LEUTHOLD GROUP, LLC

Position in FLEX — Flex Ltd.

CIK 1170152 MINNEAPOLIS, MN

Position in FLEX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$19,949,358

+$6,829,734 QoQ

Shares Held

123,091

-38.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#174

of 1,107 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LEUTHOLD GROUP, LLC holds $65,770,867 across 7 Electronic Components names. FLEX ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd. This page	123,091	$19,949,358
2	JBL	Jabil Inc	40,469	$15,599,990
3	SANM	Sanmina Corp	36,379	$9,206,797
4	PLXS	Plexus Corp	25,054	$7,532,986
5	TEL	TE Connectivity plc	30,305	$6,109,791
6	BHE	Benchmark Electronics Inc	46,811	$4,618,841
7	CTS	Cts Corp	42,232	$2,753,104

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,949,358	123,091	-38.6%	Shares	Sole	2026-08-04
2026-03-31	$13,119,624	200,422	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$12,418,364	205,534	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$11,875,734	204,860	+3.5%	Shares	Sole	2025-11-06
2025-06-30	$9,879,966	197,916	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$6,648,947	200,996	-6.5%	Shares	Sole	2025-05-13
2024-12-31	$8,255,116	215,033	-3.5%	Shares	Sole	2025-02-03
2024-09-30	$7,450,945	222,882	-3.9%	Shares	Sole	2024-10-24
2024-06-30	$6,842,063	232,013	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$6,697,057	234,081	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$7,145,114	234,574	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$6,332,888	234,725	-1.8%	Shares	Sole	2023-11-07
2023-06-30	$6,607,274	239,048	-3.5%	Shares	Sole	2023-08-08
2023-03-31	$5,700,186	247,726	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.