Minneapolis Portfolio Management Group as of Sept. 30, 2025
Portfolio Holdings for Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 6.7 | $58M | 708k | 82.03 | |
| Oracle Corporation (ORCL) | 5.3 | $46M | 163k | 281.24 | |
| Caterpillar (CAT) | 5.0 | $44M | 91k | 477.15 | |
| Newmont Mining Corporation (NEM) | 4.6 | $41M | 480k | 84.31 | |
| Popular Com New (BPOP) | 4.5 | $39M | 307k | 127.01 | |
| Sony Group Corp Sponsored Adr (SONY) | 4.5 | $39M | 1.3M | 28.79 | |
| Coherent Corp (COHR) | 4.3 | $38M | 350k | 107.72 | |
| Bwx Technologies (BWXT) | 4.2 | $37M | 201k | 184.37 | |
| International Business Machines (IBM) | 3.9 | $34M | 122k | 282.16 | |
| Terex Corporation (TEX) | 3.8 | $33M | 647k | 51.30 | |
| Simon Property (SPG) | 3.8 | $33M | 177k | 187.67 | |
| Boeing Company (BA) | 3.8 | $33M | 152k | 215.83 | |
| General Motors Company (GM) | 3.5 | $31M | 505k | 60.97 | |
| Deere & Company (DE) | 3.5 | $30M | 66k | 457.26 | |
| Cisco Systems (CSCO) | 3.3 | $29M | 424k | 68.42 | |
| Parker-Hannifin Corporation (PH) | 3.3 | $29M | 38k | 758.16 | |
| Generac Holdings (GNRC) | 3.3 | $28M | 170k | 167.40 | |
| Baker Hughes Company Cl A (BKR) | 3.2 | $28M | 580k | 48.72 | |
| US Bancorp DEL Com New (USB) | 3.2 | $28M | 570k | 48.33 | |
| Qualcomm (QCOM) | 3.1 | $27M | 161k | 166.36 | |
| Zimmer Holdings (ZBH) | 3.0 | $26M | 264k | 98.50 | |
| Match Group (MTCH) | 2.9 | $25M | 718k | 35.32 | |
| TE Connectivity Ord Shs (TEL) | 2.9 | $25M | 113k | 219.53 | |
| Canadian Pacific Kansas City (CP) | 2.7 | $23M | 314k | 74.49 | |
| Nutrien (NTR) | 2.5 | $22M | 365k | 58.71 | |
| Textron (TXT) | 2.4 | $21M | 251k | 84.49 | |
| Hewlett Packard Enterprise (HPE) | 2.1 | $18M | 740k | 24.56 | |
| Orion Engineered Carbons (OEC) | 0.8 | $6.6M | 865k | 7.58 | |
| Honeywell International (HON) | 0.0 | $284k | 1.4k | 210.50 |
