LEUTHOLD GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$995,164
Net value change ($000)
+56,415 (6.0%)
New positions
37
Sold out positions
11
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 9,179 575.8%
DVN 7,702 1047.9%
DELL 7,433 132.6%
TIP 7,239 NEW
FLEX 6,829 52.1%
ELV 6,692 NEW
STIP 6,546 NEW
NVDA 5,813 73.5%
GTX 5,484 88.4%
RNR 5,475 NEW
Top Reduces (Value $000, Stocks/ETFs)
GS -14,395 -92.9%
MS -10,786 -92.3%
IBND -7,322 -92.7%
DB -7,190 -91.3%
BWX -6,682 -36.7%
APTV -4,870 -85.3%
SNY -4,629 -100.0%
SPDN -4,270 -14.0%
SNEX -3,799 -100.0%
VC -3,721 -100.0%
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