Position in PLXS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,532,986
+$2,181,475 QoQ
Shares Held
25,054
-5.2% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#93
of 446 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $65,770,867 across 7 Electronic Components names. PLXS ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLEX |
Flex Ltd.
|
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
This page
|
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 |
All Filings in PLXS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,532,986 | 25,054 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,351,511 | 26,422 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,822,588 | 26,004 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,758,178 | 25,974 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,393,710 | 25,081 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||