Minneapolis Portfolio Management Group, LLC Top Holdings and 13F Report (2025) About Minneapolis Portfolio Management Group, LLCInvestment ActivityMinneapolis Portfolio Management Group, LLC has $758.52 million in total holdings as of December 31, 2024.Minneapolis Portfolio Management Group, LLC owns shares of 30 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 11.29% of the portfolio was purchased this quarter.About 7.65% of the portfolio was sold this quarter.This quarter, Minneapolis Portfolio Management Group, LLC has purchased 28 new stocks and bought additional shares in 15 stocks.Minneapolis Portfolio Management Group, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Corning $43,667,049Popular $36,426,356Oracle $35,668,224Sony Group $34,554,012Cisco Systems $34,270,768 Largest New Holdings this Quarter Boeing $17,309,361 HoldingNutrien $16,420,923 HoldingTE Connectivity PLC $16,239,819 Holding Largest Purchases this Quarter Sony Group 1,310,641 shares (about $27.73M)Boeing 97,793 shares (about $17.31M)Nutrien 366,948 shares (about $16.42M)TE Connectivity PLC 113,589 shares (about $16.24M)Orion 320,157 shares (about $5.06M) Largest Sales this Quarter International Business Machines 56,477 shares (about $12.42M)Simon Property Group 55,978 shares (about $9.64M)Crane NXT 114,437 shares (about $6.66M)Caterpillar 1,645 shares (about $596.74K)Match Group 10,545 shares (about $344.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMinneapolis Portfolio Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLWCorning$43,667,049$151,399 ▲0.3%918,9195.8%Computer and TechnologyBPOPPopular$36,426,356$319,898 ▼-0.9%387,2674.8%FinanceORCLOracle$35,668,224$104,316 ▼-0.3%214,0444.7%Computer and TechnologySONYSony Group$34,554,012$27,733,169 ▲406.6%1,632,9874.6%Consumer StaplesCSCOCisco Systems$34,270,768$45,347 ▲0.1%578,8984.5%Computer and TechnologyCATCaterpillar$34,187,439$596,738 ▼-1.7%94,2434.5%IndustrialsCOHRCoherent$33,604,331$149,389 ▼-0.4%354,7384.4%Business ServicesPHParker-Hannifin$31,503,283$221,339 ▼-0.7%49,5314.2%IndustrialsSPGSimon Property Group$30,866,604$9,639,980 ▼-23.8%179,2384.1%FinanceOECOrion$30,359,397$5,055,278 ▲20.0%1,922,6984.0%Basic MaterialsGMGeneral Motors$28,277,244$70,636 ▼-0.2%530,8293.7%Auto/Tires/TrucksDEDeere & Company$27,863,899$558,439 ▲2.0%65,7633.7%IndustrialsIBMInternational Business Machines$27,537,974$12,415,379 ▼-31.1%125,2693.6%Computer and TechnologyUSBU.S. Bancorp$27,502,944$168,935 ▲0.6%575,0153.6%FinanceGNRCGenerac$26,505,953$1,085 ▼0.0%170,9513.5%IndustrialsNEMNewmont$25,163,536$123,459 ▲0.5%676,0763.3%Basic MaterialsQCOMQUALCOMM$24,562,940$170,211 ▲0.7%159,8943.2%Computer and TechnologyBKRBaker Hughes$23,863,046$261,831 ▲1.1%581,7423.1%EnergyCPCanadian Pacific Kansas City$22,320,248$516,359 ▲2.4%308,4192.9%TransportationCXTCrane NXT$22,226,318$6,662,528 ▼-23.1%381,7642.9%Business ServicesTEXTerex$20,984,626$34,526 ▲0.2%454,0162.8%IndustrialsBWXTBWX Technologies$19,615,826$190,923 ▲1.0%176,1002.6%Computer and TechnologyXOMExxon Mobil$18,199,856$99,287 ▲0.5%169,1912.4%EnergyBABoeing$17,309,361$17,309,361 ▲New Holding97,7932.3%AerospaceMTCHMatch Group$17,027,681$344,927 ▼-2.0%520,5652.2%Retail/WholesaleNTRNutrien$16,420,923$16,420,923 ▲New Holding366,9482.2%Basic MaterialsKMBKimberly-Clark$16,295,290$224,864 ▲1.4%124,3542.1%Consumer StaplesTE Connectivity PLC$16,239,819$16,239,819 ▲New Holding113,5892.1%ORD SHSHPEHewlett Packard Enterprise$15,188,441$351,443 ▲2.4%711,4022.0%Computer and TechnologyHONHoneywell International$304,9520.0%1,3500.0%Multi-Sector ConglomeratesPFEPfizer$0$27,497,358 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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