MP

Minneapolis Portfolio Management Group, LLC

13F
Minneapolis Portfolio Management Group, LLC
Last update 2025-02-11 30 Stocks (3 new)
Value $759.00 Mil Turnover 8 %
Countries:
Top Holdings: GLW(5.76%)BPOP(4.80%)ORCL(4.70%)SONY(4.56%)CSCO(4.52%)
Summary Stock Picks Current Portfolio
Minneapolis Portfolio Manageme... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLW 		Corning Inc
918,919
43,667.1
+0.35%
5.760
+0.02%
0.110
-1.31%
+2.12%
41,329.2
Hardware
BPOP 		Popular Inc
387,267
36,426.4
-0.87%
4.800
-0.04%
0.550
+0.79%
+4.79%
6,913.8
Banks
ORCL 		Oracle Corp
214,044
35,668.2
-0.29%
4.700
-0.01%
0.010
-11.19%
-2.53%
453,162.8
Software
SONY 		Sony Group Corp
1,632,987
34,554.0
+1.32%
4.560
+0.06%
0.030
+20.13%
+16.21%
148,367.9
Hardware
CSCO 		Cisco Systems Inc
578,898
34,270.8
+0.13%
4.520
+0.01%
0.010
+7.45%
+7.96%
252,542.0
Hardware
CAT 		Caterpillar Inc
94,243
34,187.4
-1.72%
4.510
-0.08%
0.020
-16.53%
-8.13%
158,692.5
Farm & Heavy Construction Machinery
COHR 		Coherent Corp
354,738
33,604.3
-0.44%
4.430
-0.02%
0.230
-35.92%
-27.93%
10,579.6
Hardware
PH 		Parker Hannifin Corp
49,531
31,503.3
-0.70%
4.150
-0.03%
0.040
-6.96%
+2.53%
83,769.3
Industrial Products
SPG 		Simon Property Group Inc
179,238
30,866.6
-23.80%
4.070
-1.23%
0.050
+5.16%
+9.04%
61,268.5
REITs
OEC 		Orion SA
1,922,698
30,359.4
+19.98%
4.000
+0.67%
3.330
-30.55%
-16.53%
746.7
Chemicals

Minneapolis Portfolio Management Group, LLC's Historical Top Holdings Breakdowns

Minneapolis Portfolio Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PFE 		Pfizer Inc2024-12-31Sold Out
-3.56%
●
24.8 ($27.1) 30.19
$26.25
-3.14%
Sold Out
0
-950,151
BA 		Boeing Co2024-12-31New Buy
+2.28%
●
138.14 ($156.98) 180.72
$170.06
8.33%
New holding
97,793
97,793
NTR 		Nutrien Ltd2024-12-31New Buy
+2.16%
●
44.04 ($47.45) 50.78
$49.60
4.53%
New holding
366,948
366,948
TEL 		TE Connectivity PLC2024-12-31New Buy
+2.14%
●
142.87 ($149.01) 155.2
$150.60
1.07%
New holding
113,589
113,589
IBM 		International Business Machines Corp2024-12-31Reduce
-1.62%
●
204.9 ($222.76) 238.04
$250.19
12.31%
Reduce -31.07%
125,269
-56,477
SPG 		Simon Property Group Inc2024-12-31Reduce
-1.23%
●
167.23 ($175.6) 183.84
$187.78
6.94%
Reduce -23.8%
179,238
-55,978
CXT 		Crane NXT Co2024-12-31Reduce
-0.83%
●
53.35 ($57.45) 63.24
$54.57
-5.01%
Reduce -23.06%
381,764
-114,437
OEC 		Orion SA2024-12-31Add
+0.67%
●
14.99 ($16.88) 19.3
$13.18
-21.92%
Add 19.98%
1,922,698
320,157
CAT 		Caterpillar Inc2024-12-31Reduce
-0.08%
●
360.37 ($387.75) 416.88
$332.04
-14.37%
Reduce -1.72%
94,243
-1,645
CP 		Canadian Pacific Kansas City Ltd2024-12-31Add
+0.07%
●
71.1 ($76.93) 83.46
$75.82
-1.44%
Add 2.37%
308,419
7,135

Minneapolis Portfolio Management Group, LLC Total Holding History ($B)

To

Minneapolis Portfolio Management Group, LLC's Asset Allocation

To

Minneapolis Portfolio Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Minneapolis Portfolio Management Group, LLC's Hypothetical Growth since 2024-12-31

Minneapolis Portfolio Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Minneapolis Portfolio Management Group, LLC's Holdings Heat Map

Size field:

Minneapolis Portfolio Management Group, LLC's Holdings Bubble Chart

Minneapolis Portfolio Management Group, LLC News

  • 1

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