Stock Taper 
LEUTHOLD GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Graham Holdings Company | GHC | 503 | $574.13K |
 ASML Holding N.V. | ASML | 517 | $1.03M |
 Micron Technology, Inc. | MU | 740 | $854.17K |
 Chubb Limited | CB | 804 | $273.95K |
 Grupo Aeroportuario del Sureste, S. A. B. de C. V. | ASR | 1.09K | $333.38K |
 The Goldman Sachs Group, Inc. | GS | 1.09K | $1.1M |
 White Mountains Insurance Group, Ltd. | WTM | 1.1K | $2.29M |
 M&T Bank Corporation | MTB | 1.44K | $342.02K |
 TD Synnex Corp | SNX | 1.55K | $413.57K |
 Markel Corporation | MKL | 1.89K | $3.69M |
 Analog Devices, Inc. | ADI | 1.9K | $754.62K |
 Belden Inc. | BDC | 1.95K | $233.22K |
 Applied Materials, Inc. | AMAT | 2.37K | $1.71M |
 Chevron Corporation | CVX | 2.5K | $413.57K |
 MKS Inc. | MKSI | 2.54K | $1.13M |
 Raymond James Financial, Inc. | RJF | 2.64K | $401.66K |
 Everest Group, Ltd. | EG | 2.66K | $949.52K |
 T-Mobile US, Inc. | TMUS | 2.76K | $463.1K |
 Copa Holdings, S.A. | CPA | 2.94K | $457.22K |
 The Bank of Nova Scotia | BNS | 3.3K | $286.57K |