Minneapolis Portfolio Management Group, LLC Top Holdings and 13F Report (2026) About Minneapolis Portfolio Management Group, LLCInvestment ActivityMinneapolis Portfolio Management Group, LLC has $993.71 million in total holdings as of September 30, 2026.Minneapolis Portfolio Management Group, LLC owns shares of 34 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, Minneapolis Portfolio Management Group, LLC has purchased 34 new stocks and bought additional shares in 20 stocks.Minneapolis Portfolio Management Group, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Newmont $64,838,510Hewlett Packard Enterprise $48,011,688Popular $46,638,961Deere & Company $45,486,132Cisco Systems $45,029,122 Largest New Holdings this Quarter 253393102 - DICK'S Sporting Goods $28,390,139 Holding06849F108 - Barrick Mining Corporation $26,867,646 Holding Largest Purchases this Quarter DICK'S Sporting Goods 211,409 shares (about $28.39M)Barrick Mining Corporation 660,626 shares (about $26.87M)Zoetis 212,691 shares (about $14.85M)Corning 8,332 shares (about $1.28M)Oracle 6,092 shares (about $836.43K) Largest Sales this Quarter Clorox 194,774 shares (about $15.78M)Autodesk 75,243 shares (about $15.73M)Caterpillar 3,405 shares (about $2.76M)Simon Property Group 5,235 shares (about $1.05M)Coherent 1,269 shares (about $365.23K) 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 PortfolioSectorNEMNewmont$64,838,510$267,935 ▲0.4%562,1516.5%MaterialsHPEHewlett Packard Enterprise$48,011,688$325,584 ▼-0.7%751,4744.8%TechnologyBPOPPopular$46,638,961$64,356 ▼-0.1%300,0254.7%FinanceDEDeere & Company$45,486,132$336,447 ▲0.7%67,7334.6%IndustrialsCSCOCisco Systems$45,029,122$196,102 ▲0.4%418,3704.5%TechnologyORCLOracle$37,458,453$836,431 ▲2.3%272,8223.8%TechnologyBABoeing$36,811,853$570,243 ▲1.6%197,8603.7%IndustrialsGLWCorning$36,133,003$1,281,129 ▲3.7%234,9963.6%TechnologyGNRCGenerac$35,552,975$768,405 ▲2.2%171,7953.6%IndustrialsPHParker-Hannifin$35,535,393$393,638 ▲1.1%37,1933.6%IndustrialsPFEPfizer$35,216,611$536,661 ▲1.5%1,234,8043.5%HealthcareTEXTerex$34,002,471$465,983 ▲1.4%646,4353.4%IndustrialsUSBU.S. Bancorp$33,792,974$186,218 ▲0.6%585,0583.4%FinanceBKRBaker Hughes$33,624,658$395,664 ▲1.2%612,4713.4%EnergyLMTLockheed Martin$33,390,426$431,843 ▲1.3%65,5683.4%IndustrialsCOHRCoherent$32,964,318$365,231 ▼-1.1%114,5353.3%TechnologySPGSimon Property Group$32,426,249$1,050,982 ▼-3.1%161,5173.3%Real EstateQCOMQualcomm$31,685,349$693,277 ▲2.2%172,1663.2%TechnologyIBMInternational Business Machines$31,206,113$569,399 ▲1.9%141,8913.1%TechnologyCPCanadian Pacific Kansas City$30,232,256$600,040 ▲2.0%355,2563.0%IndustrialsCATCaterpillar$29,270,349$2,760,742 ▼-8.6%36,1012.9%IndustrialsDKSDICK'S Sporting Goods$28,390,139$28,390,139 ▲New Holding211,4092.9%Consumer DiscretionaryBarrick Mining Corporation$26,867,646$26,867,646 ▲New Holding660,6262.7%COM SHSZBHZimmer Biomet$26,736,744$727,428 ▲2.8%300,9882.7%HealthcareTE Connectivity PLC$23,816,490$174,563 ▲0.7%112,8322.4%ORD SHSUBERUber Technologies$23,109,108$663,519 ▲3.0%337,3102.3%IndustrialsZTSZoetis$21,218,055$14,852,213 ▲233.3%303,8532.1%HealthcareBWXTBWX Technologies$20,604,057$220,158 ▼-1.1%150,3952.1%IndustrialsCLXClorox$13,983,535$15,778,635 ▼-53.0%172,6151.4%Consumer StaplesADSKAutodesk$13,746,348$15,725,787 ▼-53.4%65,7721.4%TechnologyOECOrion$4,184,778$43,032 ▼-1.0%744,6220.4%MaterialsGMGeneral Motors$662,9700.0%8,6100.1%Consumer DiscretionarySONYSony$646,016$588 ▼-0.1%27,4550.1%Consumer DiscretionaryNTRNutrien$435,9010.0%6,2050.0%MaterialsTXTTextron$0$23,912,093 ▼-100.0%00.0%IndustrialsHoneywell Aerospace Inc$0$259,769 ▼-100.0%00.0%COMShowing largest 100 holdings. 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