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LST MANAGED PORTFOLIO SER

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LEUTHOLD SELECT (fund)

15 managers (15 13F filers) reported a position in LST shares at 2025-06-30, 395,127 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
4
Added
3
Reduced
4
Sold out
0
Shares held by filers
395,127

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bison Wealth, LLC165,541$6.05M0.48%new13F-HRTimeline
Coastal Bridge Advisors, LLC52,720$1.94M0.16%+21,92013F-HRTimeline
Castleview Partners, LLC48,652$1.79M1.15%-97013F-HRTimeline
Jacobi Capital Management LLC30,612$1.13M0.07%013F-HRTimeline
LEUTHOLD GROUP, LLC23,464$863K0.1%+15,61813F-HRTimeline
Ashton Thomas Private Wealth, LLC16,373$602K0.02%new13F-HRTimeline
GTS SECURITIES LLC11,285$415K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.10,876$400K0.03%-41113F-HRTimeline
LPL Financial LLC10,719$394K<0.01%-5,52513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,313$342K<0.01%-3,09813F-HRTimelineGroup
WFA of San Diego, LLC6,317$232K0.17%13F-HRTimeline
Fulcrum Equity Management5,500$202K0.21%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,235$82.2K<0.01%+1,12713F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC1,520$55.9K0.04%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.