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Portfolio (Quarterly) Guide ↗

LEUTHOLD GROUP, LLC

· CIK 0001170152
13F Portfolio $995M AUM 237 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 24 Added 122 Reduced 11 Exited
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FXE Invesco CurrencyShares Euro Tr Financial Services 34,948.0 $3.7M 0.37% -6K -14.3% $105.44 +1.4%
82 PRDO Perdoceo Education Corporation Consumer Defensive 109,873.0 $3.5M 0.35% -8K -6.9% $32.00 +0.1%
83 XLV Health Care Select Sector SPDR 20,834.0 $3.3M 0.33% -537.0 -2.5% $158.66 +5.3%
84 HBM HudBay Minerals Inc. Basic Materials 135,859.0 $3.2M 0.32% -6K -4.1% $23.61 +16.2%
85 WFRD Weatherford International plc Energy 38,864.0 $3.2M 0.32% -2K -4.4% $81.50 +14.2%
86 GXO GXO Logistics Inc Industrials 59,987.0 $3.0M 0.31% -3K -4.3% $50.70 -6.7%
87 EHC Encompass Health Corporation Healthcare 29,964.0 $3.0M 0.30% -2K -5.0% $101.08 +20.7%
88 PSQ ProShares Short QQQ 120,629.0 $3.0M 0.30% -616.0 -0.5% $25.06 +1.0%
89 RSPD Invesco S&P 500 Equal Weight C 53,392.0 $3.0M 0.30% -3K -4.9% $56.00 +1.8%
90 THG Hanover Insurance Group Inc. Financial Services 13,633.0 $2.9M 0.29% -683.0 -4.8% $214.12 +3.7%
91 CTS CTS Corp Technology 42,232.0 $2.8M 0.28% -3K -6.3% $65.19 -2.8%
92 PAAS Pan American Silver Corp. Basic Materials 60,006.0 $2.7M 0.27% -4K -5.7% $44.79 +7.4%
93 EQX Equinox Gold Corp. Basic Materials 265,894.0 $2.6M 0.26% -17K -5.9% $9.72 +21.3%
94 IBB iShares NASDAQ Biotechnology I 12,614.0 $2.4M 0.24% -648.0 -4.9% $190.19 +6.2%
95 XLC Communication Services Select 19,361.0 $2.1M 0.21% -12K -37.3% $107.13 +3.4%
96 GDX VanEck Gold Miners ETF 25,329.0 $1.9M 0.19% -1K -4.9% $75.45 +21.8%
97 FXY Invesco CurrencyShares Japanes Financial Services 31,611.0 $1.8M 0.18% -60K -65.6% $56.44 +1.9%
98 OIH VanEck Oil Services ETF 4,084.0 $1.5M 0.15% -210.0 -4.9% $372.03 +14.7%
99 AVGO Broadcom Inc. Technology 3,600.0 $1.4M 0.14% -1K -22.0% $377.75 +3.9%
100 IBM International Business Machine Technology 4,796.0 $1.3M 0.14% -1K -21.8% $281.21 -18.6%
Page 5 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Healthcare 17.5%
Financial Services 17.2%
Industrials 9.7%
Energy 9.3%
Basic Materials 6.0%
Consumer Cyclical 5.9%
Communication Services 4.8%
Consumer Defensive 2.3%
Utilities 0.1%