Minneapolis Portfolio Management Group, LLC Top Holdings and 13F Report (2026) About Minneapolis Portfolio Management Group, LLCInvestment ActivityMinneapolis Portfolio Management Group, LLC has $941.72 million in total holdings as of March 31, 2026.Minneapolis Portfolio Management Group, LLC owns shares of 33 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 12.56% of the portfolio was purchased this quarter.About 13.78% of the portfolio was sold this quarter.This quarter, Minneapolis Portfolio Management Group, LLC has purchased 31 new stocks and bought additional shares in 16 stocks.Minneapolis Portfolio Management Group, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Corning $69,964,440Coherent $42,925,680Popular $41,246,145Lockheed Martin $39,448,642Boeing $39,284,342 Largest New Holdings this Quarter 189054109 - Clorox $38,795,893 Holding717081103 - Pfizer $33,944,368 Holding90353T100 - Uber Technologies $22,987,030 Holding Largest Purchases this Quarter Clorox 374,369 shares (about $38.80M)Pfizer 1,208,845 shares (about $33.94M)Uber Technologies 319,575 shares (about $22.99M)International Business Machines 41,709 shares (about $10.11M)Oracle 52,615 shares (about $7.74M) Largest Sales this Quarter Sony 1,333,292 shares (about $27.60M)Nutrien 362,403 shares (about $27.35M)Coherent 83,639 shares (about $19.92M)Caterpillar 19,462 shares (about $13.79M)Corning 71,832 shares (about $9.77M) 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$69,964,440$9,766,995 â–¼-12.2%514,5587.4%Computer and TechnologyCOHRCoherent$42,925,680$19,923,646 â–¼-31.7%180,2014.6%Business ServicesBPOPPopular$41,246,145$66,146 â–²0.2%307,4174.4%FinanceLMTLockheed Martin$39,448,642$76,758 â–¼-0.2%65,2704.2%AerospaceBABoeing$39,284,342$162,807 â–²0.4%197,3794.2%AerospaceCLXClorox$38,795,893$38,795,893 â–²New Holding374,3694.1%Consumer StaplesDEDeere & Company$38,406,839$170,116 â–²0.4%68,1824.1%IndustrialsTEXTerex$38,225,749$156,260 â–¼-0.4%646,7984.1%IndustrialsBKRBaker Hughes$38,004,202$116,178 â–¼-0.3%622,5094.0%EnergyCATCaterpillar$35,248,635$13,788,016 â–¼-28.1%49,7543.7%IndustrialsIBMInternational Business Machines$34,444,695$10,109,876 â–²41.5%142,1043.7%Computer and TechnologyGNRCGenerac$33,969,450$111,143 â–²0.3%173,9083.6%IndustrialsPFEPfizer$33,944,368$33,944,368 â–²New Holding1,208,8453.6%MedicalPHParker-Hannifin$33,323,832$156,668 â–¼-0.5%37,2233.5%IndustrialsCSCOCisco Systems$33,188,814$138,809 â–²0.4%427,7463.5%Computer and TechnologySPGSimon Property Group$32,846,109$470,616 â–¼-1.4%176,0903.5%FinanceBWXTBWX Technologies$32,210,487$143,757 â–²0.4%157,5163.4%AerospaceORCLOracle$31,797,528$7,740,192 â–²32.2%216,1483.4%Computer and TechnologyNEMNewmont$31,361,174$6,492,935 â–¼-17.2%289,7113.3%Basic MaterialsUSBU.S. Bancorp$30,358,299$223,331 â–²0.7%583,7013.2%FinanceCPCanadian Pacific Kansas City$26,833,840$861,170 â–²3.3%341,1372.8%TransportationZBHZimmer Biomet$25,816,068$1,141,009 â–²4.6%285,5132.7%MedicalTE Connectivity PLC$23,701,177$17,349 â–²0.1%113,3922.5%ORD SHSZTSZoetis$23,404,753$484,779 â–²2.1%197,9932.5%MedicalUBERUber Technologies$22,987,030$22,987,030 â–²New Holding319,5752.4%Computer and TechnologyTXTTextron$22,685,751$275,201 â–²1.2%259,0882.4%AerospaceQCOMQualcomm$21,587,610$616,469 â–²2.9%167,6322.3%Computer and TechnologyHPEHewlett Packard Enterprise$18,328,464$302,720 â–²1.7%769,7801.9%Computer and TechnologyOECOrion$5,398,786$101,420 â–¼-1.8%830,5820.6%Basic MaterialsGMGeneral Motors$641,445$178,279 â–¼-21.7%8,6100.1%Auto/Tires/TrucksSONYSony$568,836$27,599,144 â–¼-98.0%27,4800.1%Consumer DiscretionaryNTRNutrien$468,229$27,346,913 â–¼-98.3%6,2050.0%Basic MaterialsHONHoneywell International$305,1410.0%1,3500.0%Multi-Sector ConglomeratesMTCHMatch Group$0$23,628,760 â–¼-100.0%00.0%Computer and TechnologyShowing 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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