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CIK: 0001170152
Total reported value
$995.2M
$995.2M
180 檔
11.3%
During the Q2 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 180 reported positions.
During Q2 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 | 3.41% | -0.15% | -0.89% | |
| 2 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.52% | — | -14.36% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.15% | -0.89% | |
| 4 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 2.33% | -0.62% | -1.57% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.31% | -0.08% | -0.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.28% | — | -0.89% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.12% | +0.08% | -16.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | +0.26% | -0.88% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.91% | +0.29% | -10.79% | |
| 10 | IGOV | Ishares International Treasu | ETF-Other | 1.79% | -0.06% | -1.17% | |
| 11 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.46% | — | -0.88% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.40% | -0.05% | -0.36% | |
| 13 | RWM | Proshares Short Russell2000 | ETF-Other | 1.37% | -0.35% | -2.00% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.14% | +0.39% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.31% | — | -0.89% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.29% | — | -0.88% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.28% | — | -25.66% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | -0.15% | +12.87% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | -0.19% | +131.51% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.22% | — | -0.88% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.21% | -0.32% | -0.89% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 1.20% | — | -0.89% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-Other | 1.08% | — | — | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.07% | -0.36% | -0.33% | |
| 25 | RGA | Reinsurance Group Of America | Stock-Financials | 1.05% | +0.36% | NEW | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.12% | EXIT | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | — | -30.26% | |
| 28 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.02% | -0.78% | +0.24% | |
| 29 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.02% | — | -0.93% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.07% | — | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 0.94% | -0.05% | -0.91% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.02% | -0.89% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.91% | -0.21% | -0.89% | |
| 34 | CRH | CRH plc | Stock-Materials | 0.89% | -0.04% | — | |
| 35 | JBL | Jabil Inc | Stock-Tech | 0.88% | -0.10% | -0.88% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.87% | -0.01% | -0.89% | |
| 37 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.86% | — | -0.94% | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.85% | +0.67% | NEW | |
| 39 | EG | Everest Group, Ltd. | Stock-Financials | 0.82% | +0.10% | NEW | |
| 40 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.81% | +0.55% | NEW | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.80% | +0.01% | -0.89% | |
| 42 | TEL | TE Connectivity plc | Stock-Tech | 0.79% | — | -0.88% | |
| 43 | FLEX | Flex Ltd. | Stock-Tech | 0.79% | +0.60% | -0.88% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | -1.54% | — | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | — | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.75% | -1.15% | — | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.74% | -0.01% | +9.02% | |
| 48 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.74% | — | -0.89% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.04% | -0.88% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.01% | — |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 180 disclosed positions in Q2 2024.
During Q2 2024, Leuthold Group, LLC's top holdings by market value included MSFT (3.4%)、LRCXEUR (2.5%)、META (2.4%). The largest single position, MSFT, represented 3.4% 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, META) accounted for 11.3% of total reported equity market value during Q2 2024.
In Q2 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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