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LST MANAGED PORTFOLIO SER

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LEUTHOLD SELECT (fund)

18 managers (18 13F filers) reported a position in LST shares at 2025-12-31, 932,426 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
10
Reduced
4
Sold out
1
Shares held by filers
932,426

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC210,805$8.31M0.93%+39,05813F-HRTimeline
Welch Financial Planning, LLC197,395$7.93M5.77%13F-HRTimeline
Castleview Partners, LLC113,005$4.54M2.25%+9,48713F-HRTimeline
Sigma Planning Corp71,901$2.89M0.08%new13F-HRTimeline
Coastal Bridge Advisors, LLC71,119$2.86M0.21%+18,39913F-HRTimeline
Cambridge Investment Research Advisors,…52,794$2.12M0.01%+44,60413F-HRTimeline
Ashton Thomas Private Wealth, LLC34,052$1.37M0.03%+1,04013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,698$1.31M<0.01%new13F-HRTimeline
GTS SECURITIES LLC31,696$1.27M0.04%+14,55813F-HRTimeline
Jacobi Capital Management LLC29,593$1.19M0.07%-24713F-HRTimeline
LEUTHOLD GROUP, LLC23,222$932K0.1%+31813F-HRTimeline
SWMG, LLC14,336$616K0.17%new13F-HRTimeline
LPL Financial LLC14,694$590K<0.01%+6,45813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,047$444K<0.01%-4,50613F-HRTimelineGroup
Westhampton Capital, LLC9,243$371K0.18%+313F-HRTimeline
Koshinski Asset Management, Inc.7,043$283K0.02%-2,34313F-HRTimeline
WFA of San Diego, LLC6,242$251K0.18%-3513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,541$61.9K0.04%+2113F-HRTimeline