LEUTHOLD GROUP, LLC

Position in JBL — Jabil Inc

CIK 1170152 MINNEAPOLIS, MN

Position in JBL

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

Position Value

$15,599,990

-$57,835 QoQ

Shares Held

40,469

-31.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#185

of 1,116 holders

Holding Since

Dec 2022

15 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. JBL ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd.	123,091	$19,949,358
2	JBL	Jabil Inc This page	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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,599,990	40,469	-31.3%	Shares	Sole	2026-08-04
2026-03-31	$15,657,825	58,946	-5.4%	Shares	Sole	2026-05-06
2025-12-31	$14,209,066	62,315	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$13,465,191	62,003	+3.5%	Shares	Sole	2025-11-06
2025-06-30	$13,064,190	59,900	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$8,279,451	60,847	-6.6%	Shares	Sole	2025-05-13
2024-12-31	$9,370,192	65,116	-3.5%	Shares	Sole	2025-02-03
2024-09-30	$8,086,487	67,483	-3.9%	Shares	Sole	2024-10-24
2024-06-30	$7,642,388	70,249	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$9,493,706	70,875	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$9,048,457	71,024	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$9,017,564	71,066	-1.8%	Shares	Sole	2023-11-07
2023-06-30	$7,811,433	72,375	-3.5%	Shares	Sole	2023-08-08
2023-03-31	$6,612,088	75,001	+66.8%	Shares	Sole	2023-04-18
2022-12-31	$3,066,476	44,963	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.