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| Happy Holidays!! thanks for using AUM13F!! |
| The Leuthold Group LLC
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| CRD # | 105826 |
| SEC # | 801-30686 |
| CIK # | 0001170152 |
| AUM | $1.1 B (2025-05-06) |
| Employees | 17 (47% Investors, 12% Brokers) |
| Phone | 612-332-9141 |
| Address | 100 North 6th Street Minneapolis, MN 55403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001170152 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 25.0 | ||
| Facebook Inc | 21.8 | ||
| Netflix Inc | 19.3 | ||
| Oracle Corp | 14.7 | ||
| Jabil Circuit Inc | 13.1 | ||
| Goldman Sachs Group Inc | 12.3 | ||
| Alphabet Inc | 11.9 | ||
| McKesson Corp | 11.3 | ||
| Cardinal Health Inc | 10.3 | ||
| Flextronics International Ltd | 9.9 | ||
| United Rentals Inc /DE | 9.7 | ||
| Morgan Stanley | 9.5 | ||
| Kinross Gold Corp | 9.4 | ||
| PulteGroup Inc/MI/ | 9.4 | ||
| Metropcs Communications Inc | 9.4 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Amerisourcebergen Corp | 9.0 | ||
| Currencyshares Japanese YEN Trust | 8.6 | ||
| Cisco Systems Inc | 8.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Leuthold Global Industries LP | [2012-02-10] | 48.6 | 32.5 |
| Other | Leuthold Private Strategy Common Fund | 2012-01-31 | 45.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 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 | 36 | 0.3 |
| (n) Other | 138 | 0.0 |
| Total | 232 | 1.1 |
| By Discretionary | ||
| Discretionary | 94 | 1.0 |
| Non-Discretionary | 138 | 0.0 |
| Total | 232 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 232 | 1.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001170152] | |
| SC 13G | [0001170152] |
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