Minneapolis Portfolio Management Group
$942M 13F equity value
34 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLW | Corning Inc | 514,558 | $70M | 7.4% |
| COHR | Coherent Corp | 180,201 | $43M | 4.6% |
| BPOP | Popular Inc | 307,417 | $41M | 4.4% |
| LMT | Lockheed Martin Corp | 65,270 | $39M | 4.2% |
| BA | Boeing Co | 197,379 | $39M | 4.2% |
| CLX | Clorox Co DEL | 374,369 | $39M | 4.1% |
| DE | Deere & Co | 68,182 | $38M | 4.1% |
| TEX | Terex Corp New | 646,798 | $38M | 4.1% |
| BKR | Baker Hughes Company | 622,509 | $38M | 4.0% |
| CAT | Caterpillar Inc | 49,754 | $35M | 3.7% |
Track Minneapolis Portfolio Management Group's 13F portfolio: $942M in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.