Minneapolis Portfolio Management Group, LLC Top Holdings and 13F Report (2025) About Minneapolis Portfolio Management Group, LLCInvestment ActivityMinneapolis Portfolio Management Group, LLC has $720.03 million in total holdings as of March 31, 2025.Minneapolis Portfolio Management Group, LLC owns shares of 29 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Minneapolis Portfolio Management Group, LLC has purchased 30 new stocks and bought additional shares in 10 stocks.Minneapolis Portfolio Management Group, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Corning $41,591,370Sony Group $40,649,880Cisco Systems $35,291,267Popular $35,144,999Newmont $32,447,879 Largest Purchases this Quarter BWX Technologies 65,885 shares (about $6.50M)Match Group 195,566 shares (about $6.10M)Orion 24,041 shares (about $310.85K)Hewlett Packard Enterprise 6,936 shares (about $107.02K)TE Connectivity PLC 657 shares (about $92.85K) Largest Sales this Quarter Sony Group 31,968 shares (about $811.67K)Popular 6,786 shares (about $626.82K)Corning 10,414 shares (about $476.75K)Cisco Systems 7,009 shares (about $432.53K)Parker-Hannifin 711 shares (about $432.18K) 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$41,591,370$476,753 ▼-1.1%908,5055.8%Computer and TechnologySONYSony Group$40,649,880$811,668 ▼-2.0%1,601,0195.6%Consumer StaplesCSCOCisco Systems$35,291,267$432,525 ▼-1.2%571,8894.9%Computer and TechnologyBPOPPopular$35,144,999$626,822 ▼-1.8%380,4814.9%FinanceNEMNewmont$32,447,879$193,072 ▼-0.6%672,0774.5%Basic MaterialsDEDeere & Company$30,762,324$103,727 ▼-0.3%65,5424.3%IndustrialsIBMInternational Business Machines$30,726,884$422,473 ▼-1.4%123,5704.3%Computer and TechnologyCATCaterpillar$30,692,156$389,164 ▼-1.3%93,0634.3%IndustrialsORCLOracle$29,699,816$225,653 ▼-0.8%212,4304.1%Computer and TechnologyPHParker-Hannifin$29,675,354$432,183 ▼-1.4%48,8204.1%IndustrialsSPGSimon Property Group$29,470,785$297,118 ▼-1.0%177,4494.1%FinanceBKRBaker Hughes$25,326,910$240,670 ▼-0.9%576,2663.5%EnergyOECOrion$25,171,334$310,850 ▲1.3%1,946,7393.5%Basic MaterialsGMGeneral Motors$24,764,636$200,254 ▼-0.8%526,5713.4%Auto/Tires/TrucksQCOMQUALCOMM$24,535,811$25,499 ▼-0.1%159,7283.4%Computer and TechnologyUSBU.S. Bancorp$24,059,823$217,306 ▼-0.9%569,8683.3%FinanceBWXTBWX Technologies$23,871,786$6,499,546 ▲37.4%241,9853.3%Computer and TechnologyCOHRCoherent$22,967,849$68,836 ▼-0.3%353,6783.2%Business ServicesMTCHMatch Group$22,343,278$6,101,657 ▲37.6%716,1313.1%Retail/WholesaleCPCanadian Pacific Kansas City$21,726,748$72,667 ▲0.3%309,4543.0%TransportationGNRCGenerac$21,524,927$126,017 ▼-0.6%169,9563.0%IndustrialsXOMExxon Mobil$20,157,047$35,203 ▲0.2%169,4872.8%EnergyNTRNutrien$18,281,791$55,481 ▲0.3%368,0652.5%Basic MaterialsKMBKimberly-Clark$17,685,366$284 ▼0.0%124,3522.5%Consumer StaplesTEXTerex$17,177,544$24,821 ▲0.1%454,6732.4%IndustrialsBABoeing$16,764,553$85,957 ▲0.5%98,2972.3%AerospaceTE Connectivity PLC$16,145,283$92,847 ▲0.6%114,2462.2%ORD SHSHPEHewlett Packard Enterprise$11,083,948$107,022 ▲1.0%718,3381.5%Computer and TechnologyHONHoneywell International$285,8630.0%1,3500.0%Multi-Sector ConglomeratesCXTCrane NXT$0$22,226,318 ▼-100.0%00.0%Business ServicesShowing 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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