StockDriftsStockDriftsTop 33 Minneapolis Portfolio Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | Corning Inc | 5.49% | 226.7K | $57.9M | -55.95%(-287.89K) | $19.88(+701.83%) | 2026-06-30 | |
| NEM | Newmont Corp | 4.96% | 559.8K | $52.3M | +93.24%(+270.12K) | $67.63(+74.43%) | 2026-06-30 | |
| BPOP | Popular Inc | 4.67% | 300.4K | $49.3M | -2.27%(-6.98K) | $43.48(+299.82%) | 2026-06-30 | |
| GNRC | Generac Hldgs Inc | 4.66% | 168.1K | $49.2M | -3.35%(-5.83K) | $127.03(+66.17%) | 2026-06-30 | |
| CSCO | Cisco Sys Inc | 4.64% | 416.5K | $48.9M | -2.62%(-11.20K) | $35.25(+243.40%) | 2026-06-30 | |
| TEX | Terex Corp New | 4.37% | 637.6K | $46.2M | -1.43%(-9.22K) | $34.14(+100.25%) | 2026-06-30 | |
| COHR | Coherent Corp | 4.33% | 115.8K | $45.7M | -35.74%(-64.40K) | $43.37(+636.61%) | 2026-06-30 | |
| DE | Deere & Co | 4.04% | 67.2K | $42.6M | -1.39%(-950) | $381.55(+61.91%) | 2026-06-30 | |
| BA | Boeing Co | 4% | 194.8K | $42.2M | -1.31%(-2.58K) | $241.29(-2.19%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 3.99% | 39.5K | $42.1M | -20.60%(-10.25K) | $101.59(+742.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.08% | +110.11% | +15.61% | +106.52% |
| Top 20 Holdings Unweighted | +25.94% | +99.75% | +15.31% | +103.90% |
Minneapolis Portfolio Management Group, LLC reports $1.06B in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are GLW (5.5%), NEM (5.0%) and BPOP (4.7%). The top 20 holdings account for 78.63% of reported assets. Its disclosed equity book has returned +110.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Minneapolis Portfolio Management Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317253). View Minneapolis Portfolio Management Group, LLC’s 13F filings on SEC