Stock Taper 
LEUTHOLD GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ecopetrol S.A. | EC | 25.67K | $365.57K |
 Plexus Corp. | PLXS | 25.05K | $7.53M |
 Paycom Software, Inc. | PAYC | 24.62K | $3.09M |
 The PNC Financial Services Group, Inc. | PNC | 23.39K | $5.76M |
 HCA Healthcare, Inc. | HCA | 23K | $8.97M |
 Cirrus Logic, Inc. | CRUS | 22.7K | $3.37M |
 América Móvil, S.A.B. de C.V. | AMX | 21.89K | $568.95K |
 Archrock, Inc. | AROC | 21.47K | $873.92K |
 Viavi Solutions Inc. | VIAV | 21.37K | $1.02M |
 Amgen Inc. | AMGN | 20.51K | $7.43M |
 Deutsche Bank AG | DB | 20.36K | $687.49K |
 TIM S.A. | TIMB | 20.32K | $435.19K |
 F5, Inc. | FFIV | 20.25K | $8.42M |
 Lam Research Corporation | LRCX | 19.7K | $8.54M |
 The Allstate Corporation | ALL | 19.11K | $4.55M |
 Meta Platforms, Inc. | META | 19.1K | $10.76M |
 Advanced Micro Devices, Inc. | AMD | 18.55K | $10.77M |
 FedEx Freight Holding Company, Inc. | FDXF | 18.41K | $2.78M |
 Cenovus Energy Inc. | CVE | 17.62K | $437.25K |
 Elevance Health Inc. | ELV | 17.3K | $6.69M |