LST holdings — Leuthold Select Industries ETF

Leuthold Select Industries ETF (LST) held 120 positions with net assets of $120M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 18.5% of the fund, led by GOOGL, AMD, DELL.

LST top holdings

  1. GOOGL 437076102 — 2.21% ($2.64M)
  2. AMD Advanced Micro Devices Inc — 2.11% ($2.52M)
  3. DELL Dell Technologies Inc — 2.05% ($2.45M)
  4. FLEX Flex Ltd — 2.04% ($2.44M)
  5. CAH Cardinal Health Inc — 1.94% ($2.32M)
  6. CSCO Cisco Systems Inc — 1.84% ($2.20M)
  7. GTX Garrett Motion Inc — 1.65% ($1.97M)
  8. MCK McKesson Corp — 1.57% ($1.88M)
  9. JBL Jabil Inc — 1.56% ($1.87M)
  10. C Citigroup Inc — 1.53% ($1.82M)
  11. MSFT 25243Q205 — 1.51% ($1.81M)
  12. FDX FedEx Corp — 1.45% ($1.74M)
  13. META Meta Platforms Inc — 1.45% ($1.73M)
  14. UPS United Parcel Service Inc — 1.41% ($1.69M)
  15. JPM JPMorgan Chase & Co — 1.36% ($1.62M)
  16. DY Dycom Industries Inc — 1.31% ($1.56M)
  17. FFIV F5 Inc — 1.30% ($1.55M)
  18. SANM Sanmina Corp — 1.25% ($1.49M)
  19. CM CIBC — 1.21% ($1.45M)
  20. BAC Bank of America Corp — 1.19% ($1.43M)
  21. MGA Magna International Inc — 1.18% ($1.41M)
  22. ERIC Ericsson — 1.18% ($1.41M)
  23. LRCX Lam Research Corp — 1.17% ($1.40M)
  24. DVN Devon Energy Corp — 1.16% ($1.39M)
  25. COR Cencora Inc — 1.14% ($1.36M)

What are LST's top 10 holdings?

GOOGL (2.2%), AMD (2.1%), DELL (2.0%), FLEX (2.0%), CAH (1.9%), CSCO (1.8%), GTX (1.6%), MCK (1.6%), JBL (1.6%), C (1.5%).

How many stocks are in LST?

Leuthold Select Industries ETF reported 120 holdings as of June 30, 2026.

All ETF and mutual fund holdings