LEUTHOLD GROUP, LLC Q3 2024 Filing

Filed October 24, 2024

Portfolio Value

$899.6B

Holdings

172

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
UHSUniversal Health Services Inc.
22,928$5K0.00%
102
AGGiShares Core Total U.S. Bond M
52,144$5K0.00%
103
ADBEAdobe Inc.
9,686$5K0.00%
104
CATCaterpillar Inc.
13,229$5K0.00%
105
WCCWesco International Inc.
32,315$5K0.00%
106
DISWalt Disney Co.
58,148$5K0.00%
107
ITBiShares DJ US Home Constructio
42,888$5K0.00%
108
CBChubb Limited
20,672$5K0.00%
109
KBHKB Home
60,662$5K0.00%
110
TAT&T Inc.
266,841$5K0.00%
111
MTBM&T Bank Corp.
28,660$5K0.00%
112
ROSTRoss Stores Inc.
34,860$5K0.00%
113
THCTenet Healthcare Corporation
36,087$5K0.00%
114
CMCanadian Imperial Bank of Comm
93,548$5K0.00%
115
TMHCTaylor Morrison Home Corp. Cla
80,823$5K0.00%
116
IBNDSPDR Barclays International Co
181,900$5K0.00%
117
FTNTFortinet Inc.
69,550$5K0.00%
118
CARGCarGurus, Inc.
157,194$4K0.00%
119
MTCHMatch Group, Inc.
131,194$4K0.00%
120
CNCCentene Corp.
62,973$4K0.00%
121
XLVHealth Care Select Sector SPDR
29,642$4K0.00%
122
ALSAllstate Corp.
21,231$4K0.00%
123
MLMMartin Marietta Materials Inc.
8,454$4K0.00%
124
HBANHuntington Bancshares Inc.
287,719$4K0.00%
125
CFGCitizens Financial Group, Inc.
101,442$4K0.00%
126
TRVTravelers Companies, Inc.
17,647$4K0.00%
127
VONVVanguard Russell 1000 Value ET
55,457$4K0.00%
128
PCARPaccar Inc.
41,565$4K0.00%
129
7SUSummit Materials, Inc.
113,175$4K0.00%
130
IEFiShares 7-10 Year Treasury Bon
47,511$4K0.00%
131
ACGLArch Capital Group Ltd.
38,891$4K0.00%
132
HIGHartford Financial Services Gr
38,789$4K0.00%
133
AQLTiShares U.S. Healthcare Provid
70,448$4K0.00%
134
FXYInvesco CurrencyShares Japan
71,111$4K0.00%
135
FXEInvesco CurrencyShares Euro
44,908$4K0.00%
136
GMS1EURGMS Inc.
34,908$3K0.00%
137
RUSHARush Enterprises Inc Cl A
62,502$3K0.00%
138
RDNRadian Group Inc.
91,788$3K0.00%
139
MKLMarkel Group Inc.
2,061$3K0.00%
140
AIZAssurant Inc.
18,919$3K0.00%
141
0J7QIAC Inc.
60,519$3K0.00%
142
XLIIndustrial Select Sector SPDR
27,459$3K0.00%
143
ON1Old National Bancorp
171,273$3K0.00%
144
SEMSelect Medical Holdings Corpor
96,458$3K0.00%
145
ALSNAllison Transmission Holdings
41,106$3K0.00%
146
NMIHNMI Holdings, Inc.
87,557$3K0.00%
147
ABXBarrick Gold Corp.
172,921$3K0.00%
148
BACVerizon Communications Inc.
73,220$3K0.00%
149
QLYSQualys, Inc.
26,402$3K0.00%
150
AEOAmerican Eagle Outfitters Inc.
144,123$3K0.00%
151
COLBColumbia Banking System Inc
121,843$3K0.00%
152
EHCEncompass Health Corporation
33,789$3K0.00%
153
LKQ1LKQ Corp.
85,274$3K0.00%
154
BCCBoise Cascade Co. Del
24,286$3K0.00%
155
SMFGSumitomo Mitsui Financial Grou
309,329$3K0.00%
156
CADECadence Bank
86,109$2K0.00%
157
GAPGap Inc.
135,888$2K0.00%
158
WTMWhite Mountains Insurance Grou
1,300$2K0.00%
159
KGCKinross Gold Corporation
253,439$2K0.00%
160
IMGIamgold Corporation
564,309$2K0.00%
161
CMICummins Inc.
7,242$2K0.00%
162
URBNUrban Outfitters Inc
64,531$2K0.00%
163
CALCaleres Inc.
68,257$2K0.00%
164
HUMHumana Inc.
7,391$2K0.00%
165
TEXTerex Corp.
41,878$2K0.00%
166
EMXCiShares MSCI Emerging Markets
39,755$2K0.00%
167
XRTSPDR S&P Retail ETF
29,046$2K0.00%
168
IAKiShares U.S. Insurance ETF
19,878$2K0.00%
169
SPTLSPDR Portfolio Long Term Treas
46,096$1K0.00%
170
VCSHVanguard Short-Term Corporate
24,551$1K0.00%
171
VTIPVanguard Short-Term Inflation-
23,292$1K0.00%
172
LVLNSPDR S&P Regional Banking ETF
19,148$1K0.00%
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