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CIK: 0001170152
Total reported value
$995.2M
$995.2M
191 檔
9.0%
As reported in its official Q4 2024 Form 13F filing, Leuthold Group, LLC's tracked investment portfolio stood at $995.2M with 191 total positions.
During Q4 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, META, IGIB) accounted for 9.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.15% | -3.48% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | -0.15% | -3.71% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.98% | -0.08% | -18.79% | |
| 4 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 1.90% | -0.62% | -3.30% | |
| 5 | IGOV | Ishares International Treasu | ETF-Other | 1.83% | -0.06% | +0.76% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.69% | -0.36% | +0.37% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 1.68% | — | -3.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.26% | -3.54% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.47% | — | -3.54% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.41% | -0.19% | -11.46% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.40% | -0.05% | -2.21% | |
| 12 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.36% | — | -3.54% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.29% | -1.54% | +10.90% | |
| 14 | PSQ | Proshares Short Qqq | ETF-Other | 1.26% | -0.12% | +1230.34% | |
| 15 | URI | United Rentals Inc | Stock-Industrials | 1.26% | — | -3.63% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.29% | -27.73% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.18% | -0.14% | -14.82% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.15% | -0.32% | -3.51% | |
| 19 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.15% | — | -3.46% | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.13% | -0.01% | -3.31% | |
| 21 | JBL | Jabil Inc | Stock-Tech | 1.13% | -0.10% | -3.51% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.12% | -1.15% | -3.35% | |
| 23 | RWM | Proshares Short Russell2000 | ETF-Other | 1.09% | -0.35% | +1.11% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.07% | — | — | |
| 25 | RGA | Reinsurance Group Of America | Stock-Financials | 1.07% | +0.36% | NEW | |
| 26 | MTBA | Simplify Mbs ETF | ETF-Other | 1.06% | — | -34.98% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.05% | -0.15% | -13.11% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.02% | -3.31% | |
| 29 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.01% | -0.78% | -3.85% | |
| 30 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.01% | — | -7.54% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.07% | -8.29% | |
| 32 | FLEX | Flex Ltd. | Stock-Tech | 0.99% | +0.60% | -3.52% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.01% | -3.49% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.94% | +0.01% | -3.49% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | +0.04% | -3.50% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.04% | +3.97% | |
| 37 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.88% | -0.38% | — | |
| 38 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.87% | +0.55% | NEW | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.87% | -0.21% | -3.77% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | — | -3.63% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.78% | — | +3.68% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.76% | — | -3.59% | |
| 43 | EG | Everest Group, Ltd. | Stock-Financials | 0.76% | +0.10% | NEW | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | — | -3.43% | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.73% | — | -6.59% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.72% | +0.10% | +2075.53% | |
| 47 | TEL | TE Connectivity plc | Stock-Tech | 0.72% | -0.30% | — | |
| 48 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.72% | — | -3.54% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | — | -4.00% | |
| 50 | KGC | Kinross Gold CORP | Stock-Materials | 0.71% | -0.45% | +151.97% |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 191 disclosed positions in Q4 2024.
During Q4 2024, Leuthold Group, LLC's top holdings by market value included MSFT (2.8%)、META (2.3%)、IGIB (2.0%). The largest single position, MSFT, represented 2.8% of total portfolio value.
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In Q4 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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