LEUTHOLD GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$938,749
Net value change ($000)
+12,722 (1.4%)
New positions
22
Sold out positions
18
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDN 8,517 38.6%
NVDA 7,907 NEW
BKR 5,940 1055.1%
DELL 5,607 NEW
TS 4,887 NEW
LRCX 4,435 NEW
HAL 3,772 NEW
DAL 3,691 592.5%
BR 3,674 NEW
NOV 3,495 832.1%
Top Reduces (Value $000, Stocks/ETFs)
UNH -9,287 -100.0%
ELV -7,898 -100.0%
MSFT -6,682 -27.3%
UBER -5,215 -100.0%
GT -4,906 -100.0%
HUM -4,658 -100.0%
RJF -4,039 -91.3%
CSGS -3,574 -100.0%
MOH -3,475 -100.0%
NTGR -3,156 -80.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type