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CIK: 0001170152
Total reported value
$995.2M
$995.2M
178 檔
11.3%
During the Q1 2024 filing period, Leuthold Group, LLC (CIK: 0001170152) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $995.2M across 178 reported positions.
During Q1 2024, Leuthold Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.15% | -0.21% | |
| 2 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.62% | — | -11.97% | |
| 3 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 2.38% | -0.62% | +0.40% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.27% | -0.08% | +48.10% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | -0.15% | -0.21% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 2.15% | +0.08% | -0.42% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.92% | +0.29% | +0.09% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.82% | — | -0.21% | |
| 9 | IGOV | Ishares International Treasu | ETF-Other | 1.81% | -0.06% | -6.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.26% | -0.21% | |
| 11 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.57% | — | -0.21% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.42% | — | -0.25% | |
| 13 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.40% | — | -0.21% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | — | -0.43% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.37% | -0.05% | -2.49% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.32% | -0.14% | +2.97% | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.31% | — | -0.22% | |
| 18 | RWM | Proshares Short Russell2000 | ETF-Other | 1.31% | -0.35% | -0.37% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.16% | — | -0.20% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.13% | — | -0.20% | |
| 21 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.12% | — | -0.60% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.09% | -0.32% | -0.20% | |
| 23 | JBL | Jabil Inc | Stock-Tech | 1.07% | -0.10% | -0.21% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.05% | -0.36% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.12% | EXIT | |
| 26 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.03% | -0.78% | -9.29% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.03% | -0.15% | +4.33% | |
| 28 | CRH | CRH plc | Stock-Materials | 1.01% | — | -0.45% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.02% | -0.19% | |
| 30 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.98% | — | -0.63% | |
| 31 | RGA | Reinsurance Group Of America | Stock-Financials | 0.97% | +0.36% | NEW | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.97% | -0.21% | -0.21% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | +0.01% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.90% | +0.01% | -0.21% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.88% | +0.67% | NEW | |
| 36 | SHEL | Shell Plc-adr | Stock-Energy | 0.86% | -0.05% | -0.41% | |
| 37 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.86% | — | -0.21% | |
| 38 | EG | Everest Group, Ltd. | Stock-Financials | 0.84% | +0.10% | NEW | |
| 39 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.84% | +0.55% | NEW | |
| 40 | OKTA | Okta Inc | Stock-Tech | 0.83% | — | -0.21% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.01% | -0.21% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.04% | -0.23% | |
| 43 | FLEX | Flex Ltd. | Stock-Tech | 0.75% | +0.60% | -0.21% | |
| 44 | TEL | TE Connectivity plc | Stock-Tech | 0.75% | — | -0.22% | |
| 45 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.74% | — | -0.77% | |
| 46 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.74% | — | -0.72% | |
| 47 | WIX | Wix.com Ltd. | Stock-Tech | 0.73% | — | -0.22% | |
| 48 | HUM | Humana Inc | Stock-Healthcare | 0.71% | — | -0.53% | |
| 49 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.71% | — | +7.08% | |
| 50 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.70% | — | -0.21% |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 178 disclosed positions in Q1 2024.
During Q1 2024, Leuthold Group, LLC's top holdings by market value included MSFT (3.2%)、LRCXEUR (2.6%)、SPDN (2.4%). The largest single position, MSFT, represented 3.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, LRCXEUR, SPDN) accounted for 11.3% of total reported equity market value during Q1 2024.
In Q1 2024, Leuthold Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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