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CIK: 0001170152
Total reported value
$995.2M
$995.2M
206 檔
10.4%
At the close of Q2 2025, Leuthold Group, LLC disclosed equity holdings valued at approximately $995.2M, spread across 206 reported holdings.
During Q2 2025, 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, BWX) accounted for 10.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.15% | -1.54% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -0.15% | -1.71% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.35% | -0.78% | +3.89% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 2.31% | — | -1.56% | |
| 5 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 2.13% | -0.62% | -8.82% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.76% | — | -1.62% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.64% | -0.14% | -0.05% | |
| 8 | JBL | Jabil Inc | Stock-Tech | 1.56% | -0.10% | -1.56% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.56% | -0.36% | +18.73% | |
| 10 | IGOV | Ishares International Treasu | ETF-Other | 1.49% | -0.06% | +43.24% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.47% | -1.54% | -1.51% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.26% | -1.47% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.35% | -0.32% | -1.82% | |
| 14 | RWM | Proshares Short Russell2000 | ETF-Other | 1.34% | -0.35% | -6.27% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.28% | -0.05% | +808.30% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | -0.19% | +2.06% | |
| 17 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.23% | +0.01% | -1.48% | |
| 18 | FLEX | Flex Ltd. | Stock-Tech | 1.18% | +0.60% | -1.53% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.29% | +10.63% | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 1.16% | — | -7.35% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.14% | -1.15% | -1.48% | |
| 22 | KGC | Kinross Gold CORP | Stock-Materials | 1.13% | -0.45% | -1.55% | |
| 23 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.12% | — | -7.74% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.12% | -0.01% | -1.38% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.07% | +2.40% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.08% | -0.15% | +2.15% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.01% | -1.64% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 1.07% | -0.21% | -1.50% | |
| 29 | FXY | Invesco Currencyshares Japan | ETF-Other | 1.03% | -0.39% | +33.68% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.40% | +46.74% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.02% | -1.59% | |
| 32 | IBND | State Street Spdr Bloomberg | ETF-Other | 1.00% | -0.78% | +86.91% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.92% | -0.06% | +16.00% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.91% | -0.08% | +4.70% | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.91% | — | -7.74% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.04% | -1.52% | |
| 37 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.88% | -0.77% | -1.42% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.04% | -9.05% | |
| 39 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.85% | — | -1.36% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.82% | +0.10% | -1.10% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.81% | — | -1.56% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | +0.01% | +5.40% | |
| 43 | TEL | TE Connectivity plc | Stock-Tech | 0.78% | -0.30% | -1.48% | |
| 44 | FTNT | Fortinet Inc | Stock-Tech | 0.78% | — | -1.58% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | — | -1.55% | |
| 46 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | -0.05% | +10.09% | |
| 47 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.74% | — | -7.82% | |
| 48 | CVSA | Covista Inc | Stock-Consumer Staples | 0.74% | -0.02% | -1.42% | |
| 49 | IAG | Iamgold CORP | Stock-Other | 0.72% | -0.27% | -1.54% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.71% | -0.01% | -12.58% |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 206 disclosed positions in Q2 2025.
During Q2 2025, Leuthold Group, LLC's top holdings by market value included MSFT (3.0%)、META (2.6%)、BWX (2.4%). The largest single position, MSFT, represented 3.0% of total portfolio value.
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In Q2 2025, 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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