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CIK: 0001170152
Total reported value
$995.2M
$995.2M
201 檔
9.0%
According to the latest 13F quarterly dataset, Leuthold Group, LLC managed an equity portfolio of $995.2M at the end of Q1 2025, spanning 201 distinct U.S. exchange-listed positions.
In Q1 2025, Leuthold Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 2.86% | -0.62% | +32.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.15% | -6.53% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.29% | -0.78% | +104.81% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.25% | -0.15% | -6.58% | |
| 5 | PSQ | Proshares Short Qqq | ETF-Other | 1.80% | -0.12% | +21.13% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.78% | -0.14% | +38.31% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | — | -6.61% | |
| 8 | RWM | Proshares Short Russell2000 | ETF-Other | 1.71% | -0.35% | +31.07% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.41% | -0.36% | -23.88% | |
| 10 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.39% | -0.01% | -6.30% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 1.38% | -0.32% | -6.42% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.26% | -6.78% | |
| 13 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.29% | — | -6.65% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.25% | -1.54% | -5.65% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.24% | -0.19% | -20.91% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.24% | — | -6.52% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.20% | — | +3.33% | |
| 18 | URI | United Rentals Inc | Stock-Industrials | 1.13% | — | -6.26% | |
| 19 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.11% | +0.01% | -6.59% | |
| 20 | COR | Cencora Inc | Stock-Healthcare | 1.09% | -0.21% | -6.32% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.02% | -6.84% | |
| 22 | JBL | Jabil Inc | Stock-Tech | 1.08% | -0.10% | -6.56% | |
| 23 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.05% | — | -6.77% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.07% | +0.26% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.04% | -1.15% | -7.17% | |
| 26 | IGOV | Ishares International Treasu | ETF-Other | 1.03% | -0.06% | -49.21% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.02% | -0.15% | -9.60% | |
| 28 | KGC | Kinross Gold CORP | Stock-Materials | 1.01% | -0.45% | -3.87% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.04% | -6.39% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.01% | -6.61% | |
| 31 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.96% | — | -6.11% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.94% | +0.29% | -19.52% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.93% | -0.08% | -57.39% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.88% | — | -7.10% | |
| 35 | FLEX | Flex Ltd. | Stock-Tech | 0.86% | +0.60% | -6.53% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.04% | -6.50% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.86% | -0.06% | +53.42% | |
| 38 | MTBA | Simplify Mbs ETF | ETF-Other | 0.81% | — | -30.27% | |
| 39 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.81% | — | -12.14% | |
| 40 | FXY | Invesco Currencyshares Japan | ETF-Other | 0.80% | -0.39% | +45.65% | |
| 41 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.80% | -0.01% | -6.19% | |
| 42 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.79% | -0.77% | -5.20% | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.78% | — | -6.45% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.75% | +0.10% | -5.43% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | -0.05% | -52.31% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | +0.01% | +0.56% | |
| 47 | TEL | TE Connectivity plc | Stock-Tech | 0.72% | -0.30% | -6.62% | |
| 48 | VRSN | Verisign Inc | Stock-Tech | 0.71% | — | — | |
| 49 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.68% | — | -10.72% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | — | -6.06% |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 201 disclosed positions in Q1 2025.
During Q1 2025, Leuthold Group, LLC's top holdings by market value included SPDN (2.9%)、MSFT (2.5%)、BWX (2.3%). The largest single position, SPDN, represented 2.9% 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 SPDN, MSFT, BWX) accounted for 9.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPDN
市值: $22.0M
In Q1 2025, Leuthold Group, LLC made 50 total portfolio adjustments, initiating 50 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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