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May 07 2026

Leuthold Portfolios Update - April 2026

  • May 7, 2026

Select Industries added Oil & Gas Exploration & Production in April, raising Energy exposure after a more attractive entry point emerged. AI infrastructure remains well represented atop the GS Scores, while Energy and Health Care also rank highly and may provide balance if the AI theme turns volatile.

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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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