Stock Taper

LEUTHOLD GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HealthEquity, Inc.HQY41.02K$3.7M
Jabil Inc.JBL40.47K$15.6M
Weatherford International plcWFRD38.86K$3.17M
FedEx CorporationFDX36.85K$11.54M
Sanmina CorporationSANM36.38K$9.21M
The Hartford Insurance Group, Inc.HIG35.07K$4.65M
Mercury General CorporationMCY34.27K$3.65M
Expeditors International of Washington, Inc.EXPD31.85K$5.19M
Tenet Healthcare CorporationTHC31.68K$5.93M
Biogen Inc.BIIB31.49K$6.8M
JPMorgan Chase & Co.JPM31.1K$10.18M
Johnson & JohnsonJNJ31.09K$7.89M
TE Connectivity plcTEL30.3K$6.11M
Dell Technologies Inc.DELL30.22K$13.04M
Encompass Health CorporationEHC29.96K$3.03M
C.H. Robinson Worldwide, Inc.CHRW29.95K$5.64M
Cencora, Inc.COR29.65K$8.39M
Agnico Eagle Mines LimitedAEM29.06K$4.51M
NETGEAR, Inc.NTGR26.56K$620.25K
Versigent PLCVGNT25.99K$1.09M