Stock Taper 
LEUTHOLD GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McKesson Corporation | MCK | 15.35K | $11.6M |
 MDU Resources Group, Inc. | MDU | 15.5K | $328.82K |
 Vertex Pharmaceuticals Incorporated | VRTX | 15.64K | $7.77M |
 Dycom Industries, Inc. | DY | 15.72K | $7.95M |
 The Travelers Companies, Inc. | TRV | 16.01K | $5.28M |
 NXP Semiconductors N.V. | NXPI | 16.37K | $4.6M |
 Visa Inc. | V | 16.54K | $5.68M |
 CNX Resources Corporation | CNX | 16.57K | $562.32K |
 Reinsurance Group of America, Incorporated | RGA | 16.66K | $3.54M |
 Assurant, Inc. | AIZ | 16.85K | $4.52M |
 RenaissanceRe Holdings Ltd. | RNR | 17.28K | $5.48M |
 Elevance Health Inc. | ELV | 17.3K | $6.69M |
 Cenovus Energy Inc. | CVE | 17.62K | $437.25K |
 FedEx Freight Holding Company, Inc. | FDXF | 18.41K | $2.78M |
 Advanced Micro Devices, Inc. | AMD | 18.55K | $10.77M |
 Meta Platforms, Inc. | META | 19.1K | $10.76M |
 The Allstate Corporation | ALL | 19.11K | $4.55M |
 Lam Research Corporation | LRCX | 19.7K | $8.54M |
 F5, Inc. | FFIV | 20.25K | $8.42M |
 TIM S.A. | TIMB | 20.32K | $435.19K |