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Sep 04 2026

Leuthold Select Industries Portfolio August 2026

  • Sep 4, 2026

During August, the Construction & Engineering holding was sold. That deactivation lowers portfolio exposure to the data-center buildout theme. Big Energy took its place.

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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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