ReducedHistory
MLMMartin Marietta Materials IncCOM8,926$4.45M0.6%−6−0.1%ReducedHistory
CXCemex SAB de CVSPON ADR NEW572,055$4.43M0.6%−350−0.1%ReducedHistory
STLDSteel Dynamics IncCOM36,907$4.36M0.5%−25−0.1%ReducedHistory
PCARPaccar IncCOM44,462$4.34M0.5%−35−0.1%ReducedHistory
TSTenaris SASPONSORED ADS124,315$4.32M0.5%+270+0.2%AddedHistory
iShares Tr464288752US HOME CONS ETF41,935$4.27M0.5%+2,904+7.4%Added–
HALHalliburton CoStock117,451$4.25M0.5%+230.0%AddedHistory
FTNTFortinet, Inc.Stock72,522$4.24M0.5%−165−0.2%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX88,695$4.21M0.5%+3,253+3.8%Added–
CATCaterpillar IncStock13,888$4.11M0.5%−10−0.1%ReducedHistory
MDCSekisui House U.S., Inc.COM73,759$4.08M0.5%−50−0.1%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL56,148$4.07M0.5%+4,823+9.4%Added–
KBHKB HomeCOM64,632$4.04M0.5%−104−0.2%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF34,839$3.97M0.5%+2,402+7.4%Added–
DLBDolby Laboratories, Inc.COM CL A45,770$3.94M0.5%+1,524+3.4%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF28,810$3.93M0.5%+2,414+9.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF38,742$3.85M0.5%+3,268+9.2%Added–
CARGCarGurus, Inc.COM CL A156,736$3.79M0.5%+156,736NewHistory
DEDeere & CoStock9,467$3.79M0.5%−21−0.2%ReducedHistory
NUENucor CorpCOM20,872$3.63M0.5%−18−0.1%ReducedHistory
BCOBrinks CoCOM40,755$3.58M0.4%+40,755NewHistory
TRIPTripAdvisor, Inc.COM163,493$3.52M0.4%+163,493NewHistory
MKSIMKS IncCOM33,390$3.43M0.4%−24−0.1%ReducedHistory
SSTKShutterstock, Inc.COM70,287$3.39M0.4%+70,287NewHistory
BRCBrady CorpCL A57,764$3.39M0.4%+57,764NewHistory
PPLIPeople IncCOM NEW63,423$3.32M0.4%+63,423NewHistory
BCCBoise Cascade CoCOM25,252$3.27M0.4%+2,299+10.0%AddedHistory
RUSHARush Enterprises IncCL A64,885$3.26M0.4%+5,376+9.0%AddedHistory
YELPYelp IncCL A68,586$3.25M0.4%+68,586NewHistory
iShares Tr46434V4070-5YR HI YL CP75,978$3.21M0.4%00.0%Unchanged–

Sold out since Q3 2023 (23)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Leuthold Group, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
MRKMerck & Co., Inc.Stock85,941$8.85M1.2%History
PAGPenske Automotive Group, Inc.COM37,002$6.18M0.9%History
ANAutonation, Inc.COM30,646$4.64M0.7%History
TFIITFI International Inc.COM28,178$3.62M0.5%History
JBHTHunt J B Transport Services IncCOM18,631$3.51M0.5%History
WSMWilliams Sonoma IncCOM20,768$3.23M0.5%History
SEDGSolaredge Technologies, Inc.COM23,064$2.99M0.4%History
HDHome Depot, Inc.Stock9,879$2.99M0.4%History
GLWCorning IncCOM82,379$2.51M0.4%History
RRyder System IncCOM21,989$2.35M0.3%History
ARCBArcbest CorpCOM19,932$2.03M0.3%History
SNDRSchneider National, Inc.CL B70,271$1.95M0.3%History
SPDR Series Trust78464A714ST STR SP RETAIL31,615$1.92M0.3%–
iShares Tr464287192US TRSPRTION2,632$615.3K0.1%–
GSGoldman Sachs Group IncStock1,864$603.1K0.1%History
DALDelta Air Lines, Inc.COM NEW12,934$478.6K0.1%History
TRTNTriton International LtdCL A5,286$420.5K0.1%History
RYAAYRyanair Holdings PLCSPONSORED ADR4,179$406.2K0.1%History
SFStifel Financial CorpCOM5,669$348.3K<0.1%History
UALUnited Airlines Holdings, Inc.COM6,360$269.0K<0.1%History
Goldman Sachs ETF Tr381430529ACCES TREASURY2,558$256.1K<0.1%–
RJFRaymond James Financial IncCOM2,200$220.9K<0.1%History
AALAmerican Airlines Group Inc.Stock16,472$211.0K<0.1%History