Leuthold Select Industries Fund
Leuthold Funds Inc

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2024 → Dec 31, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
DELTA AIR LI 0 2,398 2,398 1.19% $145.08K
CITIGROUP INC 0 1,863 1,863 1.08% $131.14K
ARISTA NETWORKS INC 0 1,006 1,006 0.91% $111.19K
CISCO SYSTEMS INC 0 1,868 1,868 0.91% $110.59K
DEUTSCHE BANK-RG 0 5,308 5,308 0.74% $90.50K
PAYPAL HOLDINGS 0 1,051 1,051 0.74% $89.70K
COMMSTCK 0 6,723 6,723 0.73% $89.35K
ABERCROMBIE & FI 0 573 573 0.70% $85.65K
RAYMOND JAMES FINANCIAL INC. 0 549 549 0.70% $85.28K
AGNICO EAGLE MINES LTD 0 1,075 1,075 0.69% $84.08K
H&R BLOCK INC 0 1,574 1,574 0.68% $83.17K
LEIDOS HOLDINGS INC 0 549 549 0.65% $79.09K
Nokia Oyj ADR 0 16,132 16,132 0.59% $71.46K
Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 0 8,864 8,864 0.59% $71.44K
F5 INC 0 281 281 0.58% $70.66K
COVISTA INC 0 728 728 0.54% $66.14K
STRIDE INC 0 619 619 0.53% $64.33K
GLOBAL PAYMENTS INC 0 554 554 0.51% $62.08K
VIRTU FINANCIAL INC- CL A 0 1,719 1,719 0.50% $61.33K
BLOCK INC CL A 0 709 709 0.50% $60.26K
FIDELITY NATL INFORM SVCS INC 0 740 740 0.49% $59.77K
ELDORADO GOLD 0 3,930 3,930 0.48% $58.44K
EQUINOX GOLD COR 0 11,603 11,603 0.48% $58.25K
SCIENCE APPLICATIONS INTERNATIONAL CORP 0 517 517 0.48% $57.79K
PAN AMER SILVER 0 2,836 2,836 0.47% $57.34K
CACI INTL-A 0 140 140 0.47% $56.57K
COPA HOLDINGS SA CL A 0 601 601 0.43% $52.82K
KBR INC 0 876 876 0.42% $50.75K
HARMONIC INC 0 3,622 3,622 0.39% $47.92K
CONCENTRA GROUP HOLDINGS PARENT INC 0 1,392 1,392 0.23% $27.53K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
APPLE INC 1,856 0 -1,856 0.00% -$432.45K
LAM RESEARCH CORP 347 0 -347 0.00% -$283.18K
APPLIED MATERIALS INC 1,269 0 -1,269 0.00% -$256.40K
UNITEDHEALTH GRP 395 0 -395 0.00% -$230.95K
CRH PLC 2,232 0 -2,232 0.00% -$207.00K
EXXON MOBIL CORP 1,722 0 -1,722 0.00% -$201.85K
SHELL PLC SPONS ADR 2,473 0 -2,473 0.00% -$163.09K
KLA CORP 208 0 -208 0.00% -$161.08K
ELEVANCE HEALTH INC 305 0 -305 0.00% -$158.60K
EAGLE MATERIALS INC 488 0 -488 0.00% -$140.37K
ADOBE INC 235 0 -235 0.00% -$121.68K
CENTENE CORP 1,518 0 -1,518 0.00% -$114.28K
MARTIN MAR MTLS 205 0 -205 0.00% -$110.34K
SUMMIT MATERIALS INC CL A 2,583 0 -2,583 0.00% -$100.81K
NMI HOLDINGS INC A 2,114 0 -2,114 0.00% -$87.08K
BARRICK GOLD CRP 4,200 0 -4,200 0.00% -$83.54K
AMERICAN EAGLE OUTFITTERS INC 3,478 0 -3,478 0.00% -$77.87K
RADIAN GROUP INC 2,217 0 -2,217 0.00% -$76.91K
HUMANA INC 179 0 -179 0.00% -$56.70K
CALERES INC 1,648 0 -1,648 0.00% -$54.47K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
KINROSS GOLD CORP 6,225 13,657 7,432 1.04% $68.33K
IAMGOLD CORP 13,755 18,268 4,513 0.78% $22.32K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
MICROSOFT CORP 1,367 1,154 -213 4.00% -$101.81K
META PLATFORMS INC CL A 805 680 -125 3.27% -$62.67K
NETFLIX INC 393 331 -62 2.43% $16.28K
ALPHABET INC CL A 1,834 1,548 -286 2.41% -$11.13K
ORACLE CORP 1,834 1,548 -286 2.12% -$54.55K
PULTEGROUP INC 2,590 2,186 -404 1.96% -$133.69K
UNITED RENTALS INC 372 314 -58 1.82% -$80.03K
GOLDMAN SACHS GROUP INC 378 374 -4 1.76% $27.01K
MCKESSON CORP 421 356 -65 1.67% -$5.26K
DR HORTON INC 1,710 1,443 -267 1.66% -$124.46K
JABIL INC 1,629 1,375 -254 1.63% $2.66K
REINSURANCE GROUP OF AMERICA 1,041 878 -163 1.54% -$39.24K
T-MOBILE US INC 996 841 -155 1.53% -$19.90K
MASTERCARD INC CL A 411 347 -64 1.50% -$20.23K
MORGAN STANLEY 1,722 1,452 -270 1.50% $3.04K
FLEX LTD 5,382 4,542 -840 1.43% -$5.55K
JPMORGAN CHASE and CO 842 710 -132 1.40% -$7.35K
TOLL BROTHERS INC 1,572 1,327 -245 1.37% -$75.72K
CARDINAL HEALTH INC 1,659 1,400 -259 1.36% -$17.77K
BANK OF AMERICA CORPORATION 4,255 3,586 -669 1.30% -$11.23K
RENAISSANCERE HLDGS LTD 733 619 -114 1.27% -$45.66K
CENCORA INC 812 685 -127 1.27% -$28.86K
VISA INC-CLASS A 545 460 -85 1.20% -$4.47K
TJX COS INC 1,374 1,159 -215 1.15% -$21.48K
FORTINET INC 1,680 1,417 -263 1.10% $3.59K
WALT DISNEY CO/T 1,414 1,192 -222 1.09% -$3.28K
AERCAP HOLDINGS NV 1,577 1,331 -246 1.05% -$22.00K
TE CONNECTIVITY PLC 1,055 890 -165 1.05% -$32.05K
CHECK POINT SOFTWARE TECHS LTD 807 681 -126 1.05% -$28.45K
BERKSHIRE HATH-B 331 280 -51 1.04% -$25.43K
AT&T INC 6,405 5,405 -1,000 1.01% -$17.84K
EVEREST REINSURANCE GROUP LTD 387 327 -60 0.97% -$33.11K
LENNAR CORP CL A 1,023 863 -160 0.97% -$74.10K
CAN IMPL BK COMM 2,143 1,808 -335 0.94% -$17.13K
CARGURUS INC CL A 3,612 3,048 -564 0.92% $2.91K
CHUBB LTD 477 403 -74 0.92% -$26.21K
HCA HEALTHCARE INC 425 359 -66 0.89% -$64.98K
ROSS STORES INC 842 710 -132 0.88% -$19.33K
WESCO INTL 699 590 -109 0.88% -$10.65K
M&T BANK CORP 659 557 -102 0.86% -$12.66K
TAYLOR MORRISON HOME CORP 1,952 1,647 -305 0.83% -$36.33K
CATERPILLAR INC 320 270 -50 0.81% -$27.21K
HUNTINGTON BANCSHARES INC 6,994 5,903 -1,091 0.79% -$6.77K
MERITAGE HOMES CORP 730 616 -114 0.78% -$54.95K
Sumitomo Mitsui Financial Group Inc. ADR EACH REPR 1/5 ORD NPV 7,494 6,316 -1,178 0.75% -$3.13K
CITIZENS FINANCIAL GROUP INC 2,467 2,082 -385 0.75% -$10.21K
ALLISON TRANSMISSION HLDGS INC 992 838 -154 0.74% -$4.75K
MONEYMKT 150,727 89,476 -61,251 0.74% -$61.25K
PACCAR INC 1,005 848 -157 0.73% -$10.96K
TRAVELERS COS IN 432 364 -68 0.72% -$13.46K
ALLSTATE CORPORATION 519 438 -81 0.69% -$13.99K
TENET HEALTHCARE CORP 784 662 -122 0.69% -$46.74K
MATCH GROUP INC 3,021 2,549 -472 0.69% -$30.94K
ASSURANT INC 457 386 -71 0.68% -$8.58K
HARTFORD INSURANCE GROUP INC/THE 882 744 -138 0.67% -$22.34K
QUALYS INC 638 538 -100 0.62% -$6.52K
UNIVERSAL HLTH-B 491 414 -77 0.61% -$38.16K
URBAN OUTFITTERS 1,557 1,314 -243 0.59% $12.46K
KB HOME 1,271 1,072 -199 0.58% -$38.46K
OLD NATL BANCORP 3,818 3,223 -595 0.58% -$1.29K
ARCH CAPITAL GROUP LTD 897 757 -140 0.58% -$30.45K
COLUMBIA BANKING SYSTEMS INC 2,964 2,501 -463 0.56% -$9.84K
MARKEL GROUP INC 46 39 -7 0.55% -$4.83K
GAP INC/THE 3,282 2,770 -512 0.54% -$6.91K
RUSH ENTERPRISES INC CL A 1,389 1,172 -217 0.53% -$9.17K
LKQ CORP 2,058 1,736 -322 0.52% -$18.36K
ENCOMPASS HEALTH CORP 816 688 -128 0.52% -$15.32K
CADENCE BANK 2,095 1,768 -327 0.50% -$5.82K
VERIZON COMMUNICATIONS INC 1,781 1,503 -278 0.49% -$19.88K
GMS INC 761 642 -119 0.45% -$14.46K
BOISE CASCADE CO 535 452 -83 0.44% -$21.70K
IAC INC 1,462 1,234 -228 0.44% -$25.45K
WHITE MOUNTAINS INS GROUP LTD 32 27 -5 0.43% -$1.76K
CUMMINS INC 174 147 -27 0.42% -$5.10K
TEREX CORP 1,012 854 -158 0.32% -$14.07K
SELECT MEDICAL HLDGS CORP 2,044 1,725 -319 0.27% -$38.76K

No positions in this category.

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