LEUTHOLD GROUP, LLC Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$793K

Holdings

179

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (179 positions)

StockValue
GQ9SPDR Gold Trust
$28K
IEMGiShares Core MSCI Emerging Mar
$23K
SJNKSPDR Barclays Short Term High
$21K
MBBiShares MBS ETF
$20K
DYHTarget Corp.
$20K
LRCXEURLam Research Corp.
$19K
FLOTiShares Floating Rate Bond ETF
$19K
VTIPVanguard Short-Term Inflation-
$18K
IGOViShares International Treasury
$17K
MSFTMicrosoft Corp.
$17K
GOOGLAlphabet Inc. Cl A
$16K
FXYInvesco CurrencyShares Japanes
$15K
AMATApplied Materials Inc.
$15K
SPDNDirexion Daily S&P500 Bear 1X
$13K
SEDGSolarEdge Technologies, Inc.
$12K
GSGoldman Sachs Group Inc.
$12K
DGDollar General Corp.
$11K
UNHUnitedHealth Group Inc.
$11K
DWDMorgan Stanley
$10K
HCAHCA Healthcare Inc
$10K
IAUUSDiShares Gold Trust
$9K
DHID.R. Horton Inc.
$8K
MAMastercard Inc. Cl A
$8K
CNXCConcentrix Corporation
$8K
BWXSPDR Bloomberg Barclays Intern
$8K
MKSIMKS Instruments Inc.
$7K
AAPLApple Inc.
$7K
HUMHumana Inc.
$7K
PHMPulteGroup Inc.
$7K
KLACKLA Corporation
$7K
METAFacebook, Inc.
$7K
CNCCentene Corp.
$7K
UBSUBS Group AG (new)
$7K
EVREvercore Inc. (Cl A)
$7K
AMGNAmgen Inc.
$7K
URIUnited Rentals Inc.
$6K
VVisa Inc.
$6K
LENLennar Corp. (Cl A)
$6K
SFStifel Financial Corp.
$6K
SUXSYNNEX Corp.
$6K
RJFRaymond James Financial Inc
$6K
METMetLife Inc.
$6K
ALXNAlexion Pharmaceuticals Inc.
$6K
ADBEAdobe Inc.
$6K
BACVerizon Communications Inc.
$6K
DLTRDollar Tree Inc.
$5K
WRKUSDWestRock Co.
$5K
MFCManulife Financial Corp.
$5K
SONSonoco Products Company
$5K
TOLToll Brothers Inc.
$5K
GPKGraphic Packaging Holding Co.
$5K
ASGNASGN Inc.
$5K
AFLAFLAC Inc.
$5K
REGNRegeneron Pharmaceuticals Inc.
$5K
EHCEncompass Health Corporation
$5K
CMCSAComcast Corp. (Cl A)
$5K
IPInternational Paper Co.
$5K
SEESealed Air Corp.
$5K
RHIRobert Half International Inc.
$5K
ABBVAbbVie Inc.
$5K
LKQ1LKQ Corp.
$5K
ELVAnthem Inc
$5K
RWMProShares Short Russell2000
$5K
IEIInsight Enterprises
$5K
FXEInvesco CurrencyShares Euro Tr
$5K
MHKMohawk Industries Inc.
$5K
IBNDSPDR Barclays International Co
$5K
MTZMasTec Inc.
$5K
AMCRAmcor PLC
$5K
AELUSDAmerican Equity Investment Lif
$5K
WSMWilliams-Sonoma Inc.
$4K
MTHMeritage Homes Corp.
$4K
UNMUnum Group
$4K
Athene Holding Ltd. Class A
$4K
WHRWhirlpool Corp.
$4K
COSCNO Financial Group Inc.
$4K
PAGPenske Automotive Grp Inc Com
$4K
MANManpowerGroup Inc.
$4K
CICigna Corporation
$4K
HDHome Depot Inc.
$4K
KBHKB Home
$4K
KFYKorn Ferry International
$4K
CVSCVS Health Corp.
$4K
NSPInsperity, Inc.
$4K
Laboratory Corp. of America Ho
$3K
ANAutoNation Inc.
$3K
UPBDRent-A-Center Inc.
$3K
FIXComfort Systems USA, Inc.
$3K
UHSUniversal Health Services Inc.
$3K
SONYSony Group Corp. ADR
$3K
LPXLouisiana-Pacific Corp.
$3K
AAWWUSDAtlas Air Worldwide Holdings
$3K
XLKTechnology Select Sector SPDR
$3K
BBYBest Buy Co. Inc.
$3K
BERYEURBerry Global Group Inc
$3K
CIKCredit Suisse Group AG ADS
$3K
MTArcelorMittal SA ADR
$3K
LZBLaZBoy Incorporated
$3K
ALLYAlly Financial Inc
$3K
HUBGHub Group Inc (Cl A)
$3K
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