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Mar 06 2026

Leuthold Portfolios Update - February 2026

  • Mar 6, 2026

Big Tech was added to the portfolio during February. The group has lagged since the fall, but looks outstanding from a fundamental perspective.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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