Position in JBL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,657,825
+$1,448,759 QoQ
Shares Held
58,946
-5.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026LEUTHOLD GROUP, LLC holds $52,622,240 across 7 Electronic Components names. JBL ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBL |
Jabil Inc
This page
|
58,946 | $15,657,825 | |
| 2 | FLEX |
Flex Ltd.
|
200,422 | $13,119,624 | |
| 3 | TEL |
TE Connectivity plc
|
40,987 | $8,567,102 | |
| 4 | PLXS |
Plexus Corp
|
26,422 | $5,351,511 | |
| 5 | SANM |
Sanmina Corp
|
38,313 | $4,966,897 | |
| 6 | BHE |
Benchmark Electronics Inc
|
50,065 | $2,806,643 | |
| 7 | CTS |
Cts Corp
|
45,072 | $2,152,638 |
All Filings in JBL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,657,825 | 58,946 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,209,066 | 62,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,465,191 | 62,003 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,064,190 | 59,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,279,451 | 60,847 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,370,192 | 65,116 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,086,487 | 67,483 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,642,388 | 70,249 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,493,706 | 70,875 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,048,457 | 71,024 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,017,564 | 71,066 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,811,433 | 72,375 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,612,088 | 75,001 | 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. | ||||||