Stock Taper 
LEUTHOLD GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RenaissanceRe Holdings Ltd. | RNR | 17.28K | $5.48M |
 Assurant, Inc. | AIZ | 16.85K | $4.52M |
 Reinsurance Group of America, Incorporated | RGA | 16.66K | $3.54M |
 CNX Resources Corporation | CNX | 16.57K | $562.32K |
 Visa Inc. | V | 16.54K | $5.68M |
 NXP Semiconductors N.V. | NXPI | 16.37K | $4.6M |
 The Travelers Companies, Inc. | TRV | 16.01K | $5.28M |
 Dycom Industries, Inc. | DY | 15.72K | $7.95M |
 Vertex Pharmaceuticals Incorporated | VRTX | 15.64K | $7.77M |
 MDU Resources Group, Inc. | MDU | 15.5K | $328.82K |
 McKesson Corporation | MCK | 15.35K | $11.6M |
 Aptiv PLC | APTV | 13.69K | $840.41K |
 The Hanover Insurance Group, Inc. | THG | 13.63K | $2.92M |
 Hub Group, Inc. | HUBG | 13.1K | $573.65K |
 Innovex International, Inc. | INVX | 12.53K | $310.69K |
 Mastercard Incorporated | MA | 12.3K | $6.32M |
 Old National Bancorp | ONB | 12.07K | $312.69K |
 UBS Group AG | UBS | 11.98K | $593.88K |
 Old Republic International Corporation | ORI | 11.48K | $469.6K |
 Valmont Industries, Inc. | VMI | 11.14K | $6.43M |