Minneapolis Portfolio Management Group as of June 30, 2025
Portfolio Holdings for Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 5.9 | $47M | 900k | 52.59 | |
| Oracle Corporation (ORCL) | 5.7 | $46M | 210k | 218.63 | |
| Popular Com New (BPOP) | 5.1 | $41M | 374k | 110.21 | |
| Sony Group Corp Sponsored Adr (SONY) | 5.1 | $41M | 1.6M | 26.03 | |
| Cisco Systems (CSCO) | 4.8 | $39M | 564k | 69.38 | |
| International Business Machines (IBM) | 4.4 | $36M | 122k | 294.78 | |
| Caterpillar (CAT) | 4.4 | $36M | 92k | 388.21 | |
| Bwx Technologies (BWXT) | 4.3 | $34M | 239k | 144.06 | |
| Parker-Hannifin Corporation (PH) | 4.2 | $34M | 48k | 698.47 | |
| Deere & Company (DE) | 4.1 | $33M | 65k | 508.49 | |
| Newmont Mining Corporation (NEM) | 4.1 | $33M | 565k | 58.26 | |
| Boeing Company (BA) | 3.9 | $32M | 150k | 209.53 | |
| Coherent Corp (COHR) | 3.9 | $32M | 353k | 89.21 | |
| Simon Property (SPG) | 3.5 | $28M | 176k | 160.76 | |
| US Bancorp DEL Com New (USB) | 3.2 | $26M | 566k | 45.25 | |
| Qualcomm (QCOM) | 3.1 | $25M | 159k | 159.26 | |
| General Motors Company (GM) | 3.1 | $25M | 508k | 49.21 | |
| Canadian Pacific Kansas City (CP) | 3.0 | $24M | 308k | 79.27 | |
| Generac Holdings (GNRC) | 3.0 | $24M | 170k | 143.21 | |
| Match Group (MTCH) | 2.7 | $22M | 711k | 30.89 | |
| Baker Hughes Company Cl A (BKR) | 2.7 | $22M | 571k | 38.34 | |
| UnitedHealth (UNH) | 2.6 | $21M | 69k | 311.97 | |
| Nutrien (NTR) | 2.6 | $21M | 366k | 58.24 | |
| Terex Corporation (TEX) | 2.6 | $21M | 454k | 46.69 | |
| Orion Engineered Carbons (OEC) | 2.5 | $21M | 2.0M | 10.49 | |
| TE Connectivity Ord Shs (TEL) | 2.4 | $19M | 113k | 168.67 | |
| Hewlett Packard Enterprise (HPE) | 1.8 | $15M | 727k | 20.45 | |
| Zimmer Holdings (ZBH) | 1.3 | $10M | 114k | 91.21 | |
| Honeywell International (HON) | 0.0 | $314k | 1.4k | 232.88 |
