LEUTHOLD GROUP, LLC Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$888.0M

Holdings

178

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
PTCPTC Inc.
$841K
EOGEOG Resources Inc.
$808K
BCIAberdeen Standard Bloomberg Al
$799K
VGSHVanguard Short-Term Treasury E
$756K
TPHTRI Pointe Group Inc
$624K
PICKiShares MSCI Global Metals & M
$605K
WITWipro Ltd. ADS
$561K
MOHMolina Healthcare Inc.
$523K
CTSHCognizant Technology Solutions
$520K
XLYConsumer Discretionary Select
$520K
CHRDChord Energy Corp.
$508K
SUSuncor Energy Inc.
$431K
GMGeneral Motors Co.
$420K
APAAPA Corp.
$412K
DBXDropbox, Inc.
$407K
ORIOld Republic International Cor
$398K
XSDSPDR S&P Semiconductor ETF
$397K
AMKRAmkor Technology Inc.
$387K
SANBanco Santander S.A.
$366K
BIDUNBaidu Inc.
$363K
IDIInterDigital Inc.
$359K
MFGMizuho Financial Group Inc.
$359K
LLoews Corp.
$344K
EENI S.p.A.
$342K
PBRPetroleo Brasileiro SA Petro
$334K
AXSAxis Capital Holdings Ltd
$329K
TXTernium S.A. Sponsored ADR
$320K
INTCIntel Corp.
$317K
DOXAmdocs Ltd.
$315K
CMCCommercial Metals Co.
$284K
AWMSkyworks Solutions Inc
$284K
ANDEAndersons Inc.
$284K
MTArcelorMittal SA ADR
$273K
CMAComerica Inc.
$265K
TRVCCitigroup Inc.
$258K
DIODDiodes Inc.
$257K
BCSBarclays PLC
$252K
UBSUBS Group AG
$237K
QUALiShares Edge MSCI USA Quality
$218K
ACWIiShares MSCI ACWI ETF
$212K
FNDFSchwab Fundamental Internation
$209K
QQQMInvesco NASDAQ 100 ETF
$208K
ATENA10 Networks, Inc.
$193K
GGBGerdau S.A.
$182K
ZIPZipRecruiter, Inc.
$142K
MAMastercard Inc.
$0
LRCXEURLam Research Corp.
$0
GOOGLAlphabet Inc.
$0
LENLennar Corp.
$0
METAMeta Platforms Inc.
$0
ADBEAdobe Inc.
$0
ORCLOracle Corp.
$0
ELVElevance Health Inc.
$0
RGAReinsurance Group of America I
$0
AIZAssurant Inc.
$0
IGOViShares International Treasury
$0
TEXTerex Corp.
$0
UHSUniversal Health Services Inc.
$0
NMIHNMI Holdings, Inc.
$0
MBBiShares MBS ETF
$0
EMBiShares JPMorgan USD Emerging
$0
IEZiShares U.S. Oil Equipment & S
$0
IVViShares S&P 500 Fund
$0
AGGiShares Core Total U.S. Bond M
$0
MSMMSC Industrial Direct Inc.
$0
AERAerCap Holdings NV
$0
XLCCommunication Services Select
$0
IGIBiShares 5-10yr Investment Grad
$0
CMCSAComcast Corp.
$0
CHKPCheck Point Software Tech LT
$0
CATCaterpillar Inc.
$0
WCCWesco International Inc.
$0
PCARPaccar Inc.
$0
CNCCentene Corp.
$0
VTIPVanguard Short-Term Inflation-
$0
STLDSteel Dynamics Inc.
$0
CMICummins Inc.
$0
BCCBoise Cascade Co. Del
$0
TMUST-Mobile US Inc
$0
URIUnited Rentals Inc.
$0
TELTE Connectivity Ltd.
$0
WIXWix.com Ltd.
$0
NOVNOV Inc.
$0
AGCOAGCO Corp.
$0
LKQ1LKQ Corp.
$0
SHYiShares 1-3 Year Treasury Bond
$0
ITBiShares DJ US Home Constructio
$0
TRIPTripAdvisor Inc.
$0
RNRRenaissanceRe Holdings Ltd.
$0
STIPiShares 0-5 Year TIPS Bond ETF
$0
REEverest Group Ltd.
$0
PRGSProgress Software Corp
$0
RUSHARush Enterprises Inc Cl A
$0
KLACKLA Corporation
$0
HALHalliburton Co.
$0
VONVVanguard Russell 1000 Value ET
$0
FLEXFlex Ltd.
$0
SLBSchlumberger
$0
RDNRadian Group Inc.
$0
GDDYGoDaddy, Inc.
$0
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