Holdings
Leuthold Global Fund
As of Jun 30, 2026, Leuthold Global Fund reported 133 positions worth US$16M. Largest: Applied Materials, Inc., Sumitomo Electric Industries, Ltd. and Mks Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 572 | US$414K | no change | Jun 30, 2026 |
| Sumitomo Electric Industries, Ltd. | 20,000 | US$371K | +14,600 | Jun 30, 2026 |
| Mks Inc. | 614 | US$273K | no change | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 263 | US$266K | no change | Jun 30, 2026 |
| Acm Research, Inc. | 1,962 | US$249K | no change | Jun 30, 2026 |
| Asml Holding Nv | 150 | US$249K | +35 | Jun 30, 2026 |
| Marvell Technology, Inc. | 830 | US$247K | no change | Jun 30, 2026 |
| Viavi Solutions Inc. | 5,164 | US$247K | no change | Jun 30, 2026 |
| Sk Hynix Inc. | 136 | US$240K | −15 | Jun 30, 2026 |
| International Container Terminal Services, Inc. | 16,280 | US$237K | −1,910 | Jun 30, 2026 |