LEUTHOLD GROUP, LLC
CIK 1170152 · Holdings on Sep 30, 2023 · First reported Nov 7, 2023
Top ten holdings
Q3 2023- SPDN3.73%
- MSFT2.96%
- LRCX2.39%
- AAPL2.27%
- RWM2.06%
- SHY1.90%
- IGIB1.81%
- AMAT1.81%
- UNH1.77%
- XLK1.74%
Share classes counted separately22.44%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPDNDIR DLY SP 500 BR 1X ETF-USIDLY S&P500 BR 1X View history and evidence | $26.58M | 3.73% | 1.79M shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $21.10M | 2.96% | 66.83K shares | — | ↗▾ | |
| 03 | LRCXLAM RESEARCH CORP View history and evidence | $17.06M | 2.39% | 27.22K shares | — | ↗▾ | |
| 04 | AAPLAPPLE INC View history and evidence | $16.21M | 2.27% | 94.71K shares | — | ↗▾ | |
| 05 | RWMPROSHARES SHORT RUSSELL2000SHRT RUSSELL2000 View history and evidence | $14.66M | 2.06% | 605.49K shares | — | ↗▾ | |
| 06 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $13.51M | 1.90% | 166.89K shares | — | ↗▾ | |
| 07 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $12.90M | 1.81% | 265.07K shares | — | ↗▾ | |
| 08 | AMATAPPLIED MATERIALS INC View history and evidence | $12.89M | 1.81% | 93.14K shares | — | ↗▾ | |
| 09 | UNHUNITEDHEALTH GROUP INC View history and evidence | $12.65M | 1.77% | 25.08K shares | — | ↗▾ | |
| 10 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $12.42M | 1.74% | 75.78K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 45
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IAU ISHARES GOLD TRUST | Non-derivative | — | — | SEC filing ↗ | |
| VMBS VANGUARD MORTGAGE-BACKED SEC | Non-derivative | — | — | SEC filing ↗ | |
| GLD SPDR GOLD SHARES | Non-derivative | — | — | SEC filing ↗ |
3 / 45 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1170152 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 712967817
}Research all 182 reported holdings.
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