Minneapolis Portfolio Management Group as of Dec. 31, 2025
Portfolio Holdings for Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 5.8 | $51M | 586k | 87.56 | |
| Coherent Corp (COHR) | 5.5 | $49M | 264k | 184.57 | |
| Boeing Company (BA) | 4.9 | $43M | 197k | 217.12 | |
| Caterpillar (CAT) | 4.5 | $40M | 69k | 572.87 | |
| Popular Com New (BPOP) | 4.4 | $38M | 307k | 124.52 | |
| Newmont Mining Corporation (NEM) | 4.0 | $35M | 350k | 99.85 | |
| Sony Group Corp Sponsored Adr (SONY) | 4.0 | $35M | 1.4M | 25.60 | |
| Terex Corporation (TEX) | 3.9 | $35M | 649k | 53.38 | |
| Simon Property (SPG) | 3.8 | $33M | 179k | 185.11 | |
| Parker-Hannifin Corporation (PH) | 3.7 | $33M | 37k | 878.97 | |
| Cisco Systems (CSCO) | 3.7 | $33M | 426k | 77.03 | |
| Oracle Corporation (ORCL) | 3.6 | $32M | 164k | 194.91 | |
| Lockheed Martin Corporation (LMT) | 3.6 | $32M | 65k | 483.67 | |
| Deere & Company (DE) | 3.6 | $32M | 68k | 465.57 | |
| US Bancorp DEL Com New (USB) | 3.5 | $31M | 579k | 53.36 | |
| International Business Machines (IBM) | 3.4 | $30M | 100k | 296.21 | |
| Baker Hughes Company Cl A (BKR) | 3.2 | $28M | 624k | 45.54 | |
| Qualcomm (QCOM) | 3.2 | $28M | 163k | 171.05 | |
| Bwx Technologies (BWXT) | 3.1 | $27M | 157k | 172.84 | |
| TE Connectivity Ord Shs (TEL) | 2.9 | $26M | 113k | 227.51 | |
| Zimmer Holdings (ZBH) | 2.8 | $25M | 273k | 89.92 | |
| Zoetis Cl A (ZTS) | 2.8 | $24M | 194k | 125.82 | |
| Canadian Pacific Kansas City (CP) | 2.8 | $24M | 330k | 73.63 | |
| Generac Holdings (GNRC) | 2.7 | $24M | 173k | 136.37 | |
| Match Group (MTCH) | 2.7 | $24M | 732k | 32.29 | |
| Nutrien (NTR) | 2.6 | $23M | 369k | 61.72 | |
| Textron (TXT) | 2.5 | $22M | 256k | 87.17 | |
| Hewlett Packard Enterprise (HPE) | 2.1 | $18M | 757k | 24.02 | |
| Orion Engineered Carbons (OEC) | 0.5 | $4.5M | 846k | 5.28 | |
| General Motors Company (GM) | 0.1 | $895k | 11k | 81.32 | |
| Honeywell International (HON) | 0.0 | $263k | 1.4k | 195.09 |
