Minneapolis Portfolio Management Group as of June 30, 2026
Portfolio Holdings for Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 5.5 | $58M | 227k | 255.43 | |
| Newmont Mining Corporation (NEM) | 5.0 | $52M | 560k | 93.40 | |
| Popular Com New (BPOP) | 4.7 | $49M | 300k | 164.18 | |
| Generac Holdings (GNRC) | 4.7 | $49M | 168k | 292.81 | |
| Cisco Systems (CSCO) | 4.6 | $49M | 417k | 117.46 | |
| Terex Corporation (TEX) | 4.4 | $46M | 638k | 72.39 | |
| Coherent Corp (COHR) | 4.3 | $46M | 116k | 394.47 | |
| Deere & Company (DE) | 4.0 | $43M | 67k | 634.33 | |
| Boeing Company (BA) | 4.0 | $42M | 195k | 216.47 | |
| Caterpillar (CAT) | 4.0 | $42M | 40k | 1064.90 | |
| International Business Machines (IBM) | 3.7 | $39M | 139k | 281.21 | |
| Oracle Corporation (ORCL) | 3.7 | $39M | 267k | 146.55 | |
| Simon Property (SPG) | 3.5 | $37M | 167k | 223.65 | |
| Parker-Hannifin Corporation (PH) | 3.4 | $36M | 37k | 978.13 | |
| US Bancorp Com New (USB) | 3.3 | $35M | 582k | 60.40 | |
| Clorox Company (CLX) | 3.3 | $35M | 367k | 95.44 | |
| Hewlett Packard Enterprise (HPE) | 3.2 | $34M | 757k | 45.11 | |
| Baker Hughes Company Cl A (BKR) | 3.2 | $34M | 605k | 55.50 | |
| Lockheed Martin Corporation (LMT) | 3.1 | $33M | 65k | 509.46 | |
| Qualcomm (QCOM) | 2.9 | $31M | 168k | 184.79 | |
| Canadian Pacific Kansas City (CP) | 2.9 | $30M | 348k | 86.65 | |
| Bwx Technologies (BWXT) | 2.8 | $30M | 152k | 194.65 | |
| Pfizer (PFE) | 2.8 | $29M | 1.2M | 24.08 | |
| Autodesk (ADSK) | 2.6 | $27M | 141k | 194.42 | |
| Zimmer Holdings (ZBH) | 2.4 | $25M | 293k | 86.09 | |
| Textron (TXT) | 2.3 | $24M | 261k | 91.73 | |
| Uber Technologies (UBER) | 2.2 | $24M | 328k | 72.16 | |
| TE Connectivity Ord Shs (TEL) | 2.1 | $23M | 112k | 201.61 | |
| Zoetis Cl A (ZTS) | 0.6 | $6.6M | 91k | 71.86 | |
| Orion Engineered Carbons (OEC) | 0.5 | $5.0M | 752k | 6.63 | |
| General Motors Company (GM) | 0.1 | $664k | 8.6k | 77.08 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $551k | 28k | 20.06 | |
| Nutrien (NTR) | 0.0 | $391k | 6.2k | 62.95 | |
| Honeywell Aerospace (HONA) | 0.0 | $260k | 1.2k | 221.08 |
