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Livermore
Livermore
ZHEN

Leuthold Group, LLC

SEC CIK
0001170152
Latest filing
Aug 4, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
201
+10 vs. Q4 2024
Portfolio value
$770.1M
−$62.5M (−7.5%) vs. Q4 2024
Filed
May 13, 2025
SEC
Holdings of Leuthold Group, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF1,899,136$22.0M2.9%+465,050+32.4%Added–
MSFTMicrosoft CorpStock51,053$19.2M2.5%−3,566−6.5%ReducedHistory
SPDR Series Trust78464A516ST INTL BBG ETF807,719$17.7M2.3%+413,348+104.8%Added–
METAMeta Platforms, Inc.Stock30,069$17.3M2.3%−2,119−6.6%ReducedHistory
ProShares Tr74349Y837SHORT QQQ340,862$13.8M1.8%+59,468+21.1%Added–
iShares Tr4642874571 3 YR TREAS BD165,860$13.7M1.8%+45,944+38.3%Added–
NFLXNetflix IncStock14,670$13.7M1.8%−1,039−6.6%ReducedHistory
ProShares Tr74348A210SHRT RUSSELL2000634,887$13.2M1.7%+150,517+31.1%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF327,247$10.9M1.4%−102,670−23.9%Reduced–
TMUST-Mobile US, Inc.Stock40,043$10.7M1.4%−2,691−6.3%ReducedHistory
MCKMcKesson CorpStock15,740$10.6M1.4%−1,079−6.4%ReducedHistory
GOOGLAlphabet Inc.Stock68,498$10.6M1.4%−4,979−6.8%ReducedHistory
PHMPultegroup IncCOM96,752$9.95M1.3%−6,887−6.6%ReducedHistory
GSGoldman Sachs Group IncStock17,652$9.64M1.3%−1,058−5.7%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF192,476$9.59M1.2%−50,900−20.9%Reduced–
ORCLOracle CorpStock68,495$9.58M1.2%−4,779−6.5%ReducedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL181,978$9.23M1.2%+5,871+3.3%Added–
URIUnited Rentals, Inc.COM13,905$8.71M1.1%−929−6.3%ReducedHistory
CAHCardinal Health IncStock61,954$8.54M1.1%−4,372−6.6%ReducedHistory
CORCencora, Inc.Stock30,314$8.43M1.1%−2,045−6.3%ReducedHistory
MAMastercard IncStock15,346$8.41M1.1%−1,126−6.8%ReducedHistory
JBLJabil IncStock60,847$8.28M1.1%−4,269−6.6%ReducedHistory
DHIHorton D R IncCOM63,884$8.12M1.1%−4,638−6.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF14,315$8.04M1.0%+37+0.3%Added–
MSMorgan StanleyStock68,662$8.01M1.0%−5,301−7.2%ReducedHistory
iShares Tr464288117INTL TREA BD ETF201,951$7.96M1.0%−195,680−49.2%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF81,414$7.85M1.0%−8,643−9.6%Reduced–
KGCKinross Gold CorpCOM613,891$7.74M1.0%−24,709−3.9%ReducedHistory
VVisa Inc.Stock22,062$7.73M1.0%−1,506−6.4%ReducedHistory
JPMJPMorgan Chase & CoStock31,398$7.70M1.0%−2,224−6.6%ReducedHistory
CHKPCheck Point Software Technologies LtdORD32,530$7.41M1.0%−2,117−6.1%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF35,157$7.26M0.9%−8,525−19.5%Reduced–
iShares Tr464288638ISHS 5-10YR INVT136,656$7.18M0.9%−184,053−57.4%Reduced–
TAT&T Inc.Stock239,192$6.76M0.9%−18,285−7.1%ReducedHistory
FLEXFlex Ltd.Stock200,996$6.65M0.9%−14,037−6.5%ReducedHistory
BACBank of America CorpStock158,678$6.62M0.9%−11,026−6.5%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD69,157$6.60M0.9%+24,079+53.4%Added–
Simplify Exchange Traded Fun82889N525MBS ETF123,933$6.21M0.8%−53,812−30.3%Reduced–
TOLToll Brothers, Inc.COM58,731$6.20M0.8%−8,112−12.1%ReducedHistory
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN100,651$6.19M0.8%+31,544+45.6%AddedHistory
HCAHCA Healthcare, Inc.COM17,852$6.17M0.8%−1,177−6.2%ReducedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT255,844$6.10M0.8%−14,036−5.2%ReducedHistory
FTNTFortinet, Inc.Stock62,729$6.04M0.8%−4,326−6.5%ReducedHistory
CCitigroup IncStock81,037$5.75M0.7%−4,657−5.4%ReducedHistory
iShares Tr464288588MBS ETF60,708$5.69M0.7%−66,579−52.3%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF74,909$5.67M0.7%+414+0.6%Added–
TELTE Connectivity plcStock39,396$5.57M0.7%−2,792−6.6%ReducedHistory
VRSNVerisign IncCOM21,670$5.50M0.7%+21,670NewHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC219,399$5.23M0.7%−26,349−10.7%Reduced–
DISWalt Disney CoStock52,750$5.21M0.7%−3,405−6.1%ReducedHistory
IAGIamgold CorpCOM831,560$5.20M0.7%−45,253−5.2%ReducedHistory
CSCOCisco Systems, Inc.Stock84,206$5.20M0.7%−4,418−5.0%ReducedHistory
AEMAgnico Eagle Mines LtdStock47,580$5.16M0.7%−2,668−5.3%ReducedHistory
CVSACovista Inc.COM49,185$4.95M0.6%+15,118+44.4%AddedHistory
BCSBarclays PLCADR321,802$4.94M0.6%−17,718−5.2%ReducedHistory
CMCanadian Imperial Bank of CommerceCOM84,598$4.76M0.6%−5,801−6.4%ReducedHistory
LRNStride, Inc.COM37,568$4.75M0.6%+8,613+29.7%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF47,795$4.73M0.6%00.0%Unchanged–
MTBM&T Bank CorpCOM26,106$4.67M0.6%−1,585−5.7%ReducedHistory
LAURLaureate Education, Inc.COMMON STOCK215,709$4.41M0.6%+215,709NewHistory
THCTenet Healthcare CorpCOM NEW32,767$4.41M0.6%−2,192−6.3%ReducedHistory
HIGHartford Insurance Group, Inc.Stock35,558$4.40M0.6%−1,944−5.2%ReducedHistory
GDDYGoDaddy Inc.CL A23,897$4.30M0.6%+23,897NewHistory
TRVTravelers Companies, Inc.Stock16,122$4.26M0.6%−903−5.3%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL50,846$4.20M0.5%00.0%Unchanged–
FXEInvesco CurrencyShares Euro TrustEURO SHS41,906$4.19M0.5%−1,589−3.7%ReducedHistory
CARGCarGurus, Inc.COM CL A142,039$4.14M0.5%−9,751−6.4%ReducedHistory
SPDR Series Trust78464A151SST SPDR BLOOMBE137,278$4.05M0.5%−40,252−22.7%Reduced–
ALLAllstate CorpStock19,398$4.02M0.5%−1,098−5.4%ReducedHistory
CMCSAComcast CorpStock107,909$3.98M0.5%+107,909NewHistory
SSNCSS&C Technologies Holdings IncCOM47,432$3.96M0.5%+47,432NewHistory
TWLOTwilio IncCL A40,159$3.93M0.5%+40,159NewHistory
HBANHuntington Bancshares IncCOM261,215$3.92M0.5%−16,405−5.9%ReducedHistory
UHSUniversal Health Services IncCL B20,812$3.91M0.5%−1,310−5.9%ReducedHistory
GGenpact LTDSHS77,271$3.89M0.5%+77,271NewHistory
NOKNokia CorpSPONSORED ADR735,579$3.88M0.5%−32,910−4.3%ReducedHistory
AKAMAkamai Technologies IncCOM48,050$3.87M0.5%+48,050NewHistory
CFGCitizens Financial Group IncCOM92,120$3.77M0.5%−5,784−5.9%ReducedHistory
RJFRaymond James Financial IncCOM27,008$3.75M0.5%−1,465−5.1%ReducedHistory
MTCHMatch Group, Inc.COM118,580$3.70M0.5%−8,131−6.4%ReducedHistory
MRKMerck & Co., Inc.Stock40,970$3.68M0.5%+40,970NewHistory
AIZAssurant, Inc.Stock17,085$3.58M0.5%−1,168−6.4%ReducedHistory
UTIUniversal Technical Institute IncCOM138,616$3.56M0.5%+138,616NewHistory
EQXEquinox Gold Corp.COM513,459$3.53M0.5%−29,627−5.5%ReducedHistory
STRAStrategic Education, Inc.COM41,764$3.51M0.5%+41,764NewHistory
MKLMarkel Group Inc.COM1,854$3.47M0.5%−123−6.2%ReducedHistory
ACGLArch Capital Group Ltd.Stock35,650$3.43M0.4%−1,919−5.1%ReducedHistory
PYPLPayPal Holdings, Inc.Stock52,444$3.42M0.4%−2,805−5.1%ReducedHistory
FFIVF5, Inc.Stock12,814$3.41M0.4%−573−4.3%ReducedHistory
OKTAOkta, Inc.CL A32,215$3.39M0.4%+32,215NewHistory
ONBOld National BancorpStock155,001$3.28M0.4%−10,421−6.3%ReducedHistory
PAASPan American Silver CorpStock125,486$3.24M0.4%−7,257−5.5%ReducedHistory
SRSpire IncCOM40,472$3.17M0.4%+40,472NewHistory
CNXCConcentrix CorpStock56,540$3.15M0.4%+56,540NewHistory
OGSONE Gas, Inc.COM41,548$3.14M0.4%+41,548NewHistory
ERICEricsson LM Telephone CoADR B SEK 10404,152$3.14M0.4%−18,084−4.3%ReducedHistory
UGIUgi CorpStock93,388$3.09M0.4%+93,388NewHistory
EHCEncompass Health CorpCOM30,466$3.09M0.4%−2,101−6.5%ReducedHistory
MDUMdu Resources Group IncStock182,096$3.08M0.4%+182,096NewHistory
NJRNew Jersey Resources CorpStock62,718$3.08M0.4%+62,718NewHistory

Sold out since Q4 2024 (42)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Leuthold Group, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
RGAReinsurance Group of America IncCOM NEW41,600$8.89M1.1%History
RNRRenaissancere Holdings LtdCOM29,245$7.28M0.9%History
TJXTJX Companies IncStock54,853$6.63M0.8%History
LENLennar CorpCL A44,464$6.06M0.7%History
AERAerCap Holdings N.V.SHS63,025$6.03M0.7%History
BRK.BBerkshire Hathaway IncStock13,189$5.98M0.7%History
ANETArista Networks, Inc.Stock47,191$5.22M0.6%History
ROSTRoss Stores, Inc.COM33,634$5.09M0.6%History
WCCWesco International IncCOM27,960$5.06M0.6%History
MTHMeritage Homes CORPCOM31,932$4.91M0.6%History
TMHCTaylor Morrison Home CorpCOM78,001$4.77M0.6%History
CATCaterpillar IncStock12,800$4.64M0.6%History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR298,514$4.33M0.5%History
ALSNAllison Transmission Holdings IncStock39,645$4.28M0.5%History
PCARPaccar IncCOM40,172$4.18M0.5%History
ANFAbercrombie & Fitch CoCL A27,231$4.07M0.5%History
KBHKB HomeCOM56,956$3.74M0.4%History
LDOSLeidos Holdings, Inc.COM25,663$3.70M0.4%History
URBNUrban Outfitters IncCOM62,197$3.41M0.4%History
GAPGap IncCOM131,150$3.10M0.4%History
RUSHARush Enterprises IncCL A55,463$3.04M0.4%History
LKQLKQ CorpCOM82,316$3.03M0.4%History
SAICScience Applications International CorpCOM24,213$2.71M0.3%History
CACICACI International IncCL A6,552$2.65M0.3%History
GMSGMS Inc.COM30,345$2.57M0.3%History
BCCBoise Cascade CoCOM21,356$2.54M0.3%History
CMICummins IncStock6,953$2.42M0.3%History
KBRKBR, Inc.COM40,958$2.37M0.3%History
HLITHarmonic Inc.COM173,745$2.30M0.3%History
SPDR Series Trust78464A714ST STR SP RETAIL24,989$1.99M0.2%–
TEXTerex CorpStock40,389$1.87M0.2%History
SPDR Series Trust78464A664ST LON TREAS ETF46,817$1.23M0.1%–
CNQCanadian Natural Resources LtdCOM24,968$770.8K0.1%History
EOGEOG Resources IncStock5,939$728.0K0.1%History
State Street SPDR S&P Homebuilders ETF78464A888ETF4,578$478.4K0.1%–
TPHTri Pointe Homes, Inc.COM11,372$412.3K<0.1%History
CHRDChord Energy CorpCOM NEW2,681$313.5K<0.1%History
APAAPA CorpStock11,274$260.3K<0.1%History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,057$240.3K<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF1,272$226.5K<0.1%–
iShares Tr464288257MSCI ACWI ETF1,837$215.8K<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,000$208.9K<0.1%–