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Aug 07 2026
Equity Strategies

Leuthold Select Industries Portfolio July 2026

  • Aug 7, 2026

During July, the strategy added positions in two groups that have been viewed as AI disruption targets: Human Resources & Employment Services and Systems Software.

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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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