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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 7 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GXO GXO Logistics Inc Industrials 59,987.0 $3.0M 0.31% -3K -4.3% $50.70 -6.7%
122 EHC Encompass Health Corporation Healthcare 29,964.0 $3.0M 0.30% -2K -5.0% $101.08 +20.7%
123 PSQ ProShares Short QQQ 120,629.0 $3.0M 0.30% -616.0 -0.5% $25.06 +1.0%
124 RSPD Invesco S&P 500 Equal Weight C 53,392.0 $3.0M 0.30% -3K -4.9% $56.00 +1.8%
125 THG Hanover Insurance Group Inc. Financial Services 13,633.0 $2.9M 0.29% -683.0 -4.8% $214.12 +3.7%
126 FedEx Freight Holding Company, 18,414.0 $2.8M 0.28% NEW $151.00
127 CTS CTS Corp Technology 42,232.0 $2.8M 0.28% -3K -6.3% $65.19 -2.8%
128 PAAS Pan American Silver Corp. Basic Materials 60,006.0 $2.7M 0.27% -4K -5.7% $44.79 +7.4%
129 CRK Comstock Resources Inc. Energy 173,475.0 $2.6M 0.26% NEW $14.92 -9.2%
130 EQX Equinox Gold Corp. Basic Materials 265,894.0 $2.6M 0.26% -17K -5.9% $9.72 +21.3%
131 IBB iShares NASDAQ Biotechnology I 12,614.0 $2.4M 0.24% -648.0 -4.9% $190.19 +6.2%
132 AA Alcoa Inc. Basic Materials 44,374.0 $2.3M 0.23% $52.14 -0.8%
133 ISHG iShares 1-3 Year International 31,002.0 $2.3M 0.23% NEW $74.25 +2.0%
134 WTM White Mountains Insurance Grou Financial Services 1,104.0 $2.3M 0.23% +52.0 +4.9% $2073.39 +1.9%
135 IHF iShares U.S. Healthcare Provid 38,245.0 $2.1M 0.21% +6K +19.6% $55.33 +1.7%
136 XLC Communication Services Select 19,361.0 $2.1M 0.21% -12K -37.3% $107.13 +3.4%
137 Kensington Credit Opportunitie 81,373.0 $2.0M 0.20% $24.64
138 GDX VanEck Gold Miners ETF 25,329.0 $1.9M 0.19% -1K -4.9% $75.45 +21.8%
139 FXY Invesco CurrencyShares Japanes Financial Services 31,611.0 $1.8M 0.18% -60K -65.6% $56.44 +1.9%
140 AMAT Applied Materials Inc. Technology 2,367.0 $1.7M 0.17% $723.00 -26.0%
Page 7 of 12  ·  237 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%