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CIK: 0001170152
Total reported value
$995.2M
$995.2M
207 檔
10.3%
The Q4 2025 SEC filing reveals that Leuthold Group, LLC held a total portfolio value of $995.2M, covering 207 public equity positions.
Leuthold Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 21 new positions while fully exiting 19 holdings and trimming 4 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPDN, GOOGL) accounted for 10.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.15% | -2.60% | |
| 2 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 2.38% | -0.62% | +34.60% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.26% | -3.24% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.03% | -0.78% | -0.61% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.72% | -1.54% | +0.72% | |
| 6 | JBL | Jabil Inc | Stock-Tech | 1.53% | -0.10% | +0.50% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.53% | -0.36% | — | |
| 8 | KGC | Kinross Gold CORP | Stock-Materials | 1.45% | -0.45% | -21.91% | |
| 9 | RWM | Proshares Short Russell2000 | ETF-Other | 1.45% | -0.35% | +35.80% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.15% | -34.72% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 1.42% | -0.32% | +0.06% | |
| 12 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.41% | +0.01% | +0.36% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.39% | -0.14% | -3.39% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.34% | -1.15% | +0.24% | |
| 15 | FLEX | Flex Ltd. | Stock-Tech | 1.34% | +0.60% | +0.33% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | +0.40% | +13.80% | |
| 17 | FDX | Fedex CORP | Stock-Industrials | 1.18% | -0.30% | — | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.29% | +101.99% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.14% | -0.02% | — | |
| 20 | COR | Cencora Inc | Stock-Healthcare | 1.13% | -0.21% | -0.03% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | +0.70% | |
| 22 | IGOV | Ishares International Treasu | ETF-Other | 1.12% | -0.06% | -1.31% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | -0.05% | -2.00% | |
| 24 | IAG | Iamgold CORP | Stock-Other | 1.09% | -0.27% | -25.39% | |
| 25 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 1.09% | -0.77% | +0.34% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.05% | +0.10% | +0.41% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | — | — | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | -0.19% | -3.11% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.99% | -0.30% | +0.45% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.07% | -8.57% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.04% | +0.33% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.02% | -0.07% | |
| 33 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.90% | -0.01% | +10.97% | |
| 34 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.90% | +0.11% | +0.34% | |
| 35 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.89% | -0.78% | -0.61% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.87% | -0.08% | -2.65% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 0.85% | +0.67% | NEW | |
| 38 | MGA | Magna International Inc | Stock-Consumer Disc | 0.85% | +0.05% | +26.57% | |
| 39 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.85% | +0.08% | +0.33% | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.05% | -3.00% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.84% | -0.28% | -1.49% | |
| 42 | ERIC | Ericsson (lm) Tel-sp Adr | Stock-Tech | 0.83% | -0.11% | +23.72% | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.80% | — | +27.75% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.80% | -0.06% | -0.70% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.04% | +0.48% | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.79% | -0.22% | +56.17% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.06% | +25.85% | |
| 48 | LAUR | Laureate Education Inc | Stock-Other | 0.74% | -0.05% | -7.04% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.73% | -0.16% | +29.14% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | +0.6% | +34.60% | Add |
| 2 | GVA | Granite Construction Inc | +0.5% | +1591.84% | Add |
| 3 | VMI | Valmont Industries | +0.5% | +983.69% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.24% | Trim |
| 5 | REGN | Regeneron Pharmaceuticals | +0.4% | +56.17% | Add |
| 6 | RWM | Proshares Short Russell2000 | +0.3% | +35.80% | Add |
| 7 | CAH | Cardinal Health Inc | +0.3% | +0.36% | Add |
| 8 | XLC | Ss Comm Select Sector Spdr | -0.5% | -51.45% | Trim |
| 9 | TMUS | T-mobile US Inc | -1% | -92.48% | Trim |
| 10 | META | Meta Platforms Inc-class A | -1% | -34.72% | Trim |
| 11 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 12 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 13 | URI | United Rentals Inc | — | EXIT | Sold out |
| 14 | PHM | Pultegroup Inc | — | EXIT | Sold out |
| 15 | FDX | Fedex CORP | — | NEW | New buy |
| 16 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 17 | DHI | Dr Horton Inc | — | EXIT | Sold out |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | ELV | Elevance Health Inc | — | NEW | New buy |
| 20 | TOL | Toll Brothers Inc | — | EXIT | Sold out |
| 21 | T | At&t Inc | — | EXIT | Sold out |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | Sold out |
| 24 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 25 | VRSN | Verisign Inc | — | EXIT | Sold out |
| 26 | LRN | Stride Inc | — | EXIT | Sold out |
| 27 | CRH | CRH plc | — | NEW | New buy |
| 28 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 29 | EME | Emcor Group Inc | — | NEW | New buy |
| 30 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | SLB | Slb LTD | — | NEW | New buy |
| 33 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 34 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 35 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 36 | HUM | Humana Inc | — | NEW | New buy |
| 37 | SNY | Sanofi-adr | — | NEW | New buy |
| 38 | FTDR | Frontdoor Inc | — | EXIT | Sold out |
| 39 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 40 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 41 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 42 | OII | Oceaneering Intl Inc | — | NEW | New buy |
| 43 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 44 | ✓ | Wns Holdings LTD | — | EXIT | Sold out |
| 45 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
| 46 | TNL | Travel + Leisure Co | — | EXIT | Sold out |
| 47 | GXO | Gxo Logistics Inc | — | NEW | New buy |
| 48 | QLYS | Qualys Inc | — | EXIT | Sold out |
| 49 | HUBG | Hub Group Inc-cl A | — | NEW | New buy |
| 50 | GAP | Gap Inc/the | — | NEW | New buy |
According to official SEC Form 13F filings, Leuthold Group, LLC reported a total U.S. public equity portfolio value of $995.2M across 207 disclosed positions in Q4 2025.
During Q4 2025, Leuthold Group, LLC's top holdings by market value included MSFT (2.6%)、SPDN (2.4%)、GOOGL (2.3%). The largest single position, MSFT, represented 2.6% of total portfolio value.
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Top New Position Initiated
FDX
市值: $10.9M
Top Position Liquidated / Trimmed
ORCL
前期市值: $19.1M
In Q4 2025, Leuthold Group, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 6 positions, trimming 4 holdings, and fully liquidating 19 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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