§ 13F · FUND PROFILE
Minneapolis Portfolio Management Group, LLC.
AUM · $1.1B (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | 227K | $58M | 5.5% | −56% |
| 2 | NEM | Newmont Corp | 560K | $52M | 5.0% | +93% |
| 3 | BPOP | Popular Inc | 300K | $49M | 4.7% | −2% |
| 4 | GNRC | Generac Hldgs Inc | 168K | $49M | 4.7% | −3% |
| 5 | CSCO | Cisco Sys Inc | 417K | $49M | 4.6% | −3% |
| 6 | TEX | Terex Corp New | 638K | $46M | 4.4% | −1% |
| 7 | COHR | Coherent Corp | 116K | $46M | 4.3% | −36% |
| 8 | DE | Deere & Co | 67K | $43M | 4.0% | −1% |
| 9 | BA | Boeing Co | 195K | $42M | 4.0% | −1% |
| 10 | CAT | Caterpillar Inc | 40K | $42M | 4.0% | −21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MINNEAPOLIS SIGNAL
AC read
Minneapolis Portfolio Management Group, LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 34 positions.
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