StockDriftsStockDriftsTop 33 Minneapolis Portfolio Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | Corning Inc | 7.43% | 514.6K | $70.0M | -12.25%(-71.83K) | $19.88(+938.89%) | 2026-03-31 | |
| COHR | Coherent Corp | 4.56% | 180.2K | $42.9M | -31.70%(-83.64K) | $43.37(+830.75%) | 2026-03-31 | |
| BPOP | Popular Inc | 4.38% | 307.4K | $41.2M | +0.16%(+493) | $43.48(+229.01%) | 2026-03-31 | |
| LMT | Lockheed Martin Corp | 4.19% | 65.3K | $39.4M | -0.19%(-127) | $491.44(+5.80%) | 2026-03-31 | |
| BA | Boeing Co | 4.17% | 197.4K | $39.3M | +0.42%(+818) | $241.29(-0.29%) | 2026-03-31 | |
| CLX | Clorox Co DEL | 4.12% | 374.4K | $38.8M | new | $102.23(-10.01%) | 2026-03-31 | |
| DE | Deere & Co | 4.08% | 68.2K | $38.4M | +0.44%(+302) | $381.55(+52.18%) | 2026-03-31 | |
| TEX | Terex Corp New | 4.06% | 646.8K | $38.2M | -0.41%(-2.64K) | $34.14(+83.49%) | 2026-03-31 | |
| BKR | Baker Hughes Company | 4.04% | 622.5K | $38.0M | -0.30%(-1.90K) | $27.24(+140.16%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 3.74% | 49.8K | $35.2M | -28.12%(-19.46K) | $101.59(+788.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.06% | +81.87% |
| Top 20 Holdings Unweighted | +21.56% | +79.64% |
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