Holdings
Leuthold Group, LLC
As of Jun 30, 2026, Leuthold Group, LLC reported 164 positions worth US$709M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Cisco Systems, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 63,893 | US$22.8M | −2,500 | Jun 30, 2026 |
| Microsoft Corp. | 46,640 | US$17.4M | −1,531 | Jun 30, 2026 |
| Cisco Systems, Inc. | 144K | US$16.9M | −13,679 | Jun 30, 2026 |
| Jabil Inc. | 40,469 | US$15.6M | −18,477 | Jun 30, 2026 |
| Cardinal Health, Inc. | 61,075 | US$14.5M | −3,327 | Jun 30, 2026 |
| Nvidia Corporation | 68,568 | US$13.7M | +23,227 | Jun 30, 2026 |
| Dell Technologies Inc. | 30,222 | US$13M | −3,939 | Jun 30, 2026 |
| Garrett Motion Inc. | 323K | US$11.7M | −18,741 | Jun 30, 2026 |
| Mckesson Corporation | 15,354 | US$11.6M | −802 | Jun 30, 2026 |
| Fedex Corporation | 36,855 | US$11.5M | −1,605 | Jun 30, 2026 |