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| The Leuthold Group LLC
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|---|---|
| CRD # | 105826 |
| SEC # | 801-30686 |
| CIK # | 0001170152 |
| AUM | $1.1 BB (2024-07-19) |
| Employees | 17 (47% Investors, 12% Brokers) |
| Phone | 612-332-9141 |
| Address | 150 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 29.5 | |
| LRCX | 60,793.2 | 21.8 | |
| META | 434,852.0 | 20.6 | |
| AAPL | 2,382,844.0 | 19.7 | |
| AMAT | 82,662.4 | 18.3 | |
| GOOGL | 1,475,138.5 | 17.5 | |
| PHM | 9,474.2 | 12.6 | |
| NFLX | 79,791.6 | 11.3 | |
| ORCL | 182,760.6 | 11.1 | |
| KLAC | 49,261.0 | 11.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Leuthold Global Industries LP | [2012-02-10] | 48.6 | 31.2 |
| Other | Leuthold Private Strategy Common Fund | 2012-01-31 | 45.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.3 |
| (n) Other | 34 | 0.0 |
| Total | 127 | 1.1 |
| By Discretionary | ||
| Discretionary | 93 | 1.1 |
| Non-Discretionary | 34 | 0.0 |
| Total | 127 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 127 | 1.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Mueller | 23 | ||
| David Cragg | 8 | ||
| Jeffrey Leadholm | 5 | ||
| General Partner Leuthold Weeden Hedge LLC | 2 | ||
| The Leuthold Group LLC | 1 | ||
| General Partner The Leuthold Group LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001170152] | |
| SC 13G | [0001170152] |
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Deschutes Portfolio Strategy LLC
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OR | 1.4 |
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GA | 1.2 |
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