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CIK: 0001170152
Total reported value
$995.2M
$995.2M
172 檔
10.0%
The Q3 2024 SEC filing reveals that Leuthold Group, LLC held a total portfolio value of $995.2M, covering 172 public equity positions.
During Q3 2024, Leuthold Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IGIB, META) accounted for 10.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.15% | -14.33% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.36% | -0.08% | +1.28% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | -0.15% | -18.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.99% | — | -17.86% | |
| 5 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 1.85% | -0.62% | -13.33% | |
| 6 | IGOV | Ishares International Treasu | ETF-Other | 1.83% | -0.06% | -1.64% | |
| 7 | PRGS | Progress Software CORP | Stock-Other | 1.80% | — | +958.08% | |
| 8 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.71% | — | -6.26% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.60% | -0.36% | +51.30% | |
| 10 | MTBA | Simplify Mbs ETF | ETF-Other | 1.56% | — | +47.14% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.52% | +0.29% | -17.22% | |
| 12 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.51% | — | -5.51% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.44% | — | -3.68% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.26% | -20.88% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.39% | — | -25.29% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.39% | -0.05% | -1.08% | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.39% | — | -4.02% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.38% | -0.19% | +6.23% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.30% | -0.14% | -2.09% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | — | -2.95% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 1.27% | +0.08% | -27.26% | |
| 22 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.24% | — | -5.47% | |
| 23 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.07% | -0.78% | -0.74% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | — | -6.75% | |
| 25 | RGA | Reinsurance Group Of America | Stock-Financials | 1.04% | +0.36% | NEW | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.04% | -0.15% | -18.07% | |
| 27 | CRH | CRH plc | Stock-Materials | 1.02% | -0.04% | -3.97% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.01% | -0.01% | +3.79% | |
| 29 | RWM | Proshares Short Russell2000 | ETF-Other | 1.01% | -0.35% | -15.81% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.07% | -1.24% | |
| 31 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.99% | — | -4.65% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.12% | EXIT | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.96% | -0.32% | -2.66% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.02% | -6.61% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.93% | -1.54% | +12.88% | |
| 36 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.92% | +0.55% | NEW | |
| 37 | JBL | Jabil Inc | Stock-Tech | 0.90% | -0.10% | -3.94% | |
| 38 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.89% | -0.01% | -1.05% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.89% | -1.15% | +14.51% | |
| 40 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.84% | +0.01% | -2.74% | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.84% | -0.21% | -4.16% | |
| 42 | FLEX | Flex Ltd. | Stock-Tech | 0.83% | +0.60% | -3.94% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | +15.51% | |
| 44 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.80% | — | -5.50% | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.79% | -0.05% | -4.24% | |
| 46 | EG | Everest Group, Ltd. | Stock-Financials | 0.79% | +0.10% | NEW | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | +0.04% | +16.42% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.75% | — | -35.47% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | — | -4.08% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.73% | +0.67% | NEW |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 172 disclosed positions in Q3 2024.
During Q3 2024, Leuthold Group, LLC's top holdings by market value included MSFT (2.7%)、IGIB (2.4%)、META (2.1%). The largest single position, MSFT, represented 2.7% of total portfolio value.
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In Q3 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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