Stock Taper

LEUTHOLD GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Marvell Technology, Inc.MRVL3.44K$1.02M
Broadcom Inc.AVGO3.6K$1.36M
Skyworks Solutions, Inc.SWKS3.87K$262.18K
Loews CorporationL3.89K$440.05K
Morgan StanleyMS4.3K$899.5K
Wells Fargo & CompanyWFC4.37K$360.97K
AXIS Capital Holdings LimitedAXS4.48K$481.55K
Diodes IncorporatedDIOD4.78K$523.01K
International Business Machines CorporationIBM4.8K$1.35M
New Jersey Resources CorporationNJR5.18K$290.18K
Universal Health Services, Inc.UHS5.44K$809.17K
QUALCOMM IncorporatedQCOM5.58K$1.03M
Match Group, Inc.MTCH5.61K$213.5K
Interactive Brokers Group, Inc.IBKR6.9K$600.92K
Urban Outfitters, Inc.URBN6.99K$495.45K
Qualys, Inc.QLYS7.06K$970.27K
Expand Energy CorporationEXE7.94K$724.41K
Fifth Third BancorpFITB7.96K$448.59K
GLOBALFOUNDRIES Inc.GFS8.11K$667.93K
ACM Research, Inc.ACMR8.12K$1.03M