LC
| |
LEUTHOLD CORE INVESTMENT FUND | LCORXMutual Fund | |
| LEUTHOLD FUNDS INC | |
| Last update 2025-02-18 | 251 Stocks (31 new) |
| Value $352.00 Mil | Turnover 24 % |
LEUTHOLD CORE INVESTMENT FUND Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 34,895 | 14,708.2 | -5.38% | 4.180 | -0.23% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
META | Meta Platforms Inc | 20,540 | 12,026.4 | -5.73% | 3.420 | -0.19% | 0.000 | +28.16% | +26.27% | 1,855,799.8 | Interactive Media | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 319,792 | 10,476.4 | 0% | 2.980 | 0% | 0.110 | +2.16% | +4.45% | 10,155.5 | ||
NFLX | Netflix Inc | 10,037 | 8,946.2 | -5.11% | 2.550 | -0.10% | 0.000 | +43.60% | +50.24% | 569,895.2 | Media - Diversified | |
GOOGL | Alphabet Inc | 46,916 | 8,881.2 | -5.49% | 2.530 | -0.12% | 0.000 | +14.10% | -6.68% | 2,144,839.7 | Interactive Media | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 157,525 | 8,114.1 | -28.99% | 2.310 | -0.92% | 0.050 | +2.64% | +5.45% | 15,461.9 | ||
ORCL | Oracle Corp | 46,800 | 7,798.8 | -5.46% | 2.220 | -0.12% | 0.000 | +56.94% | +31.99% | 614,095.2 | Software | |
PHM | PulteGroup Inc | 66,056 | 7,193.5 | -5.47% | 2.050 | -0.15% | 0.030 | +2.81% | -2.74% | 21,137.0 | Homebuilding & Construction | |
IGOV |
iShares S&P/Citigroup International Treasury Bond
iShares S&P/Citigroup International Treasury Bond
| 176,215 | 6,770.2 | 0% | 1.930 | 0% | 1.460 | +9.34% | +12.18% | 1,219.7 | ||
URI | United Rentals Inc | 9,453 | 6,659.1 | -5.59% | 1.890 | -0.12% | 0.010 | +20.52% | +7.47% | 48,970.3 | Business Services |
LEUTHOLD CORE INVESTMENT FUND's Historical Top Holdings Breakdowns
LEUTHOLD CORE INVESTMENT FUND's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2024-12-31 | Sell Short | -5.06% | 481.59 ($506.19) 538.17 | $551.64 | 8.98% | Sell Short | -41,701 | -39,365 | |
AAPL | Apple Inc | 2024-12-31 | Sold Out Sold Out | -3.12% | 221.69 ($235.83) 259.02 | $205.17 | -13.00% | Sold Out | 0 | -50,136 | |
LRCX | Lam Research Corp | 2024-12-31 | Sold Out Sold Out | -2.04% | 70.05 ($75.79) 85.7 | $97.34 | 28.43% | Sold Out | 0 | -93,780 | |
AMAT | Applied Materials Inc | 2024-12-31 | Sold Out Sold Out | -1.85% | 161.44 ($180.98) 213.89 | $183.07 | 1.15% | Sold Out | 0 | -34,341 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Sold Out Sold Out | -1.66% | 485.52 ($567.94) 625.25 | $311.97 | -45.07% | Sold Out | 0 | -10,648 | |
CRH | CRH PLC | 2024-12-31 | Sold Out Sold Out | -1.49% | 88.66 ($96.32) 103.37 | $91.80 | -4.69% | Sold Out | 0 | -60,220 | |
XOM | Exxon Mobil Corp | 2024-12-31 | Sold Out Sold Out | -1.45% | 105.51 ($116.93) 125.37 | $107.80 | -7.81% | Sold Out | 0 | -46,469 | |
JAAA | Janus Henderson AAA CLO ETF | 2024-12-31 | New Buy New Buy | +1.44% | 50.62 ($50.79) 50.97 | $50.75 | -0.08% | New holding | 100,018 | 100,018 | |
DAL | Delta Air Lines Inc | 2024-12-31 | New Buy New Buy | +1.24% | 47.46 ($59.19) 65.77 | $49.18 | -16.91% | New holding | 71,892 | 71,892 | |
KLAC | KLA Corp | 2024-12-31 | Sold Out Sold Out | -1.17% | 614.46 ($674.59) 829.65 | $895.74 | 32.78% | Sold Out | 0 | -5,641 |
LEUTHOLD CORE INVESTMENT FUND Total Holding History ($B)
LEUTHOLD CORE INVESTMENT FUND's Asset Allocation
LEUTHOLD CORE INVESTMENT FUND Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LEUTHOLD CORE INVESTMENT FUND's Hypothetical Growth since 2024-12-31
LEUTHOLD CORE INVESTMENT FUND's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LEUTHOLD CORE INVESTMENT FUND's Holdings Heat Map
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LEUTHOLD CORE INVESTMENT FUND's Holdings Bubble Chart
LEUTHOLD CORE INVESTMENT FUND News
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