Leuthold Global 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
U.S. Treasury Bills 0 500,000 500,000 3.14% $499.07K
UNITED KINGDOM GILT BONDS REGS 07/34 4.25 0 185,000 185,000 1.42% $225.86K
SALESFORCE INC 0 600 600 1.26% $200.60K
JANUS HENDERSON AAA CLO ETF MUTUAL FUND 0 3,853 3,853 1.23% $195.39K
DELTA AIR LI 0 2,667 2,667 1.01% $161.35K
FISERV INC 0 769 769 0.99% $157.97K
VISA INC-CLASS A 0 493 493 0.98% $155.81K
INTL CONS AIRLIN 0 40,040 40,040 0.95% $150.84K
PAYPAL HOLDINGS 0 1,728 1,728 0.93% $147.48K
DOCUSIGN INC 0 1,543 1,543 0.87% $138.78K
DROPBOX INC CL A 0 4,613 4,613 0.87% $138.57K
CHECK POINT SOFTWARE TECHS LTD 0 705 705 0.83% $131.62K
SINGAPORE AIRLIN 0 27,200 27,200 0.81% $128.23K
ZOOM VIDEO COMMUNICATIONS INC CL A 0 1,565 1,565 0.80% $127.72K
SYNOPSYS INC 0 259 259 0.79% $125.71K
INTERDIGITAL INC 0 616 616 0.75% $119.33K
CLEAR SECURE INC 0 4,372 4,372 0.73% $116.47K
ACI WORLDWIDE INC 0 2,110 2,110 0.69% $109.53K
GLOBAL PAYMENTS INC 0 923 923 0.65% $103.43K
FIDELITY NATL INFORM SVCS INC 0 1,273 1,273 0.65% $102.82K
BLOCK INC CL A 0 1,120 1,120 0.60% $95.19K
CATHAY PAC AIR 0 73,000 73,000 0.56% $89.56K
Receive EVA AIRWAYS Pay Overnight Rate -10.75 0 65,000 65,000 0.55% $87.84K
ANA HOLDINGS INC 0 4,600 4,600 0.52% $83.49K
Opera Ltd. (Norway) 0 4,100 4,100 0.49% $77.65K
COPA HOLDINGS SA CL A 0 881 881 0.49% $77.42K
PAYONEER GLOBAL INC 0 6,446 6,446 0.41% $64.72K
EURONET WORLDWIDE INC 0 622 622 0.40% $63.97K
CONCENTRA GROUP HOLDINGS PARENT INC 0 2,689 2,689 0.33% $53.19K
CHEMOURS CO/ THE 0 -176 -176 -0.02% -$2.97K
ELF BEAUTY INC 0 -27 -27 -0.02% -$3.39K
FLOOR & DECOR-A 0 -36 -36 -0.02% -$3.59K
RED ROCK RESORTS INC 0 -80 -80 -0.02% -$3.70K
CASELLA WASTE SYS INC CL A 0 -35 -35 -0.02% -$3.70K
INSPIRE MEDICAL SYSTEMS INC 0 -20 -20 -0.02% -$3.71K
TREX CO INC 0 -57 -57 -0.02% -$3.93K
BIRKENSTOCK HOLDING LTD 0 -70 -70 -0.02% -$3.97K
FLYWIRE CORP-VOT 0 -194 -194 -0.03% -$4.00K
GUARDANT HEALTH INC 0 -134 -134 -0.03% -$4.09K
WARNER MUSIC GRP CORP CL A 0 -134 -134 -0.03% -$4.15K
IRHYTHM TECHNOLOGIES INC 0 -47 -47 -0.03% -$4.24K
KRATOS DEFENSE and SEC SOLTN INC 0 -175 -175 -0.03% -$4.62K
RANGE RESOURCES CORP 0 -131 -131 -0.03% -$4.71K
AMBARELLA INC 0 -74 -74 -0.03% -$5.38K
CROWDSTRIKE HOLDINGS INC 0 -20 -20 -0.04% -$6.84K
VERTEX PHARMACEUTICALS INC 0 -17 -17 -0.04% -$6.85K
FASTENAL CO 0 -98 -98 -0.04% -$7.05K
EQUIFAX INC 0 -28 -28 -0.04% -$7.14K
ZSCALER INC 0 -40 -40 -0.05% -$7.22K
ARM HOLDINGS LTD 0 -60 -60 -0.05% -$7.40K
XYLEM INC 0 -64 -64 -0.05% -$7.43K
DIGITAL REALTY TRUST INC 0 -42 -42 -0.05% -$7.45K
CONSTELLATION BRANDS INC CL A 0 -34 -34 -0.05% -$7.51K
COSTAR GROUP INC 0 -105 -105 -0.05% -$7.52K
DANAHER CORP 0 -33 -33 -0.05% -$7.58K
TRANSDIGM GROUP INC 0 -6 -6 -0.05% -$7.60K
ASML HOLDING-NY 0 -11 -11 -0.05% -$7.62K
PEPSICO INC 0 -51 -51 -0.05% -$7.76K
SMURFIT WESTROCK PLC 0 -144 -144 -0.05% -$7.76K
EMERSON ELECTRIC CO 0 -63 -63 -0.05% -$7.81K
IDEX CORPORATION 0 -38 -38 -0.05% -$7.95K
INVITATION HOMES INC 0 -252 -252 -0.05% -$8.06K
EXPAND ENERGY CORP 0 -84 -84 -0.05% -$8.36K
ROCKWELL AUTOMATION INC 0 -31 -31 -0.06% -$8.86K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
TREASURY BILL 10/24 0.00000 500,000 0 -500,000 0.00% -$499.00K
ASM INTL NV 358 0 -358 0.00% -$236.19K
APPLIED MATERIALS INC 1,118 0 -1,118 0.00% -$225.89K
LAM RESEARCH CORP 266 0 -266 0.00% -$217.08K
WESCO INTL 1,028 0 -1,028 0.00% -$172.68K
CRH PLC 1,860 0 -1,860 0.00% -$172.50K
EXXON MOBIL CORP 1,452 0 -1,452 0.00% -$170.20K
HOLCIM LTD 1,418 0 -1,418 0.00% -$138.87K
MITSUI & CO 6,100 0 -6,100 0.00% -$136.42K
SUNCOR ENERGY INC 3,413 0 -3,413 0.00% -$126.01K
BARRATT REDROW P 19,631 0 -19,631 0.00% -$125.94K
SHELL PLC SPONS ADR 1,646 0 -1,646 0.00% -$108.55K
HEIDELBERG MATERIALS AG COMMON STOCK 965 0 -965 0.00% -$105.13K
EAGLE MATERIALS INC 362 0 -362 0.00% -$104.13K
BUZZI UNICEM SPA 2,482 0 -2,482 0.00% -$99.04K
ENI SPA-SPONSORED ADR DEPOSITARY RECEIPT 3,149 0 -3,149 0.00% -$95.45K
GMS INC 1,040 0 -1,040 0.00% -$94.19K
PETROLEO BRASILEIRO SPONS ADR 6,415 0 -6,415 0.00% -$92.44K
BOISE CASCADE CO 649 0 -649 0.00% -$91.50K
RUSH ENTERPRISES INC CL A 1,546 0 -1,546 0.00% -$81.68K
AMKOR TECHNOLOGY INC 2,635 0 -2,635 0.00% -$80.63K
SUMMIT MATERIALS INC CL A 1,893 0 -1,893 0.00% -$73.88K
HASEKO 5,400 0 -5,400 0.00% -$70.83K
WIENERBERGER AG 2,059 0 -2,059 0.00% -$68.07K
SINO-AMERICAN 12,000 0 -12,000 0.00% -$67.02K
ZIPRECRUITER INC 3,635 0 -3,635 0.00% -$34.53K
VIASAT INC -189 0 189 0.00% $2.26K
PATTERSON-UTI ENERGY INC -433 0 433 0.00% $3.31K
PAYLOCITY HOLDING CORP -21 0 21 0.00% $3.46K
TORO CO -48 0 48 0.00% $4.16K
ESTEE LAUDER COS INC CL A -43 0 43 0.00% $4.29K
ALCOA CORP -114 0 114 0.00% $4.40K
WEX INC -22 0 22 0.00% $4.61K
SITEONE LANDSCAPE SUPPLY INC -31 0 31 0.00% $4.68K
PENUMBRA INC -25 0 25 0.00% $4.86K
BIO-TECHNE CORP -63 0 63 0.00% $5.04K
GENIUS SPORTS LTD -647 0 647 0.00% $5.07K
DUTCH BROS INC-A -159 0 159 0.00% $5.09K
WORKIVA INC -66 0 66 0.00% $5.22K
BARNES GROUP INC -131 0 131 0.00% $5.29K
ACV AUCTIONS INC CL A -266 0 266 0.00% $5.41K
ALASKA AIR GROUP INC -127 0 127 0.00% $5.74K
CH ROBINSON WORLDWIDE INC -56 0 56 0.00% $6.18K
EXPONENT INC -57 0 57 0.00% $6.57K
ARAMARK -175 0 175 0.00% $6.78K
TRANSUNION -73 0 73 0.00% $7.64K
OCCIDENTAL PETROLEUM CORP -158 0 158 0.00% $8.14K
ILLUMINA INC -73 0 73 0.00% $9.52K
ATLASSIAN CORP PLC CLS A -61 0 61 0.00% $9.69K
NORFOLK SOUTHERN CORP -40 0 40 0.00% $9.94K
MCDONALDS CORP -33 0 33 0.00% $10.05K
IDEXX LABS INC -21 0 21 0.00% $10.61K
TRADE DESK INC-A -98 0 98 0.00% $10.75K
BECTON DICKINSON and CO -45 0 45 0.00% $10.85K
BLACKSTONE INC -79 0 79 0.00% $12.10K
TESLA INC -48 0 48 0.00% $12.56K
INVES NASDAQ 100 -5,643 0 5,643 0.00% $1.13M
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
HILLENBRAND INC -100 -89 11 -0.02% $41
TALOS ENERGY INC -330 -292 38 -0.02% $580
VALARIS LTD -74 -66 8 -0.02% $1.21K
STEPAN CO -55 -48 7 -0.02% $1.14K
ORMAT TECHNOLOGIES INC -57 -50 7 -0.02% $1,000
REXFORD INDUSTRIAL REALTY INC -100 -88 12 -0.02% $1.63K
NOVANTA INC -26 -23 3 -0.02% $1.14K
VAIL RESORTS INC -22 -19 3 -0.02% $273
ADIENT PLC -240 -212 28 -0.02% $1.76K
POWER INTEGRATIONS INC -70 -62 8 -0.02% $663
SILICON LABS -35 -31 4 -0.02% $194
MARTEN TRANSPORT LTD -279 -247 32 -0.02% $1.08K
DANA INC -389 -345 44 -0.03% $120
CARMAX INC -57 -50 7 -0.03% $323
SAIA INC -10 -9 1 -0.03% $271
QUIDELORTHO CORP -105 -93 12 -0.03% $645
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC -89 -79 10 -0.03% $611
HOWARD HUGHES HOLDINGS INC -62 -55 7 -0.03% $570
REPLIGEN CORP -34 -30 4 -0.03% $742
INTERPARFUMS INC -37 -33 4 -0.03% $451
CONFLUENT INC-A -179 -159 20 -0.03% -$798
COGNEX CORP -142 -126 16 -0.03% $1.23K
SPIRIT AEROSYSTEM HLD INC CL A -150 -133 17 -0.03% $344
SCHNEIDER NATL-B -178 -158 20 -0.03% $454
CALIFORNIA RESOU -102 -90 12 -0.03% $682
FACTSET RESEARCH SYSTEMS INC -11 -10 1 -0.03% $256
DAYFORCE INC -76 -67 9 -0.03% -$212
RYAN SPECIALTY HOLDINGS INC -90 -80 10 -0.03% $842
MARKETAXESS HLDGS INC -27 -24 3 -0.03% $1.49K
REMITLY GLOBAL INC -273 -242 31 -0.03% -$1.81K
MONGODB INC CL A -28 -25 3 -0.04% $1.75K
ALBEMARLE CORP -86 -76 10 -0.04% $1.60K
BROWN FORMAN CORP NON VTG CL B -197 -175 22 -0.04% $3.05K
AIR PRODUCTS and CHEMICALS INC -41 -24 17 -0.04% $5.25K
HUNT J B TRANSPORT SERVICES IN -47 -42 5 -0.05% $932
NASDAQ INC -158 -93 65 -0.05% $4.35K
OLD DOMINION FRT -48 -42 6 -0.05% $2.13K
TEXAS INSTRUMENTS INC -45 -40 5 -0.05% $1.80K
UNITED PARCEL SERVICE INC CL B -70 -62 8 -0.05% $1.73K
INTUITIVE SURGICAL INC -25 -15 10 -0.05% $4.45K
CHEVRON CORP -62 -55 7 -0.05% $1.16K
RESTAURANT BRANDS INTERNATIONAL INC -139 -123 16 -0.05% $2.01K
ROBLOX CORP - A -246 -146 100 -0.05% $2.44K
STARBUCKS CORP -106 -94 12 -0.05% $1.76K
DRAFTKINGS INC -265 -235 30 -0.05% $1.65K
WEST PHARMACEUTICAL SVCS INC -30 -27 3 -0.06% $161
SOUTHWEST AIRLINES CO -302 -268 34 -0.06% -$62
MONSTER BEVERAGE CORP -194 -172 22 -0.06% $1.08K
HESS CORP -77 -68 9 -0.06% $1.41K
FRANCO-NEVADA CORP -87 -77 10 -0.06% $1.76K
KENVUE INC -493 -437 56 -0.06% $2.07K
AON PLC -29 -26 3 -0.06% $696
BOEING CO/THE -59 -53 6 -0.06% -$411
EQT CORPORATION -233 -207 26 -0.06% -$1.01K
TAKE-TWO INTERACTV SOFTWR INC -59 -53 6 -0.06% -$687
ARTHUR J GALLAGHAR AND CO -39 -35 4 -0.06% $1.04K
MSCI INC -20 -17 3 -0.06% $1.46K
CADENCE DESIGN SYSTEMS INC -38 -34 4 -0.06% $84
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND -289 -256 33 -0.07% $2.50K
CLOROX CO -73 -65 8 -0.07% $1.34K
ARES MANAGEMENT CORP CL A -70 -62 8 -0.07% -$67
iShares Expanded Tech-Software Sector ETF -160 -142 18 -0.09% $82
iShares Semiconductor ETF -88 -78 10 -0.11% $3.48K
Vanguard S&P 500 ETF -104 -33 71 -0.11% $37.10K
iShares U.S. Transportation ETF -301 -267 34 -0.11% $2.70K
iShares U.S. Utilities ETF -317 -281 36 -0.17% $5.31K
ISHARES S&P 500 GROWTH ETF MUTUAL FUND -703 -464 239 -0.30% $20.20K
ISHARES MSCI EMERGING MARKETS INDEX FUND -1,853 -1,472 381 -0.39% $23.42K
ISHARES MSCI EAFE ETF MUTUAL FUND -4,523 -3,595 928 -1.71% $106.44K
Vanguard Total World Stock ETF -4,405 -3,496 909 -2.58% $116.57K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
MONEYMKT 2,414,679 1,848,042 -566,638 11.62% -$566.64K
iShares 5-10 Year Investment Grade Corporate Bond ETF 8,836 7,357 -1,479 2.38% -$95.71K
MUENCHENER RUE-R 711 655 -56 2.08% -$61.30K
SWISS RE AG 2,161 1,990 -171 1.81% -$10.82K
CAN NATURAL RES 7,759 7,144 -615 1.39% -$37.14K
EOG RESOURCES INC 1,846 1,699 -147 1.31% -$18.67K
EVEREST REINSURANCE GROUP LTD 605 557 -48 1.27% -$35.17K
SIMPLIFY MBS ETF 5,064 3,912 -1,152 1.22% -$66.31K
SOMPO HOLDINGS I 8,100 7,400 -700 1.21% $9.16K
GOLDMAN SACHS GROUP INC 361 332 -29 1.20% $11.38K
T-MOBILE US INC 893 843 -50 1.17% $1.80K
HCA HEALTHCARE INC 635 588 -47 1.11% -$81.59K
AENA SME SA /EUR/ 144A 0.00000000 874 825 -49 1.06% -$23.62K
MORGAN STANLEY 1,425 1,312 -113 1.04% $16.40K
French Republic Government Bond OAT 420,000 145,000 -275,000 0.94% -$325.41K
JD.COM INC SPON ADR 4,484 4,201 -283 0.92% -$33.71K
TOLL BROTHERS INC 2,138 1,116 -1,022 0.88% -$189.74K
INTL CONTAINER TERM SVCS INC COMMON STOCK 21,830 20,950 -880 0.88% -$18.75K
LENNAR CORP CL A 1,584 1,006 -578 0.86% -$159.78K
EBAY INC 2,324 2,192 -132 0.85% -$15.52K
NASPERS LTD-N SHS COMMON STOCK 627 601 -26 0.84% -$18.96K
GENERAL MOTORS CO 2,712 2,497 -215 0.84% $11.41K
IHH HEALTHCARE B 91,600 81,300 -10,300 0.83% -$26.33K
UNIVERSAL HLTH-B 779 739 -40 0.83% -$45.81K
TENET HEALTHCARE CORP 1,089 1,032 -57 0.82% -$50.72K
KDDI Corporation 4,300 4,000 -300 0.80% -$10.36K
OLD REPUBLIC INTL CORP 3,789 3,488 -301 0.79% -$7.98K
RAYMOND JAMES FINANCIAL INC. 875 806 -69 0.79% $18.04K
FAIRFAX FINL HLDGS LTD SUB VTG 95 89 -6 0.78% $3.88K
SOFTBANK CORP 103,000 97,600 -5,400 0.77% -$11.27K
FRAPORT AG 2,123 2,006 -117 0.77% $3.57K
AXIS CAPITAL HOLDINGS LTD 1,480 1,362 -118 0.76% $2.88K
ADP 1,089 1,029 -60 0.75% -$20.71K
Mizuho Financial Group Inc. SPON ADS EACH REPR 0.20 SHS 26,338 24,250 -2,088 0.75% $8.49K
TRI POINTE HOMES INC 4,715 3,267 -1,448 0.74% -$95.18K
INPEX CORP 10,200 9,400 -800 0.74% -$19.83K
MERITAGE HOMES CORP 1,499 767 -732 0.74% -$189.42K
Vodafone Group Public Limited Company 14,702 13,888 -814 0.74% -$29.40K
KB HOME 2,439 1,767 -672 0.73% -$92.87K
MACQUARIE GROUP 916 844 -72 0.73% -$31.14K
UBS GROUP AG 3,969 3,654 -315 0.70% -$11.89K
DEUTSCHE BANK-RG 6,744 6,210 -534 0.67% -$10.86K
COMMERZBANK 6,774 6,237 -537 0.64% -$22.52K
LOEWS CORP 1,287 1,185 -102 0.63% -$1.38K
FREENET AG COMMON STOCK 3,718 3,512 -206 0.63% -$10.42K
PDD HOLDINGS INC ADR 1,103 1,018 -85 0.62% -$49.96K
BANGKOK DUS-NVDR 146,200 134,700 -11,500 0.61% -$39.11K
COMMSTCK 7,791 7,174 -617 0.60% $682
MILLICOM INTL CELLULAR-SDR DEPOSITARY RECEIPT 4,116 3,888 -228 0.60% -$16.53K
NORDSTROM INC 4,228 3,935 -293 0.60% -$57
BANGKOK EXPRESSWAY METRO PCL 484,700 455,500 -29,200 0.59% -$28.20K
QBE INSURANCE 8,611 7,928 -683 0.59% -$4.17K
INTERACTIVE BROKERS GROUP INC 572 526 -46 0.58% $13.21K
BANCO SANTANDER SA-SPON A 22,120 20,366 -1,754 0.58% -$19.94K
TELE2 AB-B SHS 9,756 9,227 -529 0.57% -$19.26K
CHORD ENERGY CORP 833 767 -66 0.56% -$18.80K
NATL HEALTHCARE 883 813 -70 0.55% -$23.61K
DILLARDS INC CL A 219 202 -17 0.55% $3.18K
CAN IMPL BK COMM 1,475 1,358 -117 0.54% -$4.61K
HARTFORD INSURANCE GROUP INC/THE 850 783 -67 0.54% -$14.31K
GRUPO AEROPORTUARIO SUR-ADR 0.00000000 347 332 -15 0.54% -$12.58K
SVENSKA HANDELSBANKEN-A SHS /SEK/ 0.00000000 8,957 8,247 -710 0.54% -$6.86K
M&T BANK CORP 475 438 -37 0.52% -$2.26K
COMERICA INC 1,411 1,300 -111 0.51% -$4.13K
ABN AMRO BANK-CV 5,656 5,208 -448 0.51% -$21.85K
OLD NATL BANCORP 3,995 3,678 -317 0.50% $5.28K
UNITED OVERSEAS 3,200 3,000 -200 0.50% -$211
TAKASHIMAYA CO 10,600 10,000 -600 0.50% -$5.58K
BAIDU INC SPON ADR 1,010 930 -80 0.49% -$27.93K
DB INSURANCE CO 1,195 1,125 -70 0.49% -$24.53K
CARGURUS INC CL A 2,303 2,121 -182 0.49% $8.34K
CITIGROUP INC 1,195 1,100 -95 0.49% $2.62K
SCOUT24 SE 935 861 -74 0.48% -$4.53K
APA CORP 3,503 3,226 -277 0.47% -$11.20K
MARKEL GROUP INC 45 43 -2 0.47% $3.64K
NISHI-NIPPON FIN 6,100 5,600 -500 0.45% $1.48K
UNICREDIT SPA 1,913 1,761 -152 0.44% -$13.46K
DAIWA SECS GRP 11,200 10,400 -800 0.43% -$10.81K
PTT EXPLOR & PROD PCL-NVDR DEPOSITARY RECEIPT 21,000 19,400 -1,600 0.43% -$17.46K
CHUBB LTD 258 243 -15 0.42% -$7.26K
DANSKE BANK A/S 2,478 2,282 -196 0.41% -$9.83K
CARSALES COM LTD 3,099 2,854 -245 0.40% -$16.65K
SELECT MEDICAL HLDGS CORP 3,500 3,332 -168 0.39% -$59.24K
SBI HOLDINGS INC 2,600 2,400 -200 0.38% $108
Z HOLDINGS CORP 24,700 22,700 -2,000 0.38% -$11.97K
ARCH CAPITAL GROUP LTD 681 644 -37 0.37% -$16.72K
ANZ GROUP HOLDIN 3,628 3,341 -287 0.37% -$17.38K
INVESTEC PLC 8,800 8,262 -538 0.35% -$10.81K
MATCH GROUP INC 1,857 1,710 -147 0.35% -$14.33K
BANK OF NOVA SCO 1,089 1,003 -86 0.34% -$5.46K
YELP INC 1,505 1,385 -120 0.34% $804
SEEK LTD COMMON STOCK 3,997 3,680 -317 0.32% -$17.21K
SHUTTERSTOCK INC 1,074 989 -85 0.19% -$7.97K
OPTION -44 -1,423 -1,379 -4.57% -$706.01K
Security Shares Sep 2024 Shares Dec 2024 Δ shares End % Δ value
JPMorgan Chase & Co 470,000 470,000 0 3.06% -$33.79K
US TREASURY N/B 510,000 510,000 0 3.05% -$28.17K
iShares Core Japan Government Bond ETF 23,600 23,600 0 2.20% -$39.98K
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 7,455 7,455 0 1.54% -$7.08K
ISHARES MBS ETF MUTUAL FUND 2,174 2,174 0 1.25% -$8.98K
V/E JPM EM L C B 4,439 4,439 0 0.64% -$10.17K
SHENZ INTL HLDG 93,000 93,000 0 0.54% $4.26K
China Forestry Holdings Co., Ltd. 2,484,000 2,484,000 0 0.00% $0

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