Leuthold Group, LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$938.7M
Holdings
211
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPDN
Direxion Daily S&P500 Bear 1X
Q4 2025: Exited (was 1.74M shares)
3.3%
02
$GOOGL
Alphabet Inc. Cl A
Q1 2026: Sold 25.0% (756.3k → 567.3k shares)
2.0%
03
$BWX
SPDR Bloomberg Barclays Intern
Q4 2025: Exited (was 838.0k shares)
1.9%
04
$MSFT
Microsoft Corp.
Q1 2026: Increased +270.7% (42.0k → 155.7k shares)
1.9%
05
$JBL
Jabil Inc.
Q1 2026: Sold 97.9% (470.7k → 9.9k shares)
1.7%
06
$GS
Goldman Sachs Group Inc.
Q1 2026: Increased +36.2% (50.0k → 68.1k shares)
1.7%
07
$SPIB
SPDR Intermediate Term Corpora
Q4 2025: Exited (was 420.2k shares)
1.5%
08
$RWM
ProShares Short Russell2000
Q4 2025: Exited (was 602.1k shares)
1.5%
09
$MCK
McKesson Corp.
Q1 2026: Sold 35.5% (6.2k → 4.0k shares)
1.5%
10
$KGC
Kinross Gold Corporation
Q1 2026: Sold 71.4% (161.5k → 46.2k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.